Finance & Accounting · Finage + Claude
Finage MCP with Claude: Put Live Market Data to Work in Everyday Finance Tasks
The short answer
Claude works with Finage through the Model Context Protocol, an open standard that lets Claude securely use outside software. Once connected with an API key, Claude can request stock quotes, forex prices, historical charts and crypto market data, and turn the results into summaries or reports, with access limited to what your organisation allows.
What is Finage?
Finage is a secure API platform that delivers real-time and historical financial data for stocks, forex, crypto, indices and commodities. Developers use it to build trading tools, dashboards and analytics. Finance teams, analysts and businesses that track markets use it to access prices and history quickly and reliably, without collecting data by hand from many sources.
How Claude connects to Finage through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and a tool like Finage. Your organisation decides what Claude can reach and what it can do, and the connection can be switched off at any time.
Once Finage is connected, Claude can read market information such as stock quotes, forex rates, historical price charts and crypto market movements. A person can ask a question in everyday language, such as how a currency pair has moved over the past month, and Claude retrieves the data and explains it in clear terms.
Permissions and approvals keep people in charge. Access is set to the least that a workflow needs, usually read-only market data. Results that feed into reports, client messages or decisions can be reviewed by a named person before anything is shared, and activity can be logged for audit.
What you can automate
Morning market briefings
An operations or treasury lead asks Claude for a summary of overnight moves in the currencies, indices and commodities their business cares about. Claude pulls the latest figures from Finage and writes a short briefing. The team starts the day informed without opening several screens.
Currency exposure checks
A finance team that pays suppliers abroad asks Claude to compare current forex rates with the rates assumed in a budget. Claude retrieves the figures and highlights pairs that have moved beyond agreed thresholds, so the treasurer can decide whether to hedge or adjust payment timing.
Historical analysis for reports
An analyst preparing a quarterly review asks Claude for historical price data across a chosen period and sector. Claude gathers the series, summarises trends and notes unusual periods. The analyst checks the findings and builds the final report, saving hours of manual data pulls.
Crypto market monitoring
A business that holds or accepts digital assets asks Claude to watch selected crypto markets and flag sharp changes. Claude fetches the current data on request and reports what has moved. A named manager decides on any response, keeping the business in control.
Investor and client updates
A relationship manager drafts a note to clients about portfolio-relevant markets. Claude retrieves current prices and recent history, then drafts plain-language text. The manager reviews the figures and wording before anything is sent.
An end-to-end workflow: Weekly portfolio market summary
TriggerEvery Monday at 7:00 a.m., a scheduled request starts the workflow for the investment operations team.
Claude requests the latest stock, index and forex data for the agreed watchlist from Finage.
Claude compares closing prices with the previous week and calculates the main movements.
Claude pulls the relevant holdings and exposures from the organisation's CRM or portfolio records in Microsoft 365 or the ERP.
Claude drafts a summary highlighting material changes and any positions outside agreed limits.
A portfolio manager reviews and approves the summary before it is saved to the shared folder and sent to the leadership group.
OutcomeThe leadership team receives a checked, consistent market summary every Monday, prepared in a fraction of the time and with each figure traceable to its source.
How we set it up
Free automation audit
We review how your team currently gathers and uses market data, and identify the workflows worth automating, such as briefings, reports and monitoring.
Secure connection
We connect Claude to Finage using your API key, stored securely with access limited to the data your workflows need. No shared or personal keys are used.
Workflow design
We design the end-to-end process across Finage and your other systems, including Microsoft 365, CRM, ERP or ticketing, and decide which steps need a person's approval.
Testing against real cases
We test the workflow using past dates and real questions your team has asked, and compare the results with figures your analysts have already verified.
Launch, monitoring and training
We launch with audit logs and monitoring in place, then train your team on how to use Claude with Finage and how to review its outputs.
Who benefits
- Finance and treasury leads
- Faster access to currency and market figures, with clearer exposure checks before decisions are made.
- Investment and portfolio analysts
- Less time spent collecting historical data, and more time spent on analysis and judgement.
- Operations and risk managers
- Regular, consistent market summaries and alerts that follow agreed thresholds and escalation rules.
- IT and data governance heads
- A single, controlled connection with API key access, least-privilege settings and audit logs.
Security and control
- Use an API key scoped to the data your workflows need, stored securely and rotated on a schedule your IT team sets.
- Keep Claude's access read-only for market data unless a specific, approved workflow requires more.
- Require a named person to approve any figure that feeds into client communication, reporting or a financial decision.
- Log requests and outputs so that every summary can be traced back to its source and date.
- Treat market data as information for decisions, not as investment advice, and keep your own compliance review in place.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can connect Claude to Finage under their existing data and financial conduct rules, with access controlled by their own IT teams. In India, the Digital Personal Data Protection Act, 2023 governs personal data handled in these workflows, and we design around it. In the UAE and Saudi Arabia, local data protection laws apply, and we select a hosting region that meets those requirements.
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 Finage MCP server do?
The Finage MCP server acts as a secure bridge between Claude and Finage's market data. It allows Claude to request stock quotes, forex prices, historical charts and crypto data through the Finage API, using the permissions your organisation sets. It does not give Claude access to anything beyond the data sources you connect.
Is connecting Finage to Claude secure?
Security depends on how the connection is set up. We use an API key stored securely, limit access to the data your workflows need, keep logs of activity and require approval for consequential outputs. Your IT team controls the key and can revoke access at any time.
What can Claude do with Finage once it is connected?
Claude can typically retrieve real-time and historical data for stocks, forex, crypto, indices and commodities, then summarise trends, compare figures and draft reports. It works from the data it retrieves, so accuracy depends on the query and the data itself, and people review important outputs.
How long does setup take?
Many organisations can have a first working connection within days of the audit being completed. A complete workflow with testing, monitoring and team training usually takes a few weeks, depending on how many systems it touches and how much approval logic is needed.
What account or permissions are needed?
You need a Finage account with an API key that gives access to the market data your workflows require. The exact plan and data coverage depend on Finage's own terms, so we confirm what your key allows during the audit and set Claude's permissions to match.