Atlar (Claude)

Unverified

Query your live treasury data: accounts, balances, transactions, and forecasts—directly from Claude.

About Atlar (Claude) MCP Server

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

Tools
Getting Started

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.

Tools (35)
Functions this server exposes to AI clients

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

Compatible With
Claude
Claude Code
Claude Desktop