Summary
Bridges your YAML semantic layer to Claude Desktop, Cursor, and Continue so agents can generate validated SQL against your analytics schema. Exposes entities, dimensions, measures, joins, and glossary terms defined in version-controlled files. Instead of guessing table names or column semantics, the agent reads your documented data contracts complete with sample values, ambiguous term flags, and canonical query patterns. Returns read-only SQL with validation built in. One-line install with bunx detects your client and writes the config. Self-host it alongside your warehouse or point it at a hosted workspace. Best when you already maintain a semantic layer and want LLMs to query it correctly without inventing joins or misinterpreting revenue definitions.
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Public tool metadata for what this MCP can expose to an agent.
80 tools
Stock-QuoteGet a real-time stock quote including current price, dollar and percent change, previous close, open, high, low, and volume. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) Types / example: symbol: string ticker — e.g. "SPY", "NVDA".1 params
Get a real-time stock quote including current price, dollar and percent change, previous close, open, high, low, and volume. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) Types / example: symbol: string ticker — e.g. "SPY", "NVDA".
Parameters* required
symbolstringOption-Expiration-DatesList available option expiration dates for a symbol. Args: symbol: Ticker symbol (e.g. NVDA, SPY) filter: 'all' for every expiration (no 60-day cap), 'next_10' for the nearest 10 within 60 days, 'near_term' for within 60 days, 'monthly' for monthly only (still capped at 60 day...2 params
List available option expiration dates for a symbol. Args: symbol: Ticker symbol (e.g. NVDA, SPY) filter: 'all' for every expiration (no 60-day cap), 'next_10' for the nearest 10 within 60 days, 'near_term' for within 60 days, 'monthly' for monthly only (still capped at 60 day...
Parameters* required
filterstringdefault: next_10
symbolstringAnalyze-Greek-ExposuresCalculate Gamma, Delta, Vanna, and Theta NET exposures for a symbol across multiple expiration dates. Returns per-strike data grouped by expiration plus portfolio totals and key strike levels. Use this for raw numerical exposure data (not charts). Args: symbol: Ticker symbol (...6 params
Calculate Gamma, Delta, Vanna, and Theta NET exposures for a symbol across multiple expiration dates. Returns per-strike data grouped by expiration plus portfolio totals and key strike levels. Use this for raw numerical exposure data (not charts). Args: symbol: Ticker symbol (...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvaluenum_expirationsintegerdefault: 5
symbolstringto_expirationvalueTop-Volume-and-OI-ContractsGet the highest-volume or highest-open-interest option contracts for a symbol. Returns strike, side, volume, OI, bid/ask, delta, IV, and DTE for each contract. Useful for spotting unusual activity. Args: symbol: Ticker symbol (e.g. NVDA, SPY) expiration: Specific expiration (Y...7 params
Get the highest-volume or highest-open-interest option contracts for a symbol. Returns strike, side, volume, OI, bid/ask, delta, IV, and DTE for each contract. Useful for spotting unusual activity. Args: symbol: Ticker symbol (e.g. NVDA, SPY) expiration: Specific expiration (Y...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvaluelimitintegerdefault: 20
sort_bystringdefault: volume
symbolstringto_expirationvalueTicker-Symbol-LookupResolve a company name or partial name to its ticker symbol. Examples: 'Apple' -> AAPL, 'Google' -> GOOGL, 'Tesla' -> TSLA Args: company_name: Company name or partial match (e.g. 'Apple', 'Micro') Types / example: company_name: string — e.g. "Apple", "Microsoft".1 params
Resolve a company name or partial name to its ticker symbol. Examples: 'Apple' -> AAPL, 'Google' -> GOOGL, 'Tesla' -> TSLA Args: company_name: Company name or partial match (e.g. 'Apple', 'Micro') Types / example: company_name: string — e.g. "Apple", "Microsoft".
Parameters* required
company_namestringOptions-ChainGet options chain data for one expiration or for a range of expirations. Single expiration: pass expiration=YYYY-MM-DD (LEAPS and any listed expiry supported). Range: omit expiration and pass from_expiration and/or to_expiration (inclusive ISO dates). Range mode returns up to...6 params
Get options chain data for one expiration or for a range of expirations. Single expiration: pass expiration=YYYY-MM-DD (LEAPS and any listed expiry supported). Range: omit expiration and pass from_expiration and/or to_expiration (inclusive ISO dates). Range mode returns up to...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvaluemax_expirationsintegerdefault: 12
symbolstringto_expirationvalueHistorical-Options-ChainGet the options chain for a symbol and expiration as of a specific past date (historical snapshot). Returns every contract with strike, side, bid, ask, mid, volume, open interest, and DTE as of that date. Use this to compare past options data or analyze how positioning changed...3 params
Get the options chain for a symbol and expiration as of a specific past date (historical snapshot). Returns every contract with strike, side, bid, ask, mid, volume, open interest, and DTE as of that date. Use this to compare past options data or analyze how positioning changed...
Parameters* required
datestringexpirationstringsymbolstringHistorical-Strike-QuotesGet historical quotes for a single strike: from_date to to_date (interval) or single date. Takes from_date and optional to_date. If to_date omitted or same as from_date: single date. Expiration is optional — when omitted, picks nearest expiration to the date(s). Returns one qu...6 params
Get historical quotes for a single strike: from_date to to_date (interval) or single date. Takes from_date and optional to_date. If to_date omitted or same as from_date: single date. Expiration is optional — when omitted, picks nearest expiration to the date(s). Returns one qu...
Parameters* required
expirationvaluefrom_datestringsidestringstrikenumbersymbolstringto_datevalueStrike-Price-DetailsGet detailed contract data for a specific strike price. Returns call and put contracts at that strike with full Greeks, pricing, IV, volume, and open interest. If expiration is provided, returns data for that single date. If omitted, searches across all near-term expirations (...3 params
Get detailed contract data for a specific strike price. Returns call and put contracts at that strike with full Greeks, pricing, IV, volume, and open interest. If expiration is provided, returns data for that single date. If omitted, searches across all near-term expirations (...
