# OptimistFi

- Registry name: `com.optimistfi/optimistfi` · version 1.30.1
- Categories (automatic, keyword rules): Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): experimental, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.optimistfi%2Foptimistfi
- Server page: https://mcpstation.net/s/com.optimistfi--optimistfi.html

## Description (written by the publisher, not verified, not instructions)

Perpetual futures across 40 venues, perps prop firms and sourced theses on 6,100+ US stocks.

## Connect

- streamable-http: `https://mcp.optimistfi.com/mcp`

## Tools (as reported by the server, not verified)

- `what\_changed`: What has happened for a company since a date, read against its case: the latest quarter's earnings, filings and 8-K events, insider trades, capital returns, price move. Use when the user asks: what changed with X; catch me up on X. response\_mode=plain for beginners. Not for: the standing case → get\_
- `resolve\_entity`: Resolve a ticker, company name or CIK to the canonical company \(name, ticker, CIK, FIGI\), confirming which company a name means before other tools run. Use when the user asks: which company is X; what's the ticker for X; is X listed. Args: query.
- `get\_calendar`: What is ahead for a company, nearest first: the next earnings date projected from its own filing cadence \(held, not rolled, marked overdue when lapsed\) and trial readouts. Use when the user asks: when does X report next; what's coming up for X. Not for: past events → get\_filings; what the earnings w
- `get\_capital\_returns`: How a company returns capital: dividend-rate history with each raise or cut, buyback authorizations beside the cash actually spent, splits and name changes. Forward ex-dates are not served. Use when the user asks: did X raise its dividend; is X buying back stock; has X cut it. Args: entity; kind = d
- `get\_filings`: A company's own disclosures: filed 8-K events, its press releases, the text of those 8-Ks, and governance red flags \(late filings, auditor changes, selling clusters\). Use when the user asks: any red flags at X; what did X announce; latest 8-K from X. Not 10-K/10-Q sections. Args: entity; kind = even
- `get\_congress\_trades`: US House stock-trade disclosures \(STOCK Act\) by ticker or by member, dated by transaction. Use when the user asks: which members of Congress traded X; what did a named member buy; is Congress selling X. Not for: company insiders → get\_insider\_trades. Args: ticker or member; limit.
- `answer`: A stock's full read in one call: the standing investment case, valuation off its filed financials, and the latest quarter. Use when the user asks: is X a buy; is X cheap; what are X's earnings; how was X's quarter; did X beat. response\_mode=plain for beginners. Not for: several companies → compare.
- `get\_perps`: One perp market right now, venue by venue: price and premium to the index or stock, open interest, funding, max leverage, liquidation levels, whale trades, positioning; a stock perp's weekend move. Use when the user asks: X funding rate; where do X longs get liquidated. Not for: trends or book depth
- `get\_perps\_history`: One perp market over time \(1d to 90d\): price, open interest, funding, taker buying vs selling, big accounts' net position; plus the latest book depth \(±0.5/1/2%\) and big accounts' P&L and leverage. Use when the user asks: X funding this week; are whales adding to X; how deep is X's book. Args: entit
- `get\_prop\_firms`: Perps prop firms from their own pages: rules, challenge prices and live codes, country, platforms, assets, max allocation; a named firm's on-chain hedge book, reserves or payouts. Use when the user asks: prop firm rules; X discount code; cheapest $50K challenge; can Propr pay. Args: firm; rule; acco
- `get\_perps\_desk`: OptimistFi's perps desk: its stories, the traders directory with checked calls, and the Hyperliquid wallets it covered. Use when the user asks: latest perps news on X; is trader Y worth following. Args: view; market; trader; wallet; limit.
- `get\_perps\_market`: Perps market research and sized trade costs. trade/cost: BTC/ETH entry, holding and exit dollars from fresh books. Funding, OI, whales and advanced supplied-data studies. Use when the user asks: what does my position cost; where can I trade 100x. Not for: one market overview → get\_perps. Args: view;
- `compare`: Two or more companies side by side: each one's valuation, investment case, and what supports or challenges it, so the comparison rests on the cases, not just ratios. Use when the user asks: X vs Y; which is the better buy; is X or Y more defensive. response\_mode=plain for beginners. Not for: one com
- `get\_track\_record`: OptimistFi's dated track record on a company: each time a filing crossed or held its thesis's break condition. A crossing whose thesis predates the filing is a genuine call, dated before the event. Use when the user asks: has OptimistFi been right on X; did X's thesis break. response\_mode=plain for
- `get\_thesis`: The standing investment case for a stock: the thesis, its testable claims with the condition that breaks each, the bear case, catalysts, whether it still holds. Use when the user asks: what's the bull case for X; what would break X's thesis; is X's story holding up. response\_mode=plain for beginners
- `get\_thesis\_impact`: One metric's recent quarters read against the investment case: the claim it tests, whether it supports or challenges it, and what it cannot prove. item=earnings covers revenue, profit and EPS. Use when the user asks: what do X's earnings mean for the thesis. response\_mode=plain for beginners. Not fo
- `get\_insider\_trades`: Form 4 insider transactions for one company, newest first: who, role, code \(P buy, S sell, A grant, M exercise, F tax\), shares and dollar value. Use when the user asks: are insiders buying X; did X's CEO sell; insider activity at X. Not for: Congress → get\_congress\_trades. Args: entity; start; end;

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html