Add Atlas to Claude
Add Atlas to Claude. It takes about 2 minutes.
Step 1. Open Connectors
On the web at claude.ai or in the desktop app, go to Customize, then Connectors.
Step 2. Add a connector
Click + Add, then Add custom connector.
Step 3. Fill in Atlas
Type these in and click Continue:
- Name: Atlas
- Remote MCP server URL:
https://atlasmcp.finmanagerai.com/mcp
If the box shows Advanced settings on the same screen instead, leave them empty and click Add.
Step 4. Keep the sign in settings
Claude shows how Atlas signs in. Keep what it chose and click Add.
Step 5. Sign in to Atlas
Claude sends you to the Atlas sign in page (if it does not, click Connect beside Atlas). Sign in with Email, Apple, Google, or Discord, click Connect to Atlas, agree, and click Authorize.
Step 6. Turn it on in chat
In a chat, click the + button, go to Connectors, and turn Atlas on.
Step 7. Ask away
Ask Claude anything with Atlas on: quotes, company numbers, charts, options, and live market data.
On a Team or Enterprise plan, an owner adds Atlas once in Organization settings, then Connectors; then each person clicks Connect beside it in Customize, then Connectors. The free plan allows one custom connector.
Need help? Email accesspoint@finmanagerai.com.