Finance & Accounting · Longbridge MCP + Claude
Longbridge MCP with Claude: Market Data, Accounts and Trade Workflows
The short answer
Claude works with Longbridge through the Model Context Protocol, an open standard that gives Claude secure, permissioned access to Longbridge's market data, account information and trading functions. Once connected, Claude can read information and carry out approved actions in natural language, under controls your organisation sets.
What is Longbridge MCP?
Longbridge MCP is the Model Context Protocol offering from Longbridge, built on its OpenAPI. It gives software secure, standardised access to market information, account details and trading functions. Finance and accounting teams, investment operations staff, wealth advisers and technology teams building investment tools typically use it to bring market and portfolio information into their daily work.
How Claude connects to Longbridge MCP through MCP
The Model Context Protocol, usually called MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and a business tool. Through Longbridge MCP, Claude can reach Longbridge's market data, account information and trading functions using a standard, controlled channel rather than ad hoc code.
Once connected, Claude can typically retrieve market data, check account balances and portfolio positions, and help prepare or place trades when asked. Users can describe what they need in plain language, for example asking for current positions across accounts or a summary of recent activity, and Claude carries out the request through the connection.
Permissions and approvals keep people in charge. Access is granted using Longbridge's supported sign-in method, Dynamic Client Registration OAuth, and limited to the functions your team needs. Consequential actions such as placing or amending trades can require a named person to approve them first, and every action is logged for audit.
What you can automate
Portfolio position summaries
Operations teams often need a clear view of holdings across several accounts. Claude can retrieve current balances and positions through Longbridge MCP and produce a concise summary, flagging concentration or unusual movements for a human reviewer. The team spends less time copying figures between screens and more time on decisions.
Market data for research notes
Analysts preparing morning briefings can ask Claude to pull relevant market data and draft a short note from it. Because the figures come directly through the connection, the draft reflects current information. An analyst reviews and edits the note before anything is shared with clients or colleagues.
Trade preparation with approval
Where a firm wants faster execution, Claude can prepare a proposed trade from a natural-language instruction, such as a rebalancing request, and present the details for sign-off. The trade is placed only after an authorised person approves it. This keeps speed and control in balance.
Month-end reconciliation support
Accounting teams can use Claude to match account activity against internal records at period end. Claude retrieves account information through the connection and highlights differences for the accountant to investigate. It helps the team find discrepancies sooner without replacing professional judgement.
Client reporting for advisers
Wealth advisers often prepare regular updates for clients. Claude can gather position and market information and draft a plain-language summary in the firm's approved format. The adviser checks the content and personalises the message before it goes out.
An end-to-end workflow: Weekly client portfolio review
TriggerEvery Monday at 8am, or when an adviser requests a review for a specific client
Claude retrieves current balances and positions for the client's linked accounts through Longbridge MCP.
Claude pulls relevant market data for the holdings and identifies significant movements since the last review.
Claude drafts a summary and proposed discussion points, and records the figures in the firm's CRM.
The adviser reviews the draft, adds context and any recommended changes.
Any proposed trade is sent to a compliance-approved reviewer before it is placed.
The final summary is sent to the client and the activity is logged for audit.
OutcomeAdvisers prepare client reviews faster, with figures pulled directly from source, and every proposed trade is checked and approved by a named person before it is placed.
How we set it up
Free automation audit
We meet your operations, finance and compliance leads to map where Longbridge data and actions would save time, and which workflows are worth automating first. There is no charge for this session.
Connect securely
We connect Claude to Longbridge MCP using Dynamic Client Registration OAuth, the sign-in method Longbridge supports. Access is set to least privilege, so Claude can only use the functions each workflow needs.
Design the workflow
We design the end-to-end process across Longbridge and your other systems, such as Microsoft 365, your CRM or ERP, and ticketing. We define which steps are automatic and which require human approval.
Test and launch
We test the workflow against real past cases, check outputs with your team, and launch with monitoring and audit logs switched on. Any issues found in testing are fixed before go-live.
Train your team
We train your staff on how to use the workflow, how to review Claude's outputs and how to approve actions. We then provide ongoing support and review performance with you.
Who benefits
- Chief Financial Officer
- Faster, better-documented financial oversight, with clear audit trails for every automated step.
- Investment Operations Manager
- Less manual copying of positions and market data, and fewer errors in routine reporting.
- Wealth Adviser
- More time with clients, supported by up-to-date portfolio summaries prepared in minutes.
- Head of Technology
- A standard, secure connection to Longbridge that can be governed, monitored and extended over time.
Security and control
- Least-privilege access: Claude can only use the Longbridge functions each workflow requires.
- Human approval for consequential actions, such as placing or amending trades.
- Sign-in through Dynamic Client Registration OAuth, with credentials managed by your organisation.
- Full audit logs of what Claude retrieved and what actions were taken, for review by compliance.
- Regular testing and monitoring so that changes in data or processes are caught early.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom must meet their own financial regulatory and data protection requirements, and we design workflows to support those obligations. In India, we align workflows with the Digital Personal Data Protection Act, 2023. For organisations in the UAE and Saudi Arabia, we take account of local data protection laws. We host applications in India, the United States, the United Kingdom or the European Union, chosen to meet your specific 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 Longbridge MCP server do?
The Longbridge MCP server provides a standard way for AI tools like Claude to access Longbridge's market data, account information and trading functions. It translates requests into the secure calls Longbridge supports. Your team controls which functions are available and can review everything that happens through the connection.
Is Longbridge MCP secure?
The connection uses Longbridge's supported sign-in method, Dynamic Client Registration OAuth, so access is granted through a controlled sign-in rather than shared passwords. We further restrict access to only what each workflow needs and enable audit logging. Security also depends on your internal policies, which we review with you during the audit.
What can Claude do with Longbridge once connected?
Typically, Claude can retrieve market data, check account balances and portfolio positions, and help prepare or place trades when requested in natural language. The exact scope is set during design, and consequential actions can require human approval before they are carried out.
How long does setup take?
Timelines depend on the complexity of your workflows and the systems involved. A focused single-workflow connection is often completed within a few weeks, including testing and team training. More extensive projects spanning several systems take longer, and we agree a timeline after the free automation audit.
What account permissions are needed?
Access depends on the Longbridge account types and permissions your organisation holds, and on the sign-in method used. We confirm the requirements generally during the audit and set up access with least privilege, so your administrators stay in control of what Claude can see and do.