Using Claude with OpScout: Target Entry Monitors Through MCP

Published Oct 26, 2026

OpScout has a connector for Claude, built on the Model Context Protocol (MCP), an open standard that lets an AI assistant use tools from other services. With it, Claude can manage your Target Entry Monitors in a conversation, while OpScout keeps watching the market in the background.

This article explains what the connector does, what a Target Entry Monitor is, and how to keep the human decision where it belongs. Setup steps are on the OpScout for Claude page.

What a Target Entry Monitor is

A Target Entry Monitor looks for a way to own a stock at or below a price you set, while earning at least a return you set. You give it two thresholds: a target entry price and a minimum annualized return. You can also limit expirations and implied volatility.

On each check, OpScout runs two screens on the stock, one for calls and one for puts, and looks at two ways to enter:

• Selling a put (a cash-secured put): the effective entry price is the strike less the put's bid, and the return is the put's bid over that amount, annualized.
• A buy-write (buying the shares at the ask and selling a call): the effective entry price is the stock's ask less the call's bid. It qualifies only if both its static return and its return if the shares are called away reach your minimum.

When contracts qualify, OpScout names up to two: Best Entry, the lowest effective entry price, and Best Return, the highest return among the others. Those names describe ordering rules only. They are not recommendations. Target Entry Monitors.

What Claude can do through the connector

The connector gives Claude five tools:

• Create Target Entry Monitor
• List Target Entry Monitors
• Check Target Entry
• Update Target Entry Monitor
• Remove Target Entry Monitor

Monitors Claude creates or changes are ordinary Monitors. They are checked exactly like Monitors created in the app: on the schedule during the U.S. regular trading session, never at the moment Claude creates or changes them.

What a check does

Check Target Entry is the one evaluation OpScout runs on request rather than on the schedule. It applies the Target Entry method to the data at that moment and returns the qualifying contracts and their values to Claude. It:

• runs only while the U.S. regular session is open, and is refused otherwise;
• is limited to 10 checks an hour per account, counted once a check has started;
• saves nothing: it does not create a Monitor, record an Alert or send a Notification. One-off checks.

Research first, automation last

Claude can help collect financial information, organize research and explore valuation assumptions. It cannot replace careful, independent analysis, and an AI-estimated entry price can be badly wrong: it may rest on incomplete, outdated or inaccurate data, and a stock trading below its past price or a price target is not necessarily undervalued.

A workflow that keeps the decision with you looks like this:

1. Start from businesses you understand, with durable competitive advantages.
2. Research their value from primary financial sources, with assumptions stated and uncertainty named.
3. Require a margin of safety between your conservative estimate of value and the entry price.
4. Review before creating. Read the proposed prices and assumptions yourself, and approve them, before any Monitor is created.
5. Let OpScout watch. Only then ask Claude to create the Monitors, and to report every one it created and every failure.

The OpScout for Claude page has an example prompt written this way, and the full warning.

What it is not

• An OpScout Alert means only that the conditions you configured were met. It is not a buy recommendation.
• OpScout does not place trades, hold money or connect to a brokerage account, through Claude or otherwise.
• No price, bid, return or entry price shown is a quote you can trade on. Confirm prices and contract terms with your broker before acting.

Getting started

The connector is for Claude Pro and Max users, and needs no API key: you add OpScout as a custom connector in Claude and sign in with the Google account linked to your OpScout account. OpScout for Claude.

What is a cash-secured put? · FAQ