Parameters* required
expirationvaluestrikenumbersymbolstringGamma-Exposure-HeatmapGenerate a single Gamma Exposure (GEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...9 params
Generate a single Gamma Exposure (GEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueDelta-Exposure-HeatmapGenerate a single Delta Exposure (DEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...9 params
Generate a single Delta Exposure (DEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueVanna-Exposure-HeatmapGenerate a single Vanna Exposure (VEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...9 params
Generate a single Vanna Exposure (VEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueTheta-Exposure-HeatmapGenerate a single Theta Exposure (TEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...9 params
Generate a single Theta Exposure (TEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueNet-Gamma-Exposure-ChartGenerate a single Net Gamma Exposure (NET GEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...9 params
Generate a single Net Gamma Exposure (NET GEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueNet-Delta-Exposure-ChartGenerate a single Net Delta Exposure (NET DEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...9 params
Generate a single Net Delta Exposure (NET DEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueNet-Vanna-Exposure-ChartGenerate a single Net Vanna Exposure (NET VEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...9 params
Generate a single Net Vanna Exposure (NET VEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueNet-Theta-Exposure-ChartGenerate a single Net Theta Exposure (NET TEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...9 params
Generate a single Net Theta Exposure (NET TEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueTop-Volume-Contracts-ChartGenerate a single highest-volume option contracts bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude' |...7 params
Generate a single highest-volume option contracts bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude' |...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
platformstringdefault: other
symbolstringto_expirationvalueTop-Open-Interest-ChartGenerate a single highest-open-interest option contracts bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'cla...7 params
Generate a single highest-open-interest option contracts bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'cla...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
platformstringdefault: other
symbolstringto_expirationvalueAll-Greek-HeatmapsGenerate all four Greek exposure heatmaps in one call: GEX (Gamma), DEX (Delta), VEX (Vanna), TEX (Theta). TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600...9 params
Generate all four Greek exposure heatmaps in one call: GEX (Gamma), DEX (Delta), VEX (Vanna), TEX (Theta). TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueAll-Net-Exposure-ChartsGenerate all four NET exposure bar charts in one call: NET GEX, NET DEX, NET VEX, NET TEX. TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in ima...9 params
Generate all four NET exposure bar charts in one call: NET GEX, NET DEX, NET VEX, NET TEX. TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in ima...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
markingsvalueplatformstringdefault: other
strike_rangevaluesymbolstringto_expirationvalueVolume-and-Open-Interest-ChartsGenerate both Volume and Open Interest bar charts in one call. TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude'...7 params
Generate both Volume and Open Interest bar charts in one call. TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude'...
Parameters* required
expirationvalueexpiration_rangevaluefrom_expirationvalueimage_formatstringdefault: png
platformstringdefault: other
symbolstringto_expirationvalueMulti-Chart-ViewCombine multiple chart types and/or symbols into a single response. Pass a JSON array where each element specifies one chart: [ {"type": "gamma", "symbol": "SPY", "strike_range": "520-600"}, {"type": "price", "symbol": "NVDA", "interval": "1h", "period": "5d"}, {"type": "vol",...3 params
Combine multiple chart types and/or symbols into a single response. Pass a JSON array where each element specifies one chart: [ {"type": "gamma", "symbol": "SPY", "strike_range": "520-600"}, {"type": "price", "symbol": "NVDA", "interval": "1h", "period": "5d"}, {"type": "vol",...
Parameters* required
chartsstringimage_formatstringdefault: png
platformstringdefault: other
Price-ChartGenerate a single candlestick price chart with volume bars and optional visual markings. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Shows OHLC candles (green up, red down), volume at bottom, and current price line. Intervals: 1m, 2m, 3m, 5m, 10m...14 params
Generate a single candlestick price chart with volume bars and optional visual markings. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Shows OHLC candles (green up, red down), volume at bottom, and current price line. Intervals: 1m, 2m, 3m, 5m, 10m...
Parameters* required
barsvalueendvalueforce_refreshbooleandefault: false
image_formatstringdefault: png
indicator_colorsvalueindicatorsvalueintervalstringdefault: 1d
markingsvalueperiodstringdefault: 3mo
platformstringdefault: other
startvaluesymbolstringthemestringdefault: dark
trend_linesvalueMulti-Timeframe-Price-OverviewGenerate three price charts at once: daily (3 months), weekly (1 year), and hourly (5 days). Good for a quick multi-timeframe overview. TIP: To mix price charts with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) theme: '...4 params
Generate three price charts at once: daily (3 months), weekly (1 year), and hourly (5 days). Good for a quick multi-timeframe overview. TIP: To mix price charts with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) theme: '...
Parameters* required
image_formatstringdefault: png
platformstringdefault: other
symbolstringthemestringdefault: dark
Chart-Vision-AnalysisAnswer questions about Atlas charts (Greek heatmaps, net exposure bars, price candles, volume, open interest). Pass the user's question in plain language; the tool selects a suitable chart when needed and returns a written interpretation. After drawing markings or trend lines...1 params
Answer questions about Atlas charts (Greek heatmaps, net exposure bars, price candles, volume, open interest). Pass the user's question in plain language; the tool selects a suitable chart when needed and returns a written interpretation. After drawing markings or trend lines...
Parameters* required
questionstringPrice-Data-OHLCVGet OHLCV price data as JSON — useful for reading exact values at a specific point on a chart, or for building analysis from raw data. If timestamp is given (YYYY-MM-DD or YYYY-MM-DD HH:MM), returns the single bar nearest to that time. Otherwise returns all bars in the range....7 params
Get OHLCV price data as JSON — useful for reading exact values at a specific point on a chart, or for building analysis from raw data. If timestamp is given (YYYY-MM-DD or YYYY-MM-DD HH:MM), returns the single bar nearest to that time. Otherwise returns all bars in the range....
Parameters* required
barsvalueendvalueintervalstringdefault: 1d
periodstringdefault: 3mo
startvaluesymbolstringtimestampvalueBroker-ConnectionsList all connected brokerage accounts for the authenticated user. Types / example: (no parameters — uses authenticated session).
List all connected brokerage accounts for the authenticated user. Types / example: (no parameters — uses authenticated session).
No parameter schema in public metadata yet.
Account-BalancesCash balance, buying power, and equity for one linked brokerage account. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx".1 params
Cash balance, buying power, and equity for one linked brokerage account. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx".
