OptimistFi

com.optimistfi由 optimistfi.com 发布官方发布者v1.30.1更新于 Nov 2, 2026

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

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

远程只读市场研究服务器,让助手获取 40 家交易所的永续合约数据、自营交易公司条款,以及 6100 多只美股的带日期投资论点。

可以做什么
  • 查询永续合约:单一市场逐交易所对比、全市场资金费率价差、涨跌与爆仓、1 至 90 天历史及订单簿深度和大户持仓
  • 研究永续合约自营交易公司:规则、扣除当前优惠码后的挑战价格、司法辖区与平台,以及 OptimistFi 永续交易台的资讯、跟踪交易员与钱包
  • 阅读个股投资论点:含估值与最新季度的完整解读、带失效条件的长期论点、某项指标对论点的影响,以及带日期的历史记录
  • 比较两家或多家公司的估值与投资论点,并查看某日期以来的变化
  • 获取公司披露与事件:8-K 文件、新闻稿、治理警示、即将到来的财报与临床试验结果、分红、回购与拆股
  • 查看内部人 Form 4 交易与美国众议院 STOCK 法案国会议员交易,并将股票代码、名称或 CIK 解析为规范公司
适用场景
适合用户询问各交易所永续合约的资金费率、杠杆、爆仓价位或持仓情况,询问自营交易公司规则与挑战价格,或需要基于申报文件、内部人与国会交易的有来源、带日期的美股投资论点时使用。
运行要求
远程 Streamable HTTP 端点;无需 API 密钥或账户。客户端需支持远程 MCP 服务器(如 Claude、Claude Code、Cursor、VS Code、ChatGPT 等),并需能访问服务商端点。
安装前请注意
只读且不执行交易,但提供的是市场数据与研究,而非个性化投资建议;论点与历史记录应视为服务商带日期的观点。回复内容来自第三方来源,行动前应自行核实。不要求任何凭据。

安装

在 SourceWeft 中

  1. 打开 控制台中的 OptimistFi,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.optimistfi%2Foptimistfi/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

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

README

OptimistFi MCP Server

Market data and research for AI assistants: perpetual futures across 40 venues, the rules and pricing of 21 perps prop firms, and dated investment theses on more than 6,100 US equities.

https://mcp.optimistfi.com/mcp

Remote server over Streamable HTTP. Read-only. No API key or account required.

Coverage

Perpetual futures. Forty venues, including Hyperliquid and its builder markets, Lighter, Aster, dYdX, Paradex, gTrade, Ostium, Vest, Orderly, Kraken Futures, OKX and Bitget: approximately 1,560 assets and 9,400 markets across crypto, equity, index, commodity and FX perpetuals. For each market: funding on every venue, open interest, maximum leverage, liquidation levels from live Hyperliquid positions, large trades, order-book depth and the net positioning of Hyperliquid's largest accounts, with up to 90 days of history. Market-wide: cross-venue funding spreads, movers, liquidations, new listings and multi-day position builds.

Perps prop firms. Rules, account sizes and challenge pricing for 21 firms, sourced from each firm's published terms, with current discount codes and net pricing.

US equities. A dated investment thesis for more than 6,100 companies, with testable claims, the condition that would invalidate each, and an assessment against the latest filings. Supported by SEC filings, insider and congressional transactions, capital returns and the earnings calendar.

Every response is timestamped and attributed to its source.

Connect

Claude: available in Claude's connectors directory.

Claude Code

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

Cursor: install this repository as a plugin, or add to .cursor/mcp.json:

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

VS Code: add to .vscode/mcp.json:

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

ChatGPT and other clients: add https://mcp.optimistfi.com/mcp as a remote MCP server.

