MCP Tool Reference

42 tools available via the Remora MCP server. All tools return filtered analysis, not financial advice. All read tools include staleness timestamps showing when data was last retrieved.

Premium Selling (Sell Side)
screen_csp
Screen for cash-secured puts (CSPs). Finds put options to sell for premium income. Shows filter rejection summaries when results are empty.
ParameterTypeDefaultDescription
tickers requiredstring[]Ticker symbols to screen
min_dteint20Minimum days to expiration
max_dteint60Maximum days to expiration
min_deltafloat0.15Minimum delta (0-1)
max_deltafloat0.40Maximum delta (0-1)
min_yieldfloatMinimum annual yield %
min_open_interestintMinimum open interest
max_bid_ask_spread_pctfloatMaximum bid-ask spread %
topint25Max results to return
"Find me CSPs on AAPL and NVDA with delta 0.20-0.35, at least 30 DTE, yielding 10%+"
screen_cc
Screen for covered calls (CCs). Finds call options to sell against held shares. Shows filter rejection summaries when results are empty.
ParameterTypeDefaultDescription
tickers requiredstring[]Ticker symbols to screen
min_dteint20Min DTE
max_dteint60Max DTE
min_deltafloat0.15Min delta
max_deltafloat0.40Max delta
min_yieldfloatMin annual yield %
min_open_interestintMin open interest
topint25Max results
"Screen covered calls on my TSLA shares, 30-45 DTE, 0.25 delta or lower"
screen_credit_spreads
Screen for credit spreads (bull put or bear call). Sell premium with defined risk.
ParameterTypeDefaultDescription
tickers requiredstring[]Ticker symbols
spread_typestringbull_putbull_put or bear_call
min_dte / max_dteint20 / 60DTE range
spread_widthsfloat[]Allowed spread widths ($)
min_return_on_riskfloatMin return on risk %
min_short_delta / max_short_deltafloatShort leg delta range
topint25Max results
"Find bull put spreads on AMZN, $5 wide, 30-45 DTE, at least 20% return on risk"
Directional (Buy Side)
screen_long_calls
Screen for long call options to buy. Bullish directional plays. Shows filter rejection summaries when results are empty.
ParameterTypeDefaultDescription
tickers requiredstring[]Ticker symbols
dte_min / dte_maxint30 / 180DTE range
delta_min / delta_maxfloat0.30 / 0.80Delta range
max_premiumfloatMax premium per contract ($)
min_iv_rankfloatMin IV rank (0-100)
topint25Max results
"Find LEAP calls on GOOGL with delta 0.50-0.70, at least 6 months out, under $50 premium"
screen_long_puts
Screen for long put options to buy. Bearish or hedging plays. Shows filter rejection summaries when results are empty.
ParameterTypeDefaultDescription
tickers requiredstring[]Ticker symbols
dte_min / dte_maxint30 / 180DTE range
delta_min / delta_maxfloat0.30 / 0.80Delta range (absolute value)
max_premiumfloatMax premium per contract ($)
min_iv_rankfloatMin IV rank (0-100)
topint25Max results
"Find protective puts on SPY, 0.40 delta, 90+ DTE"
screen_debit_spreads
Screen for debit spreads (bull call or bear put). Directional with defined risk.
ParameterTypeDefaultDescription
tickers requiredstring[]Ticker symbols
spread_typestringbull_callbull_call or bear_put
min_dte / max_dteint20 / 90DTE range
spread_widthsfloat[]Allowed spread widths ($)
min_return_on_riskfloatMin return on risk %
topint25Max results
"Bull call spreads on TSLA, $10 wide, 60-90 DTE"
list_saved_screeners
List your saved screener configs and the filter settings stored with each one.
"What screeners do I have saved?"
save_screener_config
Save the current screener filter set as a named preset (up to 20 per account), then re-run it later from list_saved_screeners.
"Save these CSP filters as 'High-IV blue chips'"
Strategy & Trade Finder
find_trades
Find the best option strategies for a ticker given your market thesis, goal, and risk tolerance. Evaluates 18 strategies and returns the top picks with scores, P&L metrics, and reasoning. Uses progressive fallback: widens DTE range, tries all defined-risk strategies, then returns diagnostics with suggestions. Never returns empty.
