Option Desk

Official13 toolsLive

by Iman · Python

Option analytics over the SYNTH sample or a permitted chain: Greeks, positioning, payoffs, plots.

com.avidquant/optiondesk (Model Context Protocol Server)

This MCP server provides option analytics over the SYNTH sample or a permitted chain. It supports Greeks, positioning, payoffs, and plots, as described by its server description.

🛠️ Key Features

Greeks
Positioning
Payoffs
Plots
Option analytics over the SYNTH sample or a permitted chain

🚀 Use Cases

Analyze options Greeks and related metrics
Review positioning and expected payoff behavior
Generate plots for option analysis
Perform analytics using the SYNTH sample or a permitted chain

Topics

backtesting-agentclaude-code-pluginclaude-code-skillclaude-code-subagentscodex-plugincodex-skillfinancegarchlanggraphmcpmonte-carlomonte-carlo-markov-chainoptionsoptions-flowoptions-greeksoptions-pricingoptions-strategiespythonquantitative-financevolatility

Captured live from the server via tools/list.

option_desk_status

Check the Option Desk data mode, source, refresh time, and public licence gate before requesting figures. No live feed or hosted backtest tool exists, even with uploaded history. Do not offer hosted backtests.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "title": "option_desk_statusArguments"
}

option_snapshot_schema

Return the accepted CSV and JSON option-chain fields, safe repair rules, size limits, data-rights confirmation, and retention policy.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "title": "option_snapshot_schemaArguments"
}

option_chain_snapshot

Summarize SYNTH or analyze a user-supplied option chain for private analysis. This service never fetches market data.

Parameters9

symbol	string	optional
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "default": "SYNTH",
      "title": "Symbol",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "title": "option_chain_snapshotArguments"
}

option_positioning

Return gamma walls, gamma flip, and max pain from SYNTH or a user-supplied chain. Dealer signs are an assumption, not observed positions.

Parameters9

symbol	string	optional
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "default": "SYNTH",
      "title": "Symbol",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "title": "option_positioningArguments"
}

option_plots

Render opaque PNG plots in the conversation. The SYNTH sample offers the market plot (dealer gamma exposure, open interest, volume and the smile by strike), the Greek ladder, and the structure comparison. Each is computed from the sample's own engine artifacts; there is no simulation or backtest for SYNTH because the hosted service has no price history.

Parameters10

symbol	string	optional
plot	string	optional
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "default": "SYNTH",
      "title": "Symbol",
      "type": "string"
    },
    "plot": {
      "default": "all",
      "enum": [
        "all",
        "market",
        "greeks",
        "strategy_comparison"
      ],
      "title": "Plot",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "title": "option_plotsArguments"
}

option_strategy_plot

Show an option-strategy payoff as an opaque PNG in the conversation. Any structure in the engine playbook can be built on the SYNTH sample chain. A market ticker requires user-supplied chain data. Do not start a localhost dashboard.

Parameters10

symbol	string	optional
strategy	string	optional
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "default": "SYNTH",
      "title": "Symbol",
      "type": "string"
    },
    "strategy": {
      "default": "iron_condor",
      "title": "Strategy",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "title": "option_strategy_plotArguments"
}

option_report_plots

Return the market map, Greek ladder, strategy comparison and up to three requested payoff charts in ONE widget. Prefer this tool for multi-chart reports instead of parallel individual plot calls. Includes strategy_records, Greek units, scenarios and cost assumptions. Use those records for tables; never invent currency or a multiplier. Uses SYNTH or a user-supplied chain; never fetches live data.

Parameters10

symbol	string	optional
strategies	array	optional
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "default": "SYNTH",
      "title": "Symbol",
      "type": "string"
    },
    "strategies": {
      "default": [
        "iron_condor",
        "bull_put_spread",
        "straddle"
      ],
      "items": {
        "type": "string"
      },
      "maxItems": 3,
      "title": "Strategies",
      "type": "array"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "title": "option_report_plotsArguments"
}

option_private_dashboard

Create a private interactive dashboard from user-supplied data. The bearer URL and all derived artifacts expire after one hour.

