Finance & Accounting · Eodhd apis + Claude
EODHD APIs MCP with Claude: Live Market Data for Finance Teams
The short answer
Claude connects to EODHD APIs through the Model Context Protocol (MCP) or a direct API connection, authenticated with an API key. Once connected, Claude can fetch live stock prices, analyse historical data, screen stock fundamentals and monitor market events, responding to plain-English questions from your team.
What is Eodhd apis?
EODHD APIs provide financial data, including live and historical stock prices, through a set of programming interfaces. Developers use them to power apps, dashboards and analytics tools. Finance teams, analysts, researchers and product builders use the data to track markets, compare companies and check fundamentals. Because the data is delivered through APIs, it can feed directly into the systems an organisation already runs.
How Claude connects to Eodhd apis through MCP
The Model Context Protocol is an open standard that lets Claude securely use other software, reading information and taking actions with permissions the organisation controls. Think of it as a universal adapter between Claude and the tool. For EODHD APIs, the connection can run through an MCP server or a direct API connection, both secured with an API key.
Once connected, Claude can typically look up live stock prices, pull historical price series, review company fundamentals and check market events. A team member can ask a question such as how a sector moved over the past quarter, and Claude retrieves the relevant data and summarises it in clear language.
Permissions and approvals keep people in charge. The API key is held securely and given only the access the workflow needs. Read-only queries can run automatically, while any action with a business impact, such as sending a report to clients or triggering a trade-related process, can require a person to approve it first. Every request can be logged for audit.
What you can automate
Live price checks for portfolio reviews
Portfolio managers often need current prices before a review meeting. Claude can fetch live prices for the holdings in a list and present them in a short summary, flagging moves beyond a threshold the team sets. Analysts spend less time copying figures between screens and more time interpreting what the numbers mean for client positions.
Historical analysis for research notes
Research teams regularly compare how a stock or index has performed over months or years. Claude can retrieve historical price data for the period requested, calculate returns and volatility, and draft a first version of the chart commentary. A senior analyst then checks the figures and refines the conclusions before publication.
Fundamentals screening for investment committees
Investment committees often want companies that meet specific criteria, such as a certain range of earnings growth or debt levels. Claude can run screens against fundamentals data and return a shortlist with the key metrics for each company. The committee then reviews the shortlist, which saves hours of manual filtering before each meeting.
Market event monitoring for risk teams
Risk and compliance teams need to know quickly when something material happens to a counterparty or holding. Claude can monitor market events for a defined list of companies and send a summary to the right person when a relevant event appears. Staff keep control over which events count as relevant and who receives each alert.
Client-ready data briefs for relationship managers
Relationship managers need accurate, up-to-date figures before a client call. Claude can pull the latest data for the instruments a client holds and produce a one-page brief in the firm's standard format. The relationship manager reviews the brief before sharing it, so the client receives accurate information without delay.
An end-to-end workflow: Morning market brief for an investment team
TriggerEvery weekday at 7:30 am, a scheduled run starts for the team's watchlist.
Claude retrieves live prices and overnight changes for each company on the watchlist using the EODHD APIs connection.
Claude pulls the past 30 days of historical data and calculates the key movements.
Claude checks for market events affecting watchlist companies and notes anything material.
Claude drafts a brief and saves it to the team's shared drive in Microsoft 365, alongside a link to the source data.
A portfolio manager reviews the brief, adds comments and approves it before it is posted to the team channel.
OutcomeThe team starts the day with a consistent, checked brief instead of spending the first hour gathering figures. Typical teams report that the time spent on data collection falls substantially, leaving more time for analysis and decisions.
How we set it up
Free automation audit
We review how your team currently uses market data and identify the workflows worth automating, such as watchlist briefs, screening or event alerts. You leave with a clear list of priorities and an honest view of what is practical.
Secure connection with an API key
We connect Claude to EODHD APIs using your API key, stored in a secure vault and never exposed in prompts or shared documents. Access is set to the least privilege the workflow needs, and we confirm which data endpoints are in scope.
Workflow design across your systems
We design the end-to-end workflow, linking EODHD data with your other systems such as Microsoft 365, your CRM or your reporting tools. We agree which actions run automatically and which need a person's approval.
Testing against real cases
We test the workflow against past requests and known outcomes from your team. We check accuracy, timing and formatting, and we adjust prompts and rules until the results meet the standard your team expects.
Launch, monitoring and training
We launch with audit logs and monitoring in place, and train your team on how to ask questions, review outputs and escalate issues. Support continues after launch so the workflow keeps working as your needs change.
Who benefits
- Portfolio managers
- Current prices and summaries are ready before each review, so time goes on decisions rather than data gathering.
- Research analysts
- Historical data and first-draft calculations arrive quickly, leaving more time for judgement and insight.
- Risk and compliance officers
- Material market events are flagged to the right person, with a clear record of what was reviewed and when.
- Product and engineering leads
- A secure, governed connection to market data can power internal dashboards and tools without ad hoc access.
Security and control
- The API key is stored in a secure vault, with access limited to the workflow that needs it and rotated on a schedule you set.
- Access follows least privilege, so Claude only reaches the data endpoints the workflow requires.
- People approve any action with a business impact before it runs, and nothing is sent to clients or external parties without review.
- Every request and response can be logged, giving your audit and compliance teams a traceable record.
- Outputs are checked against source data during testing, and the team is trained to verify figures before relying on them.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the workflow in a region that meets their data residency expectations, and we configure access controls to match their internal policies. In India, we design processing to align with the Digital Personal Data Protection Act, 2023, including consent, purpose limitation and retention rules. For organisations in the Middle East, including the UAE and Saudi Arabia, we follow the applicable local data protection laws and choose a hosting region that meets their requirements. The hosting region is always chosen to meet your specific legal and contractual needs.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the EODHD APIs MCP server do?
The MCP server gives Claude a secure, standard way to reach EODHD APIs. Through it, Claude can request live stock prices, historical data and fundamentals, and receive the results in a form it can use to answer questions. It works alongside a direct API connection, and the right option depends on your architecture and security requirements.
Is it secure to connect EODHD APIs to Claude?
It can be, when set up properly. The API key is stored in a secure vault, access is limited to the data the workflow needs, and requests can be logged. We also set approval steps for any action with a business impact. Security depends on the configuration, so we review it with your IT team before launch.
What can Claude actually do with EODHD data?
Typically, Claude can fetch live and historical prices, look up company fundamentals, screen companies against criteria and monitor market events. It answers in plain English and can produce summaries, tables and drafts. Claude does not replace your data licence terms or your investment decision process, which stay with your team.
How long does setup take?
A simple read-only workflow can often be set up and tested within a few weeks. More complex workflows, involving approvals and several connected systems, take longer. The free automation audit gives a realistic timeline for your specific case before any commitment is made.
Which EODHD plan or permissions do I need?
Generally, you need an EODHD account with an API key that has access to the data endpoints your workflow uses. Access depends on your subscription and the data you are licensed to use. We confirm the exact requirements during the audit so you know what your account must include before we start.