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Help center

Help center

The Gatlas help center. Begin with the onboarding guide, or go straight to the step you are on.

Start with the onboarding guide

The onboarding guide takes you from a new account to your first answer in Claude. Each step says who does it, and none of it needs anyone from Gatlas. In short:

  1. Sign up at gatlas.ai/signup and name your organization after your business. Your business is in place from the start.
  2. Connect your assistant, such as Claude, and paste the prompt it offers. It helps with every step below.
  3. Connect your tools, or send a setup link to the person who can. The first sync starts by itself within about five minutes; nobody has to start it.
  4. Shape the synced data into views, and publish the ones AI assistants should use.
  5. Give people access with a Gatlas login, an MCP connection, or both. An MCP connection is how AI assistants such as Claude connect to Gatlas.

Open the onboarding guide

Find help for the step you are on

  • Connect your tools

    Connect the tools your business keeps its numbers in yourself, or send a setup link to the person who can sign in to them.

    Connecting sourcesConnect them step by step

  • Turn raw data into views

    A view is a named dataset with a description that every AI answer about it starts from. Build one in the app, or ask Claude to build it.

    Datasets and SQLGuides

  • Give people access

    Invite colleagues with the role they need. Someone without a Gatlas login can get an MCP connection instead.

    Team and accessAgent connections

  • Ask questions in Claude

    Connect Claude or Cursor to Gatlas, then ask about revenue or receivables in plain language.

    Using your agent connectionFirst questions to ask

  • Keep every source healthy

    Sources shows each connection's status; Error or Reconnect needed means a sync failed or access to the tool ran out, and Stale on Overview means a source has not synced in 48 hours. Slack alerts tell you before anyone asks.

    Read a source's statusSet up alerts

Run several companies in one workspace

A fund, a studio or a group of businesses adds each company beside the first, under Settings, Business, with Add another company. Each company keeps its own sources and data, can sit in a tree under a group, and can be shown to some people and not others. More companies join the same workspace says what changes once there are two.

Learn one feature at a time

Each guide walks through one feature or use case, with prompts you can copy into Claude.

  • Views in 3 minutes

    Have you ever found yourself checking the same data or rebuilding the same analysis over and over? Views help you turn raw source data into reusable business datasets, so Claude can answer recurring questions without reconstructing the logic every time.

All guides

Browse every help page

Start here

  • Onboarding guide

    From a new account to your first answer in Claude, step by step, and how to add more companies.

Set up

  • Connecting sources

    Connect your tools yourself, or send a setup link to the person who can.

  • Datasets and SQL

    Turn raw synced data into named datasets that people and AI assistants can rely on.

  • Team and access

    Invite people, and choose what each of them can see and change.

  • Agent connections

    How AI assistants such as Claude connect to Gatlas, and which companies and datasets they can query.

Use Gatlas

  • Getting the most out of Gatlas

    The habits that make answers good once your data is in, and the features that help.

  • Using your agent connection

    Someone gave you an agent connection: set it up in about a minute and ask a first question.

  • Agents

    Add the Gatlas agent to Slack, choose who can ask it, and see who did.

  • Guides

    Short walkthroughs of one feature or use case at a time.

Reference

  • Dataset catalog

    Ready-made datasets for each connector, to add as they are or adapt.

  • Skills

    Ready-made finance workflows for Claude, what each one needs, and how to run one.

  • Artifacts

    Dashboards, reports and decks built from your datasets, how to share and print them, and editions of a deck or document.

  • Documents

    Sync files from Google Drive and distill them into context AI assistants can read.

  • Notifications and reports

    Slack alerts, scheduled messages and agent reports, so nobody has to remember to check.

If someone sent you a link

  • A setup link for your company's tools

    You do not need a Gatlas account. Open the link and choose Connect for each tool. If you were asked to choose the tools, finish with That's everything; otherwise the link completes once each one is connected. A setup link lasts 7 or 30 days; if yours has expired, ask the person who sent it for a new one.

    More about setup links

  • An MCP connection

    Someone gave you access to their Gatlas data from Claude or Cursor. The setup page they sent walks you through it in about a minute, and works for 30 days from when they created the MCP connection.

    Set up your MCP connection

  • An invitation to a team

    Open the invitation email and choose Create account and join, or Log in and join if you already have a Gatlas login. An invitation expires after 7 days.

    What each role can do

Write to us when you are stuck

Email team@gatlas.ai. We usually reply within a business day. Once you are logged in, Feedback in the app's sidebar reaches us too.

Each customer's data is kept apart from every other's, and credentials are stored encrypted. Where data lives and who processes it is in the privacy policy and the data processing agreement.