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MCP

SharpeIQ MCP

No account is required to read this page. Connecting a client uses your SharpeIQ login.

SharpeIQ MCP lets Claude, ChatGPT, and Cursor read the same end-of-day options analytics the product stores: implied volatility, the same option pricer as the site, screens, earnings, insider filings, company fundamentals, a stored valuation summary, optimal rolls, and read-only backtests. It does not place trades, change your account, or change billing.

Not investment advice. Data for informational purposes only.

Connector URL

Paste this URL into the client. Sign in when SharpeIQ asks, then approve access.

https://mcp.sharpeiq.com/mcp

Tools

  • get_iv_rank — Current ATM implied volatility, IV rank and IV percentile.
  • get_iv_history — Daily ATM implied volatility history.
  • get_price_performance — Last close and 1D, 1W, 1M, YTD and 1Y performance.
  • get_chain_atm — ATM option snapshot near a target days-to-expiry.
  • get_expected_move — Expected move from current ATM IV.
  • get_seasonality — Average monthly returns over past years.
  • get_insider_trades — SEC Form 4 insider buys and sells.
  • screen_market — Screen the precomputed universe for vol setups.
  • get_earnings_calendar — Names reporting earnings in the next few days.
  • get_research_notes — Latest SharpeIQ research notes.
  • list_backtest_strategies — Equity backtest strategies and their parameters.
  • list_backtest_presets — Preset universes and how many names each has.
  • list_backtest_universes — Named universes a universe backtest can run.
  • run_backtest — Run one ticker through the backtest engine. Read-only.
  • run_backtest_universe — Run one strategy on one page of names. Read-only.
  • get_company_financials — Recent income, cash flow and balance figures.
  • get_company_ratios — Price, market cap, P/E and margin KPIs.
  • get_valuation_summary — Stored DCF summary: fair value, margin of safety, status.
  • price_option — Price one option on the site pricer, with Greeks where that model returns them.
  • compare_option_models — Price the same contract on every site model, side by side.
  • get_implied_volatility — Solve Black-Scholes implied volatility from a market price.
  • get_optimal_roll — Score one covered-call roll the way the Optimal Roll page does.
  • scan_optimal_rolls — Rank roll candidates from the site chain scan.

A universe backtest costs one call per 10 tickers on the page that runs. Listing tools is free.

Claude

  1. Open Settings, then Connectors.
  2. Add a custom connector and paste the URL above.
  3. Approve the request when SharpeIQ asks.

ChatGPT

  1. Open Settings, then Connectors (or Apps).
  2. Add a connector and paste the URL above.
  3. Sign in on SharpeIQ and choose Approve.

Cursor

  1. Open Settings, then MCP, and add a server.
  2. Set the type to Streamable HTTP and paste the URL above.
  3. Complete the sign-in prompt and approve access.

Plans and limits

  • Pro: 100 MCP calls a day.
  • Max: 1,000 MCP calls a day.
  • Free and Starter do not include MCP.

The counter is per account, shared by every key and every signed-in app, and it resets at 00:00 UTC.

Disconnect

In Claude, ChatGPT, or Cursor, disconnect or delete the SharpeIQ connector. That stops the app from calling SharpeIQ. To end the sign-in grant on your account, open MCP / Connect AI while signed in and revoke the app. Regenerating an API key replaces the old key. It does not revoke an OAuth grant.

Data and privacy

A connected client receives only the tool output you asked it to fetch. SharpeIQ records the account id, email on the consent screen, the OAuth client name, grant timestamps, and each call’s tool name, time, and status so the daily limit and abuse checks can run. Details are in thePrivacy Policy.

Support

support@sharpeiq.com

Not investment advice. Data for informational purposes only. Options involve risk of loss. Nothing the connector returns is a recommendation to trade.