Parameters* required
account_idstringAccount-HoldingsStock and option positions (holdings) for one linked brokerage account. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx".1 params
Stock and option positions (holdings) for one linked brokerage account. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx".
Parameters* required
account_idstringAll-Account-HoldingsGet positions across ALL connected brokerage accounts. Types / example: (no parameters — uses authenticated session).
Get positions across ALL connected brokerage accounts. Types / example: (no parameters — uses authenticated session).
No parameter schema in public metadata yet.
Transaction-HistoryTransaction history for one linked brokerage account. Optional start_date and end_date in YYYY-MM-DD. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". start_dat...3 params
Transaction history for one linked brokerage account. Optional start_date and end_date in YYYY-MM-DD. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". start_dat...
Parameters* required
account_idstringend_datevaluestart_datevalueAccount-Symbol-LookupResolve how a ticker is represented inside a linked brokerage account (instrument id and related fields). Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". symbo...2 params
Resolve how a ticker is represented inside a linked brokerage account (instrument id and related fields). Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". symbo...
Parameters* required
account_idstringsymbolstringPreview-OrderStage an order for user review WITHOUT calling the broker. Persists a trading_orders row at status='preview' and returns a preview_id + a UI link the user opens to Accept or Cancel. No trade is submitted until the Accept button on that page hits Place-Order. The caller must pa...4 params
Stage an order for user review WITHOUT calling the broker. Persists a trading_orders row at status='preview' and returns a preview_id + a UI link the user opens to Accept or Cancel. No trade is submitted until the Accept button on that page hits Place-Order. The caller must pa...
Parameters* required
account_idvaluephasestringdefault: enter
ruleobjectsymbolvaluePreview-Multiple-OrdersPreview multiple orders at once — e.g. buy 5 NVDA, 5 MSFT, and 5 ASML in one shot. Pass a list of {rule, symbol, account_id?, phase?} objects. Returns a vertical stack of order preview cards, each with a Place button. Use this instead of calling Preview-Order repeatedly for mu...2 params
Preview multiple orders at once — e.g. buy 5 NVDA, 5 MSFT, and 5 ASML in one shot. Pass a list of {rule, symbol, account_id?, phase?} objects. Returns a vertical stack of order preview cards, each with a Place button. Use this instead of calling Preview-Order repeatedly for mu...
Parameters* required
account_idvalueordersarrayPlace-OrderSubmit an order to the broker via SnapTrade. Stocks use place_force_order; options use place_mleg_order; bracket orders use place_bracket_order (entry + stop_loss + take_profit as a broker-managed OCO pair). Two modes: * Pass preview_id to place an already-staged preview — the...5 params
Submit an order to the broker via SnapTrade. Stocks use place_force_order; options use place_mleg_order; bracket orders use place_bracket_order (entry + stop_loss + take_profit as a broker-managed OCO pair). Two modes: * Pass preview_id to place an already-staged preview — the...
Parameters* required
account_idvaluephasestringdefault: enter
preview_idvaluerulevaluesymbolvalueList-Preview-OrdersList the user's recent staged/placed/failed orders. Defaults to status in ('preview','failed') so the UI can surface orders still pending acceptance. Pass statuses=['placed'] to see executed orders. Types / example: statuses: array<string> — optional filter (e.g. ['preview','f...2 params
List the user's recent staged/placed/failed orders. Defaults to status in ('preview','failed') so the UI can surface orders still pending acceptance. Pass statuses=['placed'] to see executed orders. Types / example: statuses: array<string> — optional filter (e.g. ['preview','f...
Parameters* required
limitintegerdefault: 50
statusesvalueDelete-Preview-OrderCancel/delete one staged or placed order. For status='preview' or 'failed' the local record is deleted (nothing was ever sent to SnapTrade — our preview is a local staging step, not a broker call). For status='placed' SnapTrade's cancel_user_account_order is called and the row...1 params
Cancel/delete one staged or placed order. For status='preview' or 'failed' the local record is deleted (nothing was ever sent to SnapTrade — our preview is a local staging step, not a broker call). For status='placed' SnapTrade's cancel_user_account_order is called and the row...
Parameters* required
preview_idstringPreview-Trading-TriggerShow a trigger preview card for user review WITHOUT saving anything. ALWAYS call this instead of Create-Trading-Trigger — the user reads the card, then clicks 'Activate trigger' to commit it or 'Cancel' to dismiss. Never call Create-Trading-Trigger directly; it is invoked by t...3 params
Show a trigger preview card for user review WITHOUT saving anything. ALWAYS call this instead of Create-Trading-Trigger — the user reads the card, then clicks 'Activate trigger' to commit it or 'Cancel' to dismiss. Never call Create-Trading-Trigger directly; it is invoked by t...
Parameters* required
account_idvalueruleobjectsymbolvalueCreate-Trading-TriggerPersist a price-trigger rule. IMPORTANT: Do NOT call this tool directly — call Preview-Trading-Trigger first and let the user confirm by clicking 'Activate trigger' in the preview card. This tool is invoked by the widget on the user's behalf. The background worker monitors liv...3 params
Persist a price-trigger rule. IMPORTANT: Do NOT call this tool directly — call Preview-Trading-Trigger first and let the user confirm by clicking 'Activate trigger' in the preview card. This tool is invoked by the widget on the user's behalf. The background worker monitors liv...
Parameters* required
account_idvalueruleobjectsymbolvalueList-Trading-TriggersList the user's trading triggers — both currently watching (is_active=true) and paused (is_active=false). Each row carries its own is_active flag so you can label them. Completed/fired triggers are moved to the archive — use List-Fired-Triggers to see those. Types / example: i...3 params
List the user's trading triggers — both currently watching (is_active=true) and paused (is_active=false). Each row carries its own is_active flag so you can label them. Completed/fired triggers are moved to the archive — use List-Fired-Triggers to see those. Types / example: i...
Parameters* required
is_activevaluelimitintegerdefault: 50
symbolvalueUpdate-Trading-TriggerEdit one trading trigger in place. PRE-ENTRY (phase='enter'): all fields are editable — rule, symbol, account_id. POST-ENTRY (phase='exit'): the enter leg has already fired and a position is open at the broker. Symbol and account are locked. You CAN still update the EXIT block...5 params
Edit one trading trigger in place. PRE-ENTRY (phase='enter'): all fields are editable — rule, symbol, account_id. POST-ENTRY (phase='exit'): the enter leg has already fired and a position is open at the broker. Symbol and account are locked. You CAN still update the EXIT block...
