Getting started
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 a portfolio group from a new account to its first answer in Claude. Each step says who does it, and none of it needs anyone from Gatlas. In short:
- Sign up at gatlas.ai/signup and name your organization, usually your holding company or fund.
- Add your companies on Entities, grouped the way your portfolio is.
- Connect each company's 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.
- Shape the synced data into views, and publish the ones AI assistants should use.
- 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.
Find help for the step you are on
Connect each company's tools
Connect the tools a company keeps its numbers in yourself, or send a setup link to the person at the company who can sign in to them.
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.
Give people access
Invite colleagues with the role they need, and choose which companies each of them sees. Someone without a Gatlas login can get an MCP connection instead.
Ask questions in Claude
Connect Claude or Cursor to Gatlas, then ask about revenue or receivables across your companies in plain language.
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. Entities rolls this up per company, showing the worst of its sources, so Stale means one of them has not synced in 48 hours. Slack alerts tell you before anyone asks.
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.
Browse every help page
Start here
- Onboarding guide
From a new account to your portfolio's first answer in Claude, step by step.
Set up
- Connecting sources
Connect each company's tools yourself, or send a setup link to the person who can.
- Views 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.
- MCP connections
How AI assistants such as Claude connect to Gatlas, and which companies and views 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 MCP connection
Someone gave you an MCP 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
- Skills
Ready-made finance workflows for Claude, what each one needs, and how to run one.
- Artifacts
Dashboards, reports and decks built from your views, and how to share them.
- 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.
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.
An invitation to a team
Open the invitation email and choose Create account and join, or Sign in and join if you already have a Gatlas login. An invitation expires after 7 days.
Write to us when you are stuck
Email team@gatlas.ai. We usually reply within a business day. Once you are signed 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.