Using Twinfield with Claude via a read-only MCP server

What do you get?

Claude is strong at analysing, explaining and summarising. With your Twinfield numbers it becomes a financial sparring partner:

• "Summarise this quarter's results for the management team."
• "Which cost centres deviate most from last year?"
• "Which customers structurally pay late?"

What you need

• A DigiData account with the Twinfield integration
• Admin rights in DigiData
• A Claude plan that allows custom connectors. On Team or Enterprise the owner adds the connector. The Claude guide has the current steps.

Step 1: connect Twinfield to DigiData

Sign in to DigiData, choose Twinfield and give permission through the official Twinfield sign-in. Choose the offices you want to use. DigiData then keeps your data up to date automatically.

Step 2: choose what Claude may see

Start from your question. For a financial overview you need transactions, customers, suppliers and general ledger accounts. Release only that data.

Step 3: add the connector in Claude

In Claude go to Settings → Connectors, choose Add custom connector and paste the URL from the Claude page. Click Connect, sign in to DigiData and confirm.

Step 4: ask your first question

First ask "which data can you see for me?", then your first real question. Tip: always let Claude state which period and company the answer covers.

Secure and under control

Claude can never post, change or approve anything in Twinfield. You can change the released data at any time, or revoke the connection with one click. What you discuss in Claude is also covered by the terms of your Anthropic plan.

Want more from Twinfield?

For dashboards you can connect Twinfield to Power BI. Want fixed definitions, answers in Teams or Slack and automatic monthly reports? Choose the DigiData AI agent. Read why teams choose DigiData AI.