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
capitalfloat10000Available capital ($)
viewstringbullish_mildbullish_strong, bullish_mild, neutral, bearish_mild, bearish_strong
goalstringincomeincome, appreciation, hedge, speculation
risk_tolerancestringmoderateconservative, moderate, aggressive
dte_preferencestringanyshort (0-30d), medium (30-90d), long (90d+), any
"Find me the best income trades on NVDA — I'm mildly bullish with $20k"
analyze_strategy
Analyze any multi-leg options strategy (up to 24 legs): payoff profile, max gain/loss, breakevens, net debit/credit, and the detected strategy name (iron condor, vertical, straddle, …). Read-only math — nothing is traded or saved.
"Analyze a 5-wide NVDA iron condor expiring next month"
compare_strategies
Compare CSP vs LEAP strategies for a ticker given your capital and market view.
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
capitalfloat10000Available capital ($)
viewstringbullish_mildbullish_strong, bullish_mild, or neutral
"Compare CSP vs LEAP on AAPL with $15k, mildly bullish view"
Portfolio
list_portfolios
List your portfolios with their IDs. Start here — the other portfolio tools need a portfolio_id.
"What portfolios do I have?"
get_trade_dna
Your Trade DNA — a profile built from your own closed trades: win rate by delta, DTE, and IV bucket, your sweet spots, and best underlyings. Use it to tailor screens to the setups that have historically worked for you.
"What's my trade DNA — where do I actually make money?"
get_portfolio
Get portfolio details including metrics, open trades, positions, and spreads.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
"Show me my portfolio's metrics and open trades"
get_positions
Get stock positions in a portfolio (shares held).
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
add_trade
Add a trade (BUY or SELL, PUT or CALL) to a portfolio.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
ticker requiredstringTicker symbol
option_type requiredstringPUT or CALL
direction requiredstringBUY or SELL
strike requiredfloatStrike price
premium requiredfloatPer-contract premium
expiration requiredstringExpiration date (YYYY-MM-DD)
quantityint1Number of contracts
entry_datestringEntry date (YYYY-MM-DD, defaults to today)
notesstringOptional notes
"Add a SELL PUT on AAPL at $190 strike, $2.50 premium, expiring June 20"
close_trade
Close a trade with exit price and status. Calculates realized P&L.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
trade_id requiredstringTrade ID (e.g. T0001)
exit_price requiredfloatPer-share exit price
statusstringCLOSEDCLOSED, EXPIRED, ASSIGNED, or CALLED_AWAY
exit_datestringExit date (YYYY-MM-DD, defaults to today)
"Close trade T0001 at $0.30 — it expired mostly worthless"
add_spread
Add a spread (12 types supported) to a portfolio. Set net_credit for credit spreads, net_debit for debit spreads.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
ticker requiredstringTicker symbol
spread_type requiredstringbull_put, bear_call, bull_call, bear_put, iron_condor, jade_lizard, short_straddle, long_straddle, short_strangle, long_strangle, calendar_call, calendar_put
short_strike requiredfloatShort leg strike
long_strike requiredfloatLong leg strike
expiration requiredstringExpiration date (YYYY-MM-DD)
net_creditfloat0Net credit received (credit spreads)
net_debitfloat0Net debit paid (debit spreads)
quantityint1Number of contracts
entry_datestringEntry date (YYYY-MM-DD, defaults to today)
notesstringOptional notes
"Add a bull put spread on NVDA, 130/120, $1.80 credit, expiring July 18"
close_spread
Close a spread with exit price. Calculates realized P&L (credit or debit).
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
spread_id requiredstringSpread ID (e.g. S0001)
exit_price requiredfloatPer-contract close price
statusstringCLOSEDCLOSED or EXPIRED
exit_datestringExit date (YYYY-MM-DD, defaults to today)
"Close spread S0002 at $0.15 — taking profits"
add_position
Add a stock position to a portfolio. Used for tracking assignments or manual entries.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
ticker requiredstringTicker symbol
shares requiredintNumber of shares
cost_basis requiredfloatCost basis per share
acquired_datestringDate acquired (YYYY-MM-DD)
notesstringOptional notes
"Add 100 shares of AAPL at $185 cost basis from my put assignment"
refresh_prices
Refresh live market prices for all open trades in a portfolio.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
"Refresh my portfolio prices"
get_portfolio_analytics
Analyze your closed-trade track record — win rate, average P&L per trade, risk-adjusted return, and a breakdown of which tickers, entry deltas, DTEs, and IV levels have actually worked.