Parameters* required
account_idvalueis_activevaluerulevaluesymbolvaluetrigger_idstringDelete-Trading-TriggerDelete a trading trigger. Triggers are not broker orders — nothing is cancelled at SnapTrade. If the trigger was the source of a placed order, the order row and broker position are unaffected; use Delete-Preview-Order to cancel a placed order at the broker. Idempotent: deletin...1 params
Delete a trading trigger. Triggers are not broker orders — nothing is cancelled at SnapTrade. If the trigger was the source of a placed order, the order row and broker position are unaffected; use Delete-Preview-Order to cancel a placed order at the broker. Idempotent: deletin...
Parameters* required
trigger_idstringList-Fired-TriggersList the user's completed (fired) triggers from the archive. These are triggers that ran to completion. Use Reactivate-Trigger to restart one from the beginning. Types / example: symbol: string — optional ticker filter. limit: integer — max rows (default 50, cap 200).2 params
List the user's completed (fired) triggers from the archive. These are triggers that ran to completion. Use Reactivate-Trigger to restart one from the beginning. Types / example: symbol: string — optional ticker filter. limit: integer — max rows (default 50, cap 200).
Parameters* required
limitintegerdefault: 50
symbolvalueReactivate-TriggerMove a fired trigger from the archive back to the active triggers table, resetting it to phase='enter' so it starts monitoring prices again from scratch. The original rule is preserved; only triggered_at is cleared. Types / example: fired_trigger_id: string — the id from List-...1 params
Move a fired trigger from the archive back to the active triggers table, resetting it to phase='enter' so it starts monitoring prices again from scratch. The original rule is preserved; only triggered_at is cleared. Types / example: fired_trigger_id: string — the id from List-...
Parameters* required
fired_trigger_idstringEarnings-CalendarGet the earnings calendar for a date range, optionally filtered by a single symbol. Types / examples: from_date, to_date: strings — "YYYY-MM-DD", e.g. "2024-01-01" to "2024-12-31" symbol: optional string | null — ticker filter, e.g. "MSFT" Example: from_date="2026-01-01", to_d...3 params
Get the earnings calendar for a date range, optionally filtered by a single symbol. Types / examples: from_date, to_date: strings — "YYYY-MM-DD", e.g. "2024-01-01" to "2024-12-31" symbol: optional string | null — ticker filter, e.g. "MSFT" Example: from_date="2026-01-01", to_d...
Parameters* required
from_datestringsymbolvalueto_datestringInsider-TransactionsGet insider transactions for a given stock symbol. Useful for analyzing insider buying and selling activity. Types / examples: symbol: string — "BA" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="BA", from_date=null, to_date=null3 params
Get insider transactions for a given stock symbol. Useful for analyzing insider buying and selling activity. Types / examples: symbol: string — "BA" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="BA", from_date=null, to_date=null
Parameters* required
from_datevaluesymbolstringto_datevalueSEC-FilingsGet recent SEC filings (10-K, 10-Q, 8-K, etc.) for a given stock symbol. Types / examples: symbol: string — "BA" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="BA", from_date=null, to_date=null3 params
Get recent SEC filings (10-K, 10-Q, 8-K, etc.) for a given stock symbol. Types / examples: symbol: string — "BA" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="BA", from_date=null, to_date=null
Parameters* required
from_datevaluesymbolstringto_datevalueStock-PeersGet a list of peer tickers for a given stock symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
Get a list of peer tickers for a given stock symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringIPO-CalendarGet the IPO calendar for a date range. Includes upcoming and historical IPOs. Types / examples: from_date, to_date: strings — "YYYY-MM-DD" Example: from_date="2026-01-01", to_date="2026-06-30"2 params
Get the IPO calendar for a date range. Includes upcoming and historical IPOs. Types / examples: from_date, to_date: strings — "YYYY-MM-DD" Example: from_date="2026-01-01", to_date="2026-06-30"
Parameters* required
from_datestringto_datestringSenate-Lobbying-DataGet US political lobbying data for a company. This covers lobbying disclosures and related activity. Types / examples: symbol: optional string | null — e.g. "CAT" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="CAT", from_date="2023-01-01", to_date=...3 params
Get US political lobbying data for a company. This covers lobbying disclosures and related activity. Types / examples: symbol: optional string | null — e.g. "CAT" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="CAT", from_date="2023-01-01", to_date=...