Parameters10

symbol	string	required
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
retention_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "title": "Symbol",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "retention_confirmed": {
      "default": false,
      "title": "Retention Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "required": [
    "symbol"
  ],
  "title": "option_private_dashboardArguments"
}

option_validate_snapshot

Validate and safely normalize a user-supplied option-chain snapshot. Return corrections and a summary. Delete all temporary files before the response.

Parameters9

symbol	string	required
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "title": "Symbol",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "required": [
    "symbol"
  ],
  "title": "option_validate_snapshotArguments"
}

option_import_snapshot

Import user-supplied option-chain data into a bearer-private interactive dashboard. Delete the artifacts after one hour.

Parameters10

symbol	string	required
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
retention_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "title": "Symbol",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "retention_confirmed": {
      "default": false,
      "title": "Retention Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "required": [
    "symbol"
  ],
  "title": "option_import_snapshotArguments"
}

option_plots_from_snapshot

Create opaque market and Greek PNG images from a user-supplied snapshot. Stamp source, capture time, expiry, and warnings on every image. Delete temporary files before the response.

Parameters9

symbol	string	required
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "title": "Symbol",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "required": [
    "symbol"
  ],
  "title": "option_plots_from_snapshotArguments"
}

option_strategy_from_snapshot

Build one option structure from a user-supplied chain and return its opaque payoff PNG with permanent source and risk warnings.

Parameters10

symbol	string	required
strategy	string	optional
source_text	any	optional
source_data	any	optional
source_format	any	optional
data_source	any	optional
rights_confirmed	boolean	optional
expiry	any	optional
rate	any	optional
dividend_yield	any	optional

Raw schema

{
  "type": "object",
  "properties": {
    "symbol": {
      "title": "Symbol",
      "type": "string"
    },
    "strategy": {
      "default": "iron_condor",
      "title": "Strategy",
      "type": "string"
    },
    "source_text": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Text"
    },
    "source_data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Data"
    },
    "source_format": {
      "anyOf": [
        {
          "enum": [
            "csv",
            "json"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Source Format"
    },
    "data_source": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Data Source"
    },
    "rights_confirmed": {
      "default": false,
      "title": "Rights Confirmed",
      "type": "boolean"
    },
    "expiry": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Expiry"
    },
    "rate": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Rate"
    },
    "dividend_yield": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Dividend Yield"
    }
  },
  "required": [
    "symbol"
  ],
  "title": "option_strategy_from_snapshotArguments"
}

option_delete_snapshot

Delete one short-lived imported dashboard before its automatic one-hour expiry.

Parameters1

token

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "token": {
      "title": "Token",
      "type": "string"
    }
  },
  "required": [
    "token"
  ],
  "title": "option_delete_snapshotArguments"
}

README.md16 KBView on GitHub

Option Desk

Options research with a local dashboard, agent skills, and MCP tools. Import a chain, inspect its Greeks and positioning, compare structures, and keep the results as readable files.

On this page

See the desk
Get started
Ask your agent
Follow a research workflow
Read the documentation
Development
Licensing

Guides and wiki

See the desk

The dashboard brings the chain, model assumptions, and research results onto one page. These are captures of the current local dashboard with synthetic teaching inputs. They are not market observations or evidence of trading performance. Capture details distinguish the input scenario from the capture date.

Structure comparison in the local dashboard, using synthetic inputs

Dashboard tour

Open an image for its full resolution. The complete gallery includes individual panels and charts. The dashboard guide explains how to read them.

Positioning	Volatility

Inspect the assumed dealer exposure and chain coverage.	Compare strikes and expiries without hiding missing values.

Structure payoff	Two-expiry structures

Read the legs, breakevens, and limits together.	Inspect the valuation assumptions for the surviving leg.

Simulation	Backtest

Read the fan with the convergence diagnostics.	Read outcomes with the benchmark and model limitations.

Composite comparison	Contract ladder

Inspect the formula and disagreements between models.	Compare sensitivities and payoff shapes.

