Finance & Accounting · Twelve data + Claude
Twelve Data MCP with Claude: Live Market Data for Finance Teams
The short answer
Claude works with Twelve Data through the Model Context Protocol (MCP). MCP is a secure adapter that lets Claude read market data from Twelve Data using permissions you control. Staff can ask questions in plain English, such as the latest price of a stock or the trend in a currency pair, and Claude fetches and summarises the answer.
What is Twelve data?
Twelve Data is a financial data service. It provides real-time and historical market information for stocks, forex, cryptocurrencies, ETFs and indices. Investment analysts, treasury teams, fintech developers and finance operations staff use it to access accurate, up-to-date prices for reporting, analysis and automated workflows. It is accessed through an API, which means software can request the data it needs without manual downloads.
How Claude connects to Twelve data through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude securely use other software. Think of it as a universal adapter between Claude and a tool. Once a connection is set up, Claude can use Twelve Data in a controlled way, without anyone copying data between screens.
Once connected, Claude can read live stock prices, pull historical market data, compare forex movements and track cryptocurrency trends when a user asks in natural language. For example, an analyst can ask for the week's closing prices for a list of shares and receive a table in seconds. Claude is designed to read the data it needs for the question asked.
Permissions and approvals keep people in charge. Access uses your Twelve Data API key, and we configure it with least-privilege settings so Claude sees only what the team needs. Where a result feeds a decision or a report, a person reviews it before it is acted on, and audit logs record each request.
What you can automate
Daily portfolio price summaries
Each morning, a finance team asks Claude for closing prices, daily changes and volume movements across its holdings. Claude gathers the figures from Twelve Data and drafts a short summary. A portfolio manager checks the numbers before the summary goes to clients or leadership.
Forex exposure checks for treasury
Treasury staff who pay suppliers in several currencies can ask Claude how key currency pairs have moved over the past month. Claude pulls historical forex data and highlights changes that could affect payment costs, helping the team decide when to hedge or pay.
Crypto trend tracking for fintech teams
Product and risk teams at fintech firms can monitor cryptocurrency trends through plain-language questions. Claude retrieves the relevant market data and flags unusual price swings, so the team can review them before they affect customer-facing features or reports.
Research notes from historical data
Analysts preparing internal research often need years of past prices. Claude can request historical series from Twelve Data, calculate common measures such as returns or moving averages, and present the results in a format the analyst can edit and verify.
Index and ETF benchmarking
Investment teams can ask Claude how a fund compares with a relevant index over a chosen period. Claude retrieves both series from Twelve Data and produces a comparison table, which the team reviews before using it in investor updates.
An end-to-end workflow: Monthly investment committee pack
TriggerThe first working day of each month, a scheduled request is raised in the finance team's ticketing system.
Claude reads the list of holdings and benchmarks from the team's shared spreadsheet in Microsoft 365.
Claude requests month-end prices and historical returns for each holding from Twelve Data.
Claude calculates performance against each benchmark and flags any move beyond the agreed threshold.
Claude drafts commentary and a summary table in a Word document stored in SharePoint.
A portfolio manager reviews and approves the draft, and the approved pack is logged in the ticketing system.
OutcomeThe committee pack is typically ready in a fraction of the time the manual process took, with a clear audit trail showing who reviewed each figure before it was circulated.
How we set it up
Free automation audit
We review how your team uses market data today and identify the workflows worth automating, such as reporting, monitoring or research tasks.
Secure connection
We connect Claude to Twelve Data using your API key, stored securely with least-privilege access so only the required data is available.
Workflow design
We design the end-to-end process across Twelve Data and your other systems, including Microsoft 365, CRM or ticketing, with people approving every consequential output.
Testing against past cases
We test the workflow against real past reports and data requests to confirm the figures match your existing records before anything goes live.
Launch and training
We launch with monitoring and audit logs in place, then train your team on how to ask questions, check results and escalate any issues.
Who benefits
- Portfolio managers
- Faster access to current prices and performance comparisons, with figures ready for review.
- Treasury and finance operations
- Clear visibility of currency movements that affect payments and budgets.
- Research analysts
- Less time spent collecting historical data, more time spent on analysis.
- Fintech product and engineering leads
- A governed way for staff and tools to use market data without building every query by hand.
Security and control
- Access uses an API key with least-privilege settings, limited to the data your team needs.
- People review and approve any output that informs a financial decision, report or client communication.
- Audit logs record each data request and the output produced, supporting internal review.
- Market data is treated as information to verify, not as investment advice, and results are checked against source records.
- Hosting region is chosen to meet your data residency and internal security requirements.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host Claude workflows in their chosen region to meet local requirements. Indian organisations are supported under the Digital Personal Data Protection Act, 2023, with hosting in India where needed. Businesses in the UAE and Saudi Arabia are supported under their respective data protection laws, with hosting arranged to match each client's obligations. Our hosting region is always chosen to meet your legal and contractual 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 Twelve Data MCP server do?
It is the connection layer that lets Claude request market data from Twelve Data in a controlled way. Through it, Claude can retrieve live and historical prices for stocks, forex, crypto, ETFs and indices when a user asks a question in plain language. The server passes requests through to Twelve Data and returns the results to Claude.
Is connecting Twelve Data to Claude secure?
Security depends on how the connection is configured, and we set it up with care. Access uses your API key, limited to the least privileges needed. Requests are logged, and you control who can use the workflow. We also review the setup with your IT team before launch.
What can Claude do with Twelve Data once connected?
Typically, Claude can fetch current prices, pull historical series, compare instruments and summarise trends. It can then draft tables, commentary or reports from that data. Claude does not make trades or change your Twelve Data account unless your design explicitly allows an action, and consequential steps are approved by people.
How long does setup take?
Timelines vary with complexity. A single, well-defined data request can often be connected quickly, while a multi-system workflow with testing and training usually takes several weeks. The free automation audit gives you a realistic estimate for your team.
Which plan or permissions do I need?
You need a Twelve Data API key with access to the market data your team requires. The data available depends on your Twelve Data subscription, so we check your existing access during the audit. We do not assume any particular plan, and we advise whether an upgrade would be needed.