Finance & Accounting · Fixer + Claude
Fixer MCP with Claude: Live Currency Rates and Conversions for Finance Teams
The short answer
Claude connects to Fixer through the Model Context Protocol, a secure standard that lets Claude read data from and act within a tool with permissions you control. Once connected, Claude can fetch real-time and historical exchange rates for 170 currencies, convert amounts, and summarise currency trends when people ask in natural language, using a Fixer API key with access limited to what your team needs.
What is Fixer?
Fixer is a currency data API that provides real-time and historical exchange rates for 170 currencies. Developers use it to add accurate forex data to applications, and finance, treasury, e-commerce and travel teams use it to price products, reconcile invoices and track how currencies move. It gives organisations a dependable source of exchange rates instead of manual lookups or spreadsheets that go stale.
How Claude connects to Fixer through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software safely. Think of it as a universal adapter between Claude and a business tool. Claude can ask the tool for information and, where permitted, take actions, while the organisation decides exactly what is allowed. Fixer offers its own MCP server alongside its direct API, so the connection follows the tool's supported approach.
Once connected with a Fixer API key, Claude can typically retrieve the latest exchange rate between two currencies, convert a sum at a given rate, pull historical rates for a date range, and compare movements across several currencies. A finance user might ask, 'What did the euro do against the rupee last quarter?' and receive a clear answer drawn from Fixer's data.
Permissions and approvals keep people in charge. The API key can be scoped and rotated, and read-only use is the usual starting point. Consequential actions, such as updating a pricing table or triggering a payment adjustment, can be set to require a person's approval before anything changes. Every request can be logged so the finance team can review what was asked and answered.
What you can automate
Daily rate lookups for finance teams
Staff can ask Claude for today's rate between any two of the 170 supported currencies instead of opening a browser and searching. Claude returns the rate with its timestamp, so month-end reporting and quick checks are faster and consistently sourced from one provider.
Invoice reconciliation across currencies
Accounts payable teams often need the exchange rate on the invoice date to reconcile foreign-currency bills. Claude can retrieve the historical rate for that date and convert the amount, helping staff spot differences before they reach the ledger. A person reviews any mismatch before adjustments are posted.
Multi-currency pricing checks for e-commerce
Online sellers who price in several currencies can ask Claude to compare current conversions against their displayed prices. Where a gap grows beyond a set threshold, Claude can flag it for the pricing manager to review, rather than changing prices automatically.
Travel and expense claims
Expense teams can have Claude convert claims submitted in foreign currencies using the rate for the travel date. This gives employees and approvers a consistent figure and reduces back-and-forth over which rate was used.
Currency trend briefings for leadership
Treasury and leadership teams can ask Claude to summarise how key currency pairs have moved over a chosen period. Claude can draft a short briefing that explains the direction and size of changes, which the treasury lead then checks before it is shared.
Exposure monitoring for importers and exporters
Trading businesses can ask Claude to track how selected currency pairs are moving against their budgeted rates. Claude can highlight pairs that have drifted and suggest questions for the next treasury meeting, so people can decide what action, if any, to take.
An end-to-end workflow: Month-end foreign invoice reconciliation
TriggerAccounts payable receives a batch of foreign-currency supplier invoices at month end.
Claude reads each invoice's currency, amount and invoice date from the accounts payable system.
Claude requests the historical Fixer rate for each invoice date and converts the amounts into the reporting currency.
Claude compares the converted totals with the amounts already recorded in the ERP and lists any differences above the agreed tolerance.
A finance controller reviews the list and approves or rejects each suggested correction.
Approved corrections are posted to the ERP, and Claude records a full audit log of every rate used.
OutcomeTypically, the month-end reconciliation takes less manual checking, rate sources are consistent across the team, and the controller reviews exceptions rather than every line.
How we set it up
Free automation audit
We review how your finance, pricing and treasury teams use exchange rates today and identify the workflows worth automating. You leave with a clear list of options and no obligation to proceed.
Secure connection with an API key
We connect Claude to Fixer using a Fixer API key stored securely, or through Fixer's MCP server where it suits your setup. Access is limited to the endpoints your workflows need, and the key can be rotated at any time.
Workflow design and approvals
We design the end-to-end process across Fixer and your other systems, such as your ERP, Microsoft 365 or ticketing tool. Consequential actions are set to require a named person's approval.
Testing with real past cases
We test the workflow against historical invoices, prices or claims your team has already settled, and compare results with the figures your team recorded. Adjustments are made until the output matches your review standards.
Launch, monitoring and training
We launch with logging and monitoring turned on, then train your team on how to ask questions, review outputs and escalate exceptions. We stay available for follow-up as usage grows.
Who benefits
- Finance controller
- Reviews exceptions rather than checking every foreign-currency line by hand, with a full record of the rates used.
- Treasury manager
- Gets quick, sourced answers on currency movements and exposure, with briefings drafted for review.
- E-commerce or pricing manager
- Spots multi-currency price gaps early and decides on changes with clear data.
- IT or systems lead
- Keeps API access scoped, rotatable and logged, within existing security policies.
Security and control
- Use a dedicated API key with the narrowest access your workflows need, and rotate it on a regular schedule.
- Keep reporting and read-only use as the default, and require named approval before any figure is posted or changed.
- Log every request, rate used and approval so finance and audit teams can trace each output.
- Check Claude's outputs against source figures during testing and keep a person responsible for final decisions.
- Store API keys in your secrets management system, never in shared documents or chat messages.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can run this workflow with data hosted in their own region, aligned with their internal finance controls and data protection obligations. In India, the Digital Personal Data Protection Act, 2023 governs personal data, and we configure hosting and access to match it. For organisations in the UAE and Saudi Arabia, we design around local data protection laws, and the hosting region is chosen to meet your specific legal and regulatory 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 Fixer MCP server do?
Fixer's MCP server lets AI tools such as Claude request exchange rate data from Fixer in a standard way. It can typically fetch real-time rates, convert amounts and retrieve historical rates, so you can ask for currency information in plain language instead of writing queries. It works alongside Fixer's direct API, and we select the approach that best fits your systems.
Is connecting Fixer to Claude secure?
Security depends on how the connection is set up. We use a dedicated Fixer API key with limited access, store it securely, and keep logs of every request. Claude only reads the data and takes actions you have permitted, and consequential changes can require a named person's approval. We review the setup against your internal security policies before launch.
What can Claude do with Fixer once it is connected?
Typically, Claude can look up current exchange rates between supported currencies, convert amounts, retrieve historical rates for a date or range, and compare movements over time. It can then explain results in plain English or draft a short summary. Claude does not change your financial records unless you have set up and approved a specific workflow to do so.
How long does setup take?
Timelines vary with the number of systems and workflows involved. A focused setup with a single workflow and one API key is usually quicker than a multi-system rollout. After the free automation audit, we agree a schedule covering design, testing with your real past cases, launch and team training.
What plan or permissions do I need for Fixer?
You need a Fixer account that provides an API key with access to the endpoints your workflows use. The exact plan depends on the data and request volume you require, which Fixer sets out. We confirm the access your use case needs during the audit so you only buy and grant what is necessary.