Onboarding guide

Go to gatlas.ai/signup and fill in Full name, Email, Password (at least 8 characters) and Organization name: the name of your holding company or fund. Create account signs you in and opens Entities.

If a colleague invited you instead, open the invitation email and choose Create account and join. Invitations expire after 7 days.

On Entities, choose Add entity for each company. Every entity has a type:

• Organization: the top-level umbrella everything hangs off.
• Group: holds a set of companies beneath it.
• Company: a company or business unit, where data actually syncs.

Set Parent entity to nest a company under a group. If your group calls these tiers something else, rename them under Settings, Entity labels.

Open a company and fill in Agent instructions under AI agent context: what the company does, its fiscal year, its currency, and anything a newcomer would get wrong. AI assistants read this when they start working with your data, so a few good sentences here pay off on every answer.

On Sources, choose Add source, pick the company and the tool, then either Connect with the tool (you sign in to it and approve access) or paste an API key. Each connector's requirements are on Connecting sources.

On Sources, open Setup links and choose Generate setup link, or use Setup link on the company's own page. Choose They choose to let the contact pick their tools, or You choose to name them. The link expires in 7 days unless you pick 30, and it can be emailed straight to the contact.

The contact opens the link without an account and presses Connect for each tool. If they chose the tools, they finish with That's everything; if you named them, the link completes once each one is connected. It takes most people a few minutes. Follow progress in the Status column of the setup links table, for example Pending, In progress or Completed.

The first sync starts by itself within a few minutes of connecting, and after that every 24 hours. Change the rhythm under Schedule on the source's page, from every 5 minutes to daily or manual.

Sources shows each connection's status. Connected and Syncing are what you want. Error or Reconnect needed means a sync failed or access ran out; open the source to see why. Entities rolls this up per company: Healthy, Needs attention, and Stale when nothing has synced in 48 hours.

Then compare one figure you already trust, such as last month's revenue for one company, with what Gatlas shows. A match is the quickest proof the connection is right.

Pick whichever suits you:

• Ask Claude. Once you have connected it with a read/write MCP connection (steps 10 and 11 below), describe the dataset you want; Gatlas builds and publishes the view, usually in under a minute. The view-builder skill on Skills walks you through it.
• In Views, choose Create view and use the Visual builder or the SQL editor.
• In the SQL workspace, Run a query and Save as... a view.

More on this in Views and SQL.

Give each view AI context: what a row is, what the numbers mean, and what to watch out for. Then turn on Publish to MCP. AI assistants only see published views, so this is the switch that makes a view answerable.

Under Settings, Members, choose Invite member, enter an email address, pick a role and the companies they can see: All companies, or Specific companies (each one checked, plus everything under it). The roles:

• Member: explores all data, runs syncs and uses the MCP connections an admin creates.
• Admin: full control of sources, views, documents and members.
• Principal: an admin who can also add and remove admins in their companies.

You can invite anyone to a role below your own. Owner is not offered: the person who created the organization is its owner. The invitation is emailed, and the link is also copied so you can send it yourself.

On MCP, choose New connection. Name it after the person or the tool, choose Read-only or Read/write, and turn on Scoped access to limit it to certain companies or views. Create gives you a Setup link for recipient, valid for 30 days, which walks them through adding Gatlas to Claude, Cursor or another AI assistant in about a minute.

Create a connection for yourself as in step 10 and copy the key it shows. In Claude, open Settings, Connectors, Add custom connector, paste the server URL https://www.gatlas.ai/api/mcp (with the www) and choose Add. Choose Connect, paste your key on the Gatlas page that opens, and choose Authorize. The full steps for each assistant are in Using your MCP connection.

Then ask what you wrote down at the start. For example:

• "What was revenue by company for each of the last six months?"
• "Which invoices are more than 60 days overdue?"
• "Which views can you see, and what does each one answer?"

On Skills, Copy prompt gives you ready-made finance workflows, such as a monthly P&L, a portfolio rollup or cash flow, to paste into Claude.