developer-toolsapi_key

Twelve Data

Twelve Data provides a comprehensive financial data API offering real-time and historical market data for stocks, forex, cryptocurrencies, ETFs, and indices.

Verdict

Twelve Data gives your team real-time and historical financial market data without leaving Switchy. @mention it to convert currencies, pull stock earnings, retrieve dividend histories, or list ETFs by family or asset size. Analysts and finance teams use it to validate assumptions mid-conversation, while product teams pull exchange rates for pricing discussions. The MCP wraps 22 tools covering equities, forex, and funds. You'll need an API key from Twelve Data — free tiers exist but rate-limit aggressively, so confirm your plan supports your team's query volume before connecting.

Common use cases

  • Convert deal values to local currency instantly
  • Pull quarterly EPS actuals during earnings calls
  • List top ETFs by assets for client decks
  • Check dividend history before investment memos
  • Validate forex assumptions in pricing models

Integration

Vendor
Twelve Data
Category
developer-tools
Auth
API_KEY
Tools
22
Composio slug
twelve_data

Tools

  • Currency Conversion

    Tool to convert an amount from one currency to another. use after confirming currency codes to retrieve real-time conversion.

  • Dividends

    Tool to retrieve dividend payout history for a specified symbol. use when you need historical dividends over multiple years.

  • Earnings

    Tool to retrieve earnings data including eps estimates and actuals. use when you need detailed earnings history for a selected stock symbol.

  • EPS Revisions

    Tool to provide analysts’ revisions of a company’s future eps over the last week and month. use after confirming the stock symbol.

  • EPS Trend

    Tool to retrieve historical eps trends for a specified company. use after selecting a stock symbol to view estimated vs actual eps and surprise indicators. returns a breakdown of eps actuals, estimates, differences, and surprise percentages

  • ETFS Directory

    Tool to fetch a daily updated list of exchange-traded funds sorted by total assets. use when you need a directory of etfs by exchange or country.

  • ETFS Family

    Tool to fetch a comprehensive list of etfs by family. use when you need to list etfs managed by a specific investment company.

  • Get ETF Types

    Tool to retrieve etf categories by market, including types like 'equity precious metals'. use after confirming api key is set; no parameters are needed.

  • List Commodities

    Tool to retrieve a list of supported commodities. use when you need all available commodities after obtaining a valid api key.

  • List Cryptocurrencies

    Tool to list all supported cryptocurrencies. use when you need the complete set of crypto symbols. use after obtaining a valid api key.

  • List market indices

    Tool to retrieve a list of market indices. use when you need to fetch available indices filtered by country.

  • List Stocks

    Tool to retrieve a list of stocks. use when you need to fetch securities with optional filtering by exchange, country, type, or symbol.

  • List supported exchanges

    Tool to retrieve a list of supported exchanges. use when you need all available stock and forex exchanges.

  • List supported forex pairs

    Tool to retrieve a list of all supported forex currency pairs. use when exploring available forex pairs before making other forex data requests.

  • Mutual Funds Family

    Tool to list all available mutual fund families. use when you need a comprehensive list of mutual fund families managed by investment companies after obtaining a valid api key.

  • Mutual Funds List

    Tool to retrieve a daily updated list of mutual funds sorted by total assets. use when you need to enumerate available mutual funds for analysis.

  • Options Chain

    Tool to retrieve the options chain for a given symbol and optional expiration date. use when you need detailed option contract data and greeks. omitting date returns all expirations.

  • Options Expiration

    Tool to retrieve available option expiration dates. use when exploring available expiration dates for a given options symbol.

  • Quote

    Tool to retrieve the latest market data for a specified symbol. use when you need a quick real-time quote after selecting a symbol.

  • Symbol Search

    Tool to search for financial instruments by symbol or company name. use when you need to discover available symbols before making further data requests.

  • Technical Indicators

    Tool to fetch time-series data for a specific technical indicator. use when you have a symbol, interval, and indicator name.

  • Time Series

    Tool to retrieve historical and real-time time series data for a specified symbol. use when you need to fetch price data over a time range after selecting a symbol.

