Installation

Install Option Desk

Guide home | First walkthrough

Install individual skills covers Codex, ChatGPT, Claude chat, and Claude Code. It includes manual, shell, npx, and browser-upload routes.

Choose the calculation location first. A plugin or skill installation does not always install the local tools.

You want	Install	Then do this
A local dashboard and CLI	First walkthrough	Import the supplied sample.
Local tools connected to agents	Run ./install.sh from a checkout	Run optiondesk doctor, then restart the agent.
Claude Code skills, commands, and reviewers	Install the tools, then the local plugin	Claude Code instructions.
Codex skills and MCP tools	Install the tools, then the local plugin	Codex instructions.
Tools in a browser agent	Connect the hosted MCP service	Hosted instructions.
Skill instructions alone	Use the skills CLI	Connect tools separately for calculations.

Full local installer

On macOS or Linux, run these commands from the repository root:

./install.sh --dry-run
./install.sh

The installer creates an environment under ~/.optiondesk and command links under ~/.local/bin. It copies skills to the user skill directories and registers MCP with supported runtime CLIs it finds. The installer can ask about provider access. Imported files need no provider acknowledgment.

If your terminal cannot find optiondesk, add the command directory for this terminal:

export PATH="$HOME/.local/bin:$PATH"
optiondesk doctor

Restart your agent after installation so it can discover the tools. The installation reference covers custom paths, flags, Docker, and removal. To remove the installation later, run ./install.sh --uninstall from the checkout with the same custom paths. Your artifacts stay in place.

Local provider demo

run.sh installs missing tools, selects expiries, runs the analytics, and opens the dashboard. It uses external data and also creates a paper position.

Inspect its plan first:

./run.sh --symbols SPY --dry-run

If you have already acknowledged the provider terms, run:

./run.sh --symbols SPY

For an explicit acknowledgment, read the terms linked by ./run.sh --help, then use its --accept-yahoo-terms flag. The flag grants no public display or redistribution rights. The default demo directory is ~/TradingDesk/option-desk-demo. Alpha Vantage history needs a key. Store it with optiondesk keys set alphavantage, which prompts without echoing the value. ./run.sh --help also lists --port, --weeklies, --no-dashboard, --no-open, and --with-tests.

For a shorter first run, omit the history calculations:

./run.sh --symbols SPY --no-simulation --no-backtests

Skills only

npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills --list
npx skills add https://github.com/Iman/agent-driven-options-desk-and-skills/tree/main/shell/skills

Select the skills and agent in the install prompt. Skills describe the workflows. They need the CLI or MCP tools to produce calculations.

Next: Run the sample walkthrough or connect your agent.