Ontra's MCP can be set up in your preferred AI tool (Claude or ChatGPT) to allow you to query Atlas entity data directly within your AI conversations without switching between tools.
- Ask questions about your entities in plain language and get instant answers
- Understand ownership structures, hierarchies, and relationships across your portfolio
- Filter entities by jurisdiction, tax classification, filing deadline, and more in seconds
- Pull the exact data you need for compliance reviews, reporting, and transactions without switching AI tools
Ontra's MCP will continue to evolve and new capabilities will be included in this article. If there are use cases and workflows valuable to your team that currently functionality does not cover, we want to hear about them - share in the Ontra app using the Give Feedback button or let your CSM know directly.
Set up
If you haven't already, follow the steps to set up the Ontra MCP.
When to use Ontra MCP with Atlas
Use Case |
Use MCP |
Work in Atlas |
Rationale |
| Connect an internal AI assistant or agent to Atlas | ✅ |
MCP is the integration layer; no custom API work required | |
| Pull Atlas data into your workflows (e.g., Excel, Notion, Slack, etc.) | ✅ |
MCP enables data portability without CSV exports | |
| Answer structured questions at scale (e.g., "pull EIN and registered agent for all 200 entities") | ✅ |
MCP can batch the full entity list programmatically | |
| Combine Atlas data with external data (e.g., cap tables, public filings) | ✅ |
|
An AI agent with MCP access can join Atlas data with other sources |
| Update data (entities, ownership records, documents, etc.) | ✅ |
MCP is read-only; all write access must happen in Atlas | |
| Read document content | ✅ |
Atlas UI renders documents; MCP only knows they exist | |
| Navigate visual entity portfolio | ✅ |
Atlas structure charts and entity pages are optimized for this | |
| Need approval workflows, task management, audit trail/version history, or notifications | ✅ |
Workflow features live in Atlas, not accessible via MCP |
Common Queries
Legal & Compliance
- List all entities for which entity A is a sub-entity of entity C.
- Confirm where entity Y is domiciled and provide the current directors and officers.
- For which entities do we have filing deadlines in Q3 2026?
Tax
- For all of our entity hierarchies in North America, pull a list of those with C Corp tax classification.
- Which entities domiciled in the US and Canada have a filing deadline in Q1 2026?
- What is the tax classification for each entity in the Y structure?
Finance
- Which entities are directly or indirectly controlled by X fund?
- Which entities have a fiscal year ending in Q2 2027?
- Provide the ownership percentages of each partner in the following 3 entities.
Deal Teams
- Which entities are directly or indirectly controlled by X fund?
- Who are the authorized signatories relevant for each entity in X structure’s closing?
- What is the registered address and jurisdiction of each entity in X structure I need to include in transaction documents?