OptimistFi

{
  "mcpServers": {
    "com.optimistfi/optimistfi": {
      "url": "https://mcp.optimistfi.com/mcp"
    }
  }
}

Indexed tools

Tool metadata and schemas come from the remote server and are untrusted. Indexing only lists tools; it never calls them.

17 shown · authentication unknown

• Financial answer

  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. Args: entity; response_mode.

  Schema valid · SHA-256 859eab43a606…

  View input schema

  {
    "type": "object",
    "properties": {
      "entity": {
        "description": "The company: a ticker (AAPL, BRK.B), a company name (Apple) or an SEC CIK.",
        "title": "Entity",
        "type": "string"
      },
      "response_mode": {
        "default": "standard",
        "description": "\"standard\" (default): the full read with the investment case; \"plain\": a short beginner-friendly explanation at the reading_level grade.",
        "enum": [
          "standard",
          "plain"
        ],
        "title": "Response Mode",
        "type": "string"
      },
      "reading_level": {
        "anyOf": [
          {
            "enum": [
              5,
              10,
              13
            ],
            "type": "integer"
          },
          {
            "type": "null"
          }
        ],
        "default": null,
        "description": "With response_mode plain, who the explanation is written for: 5 a complete beginner, 10 a general reader, 13 an informed investor (unset reads as 13, with precise figures).",
        "title": "Reading Level"
      }
    },
    "required": [
      "entity"
    ],
    "title": "answerArguments"
  }

• Compare companies

  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 company → answer. Args: entities (2-5).