Atlas gives your AI agent the tools to scan options flow, analyze real-time stock market data, and build investing and trading workflows, so you don't have to build this yourself.
Install
·
Plugin
·
What you can ask for
·
Tools
·
Safety
---
# MindVest Atlas
**You focus on the strategy. Atlas automates it and handles the execution, in
your own broker account, by the rules you set.**
Most assistants can talk about the market. Few can look at it, and fewer can
act on what they find. Atlas is a hosted MCP server that gives an assistant
both halves:
```text
Scan the market → Decide with your plan → Preview → You approve → Atlas carries it out
```
This repository holds what you need to connect: the install pages, the tool
list, and the plugin. The server itself is hosted for you at
`https://atlasmcp.finmanagerai.com/mcp`. There is nothing to run.
---
## Install
### 1. Have an Atlas account
Create one, or sign in, at **https://www.mind-vest.io/atlas**.
### 2. Add Atlas to your assistant
**The address is all most assistants need.** Give them
`https://atlasmcp.finmanagerai.com/mcp` and they open Atlas's sign-in page in
your browser the first time. You sign in there; the assistant never sees your
password.
- **ChatGPT and Codex**: install the plugin. See [The plugin](#the-plugin).
- **Claude (web and desktop)**: Settings → Connectors → Add custom connector,
and paste the address.
- **Claude Code**:
```bash
claude mcp add --transport http atlas https://atlasmcp.finmanagerai.com/mcp
```
then `/mcp` inside a session to sign in. Or install the plugin, which adds
the skills too:
```bash
/plugin marketplace add finmanagerai/atlas-mcp-server
/plugin install mindvest-atlas@mindvest
```
- **Anything that reads the MCP registry**: `io.github.finmanagerai/atlas-mcp-server`
**For an assistant that cannot open a sign-in page**, use your access key
instead. It is on your dashboard under **Profile → API / CLI / MCP Key**.
Treat it like a password.
```json
{
"mcpServers": {
"atlas": {
"type": "streamable-http",
"url": "https://atlasmcp.finmanagerai.com/mcp",
"headers": { "Authorization": "Bearer YOUR_ATLAS_ACCESS_KEY" }
}
}
}
```
### 3. Try it
Ask: "Show me a quote for SPY." If a price comes back, you are connected.
### A page for each assistant
[Claude Desktop](docs/claude-desktop.md) ·
[Claude Code](docs/claude-code.md) ·
[Cursor](docs/cursor.md) ·
[Windsurf](docs/windsurf.md) ·
[OpenAI Codex CLI](docs/codex.md) ·
[OpenClaw](docs/openclaw.md) ·
[Docker (for assistants that only speak stdio)](docs/docker.md)
---
## The plugin
A plugin is the server plus **skills**: short guides that tell an assistant
what is possible with Atlas and show it templates to start from. Ten come
with it:
| Skill | What it covers |
|---|---|
| `atlas-get-started` | Check the connection, your plan and your broker accounts |
| `atlas-market-data` | Scanning options flow and analyzing real-time stock market data |
| `atlas-workflows` | Building a plan Atlas runs for you: every field, with templates |
| `atlas-alerts` | Being told when something happens, and starting a workflow when it does |
| `atlas-signals` | Posting, reading and taking plays |
| `atlas-triggers-and-trades` | Direct triggers, linked trades (either/or and one-starts-the-other), orders, and managing an open trade |
| `atlas-agent-run-workflows` | A workflow your own assistant runs: it registers it, picks up the runs that are waiting, and hands in what it decided |
| `atlas-agent-run-loop` | The loop that wakes your assistant by itself: the wake-up, a check that costs nothing when no run is waiting, and the stages of one run |
| `atlas-agent-run-loop-test` | Proving that loop works with a workflow that cannot trade: the tools, the assistant waking by itself, and a run started by a schedule or an alert |
| `atlas-script-workflows` | A workflow a Python script decides: the `atlas` module (any Atlas tool, trades in the trade card's fields, the run's message, Atlas AI), the dry run, the libraries on Atlas's runner, and checks |
To have your own assistant wake itself on a timer, see
[docs/agent-run-loop.md](docs/agent-run-loop.md).
