OptimistFi MCP

The OptimistFi MCP server provides AI agents with a 'judgment layer' for US stock investing. It offers read-only access to sourced investment theses, SEC filing analysis, and perpetual futures data across 39 venues. The server enables agents to reason about company fundamentals, track thesis validity, and analyze market positioning without requiring API keys.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-18Operated by OptimistFi

MCP endpoint (Streamable HTTP)

https://mcp.optimistfi.com/mcp

Vendor documentation

What you can do with it

Retrieve sourced investment theses and verdicts for US stocks
Analyze perpetual futures data including liquidations and whale trades
Check recent SEC filings and insider trading activity
Compare companies based on thesis-critical dimensions

Tools advertised by the last live check:

what_changed
resolve_entity
get_calendar
get_capital_returns
get_filings
get_congress_trades
answer
get_perps
get_perps_history
get_prop_firms
get_perps_desk
get_perps_market
compare
get_track_record
get_thesis
get_thesis_impact
get_insider_trades

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http optimistfi-mcp https://mcp.optimistfi.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add optimistfi-mcp --url https://mcp.optimistfi.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable optimistfi-mcp in your MCP settings.

Cursor configuration

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

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "optimistfi-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp.optimistfi.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start optimistfi-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "optimistfi-mcp": {
      "type": "http",
      "url": "https://mcp.optimistfi.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http optimistfi-mcp https://mcp.optimistfi.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

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

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "optimistfi-mcp": {
      "serverUrl": "https://mcp.optimistfi.com/mcp"
    }
  }
}

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