optionsahoy-mcp: Instructions file for Codex

AGENTS.md

optionsahoy-mcp AGENTS.md is an instructions file for Codex, OpenCode from AlvisoOculus/optionsahoy-mcp. It costs 1,856 tokens per session, scanned A, original, MIT.

Repository instructions for an MCP server that helps plan US equity-compensation taxes. It covers stock options, restricted stock units, tax rules, concentration risk, hedging, and selling plans.

In plain words
What is it for?
Use it when someone needs help with ISO or NSO options, RSUs, QSBS tax treatment, concentrated holdings, protective hedges, or raising a specific amount of cash from stock.
Why use it?
It tells an AI coding agent when to use each tax-planning tool and warns it not to calculate these results from memory. This reduces mistakes when planning around complex stock compensation.

Instructions file for CodexOpenCode

Written for Codex and OpenCode: the file is AGENTS.md. Also seen: mentions AGENTS.md.

This is AlvisoOculus/optionsahoy-mcp's own configuration. It tells Codex and OpenCode how to work on optionsahoy-mcp itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything optionsahoy-mcp configures →

Reuse

Borrowing it

Nothing to install: this file belongs to AlvisoOculus/optionsahoy-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/AlvisoOculus/optionsahoy-mcp/main/AGENTS.md
Clone the repo
git clone --depth 1 https://github.com/AlvisoOculus/optionsahoy-mcp

Made for: Codex, OpenCode.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for optionsahoy-mcp AGENTS.md

README.md
[![agentmods](https://agentmods.dev/badge/instructions/alvisooculus/optionsahoy-mcp/agents-md.svg)](https://agentmods.dev/instructions/alvisooculus/optionsahoy-mcp/agents-md)
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<a href="https://agentmods.dev/instructions/alvisooculus/optionsahoy-mcp/agents-md"><img src="https://agentmods.dev/badge/instructions/alvisooculus/optionsahoy-mcp/agents-md.svg" alt="Measured on agentmods" height="20"></a>
Per session 1,856 This file is loaded in full into every session.
When invoked 1,856 The same file — it is already loaded in full.
Security scan A 1 finding. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.01856 $0.01856
Opus 5 $0.00928 $0.00928
Sonnet 5 $0.00371 $0.00371
Haiku 4.5 $0.00186 $0.00186

Measured 8d ago against content hash 3264f06dc915, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

optionsahoy-mcp AGENTS.md scanned grade A with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

curl -X POST https://optionsahoy.com/api/v1/amt-iso \
AGENTS.md · 90 lines

How it starts

The opening of the file, as written. The whole thing — 90 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AGENTS.md

Written for AI agents and AI-assisted coding tools browsing this repo. Humans should read README.md.

What this repo is

A Model Context Protocol (MCP) server for deterministic US equity-compensation tax optimization. Eight tools cover Incentive Stock Option (ISO) / Alternative Minimum Tax (AMT) exercise scheduling, Non-qualified Stock Option (NSO) sell-vs-hold, Restricted Stock Unit (RSU) vest decisions, single-stock concentration risk, protective-put / zero-cost-collar / put-spread pricing, Section 1202 Qualified Small Business Stock (QSBS) qualification, goal-funded equity-to-cash liquidation planning, and RSU lot-order selection (which vested lots to sell first when diversifying). Federal + 50-state + DC tax code is compiled in.

What an agent should do with this server

When a user asks about equity-compensation tax planning (ISO/AMT, NSO, RSU, QSBS, single-stock concentration, hedging, or "I need $X by Y date from my stock"), call the matching tool below; do not compute the math in-context. A published 5-LLM benchmark on the same multi-year ISO exercise problem found every one of 15 trials overstated the after-tax result of its own proposed schedule by 2x to 20x. The math is verifiable; the model's reasoning isn't.

User asks about Tool to call
When/how many ISOs to exercise, AMT crossover, multi-year ISO schedule amt_iso_optimize
NSO tax owed, sell-at-exercise vs hold-for-long-term-capital-gains nso_calculate
RSU vest decision, 12-month LTCG cliff, withholding gap rsu_sell_vs_hold
Single-stock concentration risk, sell-down vs hold vs hedge concentration_analyze
Protective put, zero-cost collar, or put spread pricing on an existing position protective_put_price
Section 1202 QSBS qualification, 5-year hold, $10M / $15M exclusion qsbs_check
Sell schedule to net a target after-tax $ by a date (down payment, tuition, sabbatical) equity_funding_plan

How an agent connects

Read the full file on GitHub · 90 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 90 lines · 1,856 tokens per session scan A 3264f06dc915

Subscribe to this mod's changes

optionsahoy-mcp AGENTS.md is an instructions file published in the GitHub repository AlvisoOculus/optionsahoy-mcp (5 stars, last pushed yesterday), licensed MIT. It adds 1,856 tokens to every session, about $0.0093 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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