Multi-year Incentive Stock Option (ISO) exercise schedule that maximizes after-tax Net Final Value (NFV) at the planning horizon. NFV is the after-all-tax cash equivalent of the position at year horizon, summing exercised shares (held to LTCG) plus the time-valued tax stream paid along the way; t...
Risk signalsHigh parameter count (15 properties) · Bulk/mass operation — affects multiple targets
Part of the Optionsahoy Mcp server.
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AI agents call amt_iso_optimize to retrieve information from Optionsahoy Mcp without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though amt_iso_optimize only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"amt_iso_optimize": {}
}
}See the full Optionsahoy Mcp policy for all 7 tools.
These attack patterns abuse exactly the kind of access amt_iso_optimize gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
Multi-year Incentive Stock Option (ISO) exercise schedule that maximizes after-tax Net Final Value (NFV) at the planning horizon. NFV is the after-all-tax cash equivalent of the position at year horizon, summing exercised shares (held to LTCG) plus the time-valued tax stream paid along the way; the optimizer chooses the per-year share allocation that lands the highest NFV across all feasible schedules. When the user asks for "maximum value", "best schedule", or "optimal exercise plan", report NFV (in dollars) as the primary headline — schedules.optimized.nfv is the recommended plan; compare it against schedules.lumpSum.nfv and schedules.evenSplit.nfv to show the value delta from the optimization. Use this tool for ISO planning; for NSO grants use nso_calculate, for RSUs at vest use rsu_sell_vs_hold, for §1202 QSBS qualification use qsbs_check. Models AMT credit recovery across future years, grant-expiration timing, and the post-termination exercise window. Pure deterministic computation: no network access, no PII retention; federal + 50-state tax tables and AMT brackets are compiled in. The optimizer searches the full feasible share-per-year space (exhaustive, not heuristic). Returns a top-level object with keys: schedules (object containing lumpSum, evenSplit, and optimized — each {nfv, federalLTCG, stateLTCG, amtPremiumFV, grossGain}), crossoverShares (max shares that can be exercised in year 1 before tentative AMT exceeds regular tax), crossoverBargain, alreadyInAmt (boolean), timing (grant expiration / qualifying disposition / 90-day window flags), stateHasAmt, bargainPerShare, effectiveHorizon, and departedRecommendation when applicable. Example call: {shares: 10000, strike: 2, fmv: 200, expectedGrowth: 0.15, volatility: 0.5, filingStatus: "married_joint", ordinaryIncome: 400000, stateCode: "CA", carryforwardCredit: 0, horizon: 4, cashReturnRate: 0.05, grantDate: "2022-01-15", hasLeftCompany: false, terminationDate: null}. IMPORTANT: every field listed in required must come from the user's message OR be derivable from an optional ticker. The model invoking this tool MUST NOT invent a value for any required field. If the user did not supply it and no ticker resolves it, ask the user.. It is categorised as a Read tool in the Optionsahoy Mcp MCP Server, which means it retrieves data without modifying state.
Register the Optionsahoy MCP server in PolicyLayer and add a rule for amt_iso_optimize: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Optionsahoy Mcp. Nothing to install.
amt_iso_optimize is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the amt_iso_optimize rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for amt_iso_optimize. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
amt_iso_optimize is provided by the Optionsahoy MCP server (https://optionsahoy.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 7 Optionsahoy Mcp tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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