Summary
A hosted MCP server that connects AI agents to real-time market data, options chains with Greeks, and broker APIs including Alpaca, Webull, Tradier, and Public. You can query stock quotes, scan top-volume or high-OI options contracts, check account balances, preview single or multi-leg orders, and stage trades for approval before submission. It also wires up alerts to Discord, SMS, and Telegram, so you can automate watchlist scans or price-trigger workflows without jumping between broker dashboards and spreadsheets. Everything runs over streamable HTTP with your Atlas API key. Reach for this when you want an agent to analyze a setup, draft the orders, and wait for your go-ahead before sending anything live.
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Tools
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.
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
- Go to https://www.mind-vest.io/atlas and sign in (or create an account).
- Open the Dashboard → API Keys section.
- 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:
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
- Tool catalog — every tool, with read/write classification
- Security & permissions — auth model, rate limits, what Atlas can and can't do
- Example prompts
- CI smoke test +
examples/smoke-test.sh - Changelog
Heads-up: This repo intentionally contains only the public configuration needed to install and discover Atlas MCP. The server implementation, broker connectors, and proprietary data pipelines are not open-sourced.
Why Atlas MCP?
Most agents can explain the market.
But they usually cannot do the useful parts together:
- Check live stock data
- Read options chains
- Find high-volume or high-open-interest contracts
- Check account balances and positions
- Prepare trades across brokers
- Stage multiple orders at once
- Automate alerts and workflows
- Send updates to Discord, SMS, Telegram, or chat apps
- Keep you in control before anything is submitted
Atlas MCP closes that gap.
It helps agents move from:
"Here is what I think."
to:
"Here is the market data, here is the plan, here are the orders, review before sending."
What it can do
Market research
- Get live stock quotes
- Pull price history
- Check earnings dates
- Review analyst ratings
- Read company financials
- Compare related stocks
Options research
- Read options chains
- Find top-volume contracts
- Find top-open-interest contracts
- Review Greeks
- Analyze Gamma, Delta, Vanna, and Theta exposure
Broker actions
- Connect to supported brokers
- Check balances and positions
- Preview stock orders
- Preview options orders
- Stage multiple orders at once
- Submit approved orders
Supported brokers can include:
- Alpaca
- Webull
- Tradier
- Public
- 20+ popular brokers depending on your connected broker setup
Robinhood and Fidelity are not supported for trading features.
Alerts and workflows
- Send trade alerts to Discord
- Send SMS alerts
- Send Telegram alerts
- Create watchlist scans
- Create price-trigger workflows
- Automate daily or weekly market checks
- Deliver updates to chat apps
Example prompts
Show me the top-volume SPY options contracts today.
Check my buying power and preview buying 5 NVDA and 5 AMD.
If QQQ breaks above 430, send me a Discord alert and stage a trade for review.
Scan my watchlist every morning and text me the best setups.
Preview multiple orders across my connected broker account. Do not submit until I approve.
Supported tools
Atlas MCP can expose tools for:
- Stocks
- Options
- Greeks
- Charts
- Broker accounts
- Order previews
- Order placement
- Trading triggers
- Workflow automation
- Strategy notes
- Discord alerts
- SMS alerts
- Telegram alerts
FAQ
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.
Can it submit multiple orders at once?
Yes. Atlas MCP can stage multiple orders together, so you do not have to enter each trade one by one.
Can it trade options?
Yes, when your broker connection supports options trading. Atlas MCP can help with options chains, contract lookup, Greeks, and order previews.
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 Webull, Alpaca, Tradier, and Public?
Yes. Atlas MCP can support broker workflows through Alpaca, Webull, Tradier, Public, and 20+ popular brokers depending on your enabled broker connection.
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.
Safety
This project is for education, research, and workflow automation only.
Trading stocks, options, and other assets is risky. You are responsible for your own trades, broker connections, order approvals, automation settings, and results.
Always review orders before submitting them.
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