Connect Claude or another AI assistant

The AtlanticM&A connector lets an AI assistant you already use work with your deal data. It signs in as you, sees only what you can see in AtlanticM&A and only what you allow, and you can disconnect it at any time. The assistant runs on your own subscription with its provider.

Before you start

• An AtlanticM&A account with edit rights. Observers cannot connect an assistant.
• An assistant that can add a remote MCP connector, such as Claude on the web, Claude Desktop or the Claude mobile apps.
• Your connection address. For accounts hosted in the United States it is https://atlanticma.ai/api/mcp; for accounts hosted in Europe it is https://eu.atlanticma.ai/api/mcp. Owners and Admins can also copy it under Account, on the Integrations tab.

Connect Claude

1. In Claude, open Settings, then Connectors, and choose Add custom connector.
2. Name it AtlanticM&A and paste your connection address.
3. Claude opens AtlanticM&A. Sign in, and tick each permission you want to allow.
4. Approve. AtlanticM&A now appears in Claude's list of connectors.

On a Claude Team or Enterprise plan, an owner of your Claude organization may need to add the connector before members can use it.

Other assistants

Look for an option to add a custom connector or a remote MCP server, and paste the same address. The assistant signs in through your browser, so there is no key to create, copy or keep safe.

What you can allow

The sign-in screen lists each permission with a tick box:

• Project names and details
• The RAID log
• Work plans and tasks
• Documents: search and read
• Meeting records
• Report Centre: which reports exist
• Full project context: everything a project holds, read only
• Report Centre: build a report, or a single chart or table as a slide, and download it
• Document Hub: save a finished deck to the project, without changing anything already there
• Report Centre: save a report format as a new configuration, without replacing one already there

No permission lets an assistant change or delete anything already in AtlanticM&A.

Using it

• Ask about a project by name, for example "What are the open risks on Atlas?" When more than one project matches, the matches are shown for you to choose from.
• Some answers appear as cards in the chat: milestones, the synergy bridge, the RAID log and value drivers. A card says when its figures were read and does not update by itself; ask again for newer figures.
• Practice projects hold invented data and are labeled as practice.
• Reports built through the assistant are PowerPoint files. Download them and open them in PowerPoint; an online preview cannot open them.

When access ends

• You remove the connector in your assistant.
• You disconnect it in AtlanticM&A, under Account, on the Integrations tab, which lists the assistants you have connected.
• It goes unused for seven days.
• You leave the account, or its subscription is suspended or lapses.

Each takes effect on the assistant's next request.

Your data

What the assistant reads is sent to the assistant's provider under your own agreement with them. AtlanticM&A does not choose the assistant and does not control what it does with the data. Section 3.1.1 of the Data Processing Addendum sets out the terms. For help, email support@atlanticma.ai.