Parameters* required
from_datevaluesymbolvalueto_datevalueFinancial-MetricsGet basic financial metrics for a stock (P/E, margins, growth, etc.). Types / examples: symbol: string — "XOM" metric: string — "all" (default) or a specific metric key supported by the feed Example: symbol="CVX", metric="all"2 params
Get basic financial metrics for a stock (P/E, margins, growth, etc.). Types / examples: symbol: string — "XOM" metric: string — "all" (default) or a specific metric key supported by the feed Example: symbol="CVX", metric="all"
Parameters* required
metricstringdefault: all
symbolstringUSA-Spending-DataGet USA spending data related to a company, including contracts and awards tied to the symbol. Types / examples: symbol: optional string | null — e.g. "CAT" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="CAT", from_date="2023-01-01", to_date=null3 params
Get USA spending data related to a company, including contracts and awards tied to the symbol. Types / examples: symbol: optional string | null — e.g. "CAT" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="CAT", from_date="2023-01-01", to_date=null
Parameters* required
from_datevaluesymbolvalueto_datevalueIncome-StatementIncome statement for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly"2 params
Income statement for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly"
Parameters* required
freqstringdefault: yearly
symbolstringBalance-SheetBalance sheet for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly"2 params
Balance sheet for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly"
Parameters* required
freqstringdefault: yearly
symbolstringCashflow-StatementCash flow statement for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly"2 params
Cash flow statement for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly"
Parameters* required
freqstringdefault: yearly
symbolstringEarnings-DatesEarnings dates for a symbol; limit caps how many rows are returned. Types / examples: symbol: string — "META" limit: integer — default 12 Example: symbol="NFLX", limit=82 params
Earnings dates for a symbol; limit caps how many rows are returned. Types / examples: symbol: string — "META" limit: integer — default 12 Example: symbol="NFLX", limit=8
Parameters* required
limitintegerdefault: 12
symbolstringEPS-EstimatesEPS estimates for upcoming periods. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
EPS estimates for upcoming periods. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringRevenue-EstimatesRevenue estimates for upcoming periods. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
Revenue estimates for upcoming periods. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringEPS-TrendEPS trend for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
EPS trend for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringEPS-RevisionsEPS revision stats (up/down changes) for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
EPS revision stats (up/down changes) for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringAnalyst-Price-TargetsAnalyst price target summary (low, high, mean, median) for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
Analyst price target summary (low, high, mean, median) for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringAnalyst-Upgrades-and-DowngradesRecent analyst upgrades and downgrades for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
Recent analyst upgrades and downgrades for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringDividends-and-SplitsHistorical dividends and splits. period defaults to 'max'. Types / examples: symbol: string — "KO" period: string — "max" (default), "1y", "5y", etc. Example: symbol="AAPL", period="5y"2 params
Historical dividends and splits. period defaults to 'max'. Types / examples: symbol: string — "KO" period: string — "max" (default), "1y", "5y", etc. Example: symbol="AAPL", period="5y"
Parameters* required
periodstringdefault: max
symbolstringInstitutional-HoldersInstitutional holders for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
Institutional holders for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringGrowth-EstimatesAnalyst growth estimates across horizons for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"1 params
Analyst growth estimates across horizons for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F"
Parameters* required
symbolstringSearchDiscovery placeholder; returns no rows. Use the Atlas market and strategy tools. Types / example: query: string — ignored; e.g. ""1 params
Discovery placeholder; returns no rows. Use the Atlas market and strategy tools. Types / example: query: string — ignored; e.g. ""
Parameters* required
querystringFetch-URLCompatibility hook; does not load arbitrary URLs. Use Atlas data tools instead. Types / example: url: string — ignored; e.g. "https://example.com"1 params
Compatibility hook; does not load arbitrary URLs. Use Atlas data tools instead. Types / example: url: string — ignored; e.g. "https://example.com"
Parameters* required
urlstringSubscription-StatusGet the authenticated user's subscription tier, monthly usage, remaining requests, and limits. Returns a dashboard_url the user can visit to manage their account, upgrade their plan, connect a broker, or see available tools. Always share the dashboard link when the user asks a...
Get the authenticated user's subscription tier, monthly usage, remaining requests, and limits. Returns a dashboard_url the user can visit to manage their account, upgrade their plan, connect a broker, or see available tools. Always share the dashboard link when the user asks a...
No parameter schema in public metadata yet.
Get-InstructionsRead the signed-in user's saved instructions (read-only). Optional platform='discord' with parameters for Discord context. Types / examples: platform: string — "other" (default) or "discord" parameters: optional array of objects | null — host-specific context for Discord Examp...2 params
Read the signed-in user's saved instructions (read-only). Optional platform='discord' with parameters for Discord context. Types / examples: platform: string — "other" (default) or "discord" parameters: optional array of objects | null — host-specific context for Discord Examp...
Parameters* required
parametersvalueplatformstringdefault: other
Autofetch-StrategyGiven a question in natural language, return the best-matching strategies for this user (up to 10), including titles, content, and related material. Optional platform='discord' with parameters for Discord. Types / examples: question: string — e.g. "How do I size trades for ear...3 params
Given a question in natural language, return the best-matching strategies for this user (up to 10), including titles, content, and related material. Optional platform='discord' with parameters for Discord. Types / examples: question: string — e.g. "How do I size trades for ear...
Parameters* required
parametersvalueplatformstringdefault: other
questionstringList-StrategyList this user's strategies (id, title, visibility, dates) without full body text. Use Fetch-Strategy when you need the complete document. Types / examples: platform: string — "other" or "discord" parameters: optional array of objects | null2 params
List this user's strategies (id, title, visibility, dates) without full body text. Use Fetch-Strategy when you need the complete document. Types / examples: platform: string — "other" or "discord" parameters: optional array of objects | null
Parameters* required
parametersvalueplatformstringdefault: other
Fetch-StrategyLoad one strategy by id with full content and related material. Optional question narrows what is retrieved. Types / examples: strategy_id: string — UUID from List-Strategy or Strategy-Open question: optional string | null — narrows retrieved excerpts platform: string — "other...4 params
Load one strategy by id with full content and related material. Optional question narrows what is retrieved. Types / examples: strategy_id: string — UUID from List-Strategy or Strategy-Open question: optional string | null — narrows retrieved excerpts platform: string — "other...
Parameters* required
parametersvalueplatformstringdefault: other
questionvaluestrategy_idstringStrategy-OpenOpen the strategy experience for the signed-in user (view mode). - strategy_id: optional; defaults to their primary strategy. - platform: optional host hint — openai, claude, or other. Response includes strategy id, title, content, journal when applicable, a short discovery li...2 params
Open the strategy experience for the signed-in user (view mode). - strategy_id: optional; defaults to their primary strategy. - platform: optional host hint — openai, claude, or other. Response includes strategy id, title, content, journal when applicable, a short discovery li...
Parameters* required
platformstringdefault: other
strategy_idvalueStrategy-PreviewSame as Strategy-Open but can include proposed edits for the UI to review. - proposed_title: new document title (optional). - proposed_content: optional JSON string; same accepted shapes as Strategy-Create `content`. - proposed_journal_entry: optional single journal line. - st...5 params
Same as Strategy-Open but can include proposed edits for the UI to review. - proposed_title: new document title (optional). - proposed_content: optional JSON string; same accepted shapes as Strategy-Create `content`. - proposed_journal_entry: optional single journal line. - st...
Parameters* required
platformstringdefault: other
proposed_contentvalueproposed_journal_entryvalueproposed_titlevaluestrategy_idvalueStrategy-UpdateSave changes to an existing strategy. - strategy_id: which strategy to update (required). - title, content, visibility, update_note: optional new values. - journal: optional full journal list to replace the current one. - journal_entry: optional line to append to the journal....11 params
Save changes to an existing strategy. - strategy_id: which strategy to update (required). - title, content, visibility, update_note: optional new values. - journal: optional full journal list to replace the current one. - journal_entry: optional line to append to the journal....
