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`	Free	Daily / weekly / monthly snapshot in one image.
`Price-Data-OHLCV`	Free	Historical OHLCV bars.
`Price-Chart`	Free	Candlestick price chart with overlays.
`Stock-Quote`	Free	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.

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.

Charts

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

Fundamentals

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

Estimates

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

Calendar

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

Ownership

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

Brokerage

Ask for	Plan	What it does
`Account-Balances`	Free	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
`Delete-Preview-Order`	Free	Discard a staged preview.
`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).

Strategy

Ask for	Plan	What it does
`Autofetch-Strategy`	Premium	Auto-pick the best-matching strategy.
`Fetch-Strategy`	Premium	Load one strategy by id.
`List-Strategy`	Premium	List your strategies.
`Strategy-Create`	Premium	Create a new strategy.
`Strategy-Import`	Premium	Copy a public strategy into your account.
`Strategy-Open`	Premium	Open the user’s primary strategy.
`Strategy-Preview`	Premium	Preview proposed strategy edits.
`Strategy-Save-Instructions`	Premium	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`	Premium	Make your own copy of a shared strategy. The same thing as Strategy-Import, under the other name.
`Strategy-Update`	Premium	Save changes to an existing strategy.

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`	Premium	Pull the latest revisions from the parent workflow into this subscribed copy. Use when revisions_behind > 0.
`Workflow-Create`	Premium	Create a new perception workflow.
`Workflow-Delete`	Premium	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`	Premium	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`	Premium	Execute a workflow on demand.
`Workflow-Update`	Premium	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`	Premium	Make your own copy of a shared workflow. The same thing as Workflow-Import, under the other name.
`Workflow-Journal`	Premium	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.

Account

Ask for	Plan	What it does
`Get-Instructions`	Free	Read your saved strategy-selection instructions.
`Subscription-Status`	Free	Subscription tier, usage, remaining requests.
`Account-Activity`	Free	What has happened on your account lately: every workflow and task run with its reasoning and any error, plus the trades those runs fired. Newest first.

Search

Ask for	Plan	What it does
`Fetch-URL`	Free	Fetch and summarize a URL.
`Search`	Free	General Atlas 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`	Free	Resolve a company name to its ticker.

Alerts

Ask for	Plan	What it does
`List-Alert-Types`	Premium	Catalog of alert types you can create, read this BEFORE Create-Alert to learn the conditions shape for each type.
`List-Alerts`	Premium	Your streaming alerts. Active-only by default; pass active_only=false to include disarmed / cascade-paused.
`Preview-Alert`	Premium	Dry-run an alert spec against the live tape, returns what would have matched without creating the alert.
`Create-Alert`	Premium	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`	Premium	Patch an existing alert in place (rename, change conditions, retarget workflow_id, flip is_active, etc.).
`Delete-Alert`	Premium	Soft-delete an alert by flipping is_active=false. The row stays for audit.
`List-Stream-Subscriptions`	Premium	Active streaming subscriptions the worker is holding open (flow tape, option quote feeds), useful for debugging why an alert isn't firing.

Tasks

Ask for	Plan	What it does
`List-Tasks`	Free	List your TASKS (run-once automations). Each is 'upcoming' (active/paused, fires still ahead) or 'previous' (completed).
`Create-Task`	Premium	Create a run-once task (a workflow that does not recur). Arm it with scheduled times (each fires once), an alert (fires once on the first match), or manual.
`Update-Task`	Premium	Update a task you own, pass task_id plus a patch object of fields to change. patch.status 'paused' turns it off, 'active' turns it on.
`Run-Task`	Premium	Run a task once, right now.
`Delete-Task`	Premium	Delete a task you own.

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`	Premium	Make a folder to organize your Workflows list. You can file workflows into it right away.
`Workflow-Folder-Update`	Premium	Rename a folder, change its colour, or move it up or down the list.
`Workflow-Folder-Move`	Premium	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`	Premium	Take workflows out of a folder. The workflows are not deleted, they just go back to being loose in your list.
`Workflow-Folder-Disband`	Premium	Delete a folder. The workflows inside are not deleted, they go back to being loose in your list.

Workflow: Working together

Ask for	Plan	What it does
`Workflow-Collab-List`	Free	See who works on a workflow with you: its author and the people invited to help build it. Read only, on purpose, only the author adds or removes people.
`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`	Premium	Leave feedback on a suggested change. Name a part of the change to attach the note to that part instead of the whole thing.

Trading: Open trades

Ask for	Plan	What it does
`Trade-List`	Free	The positions you are in right now, wherever they came from: a workflow, a task, a play you took, or a trigger you set up. Each one shows its take profit levels and which have already sold.
`Trade-Close`	Premium	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`	Premium	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`	Premium	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.

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`	Premium	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`	Premium	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`	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`	Premium	See or set the broker account your plays go to, and whether it is used automatically for plays you post and plays you take.

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.