The agent connection wizard is already built into ATAS. Open the platform (download ATAS) and go through the three steps of the wizard. Once the agent is installed, this takes less than five minutes.
Open the connection window
Open the ATAS menu and choose "Connect AI agent". The first time, a three-step setup opens. Later you can go through it again with the "Run the setup again" link.
Step 1. Turn on the server
Turn on "Enable MCP server". The server runs while the platform is open.
Step 2. Copy the prompt
Click "Copy prompt". The prompt contains the ATAS address and your personal token. The token works like a password, so don't show it to anyone and don't let it appear in screenshots. You do need to paste it into your agent's chat: the server only listens to your own computer.
Step 3. Paste the prompt into the agent's chat
Paste the prompt into the agent's chat and send it. The agent adds the server by itself, usually in under a minute. The ATAS window notices the connection and shows it.
Check the result
The connection window shows the Overview tab with the server status and the number of connected clients.
Set permissions
Go to the Access tab. A toggle takes effect immediately.
The main points on security:
- Trading operations are off until you turn them on yourself. Once they are on, every order waits for your confirmation by default.
- Everything the agent reads in ATAS goes to your AI provider along with the conversation.
- You can turn off any toggle right here, and it takes effect immediately.
What each toggle means and which one deserves a closer look is described in Security and data.
Other tabs
The Skills tab holds the skills built into ATAS: chart markup, indicator setup, the day map, the active contract. The skills from this course are installed separately, from their own pages.
The Log tab shows every agent request, and you can undo the agent's last change there.
What next
Go to First result in 5 minutes. The first message there also checks that the agent can see your ATAS.