Web API
All tools over the web
Every tool, grouped by area. Send a POST to the address shown, with your key in the header (see how to call any tool).
Stocks
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/visualize_price_overview | Premium | Daily / weekly / monthly snapshot in one image. |
POST /api/v1/tools/get_price_data | Premium | Historical OHLCV bars. |
POST /api/v1/tools/visualize_price_chart | Premium | Candlestick price chart with overlays. |
POST /api/v1/tools/get_stock_quote | Premium | Latest quote for a symbol. |
Options
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_option_expirations | Premium | Available expirations for a symbol. |
POST /api/v1/tools/get_options_chain | Premium | Full options chain for an expiration. |
POST /api/v1/tools/get_single_option_quote | Premium | Bid/ask/IV/greeks for one contract. |
POST /api/v1/tools/get_historical_contract_greeks | Premium | Day-by-day price history and greeks for ONE option contract, bid/ask/mid, the underlying's price, days to expiry, IV, delta, gamma, theta, vanna. Up to 90 trading days per call. |
POST /api/v1/tools/get_historical_options_chain | Premium | The options chain as it stood on a past day: each contract's prices and volume, plus that day's call volume, put volume and put/call ratio. One expiration per call. |
POST /api/v1/tools/put_call_ratio | Premium | Call against put open interest (plus today's volume) for one stock, over the expirations and strikes you pick, read as which side leads and by how much. |
Greek Exposure
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/analyze_greek_exposures | Premium | Net Gamma / Delta / Vanna / Theta exposure DATA grid across MULTIPLE expirations for one symbol, OI-weighted per-strike numbers (no chart). Sibling of Greek-Exposure-Single-Expiration (same data, one date) and Greek-Exposure-Heatmap (same numbers rendered as PNG). |
POST /api/v1/tools/greek_exposure_single_expiration | Premium | Greek exposures for ONE expiration date only, guaranteed single-chain fetch. Use when the caller knows the date (0DTE, weekly, monthly OPEX, dated event). |
POST /api/v1/tools/greek_exposure_heatmap | Premium | Heatmaps for one or more greeks in a single call. Pass greeks=["gamma","delta","vanna","theta"] (any subset). Returns one PNG per requested greek. |
POST /api/v1/tools/net_exposure_charts | Premium | Net exposure bar charts for one or more greeks. metrics=["net_gex","net_dex","net_vex","net_tex"]. Returns one PNG per metric. |
Options Flow
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_volume_oi_data | Premium | Top contracts by volume / OI as data. |
POST /api/v1/tools/volume_and_oi_charts | Premium | Top-volume and/or open-interest charts. types=["vol","oi","vol_oi"]. Returns one PNG per requested type. |
POST /api/v1/tools/get_options_flow | Premium | Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking. |
POST /api/v1/tools/get_options_flow_contract | Premium | Per-hour premium histogram for ONE contract (open / close stack). Reads strictly from the flow archive cache, never pulls fresh chain. |
POST /api/v1/tools/unusual_flow_ratio | Premium | Call against put positioning from one day of unusual options trades: which side the big trades leaned to, and by how much. |
Charts
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/vision_analysis | Premium | AI vision analysis of a chart image. |
POST /api/v1/tools/visualize_multi | Premium | Multi-timeframe charts side-by-side. |
Fundamentals
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_balance_sheet | Premium | Latest balance sheet. |
POST /api/v1/tools/get_basic_financials | Premium | Headline valuation + profitability metrics. |
POST /api/v1/tools/get_income_statement | Premium | Latest income statement. |
Estimates
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_analyst_price_targets | Premium | Consensus price targets. |
POST /api/v1/tools/get_earnings_estimates | Premium | Consensus EPS estimates. |
POST /api/v1/tools/get_eps_trend | Premium | EPS estimate trend. |
POST /api/v1/tools/get_growth_estimates | Premium | Growth estimates summary. |
POST /api/v1/tools/get_revenue_estimates | Premium | Consensus revenue estimates. |
Calendar
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_earnings_calendar | Premium | Upcoming earnings releases. |
POST /api/v1/tools/get_earnings_dates | Premium | Earnings dates for a symbol. |
POST /api/v1/tools/get_ipo_calendar | Premium | Upcoming IPOs. |
Ownership
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_insider_transactions | Premium | Recent insider buys / sells. |
POST /api/v1/tools/get_institutional_holders | Premium | Top institutional holders. |
POST /api/v1/tools/get_sec_filings | Premium | Recent SEC filings. |
POST /api/v1/tools/get_senate_lobbying | Premium | Congressional trading / lobbying activity. |
Brokerage
