All Your Portfolio's Data, One MCP Server
Gatlas syncs every company's tools into documented, context-efficient views and serves them to your AI agents over MCP.
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One MCP Server
Mint a key, connect Claude or any MCP client, and query every entity in the portfolio from one endpoint.
Context-Efficient by Design
Views carry AI context and column docs, so agents read the few documented rows that answer, not raw tables.
Governed by Default
Keys scoped to entities, views, and tools. Read-only by default, and every query is logged.
Gatlas reads from the tools your portfolio already runs on: accounting, commerce, analytics, CRM, and HR, across 17 sources
Shopify
Stripe
QuickBooks
e-conomic
Xero
Google Sheets
Google Drive
GA4
Google Ads
Supabase
HubSpot
Attio
PostHog
Notion
Traede
Cal.com
LatticeThree Steps to One MCP Server
Connect every company’s tools, model the data into documented views, and let your agents ask, governed from the first query.
Connect
17 sources and delegated setup links: operators connect their own tools, and no credential passes through you.
Model
Curated views with AI context and column docs, so agents read the few rows that answer, not raw tables.
Ask
One MCP server with scoped keys: ask from Claude, any MCP client, the SQL workspace, or Slack. Every query logged.
Answers Where Your Team Works
Reverse syncs push numbers out of the warehouse and into Slack: digests, alerts, and answers, straight from your published views.
SQL Workspace and Artifacts
Query raw and modeled data in the built-in SQL workspace, and save results as artifacts your team and agents can return to.
Cross-Entity Consolidation
Roll results up across companies and currencies: one query spans the whole portfolio.
Per-Entity Isolation
Ask about one company, see only that company. Each entity’s data lives in its own isolated schema, and MCP keys are scoped to exactly the entities and views you choose.
Syncs on a Schedule
Every connection syncs on its own schedule, and you can trigger a fresh run any time, from the dashboard or over MCP.
Document Pipeline
Pull board packs and contracts from Google Drive, run transform prompts over them, and publish curated documents next to the numbers.
Run the whole portfolio from one place
Five supporting pieces that carry data from each company's tools to answers you can act on.
Ask in Claude, answer from the books.
Connect Claude or any MCP client to your Gatlas server and ask across every entity in plain language.
Get StartedConnect the Tools your Companies already Use
17 sources across accounting, commerce, HR, and analytics: Shopify, Stripe, QuickBooks, e-conomic, Xero, and more. Send an operator a delegated setup link and they connect their own systems: no credential ever passes through you.
Everything flows through one Server
Seventeen sources feed one MCP server per org, and every query an agent runs is logged, with no credential ever passing through you.
Live Sources
Credentials You Handle
MCP Server per Org
Governed by default
Give agents real access to the numbers without giving up control of them.
Scoped Keys. Every MCP key is scoped to the entities, views, and tools you choose. An agent sees exactly what you granted, nothing else.
Scoped keys, read-only defaults, and a log of every query.
I ask in Claude and get numbers straight from our books. Questions that used to mean an afternoon in spreadsheets are now just questions.
Kristoffer
Holding company, Copenhagen
Connect, Curate and Ask
Sync every company's tools into documented views and give your AI agents one MCP server to ask.