Setup

Setup guide

  1. 11. Open your Switchy workspace settings and navigate to the MCP Integrations tab. 2. Click 'Add Integration' and select Twelve Data from the developer tools category. 3. Visit twelvedata.com, sign up or log in, then generate an API key from your account dashboard. 4. Paste the key into Switchy's configuration modal and click 'Connect'. 5. Switchy validates the key by fetching available ETF types; if successful you'll see a green checkmark. 6. Open any Space, type '@Twelve Data what's the current USD to EUR conversion rate?' and send. 7. The MCP returns the live rate in seconds; if you hit a rate limit error, upgrade your Twelve Data plan or space out requests.

What teammates see: by default, memories from Twelve Data are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Spaces have used this MCP together with a given model.

How Switchy teams use it

Not enough Spaces yet to publish anonymised usage stats (we require ≥ 50 Spaces per week).

Starter prompts

Convert Currency Live

@Twelve Data convert 50000 USD to GBP using today's rate
Open in a Space →

Retrieve Dividend History

@Twelve Data show me the dividend history for AAPL over the last five years
Open in a Space →

Get Earnings Data

@Twelve Data pull the latest earnings data for MSFT including EPS estimates and actuals
Open in a Space →

Check EPS Revisions

@Twelve Data what are the recent EPS revisions for TSLA over the last month?
Open in a Space →

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@twelvedata show me the top 10 ETFs by total assets in the US market, sorted by size

Output

Based on the latest directory data, here are the 10 largest US ETFs by total assets: SPY (SPDR S&P 500 ETF Trust) leads with $487B in assets, followed by IVV (iShares Core S&P 500 ETF) at $412B, and VOO (Vanguard S&P 500 ETF) at $389B. The list continues with QQQ, VTI, AGG, BND, VEA, IEFA, and VTV rounding out the top ten. All figures reflect the most recent daily update from the exchange. This snapshot gives you a quick view of where institutional and retail capital is concentrated across passive equity and fixed-income strategies.

Notes

This example uses the ETFS Directory tool to surface market structure insights. The data refreshes daily, so asset rankings shift with market movements. Requires a valid API key. Useful for portfolio research or understanding which funds dominate liquidity in a given market segment.

Prompt

@twelvedata convert 50,000 EUR to USD at the current exchange rate and show me the calculation

Output

At the current real-time rate of 1.0847 USD per EUR, 50,000 EUR converts to 54,235 USD. The conversion uses live forex data from Twelve Data's currency feed, which aggregates institutional pricing. This rate reflects the mid-market spot price at the time of the query. Keep in mind that actual transaction rates from banks or brokers will include a spread, so your realized conversion may differ by 0.5–2% depending on the provider.

Notes

This example demonstrates the Currency Conversion tool for real-time forex calculations. The rate returned is indicative and may not match the final settlement rate your bank offers. Ideal for quick estimates in multi-currency workflows, but always confirm with your payment provider before executing large transfers.

Prompt

@twelvedata pull the last 8 quarters of earnings data for AAPL, including EPS estimates vs actuals and any surprise percentage

Output

Here's Apple's earnings performance over the last 8 quarters: Q1 2024 showed EPS of $2.18 (estimate: $2.10, +3.8% surprise), Q4 2023 delivered $1.46 (estimate: $1.39, +5.0% surprise), and Q3 2023 came in at $1.26 (estimate: $1.19, +5.9% surprise). The pattern continues through Q2 2023 ($1.52 vs $1.43) and earlier quarters, with Apple consistently beating analyst expectations by 3–6%. The data includes both GAAP and non-GAAP figures where disclosed, along with revenue context for each period. This historical beat rate suggests strong execution relative to Street consensus.

Notes

This example combines the Earnings and EPS Trend tools to synthesize historical performance against analyst expectations. The AI can identify patterns (consistent beats, misses, or volatility) that inform investment theses. Requires a valid stock symbol and API key. Note that earnings data lags by one quarter, so the most recent report may not yet be available.

