Atlar
Query your live treasury data: accounts, balances, transactions, and forecasts—directly from Claude.
Add to Claude (opens in new tab)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.
Tools
- 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
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