Please use the web version first at chatgpt.com, then you can use the apps.
1
Open Settings
Click your profile icon in the bottom-left corner of ChatGPT, then select Settings from the menu.
2
Go to Apps
In Settings, click Apps in the left sidebar to manage your connected apps.
3
Enable Developer Mode
Toggle on Developer mode and click Create app.
4
Create the Atlas App
Fill in the details:
Name: Atlas
Description: Stocks and Options
MCP Server URL: https://atlasmcp.finmanagerai.com/mcp
Authentication: OAuth
Check the disclaimer box and click Create.
Name: Atlas
Description: Stocks and Options
MCP Server URL: https://atlasmcp.finmanagerai.com/mcp
Authentication: OAuth
Check the disclaimer box and click Create.
5
Sign In to Atlas
You'll be redirected to the Atlas login page. Sign in with Email, Google, or Discord.
6
Authorize Connection
Select Connect to Atlas, accept the disclaimer, and click Authorize.
7
Verify Connection
You should see the Atlas app listed with its URL and available actions.
8
Use Atlas in Chat
In any chat, type @ and select Atlas from the menu to invoke it.
9
Get Live Insights
Ask Atlas anything — real-time stock quotes, fundamentals, financial analysis, options flow, and more.
Please use the web version first at claude.ai, then you can use the apps.
1
Open Settings
Click your profile icon in the bottom-left corner of Claude, then select Settings.
2
Go to Connectors
In the Settings menu, click Connectors in the left sidebar.
3
Add Custom Connector
On the Connectors page, click Add custom connector at the bottom.
4
Enter Atlas Details
Enter the connector details:
Name: Atlas
URL: https://atlasmcp.finmanagerai.com/mcp
Click Add.
Name: Atlas
URL: https://atlasmcp.finmanagerai.com/mcp
Click Add.
5
Sign In to Atlas
You'll be redirected to the Atlas login page. Sign in with Email, Google, or Discord.
6
Authorize Connection
Select Connect to Atlas, accept the disclaimer, and click Authorize.
7
Connect Atlas
Atlas will appear as a custom connector. Click Connect.
8
Verify Connected
Once connected, you'll see Configure instead of Connect.
9
Set Tool Permissions
Click Configure to review Atlas tools and set permissions as needed.
10
Enable in Chat
In a new chat, click the + button, go to Connectors, and toggle Atlas on.
11
Get Live Insights
Ask Claude anything with Atlas enabled — stock quotes, fundamentals, charts, options analysis, and real-time market data.
1
Use Atlas in Chat
Once Atlas Bot is in your server, type @Atlas Bot followed by your question.
2
About Atlas Bot
Atlas Bot is an AI-powered financial analyst — stock quotes, fundamentals, market data, options flow, and intelligent insights for traders.
3
Get Charts & Analysis
Atlas can generate charts, pull stock fundamentals, run options analysis, and answer follow-up questions right in Discord.
Market Data
Fundamentals & Research
Options Analysis
Visualizations — Heatmaps
Visualizations — Charts
Options — Historical
Advanced Charts
Brokerage
Account
Atlas Connection
Stocks & Options Intelligence
Real-time quotes, Greek exposures, options analysis
Connected
Brokerage Accounts
Due to an update between SnapTrade and us, all previous connections are being deleted. If you do not see your account, please reconnect.
Disclaimer
FinManager AI acts solely as a read-only link between you and your brokerage. We do not store your brokerage credentials, account numbers, or financial data. All connections are facilitated through SnapTrade's secure infrastructure. You are solely responsible for any activity on your brokerage account. FinManager AI has no control over trades, transfers, or account actions and assumes no liability for any losses or unauthorized access.
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Create, manage, and import investment strategies. Share with others or keep them private.
Notes / Instructions
Notes are saved to your strategy instructions record.
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Discord Link
Sync subscription across platforms
API / CLI / MCP Key
Personal Access Key
Bearer token for the REST API, the CLI, or an MCP client (ChatGPT, Claude, Discord). Treat it like a password.
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