ParameterTypeDefaultDescription
portfolio_idstringPortfolio UUID. Omit to combine all your portfolios.
periodstringallall, 30d, 90d, or ytd
"How am I doing? What entry conditions are paying off?"
get_morning_briefing
Daily snapshot for a portfolio — open positions, unrealized P&L, capital utilization, expirations, and action items.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
"Give me my morning briefing"
Market Data
get_chain
Browse raw options chain for a ticker. Returns a markdown table with Strike, Type, Exp, Bid, Ask, Vol, OI, Delta, and IV columns plus available expirations.
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
expirationstringExpiration date (YYYY-MM-DD). Recommended — without one, the nearest weekly ≥7 DTE is auto-selected. Check available_expirations in the response for other dates.
option_typestringcall or put. Omit for both.
min_volumeintMinimum volume filter
min_open_interestintMinimum open interest filter
topintMax contracts to return
"Show me the AAPL options chain for the June 20 expiration, calls only, with at least 100 OI"
get_option_quote
Get detailed quote for a single option contract. Returns pricing (bid/ask/spread), greeks (delta/gamma/theta/vega), activity (volume/OI), valuation (intrinsic/extrinsic/breakeven), and probabilities (OTM/ITM). For OTM contracts it also includes the annual yield (if sold) and — on Ultimate/Founding keys — the full Saber breakdown, so any single contract can be scored.
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
expiration requiredstringExpiration date (YYYY-MM-DD)
strike requiredfloatStrike price
option_type requiredstringcall or put
"Get me a detailed quote on the NVDA 130 call expiring July 18"
get_iv_rank
Get IV rank and IV percentile for a ticker. Read-only cache lookup (no API write).
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
"What's the IV rank for NVDA right now?"
get_earnings
Get earnings data for a ticker, or the upcoming earnings calendar. Uses a 5-level fallback chain for reliable data coverage. Shows "(estimated)" suffix when using quarterly estimates. Calendar mode shows upcoming earnings with days-until and a 1σ implied-move estimate (expected move from current IV).
ParameterTypeDefaultDescription
tickerstringTicker (omit for calendar)
within_daysint14Calendar lookahead (days)
"When are AAPL earnings?" or "What earnings are coming up this week?"
get_technicals
Technical analysis for a ticker — trend direction, 50/200-day moving averages, RSI(14) momentum (with overbought/oversold signal), 13-week high/low range, and support/resistance levels.
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
"What do the technicals look like on AAPL?"
get_unusual_activity
Unusual options activity / flow — where the big premium is moving. With a ticker, shows detailed call/put flow and notable contracts; without one, shows the top tickers by net premium flow market-wide, led by a market-breadth line (total call vs put premium, net flow, bullish/bearish counts). Notable contracts carry IV and delta, so a flow decode runs from a single call.
ParameterTypeDefaultDescription
tickerstringTicker symbol. Omit for market-wide flow.
limitint20Max rows for market-wide flow
"Where's the unusual options flow today?" or "Show me the flow on NVDA"
get_options_sweeps
REAL options flow. Where get_unusual_activity infers sentiment from call-vs-put volume, this signs every tick-level print against the prevailing bid/ask (bought at the ask vs sold at the bid) and surfaces intermarket sweeps and block trades. With a ticker, a live read; without one, the market-wide tape. Ultimate-tier.
ParameterTypeDefaultDescription
tickerstringSingle ticker for a live read; omit for the market-wide tape.
min_premiumint0Only surface sweeps/blocks at least this large ($)
limitint20Max rows
"Show me the sweeps" or "Is the big money buying or selling NVDA calls?"
get_flow_history
Rolling options-flow history — periodic snapshots of market-wide premium flow so you can see whether net call-vs-put flow is building or fading over the session and day-over-day, plus which names keep showing up as the biggest flow.
ParameterTypeDefaultDescription
hoursint24Look-back window in hours (1–720)
"Is options flow building or fading today?" or "How does flow compare to yesterday?"
get_market_regime
Market regime snapshot — the broad backdrop for options income in one readout: SPY trend + RSI momentum, the market-wide IV environment (average IV rank and how many names sit high vs low IV), and today's options-flow breadth. Frames whether it's a rich-premium / risk-on or compressed / risk-off tape.
ParameterTypeDefaultDescription
No parameters
"What's the market regime right now?" or "Is this a good vol environment for selling premium?"
scan_stocks
Scan stocks by IV rank, valuation, market cap, dividend yield, sector, technical signal, and earnings proximity to surface candidates worth a closer look. All filters optional.