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_account_balances | Premium | Cash, buying power, equity for an account. |
POST /api/v1/tools/get_holdings | Premium | Positions in one linked account. |
POST /api/v1/tools/get_account_symbol | Premium | Resolve a ticker inside a linked account. |
POST /api/v1/tools/get_all_holdings | Premium | Positions across every linked account. |
POST /api/v1/tools/list_broker_connections | Premium | List linked brokerage accounts. |
POST /api/v1/tools/get_transactions | Premium | Transaction history with optional date range. |
Trading: Orders
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/cancel_order | Free | Cancel one order: a staged one is discarded, a placed one that is still waiting is cancelled at the broker. |
POST /api/v1/tools/list_preview_orders | Free | List staged previews not yet placed. |
POST /api/v1/tools/place_order | Premium | Submit a previously previewed order. |
POST /api/v1/tools/preview_multiple_orders | Free | Stage several orders at once. |
POST /api/v1/tools/preview_order | Free | Stage an order for review without sending it to the broker. |
Trading: Triggers
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/create_trading_trigger | Premium | Create a price / condition-based trigger. |
POST /api/v1/tools/delete_trading_trigger | Premium | Permanently delete a trigger. |
POST /api/v1/tools/list_fired_triggers | Free | List triggers that already fired. |
POST /api/v1/tools/list_trading_triggers | Free | List active and paused triggers. |
POST /api/v1/tools/preview_trading_trigger | Free | Preview a trigger before creating it. |
POST /api/v1/tools/reactivate_trigger | Premium | Reactivate a fired trigger. |
POST /api/v1/tools/update_trading_trigger | Premium | Update a trigger (pause / retarget). |
Plays (signals)
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/signal_schema | Free | Read this before posting or taking a play. The shape of a play: every field, what each number is measured in, what happens when one is left out, and worked examples. |
POST /api/v1/tools/signal_groups | Free | The places you can post a play to: the community board, plus every signal group you own or can post in. |
POST /api/v1/tools/signal_list | Free | Read the plays on the community board, or the private ones, newest first, with what happened to you on each. One page at a time. |
POST /api/v1/tools/signal_show | Free | Show one play as a card, the same one the Signals tab renders, with every number and what happened to your order. |
POST /api/v1/tools/signal_post | Free | Post a trade play to the community board or one of your groups: the contract, how much, where to get in, where to take profit, where to get out, and when. |
POST /api/v1/tools/signal_update | Free | Change a play that is still live instead of posting a second one. Send only what changes, everything left empty keeps what the play already says. |
POST /api/v1/tools/signal_take | Free / Premium | Take a play: place it in your own account, now. This places a real order. Nothing on the board trades on its own. |
POST /api/v1/tools/signal_broker | Free | See or set the broker account your plays go to, and whether it is used automatically for plays you post and plays you take. |
POST /api/v1/tools/signal_discover | Free | Signal groups other people have made public, with who runs each, how many plays it has posted and how many people follow it. |
POST /api/v1/tools/signal_follow | Free | Follow a public signal group, or stop. Following places nothing by itself: you choose whether its plays are placed for you or wait for your yes. |
POST /api/v1/tools/trade_settings | Free | See or change how plays are traded for you, for one group or for everything: asked first or placed for you, which account, and the most one trade may spend. Call it empty to read. |
POST /api/v1/tools/signal_pending | Free | The plays sent to you that are waiting for a yes or no. |
POST /api/v1/tools/signal_answer | Free / Premium | Say yes or no to a play that was sent to you. Yes places a real order, sized from your trade settings for that group. |
POST /api/v1/tools/signal_my_order | Free | Change or cancel your own order on someone else's play while it is still waiting to enter. Once it has filled, the way out is Trade-Close. |
POST /api/v1/tools/signal_delete | Free | Take down a play you posted, before anyone is in it. The orders waiting on it are cancelled. |
POST /api/v1/tools/signal_group_create | Free | Make a signal group: a place of your own to post plays to. It starts private. |
POST /api/v1/tools/signal_group_update | Free | Rename a signal group you own, make it public or private, or tag it. A public group can be followed by anyone on Atlas, for free. |
POST /api/v1/tools/signal_group_delete | Free | Delete a signal group you own, with its plays. If people pay for it, their subscriptions are stopped first so nobody is billed again. |