**The ChatGPT and Codex archive is a smaller edition.** It reads the market,
your account and plays, and builds and runs workflows and alerts. It does not
place an order, set up a waiting trade, or post or take a play by hand: that
skill is left out of it, and the server does not offer it those tools. That is
done in Atlas itself and from the other apps. Its script workflow skill
leaves out the trades a script can place.
Each skill says what is possible, not what you must do. The lists of fields
inside them are written from the live server, so they match it.
**Download** the archives from the
[latest release](https://github.com/finmanagerai/atlas-mcp-server/releases/latest):
| File | For |
|---|---|
| `mindvest-atlas-chatgpt.zip` | ChatGPT and Codex. Upload it on the OpenAI platform's Plugins page |
| `mindvest-atlas-claude-code.zip` | Claude Code |
| `mindvest-atlas-claude-skills.zip` | Claude's "upload a skill": unzip it, then upload the skills one at a time |
Or build them yourself: `python3 scripts/build-plugin.py` writes `dist/`.
No key is inside any of them. They carry the server's address, and you sign
in when the plugin first connects.
---
## What you can ask for
**Scan the options market**
```text
What are the biggest options trades in the market today?
```
```text
Which has more call buying right now: NVDA, AMD or AVGO?
```
**Analyze a stock**
```text
Give me the picture on AAPL: the trend, the options flow, and when it next reports.
```
```text
Where is the largest gamma level on SPY today, and is price above or below it?
```
**Build a workflow**
```text
Every weekday at 9:30, send me a brief on SPY and the five names on my list.
```
```text
When SPY breaks above 600, buy the nearest call with $500, take half off at
+30%, and show me the trade before it goes in.
```
**Set an alert**
```text
Tell me when a call sweep over $250k prints on NVDA.
```
**Post or take a play**
```text
Post it to my group: SPY 780 calls at 2.10, out at +50% and +100%, stop 30%.
```
**Place and manage a trade**
```text
Preview buying 10 NVDA at 900 with a stop at 880 and a target at 940.
```
```text
Move the stop on my SPY trade to breakeven.
```
More, with the tools each one uses: [docs/examples.md](docs/examples.md).
---
## Tools
Every tool the server has, with what each one can do at its worst (only
reads, adds something, changes something, or can send an order):
**[docs/tools.md](docs/tools.md)**. That page is written from the live server.
In short:
- **Market data**: options flow, quotes, price history, charts, options
chains, dealer exposure, earnings, financials, filings, web search.
- **Workflows**: a plan in plain words that Atlas runs on a schedule, when an
alert goes off, or when you press Run.
- **Alerts**: a price level, a large options trade, a volume spike, a
technical cross, a move in dealer exposure, or your own trades.
- **Plays**: one trade idea, written down in full, shared with a board or a
group.
- **Orders and trades**: preview, place, cancel, and manage a trade that is
open, in your own connected broker account.
- **Strategies and memory**: your written playbooks, and what Atlas remembers
about how you work.
---
## Safety
- **An order is placed or changed only when you say so**, or by a workflow
you switched on. Every tool states whether it only reads, changes something,
or can send an order, and your assistant asks you first.
- **Preview first.** An order can be staged and shown to you before anything
reaches your broker, and a workflow can hold each run for your approval.
- **Your broker sign-in stays with your broker.** You connect an account on
the Atlas dashboard; an assistant never sees those details.
- **Atlas runs on its own servers.** It does not read files on your computer
or run commands there.
- **Atlas does not give investment advice.** Trading involves risk, including
the loss of what you put in.
More: [docs/security.md](docs/security.md) ·
[Privacy](https://www.mind-vest.io/privacy) ·
[Terms](https://www.mind-vest.io/terms)
---
> This repository holds only what is needed to find and install Atlas. The
> server, the broker connections and the data pipelines are not open source.