Use-case deep-dives

Portfolio rebalancing for wealth advisors

When Twelve Data wins for quarterly client portfolio reviews

A 3-person RIA firm runs quarterly reviews for 40 clients, each holding 8-15 positions across equities and ETFs. The advisor needs dividend history, EPS actuals, and currency conversions for international holdings—all in one place during the Zoom call. Twelve Data's 22 tools cover this ground without switching tabs: pull dividends for yield analysis, check EPS revisions to flag underperformers, convert CAD dividends to USD for tax reporting. The API key auth means the whole team shares one Switchy workspace with no per-seat OAuth dance. If your client base is under 100 accounts and you're not building a proprietary algo trading system, this MCP keeps review prep under 20 minutes per client. Book a call if you're tired of toggling between Bloomberg Terminal and Excel for the same five data points.

Earnings call prep for equity analysts

This MCP shortens pre-call research for buy-side teams

A 6-analyst buy-side shop covers 120 mid-cap names, with earnings calls stacked 4-deep every Tuesday in Q4. Each analyst needs EPS actuals vs. estimates, analyst revision trends, and surprise indicators before the call starts at 8am. Twelve Data's Earnings, EPS Revisions, and EPS Trend tools surface that trifecta in under 60 seconds per ticker—no manual scraping of investor relations PDFs. The shared Switchy workspace means the junior analyst can pre-load 15 tickers Monday night, and the PM reviews them over coffee without re-authenticating. This breaks down if your universe is over 500 names or you need intraday tick data; the MCP is optimized for fundamental research cadence, not high-frequency signals. If your team spends more than 10 hours a week copy-pasting earnings tables, this is the fix.

ETF screening for fintech product teams

When this MCP accelerates ETF discovery for robo-advisors

A 5-person fintech startup is building a tax-loss harvesting feature that needs to match 200 core ETFs with similar-but-not-substantially-identical alternatives. The product manager and two engineers need to filter by asset class, family, and total assets—then validate the list weekly as new funds launch. Twelve Data's ETFS Directory, ETFS Family, and Get ETF Types tools return structured, daily-updated lists without maintaining a proprietary database. The API key setup means the PM can prototype screens in Switchy, hand off the query to engineering, and both see live results in the same thread. This works until you hit 2,000+ funds or need sub-second latency for live trading; for research and product scoping at early stage, it's the fastest path from idea to validated dataset. If you're still scraping fund websites or paying $3k/month for a data vendor you only query twice a week, try this first.

Frequently asked

What does the Twelve Data MCP do in Switchy?

It connects your team to real-time and historical financial market data — stock prices, currency conversion, earnings reports, dividend history, ETF directories. You can ask questions like 'What's Apple's latest EPS?' or 'Convert 1000 USD to EUR' and get live answers without leaving the chat. It's built for teams that need market data in their workflow, not just analysts staring at Bloomberg terminals.

Do I need a paid Twelve Data account to use this MCP?

Yes. You need an API key from Twelve Data, which means at least their free tier account. The free tier caps requests, so if your team runs dozens of queries a day you'll hit limits fast. Switchy doesn't provide the API key — you bring your own, paste it into the connection settings, and the MCP authenticates on every request.

Can it pull real-time stock prices for any ticker symbol?

Yes, but only for symbols Twelve Data supports — which covers most US exchanges, major international markets, forex pairs, and crypto. If you're tracking obscure OTC stocks or niche regional exchanges, check Twelve Data's coverage first. The MCP doesn't filter or validate symbols; it passes your request straight through and returns whatever the API sends back.

How is this different from just using Twelve Data's API directly?

The MCP wraps the API so you can ask natural-language questions in Switchy instead of writing code or crafting HTTP requests. Your team gets market data in chat, alongside Notion docs or GitHub issues, without context-switching to a terminal or Postman. You still need a Twelve Data account, but you skip the integration work.

Who on the team should connect the Twelve Data MCP?

Whoever owns the Twelve Data API key — usually someone in finance, ops, or engineering. Once connected, everyone in the Switchy workspace can query it, but only the person who added the key can rotate or revoke access. If your team shares one API key across tools, coordinate with whoever manages credentials.

Data last verified 607 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.