ParameterTypeDefaultDescription
iv_rank_min / iv_rank_maxfloatIV rank range (0-100)
pe_min / pe_maxfloatP/E ratio range
market_cap_minintMinimum market cap ($)
dividend_yield_minfloatMinimum dividend yield %
sectorstringSector filter
signalstringTechnical signal filter
earnings_withinintEarnings within N days
sort_bystringiv_rank, current_iv, pe_ratio, market_cap, dividend_yield, current_price, days_to_earnings, ticker
sort_dirstringdescasc or desc
limitint25Max results
"Scan for high IV rank stocks with earnings in the next 2 weeks, sorted by IV rank"
Optimizer
build_plan
The advisor-grade Build Plan: how to close the gap between a portfolio's current holdings and a target model using cash-secured puts (and covered calls for income), leading with the decisive integers — "sell N puts, write M calls, build $X" — cash-phased, with real premiums and honest assignment odds. Output-only.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
model_idstringA saved target model (from list_target_models)
inline_weightsobjectTarget weights, e.g. {"AAPL": 0.25, "NVDA": 0.5} (provide this or model_id)
objectivestringannual_yieldannual_yield, theta, delta, or (Ultimate) saber / tye
"Generate a build plan for my IRA against a 70% PLTR / 30% SOFI target"
list_target_models
List your saved target model portfolios — the weightings the Build Plan builds toward. Returns each model's id, name, and top holdings.
"What target models do I have?"
create_target_model
Create a saved target model from explicit weights, e.g. {"AAPL": 0.5, "MSFT": 0.5}, or an equal-weight ticker list. Use the returned id as model_id in build_plan.
"Create a target model called Core Tech: AAPL, MSFT, NVDA equal weight"
wheel_status
The wheel co-pilot: every active wheel (cash-secured put / assigned shares / covered call), the honest effective cost basis, the next recommended action under the roll policy, the prioritized "Actions Today" list, and a forward expected-shares / premium projection. Output-only.
ParameterTypeDefaultDescription
portfolio_id requiredstringPortfolio UUID
horizon_weeksint8Projection horizon
"What wheels are open and what should I do today?"
assignment_calibration
The learning loop: how often this account's cash-secured puts actually get assigned vs what delta predicted, per ticker and per delta band — "your PLTR puts assign 22% vs the model's 30%." Built from resolved trade history.
"How well is the assignment model tracking for my account?"
reopt_check
Whether it's worth re-running the Build Plan and what changed since the last saved plan — re-optimization triggers (assignment, earnings, IV regime, stale) plus the diff vs the previous plan.
"Should I re-run the build plan — what changed?"
block_trades
Aggregate the same recommended cash-secured put across multiple accounts into block orders, with a fair (largest-remainder) per-account allocation — the multi-account workflow for an advisor managing many books against one target model. Ultimate-tier; output-only.
"Build a block sheet to sell SOFI puts across these 3 accounts"
Saber Options (Ultimate)
screen_by_saber
Screen for the best Saber-scored income trades across one or more tickers, ranked by the Saber Score (highest first). Surfaces the full Saber metric set on every contract — Saber Score, TYE, total-secured-yield (τ), theta-efficiency (κ), theta-stability (ψ), and vol-sale-quality (σ). Saber is Remora's risk-adjusted income score and requires an Ultimate / Founding subscription; other tiers get an upgrade message.
ParameterTypeDefaultDescription
tickers requiredstring[]Tickers to screen
sidestringputput (cash-secured puts) or call (covered calls)
min_dte / max_dteint20 / 60Days-to-expiration band
min_delta / max_deltafloat0.15 / 0.40Delta band
limitint15Max results
"Rank the best Saber-scored CSPs across my watchlist"
get_saber
Full Saber Options breakdown for a single ticker's contracts: the Saber Score and every component — TYE, total-secured-yield (τ), theta-efficiency (κ), theta-stability (ψ), and vol-sale-quality (σ) — labeled per contract, ranked by Saber Score. Ultimate / Founding only.
ParameterTypeDefaultDescription
ticker requiredstringTicker symbol
sidestringputput or call
min_dte / max_dteint14 / 60Days-to-expiration band
topint8Max contracts
"What's the Saber breakdown on AAPL's July puts?"
Resources
remora://watchlists
List all your watchlists and their tickers.
remora://watchlist/{id}
Get a specific watchlist by ID.
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