Connectors
Connectors link Atlas to the other apps you use, like Notion, Stripe, Dropbox or PayPal, and to your broker. Once one is connected, you can ask for things like "what did Stripe pay out this week?" in any chat, and your projects can use it too.
Click your name at the bottom of the menu, then the Connectors tab.
Add one
- Press + Add a connector.
- Search for the app, for example "notion", and click its tile.
- Press Sign in and connect.
- Your browser opens. Sign in there and allow access.
- Come back to Atlas. The connector shows Connected.
Nothing needs copying: the sign in comes back to the app on its own.
Not in the list? If the app gives you a connector address, press Add by address. Fill in the name and the address, choose how it signs in (API key, Sign in (OAuth) or No sign-in needed), and press Connect.
Connect a broker
Brokers are in the same list as the apps. Each broker tile is marked Trading enabled or Read-only, so you know before you connect whether Atlas can place orders with it or only look.
There are two kinds:
| Kind | How you connect | Where it lives |
|---|---|---|
| Topstep and OANDA | Pick Demo or Live, paste your key, press Connect. Where do I find this? shows the steps. | On this computer. The key stays in your computer's locked storage, and orders go from this computer. |
| Every other broker | Press Sign in and connect. Your browser opens, you sign in to your broker there, and it finishes on its own. | On your Atlas account. It is the same broker list you see on the website. |
A connected broker is a row like any other connector, with the same buttons. Signing out of, or deleting, a broker on your Atlas account removes every account in that group.
A broker marked Trading enabled can place real orders. With a broker on this computer, opening a new trade needs a paid plan. Closing a trade and cancelling an order always work.
On each connector
| Button | What it does |
|---|---|
| View tools | See everything Atlas can do with it. |
| Refresh tools | Check again for what it can do. |
| Sign out | Disconnect it for now. You can Connect again later. |
| Delete | Remove it completely. |
App connectors, and the brokers you connect with a key, live on your computer. Your sign ins are kept in your computer's locked storage, and Atlas talks to the app directly, not through our servers. A broker you sign in to through the browser is connected to your Atlas account instead.
Need help? Email accesspoint@finmanagerai.com.