MCP (chat apps)

All tools in your chat app

Once Atlas is connected, ask your assistant to use any of these. The name on the left is what the assistant calls the tool.

Stocks

Ask for	Plan	What it does
`Multi-Timeframe-Price-Overview`	Premium	Daily / weekly / monthly snapshot in one image.
`Price-Data-OHLCV`	Premium	Historical OHLCV bars.
`Price-Chart`	Premium	Candlestick price chart with overlays.
`Stock-Quote`	Premium	Latest quote for a symbol.

Options

Ask for	Plan	What it does
`Option-Expiration-Dates`	Premium	Available expirations for a symbol.
`Options-Chain`	Premium	Full options chain for an expiration.
`Single-Option-Quote`	Premium	Bid/ask/IV/greeks for one contract.
`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.
`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.
`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

Ask for	Plan	What it does
`Greek-Exposure-Multi-Expiration`	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).
`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).
`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.
`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

Ask for	Plan	What it does
`Top-Volume-and-OI-Contracts`	Premium	Top contracts by volume / OI as data.
`Volume-and-OI-Charts`	Premium	Top-volume and/or open-interest charts. types=["vol","oi","vol_oi"]. Returns one PNG per requested type.
`Options-Flow`	Premium	Stored option-trade tape filtered by side / type / premium / size / time window. Omit symbol for the top-N cross-universe ranking.
`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.
`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

Ask for	Plan	What it does
`Chart-Vision-Analysis`	Premium	AI vision analysis of a chart image.
`Multi-Chart-View`	Premium	Multi-timeframe charts side-by-side.

Fundamentals

Ask for	Plan	What it does
`Balance-Sheet`	Premium	Latest balance sheet.
`Financial-Metrics`	Premium	Headline valuation + profitability metrics.
`Income-Statement`	Premium	Latest income statement.

Estimates

Ask for	Plan	What it does
`Analyst-Price-Targets`	Premium	Consensus price targets.
`EPS-Estimates`	Premium	Consensus EPS estimates.
`EPS-Trend`	Premium	EPS estimate trend.
`Growth-Estimates`	Premium	Growth estimates summary.
`Revenue-Estimates`	Premium	Consensus revenue estimates.

Calendar

Ask for	Plan	What it does
`Earnings-Calendar`	Premium	Upcoming earnings releases.
`Earnings-Dates`	Premium	Earnings dates for a symbol.
`IPO-Calendar`	Premium	Upcoming IPOs.

Ownership

Ask for	Plan	What it does
`Insider-Transactions`	Premium	Recent insider buys / sells.
`Institutional-Holders`	Premium	Top institutional holders.
`SEC-Filings`	Premium	Recent SEC filings.
`Senate-Lobbying-Data`	Premium	Congressional trading / lobbying activity.

Brokerage

Ask for	Plan	What it does
`Account-Balances`	Premium	Cash, buying power, equity for an account.
`Account-Holdings`	Premium	Positions in one linked account.
`Account-Symbol-Lookup`	Premium	Resolve a ticker inside a linked account.
`All-Account-Holdings`	Premium	Positions across every linked account.
`Broker-Connections`	Premium	List linked brokerage accounts.
`Transaction-History`	Premium	Transaction history with optional date range.

Trading: Orders

Ask for	Plan	What it does
`Cancel-Order`	Free	Cancel one order: a staged one is discarded, a placed one that is still waiting is cancelled at the broker.
`List-Preview-Orders`	Free	List staged previews not yet placed.
`Place-Order`	Premium	Submit a previously previewed order.
`Preview-Multiple-Orders`	Free	Stage several orders at once.
`Preview-Order`	Free	Stage an order for review without sending it to the broker.

Trading: Triggers

Ask for	Plan	What it does
`Create-Trading-Trigger`	Premium	Create a price / condition-based trigger.
`Delete-Trading-Trigger`	Premium	Permanently delete a trigger.
`List-Fired-Triggers`	Free	List triggers that already fired.
`List-Trading-Triggers`	Free	List active and paused triggers.
`Preview-Trading-Trigger`	Free	Preview a trigger before creating it.
`Reactivate-Trigger`	Premium	Reactivate a fired trigger.
`Update-Trading-Trigger`	Premium	Update a trigger (pause / retarget).

Plays (signals)

Ask for	Plan	What it does
`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.
`Signal-Groups`	Free	The places you can post a play to: the community board, plus every signal group you own or can post in.
`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.
`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.
`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.
`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.
`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.
`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.
`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.
`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.
`Signal-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.
`Signal-Pending`	Free	The plays sent to you that are waiting for a yes or no.
`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.
`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.
`Signal-Delete`	Free	Take down a play you posted, before anyone is in it. The orders waiting on it are cancelled.
`Signal-Group-Create`	Free	Make a signal group: a place of your own to post plays to. It starts private.
`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.
`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.
`Signal-Group-Performance`	Free	The closed trades of one signal group, with win rate and total profit or loss.

