Atlas
@finmanagerai
About Atlas
Connect AI agents to Atlas MCP for live market data, options analytics, strategy workflows, and 50+ broker-aware trading capabilities .
Config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"atlas": {
"url": "https://atlasmcp.finmanagerai.com/mcp",
"transport": "streamable-http",
"headers": {
"Authorization": "Bearer YOUR_ATLAS_API_KEY"
}
}
}
}Tools
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Overview
What is Atlas?
Atlas MCP is a hosted, remote MCP server that connects AI agents to market data, broker accounts, alerts, and workflow automation. It is designed for investors and traders who want to research, stage orders, and send alerts through agent tools while keeping human approval.
How to use Atlas?
Get your personal API key from Mind-Vest's Atlas dashboard, then add the server to any MCP client using the streamable HTTP endpoint https://atlasmcp.finmanagerai.com/mcp with a Bearer token in the Authorization header. Detailed install recipes are provided for Claude Desktop, Claude Code, Cursor, Windsurf, OpenAI Codex CLI, OpenClaw, and Docker.
Key features of Atlas
- Live stock quotes and price history
- Options chains with Greeks and volume
- Broker account balances and positions
- Order preview and staged multi‑order placement
- Alerts via Discord, SMS, and Telegram
- Workflow automation for daily or triggered checks
Use cases of Atlas
- Research a stock or option chain from within your chat client
- Stage multiple orders across brokers and review before submission
- Set up a price‑trigger workflow that alerts you via Discord
- Scan your watchlist each morning and get a text with top setups
- Preview multi‑leg options orders and check Greeks before approving
FAQ from Atlas
Is Atlas MCP a trading bot?
No. Atlas MCP is a tool layer for AI agents. It helps agents read data, create workflows, preview orders, and send alerts. You stay in control.
Can it place real orders?
Yes, when broker connections and permissions are enabled. The safest flow is preview first, then submit only after approval.
Does it support Discord, SMS, and Telegram?
Yes. Workflows can send alerts, summaries, and trade updates to Discord, SMS, Telegram, and chat apps.
Does it support Robinhood or Fidelity trading?
No. Trading features are not available for Robinhood and Fidelity.
Is this financial advice?
No. Atlas MCP is software for market research and workflow automation. It does not give financial advice.
Frequently asked questions
Is Atlas MCP a trading bot?
No. Atlas MCP is a tool layer for AI agents. It helps agents read data, create workflows, preview orders, and send alerts. You stay in control.
Can it place real orders?
Yes, when broker connections and permissions are enabled. The safest flow is preview first, then submit only after approval.
Does it support Discord, SMS, and Telegram?
Yes. Workflows can send alerts, summaries, and trade updates to Discord, SMS, Telegram, and chat apps.
Does it support Robinhood or Fidelity trading?
No. Trading features are not available for Robinhood and Fidelity.
Is this financial advice?
No. Atlas MCP is software for market research and workflow automation. It does not give financial advice.
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