POST /api/v1/tools/signal_group_performance | Free | The closed trades of one signal group, with win rate and total profit or loss. |
Strategy
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/autofetch_strategy | Free | Auto-pick the best-matching strategy. |
POST /api/v1/tools/fetch_strategy | Free | Load one strategy by id. |
POST /api/v1/tools/list_strategy | Free | List your strategies. |
POST /api/v1/tools/create_strategy | Free | Create a new strategy. |
POST /api/v1/tools/strategy_import | Free | Copy a public strategy into your account. |
POST /api/v1/tools/open_strategy | Free | Open the user’s primary strategy. |
POST /api/v1/tools/strategy_preview | Free | Preview proposed strategy edits. |
POST /api/v1/tools/save_strategy_instructions | Free | Save strategy-selection instructions. |
POST /api/v1/tools/strategy_discover | Free | Browse the strategies other people share. Search by title or content, then import one with Strategy-Import. |
POST /api/v1/tools/strategy_duplicate | Free | Make your own copy of a shared strategy. The same thing as Strategy-Import, under the other name. |
POST /api/v1/tools/update_strategy | Free | Save changes to an existing strategy. |
POST /api/v1/tools/delete_strategy | Free | Delete one of your strategies for good. Anyone who imported it keeps their copy. |
Workflow
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/list_tool_safety | Free | List which tools are read-only / destructive. |
POST /api/v1/tools/trigger_workflow_schema | Free | Field schema for trigger / workflow rules. |
POST /api/v1/tools/workflow_apply_updates | Free | Pull the latest revisions from the parent workflow into this subscribed copy. Use when revisions_behind > 0. |
POST /api/v1/tools/workflow_create | Free | Create a new perception workflow. |
POST /api/v1/tools/workflow_delete | Free | Permanently delete a workflow. |
POST /api/v1/tools/workflow_export | Free | Export a workflow's full node-and-edge graph plus a self-describing markdown rendering. Read-only. |
POST /api/v1/tools/workflow_import | Free | Copy a public workflow into your account. |
POST /api/v1/tools/workflow_list | Free | Lightweight programmatic discovery, list every workflow you own with id / name / status / schedule. Read-only. Use before Workflow-Export / Workflow-Logs / Workflow-Run when you need an id. |
POST /api/v1/tools/workflow_logs | Free | Read recent workflow runs. |
POST /api/v1/tools/workflow_open | Free | Open a workflow for review / editing. |
POST /api/v1/tools/workflow_performance | Free | Closed-trade performance for a workflow: per-trade PnL rows and aggregate Win Rate / Total PnL / win-loss-flat counts / calendar-style by_day map. |
POST /api/v1/tools/workflow_preview | Free | Preview proposed workflow edits. |
POST /api/v1/tools/workflow_run | Free / Premium | Execute a workflow on demand. |
POST /api/v1/tools/workflow_update | Free | Save changes to a workflow. |
POST /api/v1/tools/workflow_discover | Free | Browse the workflows other people share, most imported first. Search by name, rules, or tool. Import one with Workflow-Import. |
POST /api/v1/tools/workflow_duplicate | Free | Make your own copy of a shared workflow. The same thing as Workflow-Import, under the other name. |
POST /api/v1/tools/workflow_journal | Free | Read or change a workflow's journal. With journalling on, Atlas writes a note after each of its trades finishes and reads those notes back on later runs. |
POST /api/v1/tools/search_tools | Free | Search every tool a workflow can use, Atlas's own and those of your connected servers, with the exact name to put in the workflow. |
POST /api/v1/tools/workflow_restore | Free | Turn a paused workflow back on, with a fresh daily limit. If you are the author, your followers' copies come back with it. |
POST /api/v1/tools/workflow_abort | Free | Stop a workflow run that is in progress. It does not pause the workflow: the next run happens as usual. |
POST /api/v1/tools/workflow_agent_waiting_runs | Free | For a workflow your own assistant runs: the runs that came due and are waiting for it, with what started each one. |
POST /api/v1/tools/workflow_agent_report_progress | Free | For a workflow your own assistant runs: one short line on the workflow's card saying what it is doing right now. |
POST /api/v1/tools/workflow_agent_hand_in_run | Premium | For a workflow your own assistant runs: hand in what it decided. Atlas checks the trade, holds it for review or places it, sends it to followers and logs the run. Uses one request each time. |
POST /api/v1/tools/workflow_review | Free / Premium | For a workflow set to let you review each run: see what is waiting, then place it or throw it away. Placing sends real orders. |
POST /api/v1/tools/workflow_history | Free | A workflow's saved versions, newest first. Open one to read it, or go back to it. |