Strategy

Ask for	Plan	What it does
`Autofetch-Strategy`	Free	Auto-pick the best-matching strategy.
`Fetch-Strategy`	Free	Load one strategy by id.
`List-Strategy`	Free	List your strategies.
`Strategy-Create`	Free	Create a new strategy.
`Strategy-Import`	Free	Copy a public strategy into your account.
`Strategy-Open`	Free	Open the user’s primary strategy.
`Strategy-Preview`	Free	Preview proposed strategy edits.
`Strategy-Save-Instructions`	Free	Save strategy-selection instructions.
`Strategy-Discover`	Free	Browse the strategies other people share. Search by title or content, then import one with Strategy-Import.
`Strategy-Duplicate`	Free	Make your own copy of a shared strategy. The same thing as Strategy-Import, under the other name.
`Strategy-Update`	Free	Save changes to an existing strategy.
`Strategy-Delete`	Free	Delete one of your strategies for good. Anyone who imported it keeps their copy.

Workflow

Ask for	Plan	What it does
`List-Tool-Safety`	Free	List which tools are read-only / destructive.
`Trigger-Workflow-Schema`	Free	Field schema for trigger / workflow rules.
`Workflow-Apply-Updates`	Free	Pull the latest revisions from the parent workflow into this subscribed copy. Use when revisions_behind > 0.
`Workflow-Create`	Free	Create a new perception workflow.
`Workflow-Delete`	Free	Permanently delete a workflow.
`Workflow-Export`	Free	Export a workflow's full node-and-edge graph plus a self-describing markdown rendering. Read-only.
`Workflow-Import`	Free	Copy a public workflow into your account.
`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.
`Workflow-Logs`	Free	Read recent workflow runs.
`Workflow-Open`	Free	Open a workflow for review / editing.
`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.
`Workflow-Preview`	Free	Preview proposed workflow edits.
`Workflow-Run`	Free / Premium	Execute a workflow on demand.
`Workflow-Update`	Free	Save changes to a workflow.
`Workflow-Discover`	Free	Browse the workflows other people share, most imported first. Search by name, rules, or tool. Import one with Workflow-Import.
`Workflow-Duplicate`	Free	Make your own copy of a shared workflow. The same thing as Workflow-Import, under the other name.
`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.
`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.
`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.
`Workflow-Abort`	Free	Stop a workflow run that is in progress. It does not pause the workflow: the next run happens as usual.
`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.
`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.
`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.
`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.
`Workflow-History`	Free	A workflow's saved versions, newest first. Open one to read it, or go back to it.
`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.
`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.
`Workflow-Files`	Premium	The files one of the person's workflows keeps: what its calculations saved (Python code, tables, charts, notes).

Account

Ask for	Plan	What it does
`Get-Instructions`	Free	Read your saved strategy-selection instructions.
`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.
`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.
`Subscription-Status`	Free	Subscription tier, usage, remaining requests.
`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

Ask for	Plan	What it does
`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.
`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.
`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.
`Ticker-Symbol-Lookup`	Premium	Resolve a company name to its ticker.

Alerts

Ask for	Plan	What it does
`List-Alert-Types`	Free	Catalog of alert types you can create, read this BEFORE Create-Alert to learn the conditions shape for each type.
`List-Alerts`	Free	Your streaming alerts. Active-only by default; pass active_only=false to include disarmed / cascade-paused.
`Preview-Alert`	Free	Dry-run an alert spec against the live tape, returns what would have matched without creating the alert.
`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.
`Update-Alert`	Free	Patch an existing alert in place (rename, change conditions, retarget workflow_id, flip is_active, etc.).
`Delete-Alert`	Free	Soft-delete an alert by flipping is_active=false. The row stays for audit.
`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.
`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

Ask for	Plan	What it does
`Workflow-Folder-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.
`Workflow-Folder-Create`	Free	Make a folder to organize your Workflows list. You can file workflows into it right away.
`Workflow-Folder-Update`	Free	Rename a folder, change its colour, or move it up or down the list.
`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.
`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.
`Workflow-Folder-Disband`	Free	Delete a folder. The workflows inside are not deleted, they go back to being loose in your list.
`Workflow-Folder-Discover`	Free	Folders of workflows other people have shared. Name one to see what importing it would give you.
`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

Ask for	Plan	What it does
`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.
`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.
`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.
`Workflow-Collab-Find`	Free	Find someone on Atlas by name or username, to share a workflow with.
`Workflow-Collab-Remove`	Free	Take someone off your workflow, or leave one you were added to.

Trading: Open trades

Ask for	Plan	What it does
`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.
`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.
`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.
`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.
`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

Ask for	Plan	What it does
`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.
`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.
`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.
`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

Ask for	Plan	What it does
`Mcp-Tools`	Free	The servers you have connected to Atlas (Connect, then MCP Servers), and what each of their tools takes.
`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

Ask for	Plan	What it does
`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.
`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.
`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.
`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.
`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.
`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.
`Memory-Restore`	Free	Bring back a memory that was forgotten, while it is still in the 30 day trash.

Phone

Ask for	Plan	What it does
`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.
`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.
`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.