Parameters* required
analysisvaluecontentvalueinstructionsvaluejournalvaluejournal_entryvaluesearchvaluestrategy_idstringtitlevaluetoolsvalueupdate_notevaluevisibilityvalueStrategy-CreateCreate a new strategy. - title: name (required). - content: optional JSON string; leave empty for a blank strategy. - visibility: private, invite-only, unlisted, Atlas-public, web-public (default private). Accepted JSON for section bodies (pass the whole value as one string, e...3 params
Create a new strategy. - title: name (required). - content: optional JSON string; leave empty for a blank strategy. - visibility: private, invite-only, unlisted, Atlas-public, web-public (default private). Accepted JSON for section bodies (pass the whole value as one string, e...
Parameters* required
contentstringdefault:
titlestringvisibilitystringdefault: private
Strategy-Save-InstructionsSave the user's strategy-selection notes. - instructions: text to store; leave empty to clear. These notes steer how strategies are chosen for their questions. Types / examples: instructions: optional string | null — free text; empty clears saved notes Example: instructions="P...1 params
Save the user's strategy-selection notes. - instructions: text to store; leave empty to clear. These notes steer how strategies are chosen for their questions. Types / examples: instructions: optional string | null — free text; empty clears saved notes Example: instructions="P...
Parameters* required
instructionsvalueStrategy-ImportCopy a catalog or shared strategy into this user's account as a new private strategy (content and attachments). - strategy_id: id of the strategy to copy (required). Requires an active signed-in session. You cannot import a strategy you already own. Types / examples: strategy_...2 params
Copy a catalog or shared strategy into this user's account as a new private strategy (content and attachments). - strategy_id: id of the strategy to copy (required). Requires an active signed-in session. You cannot import a strategy you already own. Types / examples: strategy_...
Parameters* required
platformstringdefault: other
strategy_idstringTrigger-Workflow-SchemaFetch the canonical schema for AI trigger workflows. Returns every legal field the workflow decision AI can fill, its data type, allowed options, and when-conditions, plus worked examples. Use this when an external client (ChatGPT, Claude) is helping a user author or edit a wo...
Fetch the canonical schema for AI trigger workflows. Returns every legal field the workflow decision AI can fill, its data type, allowed options, and when-conditions, plus worked examples. Use this when an external client (ChatGPT, Claude) is helping a user author or edit a wo...
No parameter schema in public metadata yet.
Atlas
Atlas is the AI data analyst you can run anywhere. It answers plain-English questions across your SQL warehouses and REST APIs — grounded in a semantic layer you author, a Knowledge Base of your own docs, the query patterns it learns as your team approves them, and a Company Atlas of what your colleagues have said and someone has stood behind.
Documentation · Live Demo · The Semantic Layer · MCP Guide · Issues
What is Atlas?
Ask two tools what revenue was last quarter and you can get two different numbers. Atlas reads your definitions first.
What grounds an answer
Four context surfaces, each with a different job — and a boundary between them that Atlas enforces rather than trusts:
| What it is | Its job | |
|---|---|---|
| Semantic layer | YAML on disk — entities, dimensions, measures, joins, glossary terms, pinned metrics | The sole authoritative surface. The table whitelist, pinned metric SQL, and glossary gating are enforced, not suggested |
| Knowledge Base | Your own docs — mirrored through ten vendor connectors (Notion, Confluence (Cloud + Data Center), GitBook, Zendesk, Salesforce, Intercom, Front, Help Scout, Freshdesk) or uploaded directly | Descriptive only. Runbooks, definitions, policies. Never queried as data, never extends the whitelist, never gates the agent (ADR-0028) |
| Learned patterns | The query shapes Atlas keeps as your team approves them | The canonical joins for your domain — earned from real use rather than authored up front |
| Company Atlas | Claims drawn from what your company already says — chat, meeting transcripts, mail — each carrying its source, its date, and the person who approved it | Nothing counts until a person approves it. Facts are ACL-scoped fail-closed, superseded rather than deleted, and readable as of a past date. Contradictions are surfaced with both sources, never arbitrated (ADR-0036) |
That descriptive-vs-authoritative split is the point: a runbook can inform an answer, but only the semantic layer can authorize the SQL behind it.
The Company Atlas is the newest of the four and the one you opt into: extraction ships off by default (ATLAS_BRAIN_EXTRACTION_ENABLED), so nothing is drawn from your chat, transcripts, or mail until you turn it on — and once on, a claim still waits for a person before it counts.
Every YAML field exists because an LLM needs it to write correct SQL: sample_values ground the agent in real data, glossary.status: ambiguous forces clarifying questions, metrics.objective picks MAX vs MIN, query_patterns teach the canonical join shapes for your domain.
Where the answer shows up
The same grounded agent, reachable however your team already works:
- Chat UI — built in, with the SQL on display behind every answer
- Dashboards — draft-first and publish-gated, so private work stays private until you ship it (ADR-0029)
- MCP server — Claude Desktop, Cursor, Continue, or any MCP client, over stdio or OAuth 2.1
- Embeddable widget — script tag or React component, in your own app
- Chat platforms — six, Slack one-click; Teams, Discord, Telegram, and WhatsApp with your own bot (Google Chat coming soon)
- REST API + CLI — headless, typed, scriptable
Built with Hono, Vercel AI SDK, and bun. Supports Anthropic, OpenAI, Bedrock, Ollama, any OpenAI-compatible endpoint, and Vercel AI Gateway. Works with PostgreSQL, MySQL, ClickHouse, Snowflake, DuckDB, BigQuery, Elasticsearch, and Salesforce.
Try the demo locally
bun create atlas-agent my-app
cd my-app
# edit .env and set your LLM API key (Anthropic / OpenAI / etc.)
bun run dev
# Open http://localhost:3000
The scaffold seeds the canonical NovaMart e-commerce dataset (52 tables, ~480K rows) by default — twelve generic e-commerce KPIs ship as starter prompts inside the chat UI; the canonical 5 below drive the eval harness (#2025) and the docs/landing copy. The scaffold defaults to SQLite + Anthropic; pass --defaults for non-interactive setup or follow the prompts to pick PostgreSQL / OpenAI / etc.
