Quickstart

Way 1: Add it to your AI chat app (no code)

1. Open your chat app's connector settings.
2. Add a server with this link: https://atlasmcp.finmanagerai.com/mcp.
3. Sign in with Email, Google, or Discord when it asks.
4. Say: "Use Atlas to get me a quote for NVDA and the SPY gamma exposure."

Full steps: ChatGPT, Claude, Discord, Cursor.

Way 2: Call it from the terminal (Web API)

# 1. Set the address and your key (get the key from the dashboard, see Sign in)
export ATLAS_BASE_URL="https://atlasmcp.finmanagerai.com"
export ATLAS_KEY="<your key>"

# 2. Your first request: a live quote
curl -sS -X POST "$ATLAS_BASE_URL/api/v1/tools/get_stock_quote" \
  -H "Authorization: Bearer $ATLAS_KEY" \
  -H "Content-Type: application/json" \
  -d '{"symbol":"AAPL"}'

Way 3: Use the command line

# Node
npm i -g mindvest-atlas
# or Python
pip install mindvest-atlas

# Sign in once, then run any tool
atlas login
atlas stock-quote --symbol AAPL

See the command line docs for install, sign in, and every command.

Way 4: Let your assistant sign the person in

If you are building an assistant, it can start the sign in itself: it asks Atlas for a link, the person signs in or makes an account in their own browser, and your assistant gets a key at the end of it. It never sees a password.

curl -sS -X POST "https://atlasmcp.finmanagerai.com/oauth/device_authorization" \
  -H "Content-Type: application/json" -d '{"mode":"signup"}'

Only do this if your assistant can save the key somewhere that outlives the conversation. If it cannot, point the person at the Atlas connector instead and let their app hold it.

Full steps: Sign in from an assistant.

What next

• See all the tools Atlas has.
• Learn the core ideas behind workflows and triggers.
• Read how you get charged before you set up automations.