Setup guides for each client: optimistfi.com/mcp/docs/clients

Tools

ToolTitleDescription
get_perpsPerpetual futuresA single market across venues: price and premium to the index or underlying equity, open interest, funding, maximum leverage, liquidation levels, large trades and positioning
get_perps_marketPerpetual futures — whole marketThe full market across approximately 1,600 assets: funding and cross-venue spreads, movers, open interest, liquidations, large trades, new listings, weekend pricing, large-account positioning, leverage and position builds
get_perps_historyPerpetual futures — historyA single market over 1 to 90 days: price, open interest, funding, taker flow, large-account net positioning and order-book depth
get_perps_deskPerps desk — news, traders and walletsPublished perps coverage with sources, tracked traders and the record of their calls, and covered Hyperliquid wallets
get_prop_firmsProp firms for perpetual futuresPerps prop firm rules, challenge pricing net of current codes, discount codes, jurisdictions, platforms, assets and maximum allocation
answerFinancial answerA complete read on a stock: the investment case, valuation from filed financials, and the latest quarter
get_thesisInvestment thesisThe investment case: testable claims, the condition that would invalidate each, the bear case, catalysts and current standing
get_thesis_impactThesis impact of an eventA metric's recent quarters assessed against the investment case
what_changedWhat changed recentlyDevelopments since a given date, assessed against the investment case: earnings, filings, insider activity, capital returns and price
get_track_recordTrack recordA dated record of each filing that met or held a thesis's invalidation condition
compareCompare companiesTwo or more companies compared on valuation and investment case
resolve_entityResolve a company or tickerResolves a ticker, name or CIK to the canonical company
get_filingsSEC filings & events8-K events, press releases, filing text and governance flags
get_calendarUpcoming dated eventsUpcoming earnings, projected from the company's filing history, and clinical trial readouts
get_capital_returnsDividends & buybacksDividend history, buyback authorizations against capital deployed, and splits
get_insider_tradesInsider transactionsForm 4 transactions: insider, role, transaction type, shares and value
get_congress_tradesCongressional tradesUS House disclosures under the STOCK Act, by ticker or by member

Parameters and response formats: optimistfi.com/mcp/docs

Example queries

  • Which venues offer BTC at 50x leverage, and where is liquidation?
  • How much BTC would be liquidated on a 5% decline, and where are the clusters?
  • How are Hyperliquid accounts above $1M positioned on BTC, ETH and HYPE?
  • Where is BTC funding lowest for a long position across venues?
  • Which perps prop firms offer a $50K challenge, and what is the net price after current codes?
  • Does the NVIDIA investment thesis hold after the latest 10-Q?

Registry

Official MCP Registry: com.optimistfi/optimistfi (server.json)

Legal

OptimistFi provides market data and research. The service does not execute transactions or provide personalized investment advice. See the methodology, disclosures and terms.

Contact: [email protected]

来源:README.md,提交 2d41da2

工具

17

what_changed

What changed recently

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_thesis. Args: entity; since.

输入参数sinceentity必填reading_levelresponse_mode

resolve_entity

Resolve a company or ticker

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.

输入参数query必填

get_calendar

Upcoming dated events

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 were → answer. Args: entity; types; limit.

输入参数limittypesentity必填

get_capital_returns

Dividends & buybacks

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 = dividends | buybacks | actions.

输入参数kindlimitentity必填periods

get_filings

SEC filings & events

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 = events | press_releases | event_text | red_flags.

输入参数endkindlimitstartentity必填

get_congress_trades

Congressional 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.

输入参数limitentitymembertickerchamber

answer

Financial 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.

输入参数entity必填reading_levelresponse_mode

get_perps

Perpetual futures

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. Args: entity.

输入参数modeentity必填max_age_s

get_perps_history

Perpetual futures — 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: entity; window.

输入参数entity必填window

get_prop_firms

Prop firms for perpetual futures

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; account_usd; country; asset; on_chain; max_price_usd.

输入参数firmruleassetcountryon_chainaccount_usdmax_price_usd

get_perps_desk

Perps desk — news, traders and wallets

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.

输入参数dexviewlimitmarkettraderwalletmax_age_s

get_perps_market

Perpetual futures — whole 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; workflow; parameters; market; venue.

输入参数sideviewlimitvenuemarginmarketoffsetperiodprovenwindowmin_usdsection另有 6 个

compare

Compare companies

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).

输入参数entities必填reading_levelresponse_mode

get_track_record

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 beginners. Args: entity.

输入参数entity必填reading_levelresponse_mode

get_thesis

Investment 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. Not for: valuation → answer. Args: entity; view.

输入参数viewentity必填reading_levelresponse_mode

get_thesis_impact

Thesis impact of an event

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 for: the full read → answer. Args: entity; item.

输入参数itementity必填reading_levelresponse_mode

get_insider_trades

Insider transactions

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; limit.

输入参数endlimitstartentity必填

版本历史

1
  1. v1.30.1最新Oct 19, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分