Ask one of the canonical questions in the chat UI:
- "What's our GMV this quarter?"
- "What's our top-performing category by GMV this month?"
- "Monthly GMV trend over the past 6 months."
- "Show me revenue last quarter." — Atlas asks which definition you mean (GMV vs. net revenue vs. seller revenue) because
revenueisstatus: ambiguousin the glossary - "What are our most common return reasons?"
The agent reads your YAML semantic layer first, picks the right entities, writes SQL, runs it through the validation pipeline, and returns answers with the underlying SQL on display.
The default landing for fresh installs is chat-first — admins can flip to admin in Settings → Profile. See the Default Landing guide for the underlying preference.
Install Atlas as an MCP server
Once you have an Atlas instance (local from the demo above, self-hosted, or a hosted workspace), add it to Claude Desktop, Cursor, or Continue with one command. Auto-detects the client and merges into its config:
bunx @useatlas/mcp init --local # paste-ready config for a local Atlas instance
bunx @useatlas/mcp init --local --write # merge into the detected client config (with a .bak)
bunx @useatlas/mcp init --hosted --write # for an app.useatlas.dev workspace via OAuth 2.1
On WSL2? Bun's
bunxshim has resolution issues on some WSL2 setups — substitutebun x(space-separated) for anybunxcommand above (e.g.bun x @useatlas/mcp init --local). The space-separated form is a bun subcommand and resolves correctly.
Restart Claude Desktop / Cursor and ask the same canonical questions through your AI client. See the MCP guide for the full flow — hosted (mcp.useatlas.dev over OAuth 2.1 + DCR + PKCE) and self-hosted (stdio) live in the same page under tabs.
What's in the YAML?
A 20-line slice of semantic/entities/orders.yml from the bundled NovaMart e-commerce demo (#2021):
name: Orders
type: fact_table
table: orders
grain: one row per order
description: |
Customer orders — the primary fact table for revenue analysis.
shipping_cost uses MIXED UNITS (some rows in dollars, some in cents).
dimensions:
- name: status
sql: status
type: string
sample_values: [pending, processing, shipped, delivered, cancelled]
- name: order_month
sql: TO_CHAR(created_at, 'YYYY-MM')
type: string
virtual: true
measures:
- name: total_gmv_cents
sql: total_cents
type: sum
joins:
- target_entity: Customers
relationship: many_to_one
join_columns: { from: customer_id, to: id }
That YAML is the contract between your team and the agent — version-controlled, code-reviewed, diffable. Sibling files (glossary.yml, metrics/*.yml, catalog.yml) round it out: glossary terms with status: ambiguous force the agent to clarify, metrics with objective: maximize / minimize make optimization direction explicit, and the catalog routes the agent to the right entity for a given question.
See the full Semantic Layer reference for the complete schema.
Embed in your app
Atlas also ships an embeddable chat widget for any frontend:
<script
src="https://your-atlas.example.com/widget.js"
data-api-url="https://your-atlas.example.com"
data-theme="dark"
></script>
Or use the React component:
import { AtlasChat } from "@useatlas/react";
export default function App() {
return <AtlasChat apiUrl="https://your-atlas.example.com" />;
}
The widget supports programmatic control (Atlas.open(), Atlas.ask("..."), Atlas.destroy()), event callbacks, and theming. See the widget docs.
Why Atlas?
| Atlas | Traditional BI | Other text-to-SQL | |
|---|---|---|---|
| Semantic layer | YAML on disk — query_patterns, virtual_dimensions, glossary.status: ambiguous, metrics.objective are all first-class | Proprietary metadata, GUI-authored | None or limited |
| Your docs as context | Knowledge Base pillar — ten vendor connectors, descriptive-only by construction (never extends the SQL whitelist) | Separate wiki, unlinked | None |
| Dashboards | Draft-first, publish-gated — built from chat answers, private until you ship | Core product, GUI-authored | Rare |
| Agent-native | MCP server first — Claude Desktop, Cursor, Continue with bunx @useatlas/mcp init | Bolted-on AI feature | Standalone chat UI |
| Embeddable | Script tag, React component, headless API, MCP, 6 chat platforms (Slack one-click; Teams/Discord/Telegram/WhatsApp bring-your-own-bot; Google Chat coming soon) | Standalone app | Standalone app |
| Deploy anywhere | Docker, Railway, Vercel, or your own infra | Vendor-hosted | Vendor-hosted |
| Plugin ecosystem | 24 plugins across 5 types — extend anything | Closed | Limited |
| Open source | AGPL-3.0 core, MIT client libs | Proprietary | Varies |
| Multi-database | PostgreSQL, MySQL, ClickHouse, Snowflake, DuckDB, BigQuery, Elasticsearch, Salesforce | Usually one | Usually one |
| REST APIs as datasources | Stripe, GitHub, Notion, any OpenAPI spec — read like a datasource, write-gated; generic OpenAPI installs auto-refresh | None | None |
Deploy
Docker:
git clone https://github.com/AtlasDevHQ/atlas-starter-docker.git && cd atlas-starter-docker
cp .env.example .env # Set your API key + database URL
docker compose up
| Platform | Starter | Guide |
|---|---|---|
| Vercel | atlas-starter-vercel | Next.js + embedded Hono API + Neon Postgres |
| Railway | atlas-starter-railway | Docker + sidecar sandbox + Railway Postgres |
| Docker | atlas-starter-docker | Docker Compose + optional nsjail isolation |
How It Works
- User (or agent) asks a natural language question — over MCP, the chat widget, the API, or a chat platform (Slack, Teams, Discord, Telegram, or WhatsApp; Google Chat coming soon)
- Agent explores the YAML semantic layer — entities, glossary, metrics, query patterns
- Agent writes SQL, validated through a 7-layer security pipeline (empty check, regex guard, AST parse, table whitelist, RLS injection, auto-LIMIT, statement timeout)
- Results are returned with charts and an interpreted narrative
Question → YAML semantic layer → SQL generation → 7-layer validation → Query execution → Charts + narrative
Generate the semantic layer
bun run atlas -- init # Profile DB and generate YAMLs
bun run atlas -- init --enrich # Profile + LLM enrichment
bun run atlas -- init --demo # Load NovaMart demo data + profile
Architecture
atlas/
├── packages/
│ ├── api/ # @atlas/api — Hono API server + agent loop + tools + auth
│ ├── web/ # @atlas/web — Next.js frontend + chat UI components
│ ├── cli/ # @atlas/cli — CLI (profiler, schema diff, enrichment)
│ ├── mcp/ # @atlas/mcp — MCP server (Claude Desktop, Cursor, etc.)
