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Connect your AI assistant to Altitude and ask questions about your financial operations. Instead of copying balances or Transaction history into a chat, your assistant retrieves the information through a connection you authorize. The server uses Model Context Protocol (MCP), an open standard for connecting AI assistants to tools and data. You sign in with your Altitude account, and your existing Permissions determine what the assistant can read.
Your assistant can read information and request document exports. It cannot create, Approve, or Submit Payments, change Workspace settings, or move funds.

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What you can ask

You can also discover available documents, request an export, check its status, and download a completed PDF or CSV. Document access depends on your Permissions; own-card access covers your individual card statements and transaction statements for your own cards. See what you can ask for prompts to try, access requirements, and practical limits. To see what your connection provides, ask:
Which Altitude tools are available in this connection?

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Get connected

1

Add Altitude to your client

Follow the connection guide for Claude, ChatGPT, Grok, Grok Bot, or another compatible MCP client.
2

Sign in to Altitude

Complete the browser sign-in with the account that has access to your Workspace.
3

Confirm the account and Workspace

Ask: “Which Altitude account am I connected to? List the Workspaces I can access.”

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Prompts to try

Replace [Workspace name] with the Workspace you want to use.
Show me the Accounts and balances in [Workspace name], grouped by currency. Flag any unavailable balances.
Show me the Transactions in [Workspace name] from the last 3 days, with the Account, counterparty, amount, and status.
Summarize completed outgoing payment Transactions in [Workspace name] from yesterday, excluding internal Transfers. Keep currencies separate and tell me if any results or amounts are missing.
Show me my card purchases and refunds in [Workspace name] this week. Tell me whether the results cover only my cards or the whole Workspace.
Export last month’s transaction statement for [Workspace name] as CSV. Check which dates and Accounts are available, then download the file when it is ready.
For summaries, ask your assistant to read all result pages, check statuses and refunds, and disclose missing amounts. Unavailable values are not zero, and card-only results are not Workspace-wide totals.

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Manage your connection

Permissions and access

Understand Workspace and card-only access, review authorized clients, and disconnect an assistant.

Troubleshooting

Resolve sign-in issues, missing Workspaces, and failed requests.