The dashboard pipeline from input through saved research artifacts

Get started

Choose one route:

Your starting point	First action	Continue with
I want to try it without a data account	Run the supplied sample below.	First walkthrough
I use Claude Code or Codex	Install the local tools, then connect the plugin.	Agent workflows
I have a CSV or JSON chain	Import it with its source and timestamp.	Data import
I want a browser-based example	Open the hosted sample.	Hosted connection

Try the supplied sample

Requirements: Git and Python 3.11 or later. Run these commands on macOS or Linux:

git clone https://github.com/Iman/agent-driven-options-desk-and-skills.git
cd agent-driven-options-desk-and-skills
python3 -m venv .venv
. .venv/bin/activate
python -m pip install -e ./engine -e ./shell
optiondesk chain SYNTH --from-file examples/chain-synth.json --accept-data-rights --out-dir artifacts/tutorial
optiondesk greeks --out-dir artifacts/tutorial
optiondesk exposure --out-dir artifacts/tutorial
optiondesk compare --out-dir artifacts/tutorial
optiondesk dashboard --out-dir artifacts/tutorial

Open http://127.0.0.1:8787 on the same computer. Select SYNTH and 2026-10-08. Press Ctrl+C in the terminal to stop the server. The result files remain in artifacts/tutorial.

The supplied sample contains 62 synthetic contracts and a fixed valuation scenario. It needs no external provider after installation. The walkthrough includes Windows activation, expected results, and the next steps. Sample provenance explains the inputs.

Install the full local desk

From a checkout, run:

./install.sh
optiondesk doctor

This installs the local tools and skills and attempts MCP registration with supported runtime CLIs it finds. Installation covers paths, flags, Docker, and removal. A plugin installation alone does not install the local calculation engine.

For an existing local provider setup, run the complete demonstration:

./run.sh --symbols SPY

The runner retrieves data, builds the research artifacts, opens a paper position, and serves the dashboard. It writes to ~/TradingDesk/option-desk-demo by default. Use --dry-run to inspect its commands. Read provider setup before enabling Yahoo access.

Ask your agent

Install skills in your product

Product	Installation choices
Codex	`npx`, manual copy, shell installer, or plugin.
Claude Code	`npx`, manual copy, shell installer, or plugin.
ChatGPT	Individual hosted-skill uploads where the account supports Skills, plus a separate MCP app.
Claude chat	Individual hosted-skill ZIPs plus a custom MCP connector.

The installation guide includes single-skill and all-skill commands, user/project scope, ZIP preparation, and connection checks.

After connecting the local tools, ask:

text

Use examples/chain-synth.json, the supplied synthetic teaching sample.
I can use this file for private analysis.
Save the results under artifacts/tutorial.
Show its Greeks and positioning, then compare an iron condor with a straddle.
State the source, missing inputs, model assumptions, and degradation first.

What you want	Skill	Example
Working tools	`desk-setup`	Check why my MCP tools are unavailable.
Contract sensitivities	`options-greeks`	Show delta, gamma, theta, and vega from this chain.
Chain positioning	`options-positioning`	Show the gamma walls and state the dealer-sign assumption.
Multi-leg structures	`options-strategy`	Compare these structures by payoff, loss, and Greeks.
Forward distribution	`options-simulation`	Simulate the underlying from permitted history and report convergence.
Historical research	`options-backtest`	Backtest this structure and explain the benchmark and missing costs.

The local MCP server exposes 12 tools. The hosted service supports a smaller workflow: snapshot validation, Greeks, positioning, and strategy plots. Simulation and backtests remain local workflows. See agent setup and prompts.

Follow a research workflow

Step	Action	What to inspect
1. Load	Import a chain	Source, timestamp, expiry, and missing inputs.
2. Inspect	Calculate Greeks and positioning.	Units, skip counts, and dealer-sign assumptions.
3. Compare	Build structures	Legs, breakevens, maximum loss, and spread costs.
4. Explore time	Compare two expiries	Near-expiry valuation and scan limits.
5. Research history	Simulate or backtest	Convergence, benchmarks, uncertainty, and omitted costs.
6. Record	Open a paper position	Plan, thesis, later marks, and unavailable quotes.

The dashboard reads saved artifacts. It does not fetch new data when you open the page. Use the same --out-dir for related commands and the dashboard. The results guide explains how to interpret each stage.