POST /api/v1/tools/workflow_follow | Free | On a copy of someone else's workflow: stop taking the author's changes so the copy is your own, or start taking them again. |
POST /api/v1/tools/workflow_operate | Free | Pause or turn on a workflow whose owner made you an operator. It does what the owner's own pause does, for them and everyone following. |
POST /api/v1/tools/workflow_files | Premium | The files one of the person's workflows keeps: what its calculations saved (Python code, tables, charts, notes). |
Account
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/get_instructions | Free | Read your saved strategy-selection instructions. |
POST /api/v1/tools/side_panel_widgets | Premium | The widgets under Recents in your side panel on the website and the phone apps: list them, add one, change one, remove one, or move one. |
POST /api/v1/tools/arrange_tabs | Premium | The order of the tabs in the person's website and phone apps, and the ones they put under More: list them, set one bar's, or put a bar back to how it came. |
POST /api/v1/tools/get_subscription_status | Free | Subscription tier, usage, remaining requests. |
POST /api/v1/tools/account_activity | Free | What has happened on your account lately: every workflow run with its reasoning and any error, plus the trades those runs placed. Newest first. Ask for "open" to see the trades you are in right now. |
Search
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/connection_check_fetch | Free | A connection check for apps that look for a fetch tool before they connect. It opens no address. To read the web use Web Search. |
POST /api/v1/tools/connection_check_search | Free | A connection check for apps that look for a search tool before they connect. It searches nothing. For news and facts use Web Search. |
POST /api/v1/tools/web_search | Premium | Live web search for real-time news and facts, today's headlines, macro / geopolitical drivers, earnings, and current events, returned as a dated answer plus the source links it used. |
POST /api/v1/tools/resolve_ticker | Premium | Resolve a company name to its ticker. |
Alerts
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/list_alert_types | Free | Catalog of alert types you can create, read this BEFORE Create-Alert to learn the conditions shape for each type. |
POST /api/v1/tools/list_alerts | Free | Your streaming alerts. Active-only by default; pass active_only=false to include disarmed / cascade-paused. |
POST /api/v1/tools/preview_alert | Free | Dry-run an alert spec against the live tape, returns what would have matched without creating the alert. |
POST /api/v1/tools/create_alert | Free | Create a streaming alert that DMs Discord on fire and optionally arms a trigger / runs a workflow / places an order. ⚠️ Read List-Alert-Types first. |
POST /api/v1/tools/update_alert | Free | Patch an existing alert in place (rename, change conditions, retarget workflow_id, flip is_active, etc.). |
POST /api/v1/tools/delete_alert | Free | Soft-delete an alert by flipping is_active=false. The row stays for audit. |
POST /api/v1/tools/list_stream_subscriptions | Free | Active streaming subscriptions the worker is holding open (flow tape, option quote feeds), useful for debugging why an alert isn't firing. |
POST /api/v1/tools/list_alert_fires | Free | The last times your alerts went off, each with the message it sent. Name one alert, or leave it empty for all of them. |
Workflow: Folders
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/workflow_folders_list | Free | List your workflow folders and which workflows are filed in each. Folders only organize the list, they never change how a workflow runs. |
POST /api/v1/tools/workflow_folder_create | Free | Make a folder to organize your Workflows list. You can file workflows into it right away. |
POST /api/v1/tools/workflow_folder_update | Free | Rename a folder, change its colour, or move it up or down the list. |
POST /api/v1/tools/workflow_folder_move | Free | File one or more of your workflows into a folder. A workflow sits in one folder at a time, so this takes it out of any other. |
POST /api/v1/tools/workflow_folder_remove | Free | Take workflows out of a folder. The workflows are not deleted, they just go back to being loose in your list. |
POST /api/v1/tools/workflow_folder_disband | Free | Delete a folder. The workflows inside are not deleted, they go back to being loose in your list. |
POST /api/v1/tools/workflow_folder_discover | Free | Folders of workflows other people have shared. Name one to see what importing it would give you. |
POST /api/v1/tools/workflow_folder_import | Free | Get your own copy of every shared workflow in a folder. Each copy arrives with no broker chosen, so nothing trades until you pick one and turn it on. |
Workflow: Working together
