Atlar

Query live treasury data from an AI assistant: balances, cash flows, transactions, payments, forecasts, approvals.

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What the Atlar connector does

The Atlar MCP server connects an Atlar treasury account to Claude, ChatGPT and any MCP-compatible agent. All 21 tools in Anthropic's directory listing read: balances, cash flows, transactions, payments, forecasts, entities and approval chains. Whether the connection can also write is decided by your OAuth grant and an organization policy, not by the endpoint.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Atlar tools (21)

  • balances
  • cash_flows
  • forecast
  • get_account_groups
  • get_bank_accounts
  • get_payment_details
  • get_transaction_details
  • get_treasury_policies
  • payment_statistics
  • query_approval_chains
  • query_categorization_rules
  • query_credit_transfer_templates
  • query_entities
  • query_external_accounts
  • query_facilities
  • query_payment_schedules
  • query_portfolios
  • query_sweeping_rules
  • search_credit_transfers
  • search_direct_debits
  • search_transactions

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • The 21 listed tools all read, but the connector is not therefore read-only. Atlar's MCP documentation names creating a payment as an example of read/write access on the OAuth consent screen. If your organization policy is Read and write and a user grants read/write, the connection is not confined to the 21 read tools listed in Anthropic's directory. Treat the tool list as a snapshot of one surface, not a guarantee.
  • No scope separates reading from writing. Atlar publishes no scopes_supported in its authorization-server metadata and no scope list in its RFC 9728 descriptor (both fetched 2026-09-08). A consent screen cannot show a reader a scope string that names write access, so the audit trail for "was this grant read-only" is Atlar's settings and consent records, not the token.
  • Disabled by default, and gated on one admin. Atlar states no user in an organization can authorize an AI agent until an owner or admin enables the third-party OAuth policy. The connector will fail at OAuth for everyone until that happens.
  • Reading approval machinery is not approving. query_approval_chains and query_payment_schedules return the configuration that governs approvals. Atlar's Permissions reference places approval chains at READ in its Read financial data group, explicitly "not modify them". Nothing in the listed tool set advances a payment through a chain.
  • Coverage claims are Atlar's, not ours. The "100+ countries of bank and ERP connections" figure comes from Atlar's own directory description (2026-09-08). What your connector can actually see depends on which banks, PSPs and ERPs your organization has onboarded, and Atlar's own documentation describes third-party onboarding as an implementation project it runs with you.
  • Client allow-listing. Atlar states it supports OAuth Client ID Metadata Documents for "allow-listed clients only, e.g. only official Claude.ai + Claude Code clients". A third-party MCP client may not be able to complete the OAuth flow at all.
  • Some underlying data is on beta APIs. Atlar's own API reference publishes portfolios, holdings, forecasted transactions, GL accounts and internal transfers under v2beta paths (docs index, 2026-09-08). We cannot say which API version the MCP tools call, but the data behind query_portfolios and forecast is documented as beta on the REST side.
  • No per-tool schemas or safety annotations are available. The handshake is gated, so no tool on this page is confirmed annotated read-only. It is undocumented, which is not the same as confirmed.
  • Connection lifetime applies only under Read-only. Atlar states the configurable expiry is available when Read-only is enabled; by default and under Read and write, the connection lifetime matches a dashboard session.
  • Not financial or treasury advice. This page describes what tools return and what settings control. It takes no view on any balance, forecast, payment, counterparty, facility or policy.

Frequently asked questions

Can the Atlar MCP server create or approve payments?

Not with the 21 tools Anthropic's directory lists, which all read. But Atlar's MCP documentation describes an OAuth consent screen offering read-only or read/write access, naming payment creation as a read/write example, so the grant rather than the tool list is the real boundary. Check the permission level you approved.

Why can't anyone in my organization connect Atlar to Claude?

An admin has to enable it first. Atlar documents a Third-party OAuth client access policy under Settings, Security that is disabled by default, which blocks every user from authorizing an AI agent until an owner or admin changes it. Atlar states the change needs the organization:update permission, typically held by the owner.

What data can the Atlar connector see once it is connected?

Whatever the person who authorized it can already see. Atlar states the agent inherits the exact same permissions as the authorizing user, with the same role-based access and audit trail as the Atlar dashboard. The organization policy narrows it further: under Read-only, an agent cannot write even if the user's role allows it.

How do you stop the Atlar connector writing to your treasury data?

Set the organization policy to Read-only. Atlar documents three settings — Disabled, Read-only, and Read and write — and states that under Read-only an agent cannot create, update or delete resources even when the authorizing user's role would normally permit it. The policy overrides the individual grant.

Does connecting Atlar to Claude share your Atlar password?

No. Atlar documents OAuth 2.1 authorization code flow with PKCE, so you sign in on Atlar's own dashboard rather than in the chat. Atlar also states that access tokens issued to MCP clients are constrained to the connector host by audience claim, with no passthrough to its REST API at api.atlar.com.

How do you revoke the Atlar connector's access?

Revoke the grant from your Atlar profile. Atlar documents a page at app.atlar.com/profile that lists your outstanding consents and lets you manage them. Separately, an organization on the Read-only policy can configure a Connection lifetime, after which the MCP connection expires and must be re-authorized whether or not it is in use.

Why doesn't Claude do something in Atlar that you expected?

Two causes, per Atlar's troubleshooting notes. Either the permission level granted during OAuth was read-only rather than read/write, or the authorizing user's own role does not allow the action. Atlar states Claude can only do what that user is allowed to do, so check the grant first and then the role.

Sources

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