Read the documentation

Guide	Purpose
User guide home	Choose a task and follow it to a result.
Installation reference	eight install paths for local, plugin, skills-only, hosted, and container use.
Dashboard tour	Read the panels and identify missing calculations.
Examples	Copyable commands and expected results.
Troubleshooting	Installation, provider, import, and chart problems.
FAQ	Common questions and interpretation limits.
Capabilities	Feature and interface catalogue.
Master algorithm	One pseudocode reference for skills, loops, graph routing, prompts, backtests, and paper tests.
Architecture	Packages, data flow, contracts, current diagrams, and preserved design references.
Preserved project reference	Complete earlier README, with its engineering detail, measurements, and examples.
API inventory	Generated public function and class reference.
Documentation map	All guides, policies, and maintenance references.

Where the desk is listed

Listing	Link	Status
Official MCP Registry	com.avidquant/optiondesk	Published 2026-09-11. Remote entry for the hosted endpoint, domain verified.
Smithery	iman-samizadeh/option-desk	Listed 2026-09-11. Hosted endpoint, 13 tools scanned, TXT record verified.
Glama server	Iman/agent-driven-options-desk-and-skills	Indexed from the repository, 12 local tools listed.
Glama connector	com.avidquant.optiondesk/option-desk	Hosted endpoint, listed 2026-09-11, health checked by Glama, 13 tools.
Claude Code and Codex marketplaces	This repository: `/plugin marketplace add Iman/agent-driven-options-desk-and-skills`	Local plugin `option-desk` and hosted plugin `option-desk-hosted`.
Hosted sample	optiondesk.avidquant.com, MCP at `/mcp`	Synthetic SYNTH data, no account needed.
LinkedIn article	I built an options desk an agent can drive	Published 2026-09-10.
dev.to	dev.to/imansamizadeh	Repost of the article, canonical link to LinkedIn, publishes after the first week.

Directory listings describe the hosted endpoint or the repository as they were on the date shown. The listing pages are maintained on each directory, not in this repository.

Development

Testing and coverage covers happy and failure paths, BDD scenarios, integration checks, and the 80% unit line-coverage gate per package.

Run from the repository root with the development dependencies installed. See Development for environment setup and screenshot capture.

python -m pytest engine/tests -q    # 355 tests
python -m pytest shell/tests -q     # 574 tests
python -m pytest agent/tests -q     # 161 tests
python -m pytest -q                # 1090 tests

These are collection counts, not a claim that this documentation edit ran every test. The workflow badge links to the actual CI result.

python3 scripts/refresh.py --no-index
python3 scripts/mutate.py --list

Ten stages in a full run rebuild generated documents and packages, check recorded evidence, and run the suites and repository rules. The mutation harness defines ninety-nine mutations. Use its output to distinguish detected changes, survivors, and skipped cases.

Eight schemas under shell/src/optiondesk/contracts/ define the artifact interface: 8 schemas + validator. See the architecture guide for their roles.

Recorded historical example

The evidence record pins an earlier chain measurement to 2026-08-30T14:12:17+00:00. It records 607 contracts, spot, listed expiries and 595 solved, 12 refused as unidentified. These are historical evidence strings, not counts for the sample or the current screenshots. The recorder retains them here for its existing documentation checks.

Contribute · Backlog · Changelog · Security

Licensing

The repository uses PolyForm Noncommercial 1.0.0. It is source available and free for noncommercial use. Commercial use requires a separate written agreement. See LICENSES.md. The software license does not grant rights to provider data.

Research software. No order placement. Model results are not fills, recommendations, or investment advice. Read the disclaimer, privacy policy, and third-party notices.

Install

Tools (13)

option_desk_statusoption_snapshot_schemaoption_chain_snapshotoption_positioningoption_plotsoption_strategy_plotoption_report_plotsoption_private_dashboard

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://optiondesk.avidquant.com/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "optiondesk": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://optiondesk.avidquant.com/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.

Option Desk

com.avidquant/optiondesk (Model Context Protocol Server)

🛠️ Key Features

🚀 Use Cases

Topics

option_desk_status

option_snapshot_schema

option_chain_snapshot

option_positioning

option_plots

option_strategy_plot

option_report_plots

option_private_dashboard

option_validate_snapshot

option_import_snapshot

option_plots_from_snapshot

option_strategy_from_snapshot

option_delete_snapshot

Option Desk

Contents

See the desk

Dashboard tour

Get started

Try the supplied sample

Install the full local desk

Ask your agent

Install skills in your product

Follow a research workflow

Read the documentation

Where the desk is listed

Development

Licensing

Install

Remote endpoint

Related servers