Atlar (Claude)
Query your live treasury data: accounts, balances, transactions, and forecasts—directly from Claude.
Atlar is the AI-native treasury platform for finance teams, unifying cash management, payments, forecasting, bank reconciliation, and investments across 100+ countries of bank and ERP connections. This connector lets Claude query your live Atlar data, e.g. bank accounts, balances, cash flows, transactions, payments, forecasts, and treasury policies—with the same role-based permissions and audit trail as inside Atlar itself.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/atlar. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.atlar.com/mcp. Sign-in: Required. Publisher documentation: https://docs.atlar.com/docs/welcome. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
analytics_describe_dataset
analytics_raw_data
analytics_statistics
cashflow_forecast
forecast
get_account_groups
get_payment_details
get_transaction_details
get_treasury_policies
query_approval_chains
query_categorization_rules
query_credit_transfer_batches
query_credit_transfer_templates
query_entities
query_external_accounts
query_holding_activities
query_holdings
query_payment_schedules
query_portfolios
query_roles
query_scenarios
query_sweeping_rules
query_third_parties
search_accounts
search_counterparties
search_credit_transfers
search_direct_debits
search_facilities
search_facility_activities
search_forecasted_transactions
search_loan_activities
search_loans
search_mandates
search_transactions
variance_analysis
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