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.

Your Gatlas organization is the account itself, so you do not need an entity for it. If you want the holding company or fund in the tree, add it as an Organization entity, put a Group under it for each fund or studio, and nest each company under its Group. A flat list of Companies works too.

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 choose Edit on its AI context card. Write 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.

After you approve access to a tool you sign in to, Gatlas shows Configure streams with every stream selected, except the few a tool leaves for you to choose, such as Microsoft Teams message text. Choose Save configuration to keep your selection; Skip and sync everything keeps the streams already selected.

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, and see Reconnect a source. Entities rolls this up per company, showing the worst of its sources: for example Healthy, Needs attention, or Stale when one of them has not synced in 48 hours. A company with a source that has never synced shows Not ready (or Syncing while that first sync runs), unless another source is worse.

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.

Set Refresh schedule to Daily or Hourly so the view picks up new data from each sync. A view left on Manual refresh only keeps the numbers it had when it was built. When you ask Claude to build a view, tell it to refresh the view daily. You can change the schedule later in the view's settings in the SQL workspace.

Name views after what they hold. The finance skills on Skills find their views by name, so a view called "Northwind Monthly P&L" is one the monthly P&L skill can use.

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 are only offered published views, so this is the switch that makes a view answerable.

Before you rely on it, compare one figure you already trust, such as last month's revenue for one company, with what the view returns. Open the view under Views, choose Open detail page, then Edit in SQL workspace and Run. A match is the quickest proof that both the connection and the view are right.

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 here: whoever creates the organization is its owner, and an owner can pass that on to a member with Make owner in the member's menu. 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. Each skill lists the views it reads under Required views, and Copy prompt stays off until your views carry those names, such as "Northwind Monthly P&L". See Skills for the names each one looks for.