│ ├── sandbox-sidecar/ # @atlas/sandbox-sidecar — Isolated explore sidecar
│ ├── sdk/ # @useatlas/sdk — TypeScript SDK
│ ├── react/ # @useatlas/react — Embeddable chat component + hooks
│ ├── types/ # @useatlas/types — Shared wire-format types
│ ├── schemas/ # @useatlas/schemas — Shared Zod schemas
│ ├── plugin-sdk/ # @useatlas/plugin-sdk — Plugin type definitions
│ ├── webhook-publisher/# @useatlas/webhook-publisher — HMAC-signed outbound webhooks
│ ├── oauth-helper/ # @atlas/oauth-helper — OAuth 2.1 + DCR + PKCE primitives (internal)
│ ├── okf-bundle/ # @atlas/okf-bundle — OKF knowledge-bundle builder (internal)
│ └── fumadocs-okf/ # @atlas/fumadocs-okf — Fumadocs → OKF adapter (internal)
├── plugins/ # 24 plugins (datasource, context, interaction, action, sandbox)
├── ee/ # @atlas/ee — Enterprise features (source-available, commercial license)
├── create-atlas/ # Scaffolding CLI (bun create atlas-agent)
├── apps/
│ ├── www/ # Landing page (useatlas.dev)
│ └── docs/ # Documentation (docs.useatlas.dev)
└── examples/ # Docker + Vercel deploy examples
Security
SQL validation runs through multiple layers. Your database credentials and query results never leave your infrastructure — only questions reach the LLM provider (use Ollama for fully self-hosted).
| Layer | What it does |
|---|---|
| Read-only enforcement | Only SELECT queries allowed (regex + AST validation) |
| AST parsing | node-sql-parser verifies single-statement SELECT |
| Table whitelist | Only tables in your semantic layer are queryable |
| Auto LIMIT | Every query gets a LIMIT (default 1000) |
| Statement timeout | Queries killed after 30s (configurable) |
| Sandboxed execution | Filesystem access runs in Vercel Sandbox, nsjail, or the sidecar — with e2b, Daytona, and Railway available as bring-your-own-cloud backends |
| Row-level security | Optional RLS injection per-user |
See sandbox architecture for the full threat model.
Environment Variables
| Variable | Default | Description |
|---|---|---|
ATLAS_PROVIDER | anthropic | LLM provider (anthropic, openai, bedrock, ollama, openai-compatible, gateway) |
ATLAS_MODEL | Provider default | Model ID override |
DATABASE_URL | — | Atlas internal Postgres for auth, audit, settings |
ATLAS_DATASOURCE_URL | — | Analytics datasource (PostgreSQL, MySQL, etc.) |
ATLAS_ROW_LIMIT | 1000 | Max rows per query |
ATLAS_QUERY_TIMEOUT | 30000 | Query timeout in ms |
See .env.example for all options.
Documentation
- The Semantic Layer — Entities, dimensions, measures, joins, glossary, metrics — the YAML format reference
- Knowledge Base — Mirror your own docs as descriptive context, via connectors or upload
- Dashboards — Draft-first, publish-gated dashboards built from chat answers
- MCP Server — Use Atlas from Claude Desktop, Cursor, Continue
- Quick Start — Local dev from zero to asking questions
- Demo Dataset — NovaMart e-commerce dataset and canonical questions
- Deploy Options — Docker, Railway, Vercel, and more
- Connect Your Data — Connect to an existing database safely
- Widget Embedding — Script tag and React component
- Bring Your Own Frontend — Nuxt, SvelteKit, React/Vite, TanStack Start
- Plugin Authoring — Build custom plugins
- Security & Sandbox — Threat model, isolation tiers
- Enterprise Boundary —
/eefeatures, AGPL vs commercial split,requireEnterpriseAPI
Contributing
Quick development setup:
git clone https://github.com/AtlasDevHQ/atlas.git && cd atlas
bun install
bun run db:up # Start Postgres + sandbox sidecar
cp .env.example .env # Set ATLAS_PROVIDER + API key
bun run dev # http://localhost:3000
Acknowledgments
Atlas was inspired by Abhi Sivasailam's work on Vercel's internal data agent d0 and the open-source vercel-labs/oss-data-analyst template. The core insight — invest in a rich semantic layer, trust the model, and keep the tool surface minimal — came from that work.
License
The Atlas server and core packages (@atlas/api, @atlas/cli, @atlas/web, @atlas/mcp, @atlas/sandbox-sidecar) are licensed under AGPL-3.0. If you modify the server and serve it to users, you must share those modifications.
The client libraries (@useatlas/sdk, @useatlas/react, @useatlas/types, @useatlas/plugin-sdk) and all plugins are licensed under MIT. Embed them in proprietary apps with no restrictions.
The ee/ directory (@atlas/ee — SSO, SCIM, custom roles, approval workflows, residency, branding, and the rest of the SaaS surfaces) is source-available under a commercial license. Self-hosted users get the full AGPL core for free; the commercial license adds enterprise governance and the polished hosted experience. See the Enterprise Boundary page for the full feature inventory.
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one prompt install →Configuration
ATLAS_DATASOURCE_URLsecretAnalytics datasource URL (postgres, mysql, clickhouse, snowflake, duckdb, bigquery, salesforce). Optional — falls back to a bundled NovaMart SQLite demo when unset.
ATLAS_PROVIDERLLM provider: anthropic, openai, bedrock, ollama, openai-compatible, gateway. Optional — the MCP server does not call an LLM directly (the client does); set this only if you also run Atlas's chat or scheduler.
ATLAS_API_URLURL of a running Atlas API. Optional — defaults to http://localhost:3001. When set, the MCP server inherits the API's connections, semantic layer, and governance.
Categories
Registryactive
Package@useatlas/mcp
TransportSTDIO
AuthRequired
UpdatedMay 5, 2026
