MCP (chat apps)
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-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. |
Account
| Ask for | Plan | What it does |
|---|
Get-Instructions | Free | Read your saved strategy-selection instructions. |
Subscription-Status | Free | Subscription tier, usage, remaining requests. |
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. |