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/workflow_proposal_list | Free | List the changes people have suggested to a workflow, what each one touches, whether it is still open, and whether it went stale because the author edited since. |
POST /api/v1/tools/workflow_proposal_show | Free | Read one suggested change in full, with what the workflow said before, what it would say, and what it says right now. |
POST /api/v1/tools/workflow_proposal_comment | Free | Leave feedback on a suggested change. Name a part of the change to attach the note to that part instead of the whole thing. |
POST /api/v1/tools/workflow_collab_find | Free | Find someone on Atlas by name or username, to share a workflow with. |
POST /api/v1/tools/workflow_collab_remove | Free | Take someone off your workflow, or leave one you were added to. |
Trading: Open trades
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/trade_close | Free | Close a position now, everything still open on it, at market. Only the person who owns the trade can close it. A real position needs a market, so outside 9:30 to 4 Eastern this refuses. |
POST /api/v1/tools/trade_take_profit | Free | Sell the next take profit rung now, without waiting for its price. One rung per call. To take everything at once use Trade-Close. |
POST /api/v1/tools/trade_cancel_entry | Free | Take an order off before it fills. Only while the entry is still waiting at its price, once it has filled the way out is Trade-Close. |
POST /api/v1/tools/trade_edit_entry | Free | Move the price an order is waiting to enter at, or turn back on an order that was taken off before it filled. |
POST /api/v1/tools/trade_edit_exit | Free | Move the stop or the take profit targets on a trade you are in. Only the person whose trade it is can do this, and the move reaches everyone following it. |
Guide
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/atlas_guide_index | Free | The Atlas guide's table of contents: every topic, grouped, with the id and link for each. Start here, then read the one that matches. |
POST /api/v1/tools/atlas_guide_search | Free | Search the guide for a word or phrase and get the topics that mention it, each with a snippet and a link. |
POST /api/v1/tools/atlas_guide_read | Free | Read one topic of the guide in full, by its id. Returns the whole page and its link, the same text the docs site shows. |
POST /api/v1/tools/atlas_agent_guide | Free | The short manual an AI assistant reads before it uses Atlas: which tool does what, the order to call them in, and the rules that keep a call from placing something by mistake. |
Your connected servers
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/mcp_tools | Free | The servers you have connected to Atlas (Connect, then MCP Servers), and what each of their tools takes. |
POST /api/v1/tools/mcp_call | Free | Run one tool on a server you have connected. Atlas signs in to that server for you with the sign in you saved. |
Memory
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/memory_recall | Free | What Atlas remembers about you that bears on a question, on your profile or on one of your computers. Each memory says who stored it. Ask with a few words. |
POST /api/v1/tools/memory_list | Free | Everything Atlas remembers about you, with who stored each memory, what was forgotten and can be brought back, whether Memory sharing is on, and which of your computers are connected. |
POST /api/v1/tools/memory_write | Free | Keep something lasting about you: a correction, a preference, a fact about how you trade. The assistant says who it is, and that name is kept with the memory. Giving it a name replaces the older memory with that name. |
POST /api/v1/tools/memory_update | Free | Change one memory: its words, how important it is, how long it is kept, or pin it so it is never retired. |
POST /api/v1/tools/memory_forget | Free | Forget one memory that is wrong or out of date. It waits in the trash for 30 days, with who forgot it and why, and Memory-Restore brings it back. |
POST /api/v1/tools/memory_check_already_remembered | Free | What is already remembered close to a statement, so a new memory replaces the old one instead of sitting beside it. |
POST /api/v1/tools/memory_restore | Free | Bring back a memory that was forgotten, while it is still in the 30 day trash. |
Phone
| Endpoint | Plan | What it does |
|---|---|---|
POST /api/v1/tools/phone_notify | Free | Send a notification to your own phone, in the MindVest Atlas app, from a script, the command line or a chat. It reaches nobody else. |
POST /api/v1/tools/phone_notify_preview | Premium | Show how a notification will look on the person's phone, on an iPhone and on Android, before it is sent with Phone-Notify. |
POST /api/v1/tools/phone_button | Free | Whether you pressed the button on a notification sent with Phone-Notify, for a script that is waiting on your answer. |
Need help? Email accesspoint@finmanagerai.com.