Atlas MCP server

Connect AI agents to Atlas so they can read markets, build workflows, send alerts, and place broker orders with your approval.

Install · Why · What it can do · Examples · Tools · FAQ · Safety

Atlas MCP Server

Stop jumping between charts, brokers, alerts, spreadsheets, and chat apps.

Atlas MCP lets AI agents help with investing tasks in one place:

Ask Agent → Analyze Market → Review Plan → Stage Orders → Automate Workflow → Send Alerts

Atlas MCP gives agents a safe way to:

• Read live market data
• Analyze stocks and options
• Check broker accounts
• Stage single or multiple orders
• Send alerts to Discord, SMS, Telegram, and chat apps
• Create repeatable investing workflows

It works with agent tools like:

• OpenClaw
• Claude Desktop
• Cursor
• Cline
• ChatGPT-compatible MCP clients
• Custom agents

Install

Atlas MCP is a hosted, remote MCP server. There's nothing to compile or self-host — your agent connects to https://atlasmcp.finmanagerai.com/mcp over streamable HTTP, and authenticates with your personal Atlas API key.

1. Get your Atlas API key

1. Go to https://www.mind-vest.io/atlas and sign in (or create an account).
2. Open the Dashboard → API Keys section.
3. Click Generate key and copy the value. Treat it like a password.

2. Add Atlas to your MCP client

Claude Desktop / Claude Code / Cursor / Cline / any MCP client that reads mcp.json:

{
  "mcpServers": {
    "atlas": {
      "type": "streamable-http",
      "url": "https://atlasmcp.finmanagerai.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_ATLAS_API_KEY"
      }
    }
  }
}

Claude Code one-liner:

claude mcp add --transport http atlas https://atlasmcp.finmanagerai.com/mcp \
  --header "Authorization: Bearer YOUR_ATLAS_API_KEY"

Anything that follows the MCP registry:

io.github.finmanagerai/atlas-mcp-server

Then restart your client. Ask the agent to "show me an SPY quote" — if a quote comes back, you're connected.

Per-client install recipes

Each recipe covers config path, install command, env vars, test prompt, and troubleshooting:

• Claude Desktop
• Claude Code
• Cursor
• Windsurf
• OpenAI Codex CLI
• OpenClaw
• Docker (stdio bridge)

Letting an AI agent install it for you

Drop SKILL.md into your agent's skills/instructions and it will pick the right recipe, plug in the user's key, and run the smoke test on its own.

More

Shortened. The full README is on GitHub.