Balance Sheet
Tool to retrieve a company's balance sheet (assets, liabilities, equity). Use when you need annual or quarterly financial position data for a given symbol or identifier.
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Integrate Twelve Data
with your AI CRM
Twelve Data provides a comprehensive financial data API offering real-time and historical market data for stocks, forex, cryptocurrencies, ETFs, and indices.
Explore Triggers and Actions
Balance Sheet Consolidated
Tool to get raw consolidated balance sheet data (assets, liabilities, equity) for a company. Use when you need detailed historical balance sheet by period.
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Batch Get Quotes
Fetch quotes for 1-8 symbols in one batch, returning success or error for every symbol; partial child failures do not fail successful quotes. Charged per symbol.
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Cash Flow
Tool to get company cash flow statement. Use when you need operating, investing, and financing cash flow details after selecting a company.
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Consolidated Cash Flow
Retrieve consolidated cash flow statements for a company, including modeled operating, investing, and financing cash flow details.
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Convert Currency
Convert an amount from the base to the quote currency using a current or historical forex or cryptocurrency rate.
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Correlation Coefficient
Tool to fetch Pearson correlation coefficient between two series over a period. Use after selecting identifiers and interval.
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Cross Listings
Tool to retrieve cross-listed symbols for a security across multiple exchanges. Use when you need to list all market listings of a given instrument.
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Currency Conversion
Tool to convert an amount from one currency to another. Use after confirming currency codes to retrieve real-time conversion.
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Dividends
Retrieve dividend history for a specified symbol, optionally over a selected date range. Dividend dates are ex-dates, not payment dates.
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Earnings
Tool to retrieve earnings data including EPS estimates and actuals. Use when you need detailed earnings history for a selected stock symbol.
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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.
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EPS Trend
Tool to retrieve EPS trend estimates for a specified company. Use after selecting a stock symbol to view how EPS estimates have changed over time. Returns EPS estimates for next quarter, current year, and next year, showing how estimates have evolved from 7, 30, 60, and 90 days ago.
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ETF World
Tool to fetch comprehensive ETF analytics (summary, performance, risk, composition). Use when you need a detailed overview of an ETF's metrics and holdings.
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ETF World Composition
Tool to fetch global ETF composition details including sector, country, asset allocations, top holdings, and bond metrics. Use after selecting an ETF to analyze its composition.
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ETF World Risk
Retrieve global ETF risk metrics, including volatility and valuation ratios. Provider errors may be returned in the response status and message.
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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.
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ETFS Family
Retrieve ETF family names grouped by country, optionally filtered by family name.
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Get AD Indicator
Tool to retrieve Accumulation/Distribution (AD) indicator data for a financial instrument. The AD line uses closing price, price range, and trading volume to identify buying or selling pressure and assess price movement strength.
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Get API Usage
Retrieve API credit usage and remaining credits from response headers, with the current plan when present in the response body. The request fails if the required credit headers are missing or invalid.
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Get APO (Absolute Price Oscillator)
Tool to calculate the Absolute Price Oscillator (APO) for a financial instrument. The APO measures the difference between two moving averages to identify price trends and momentum changes. Use when you need to analyze momentum and potential price reversals.
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Get Aroon Indicator
Tool to retrieve Aroon Indicator data for identifying market trends. Returns Aroon Up and Aroon Down values showing time elapsed since highest high and lowest low. Use when analyzing trend direction and momentum for a specific symbol.
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Get Available Intervals
Tool to retrieve a list of available time intervals supported by the API. Use when you need to know which interval values are valid for time series queries.
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Get Base-10 Logarithm (LOG10)
Retrieve base-10 logarithm (LOG10) indicator values for a financial instrument's selected price or volume series. Use to analyze the series on a logarithmic scale.
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Get Bollinger Bands
Retrieve Bollinger Bands for a financial instrument, including upper, middle, and lower bands, to assess market volatility and potential price reversals. The moving average type can be selected.
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Get Bonds
Retrieve a list of available bonds with optional symbol, exchange, or country filters. For JSON responses, check the returned status: provider errors can be returned with an empty result list.
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Get CCI
Tool to retrieve Commodity Channel Index (CCI) values for a specified security. Use when you need to detect potential price reversals by identifying overbought or oversold conditions through momentum analysis.
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Get Ceiling (CEIL)
Tool to retrieve the Ceiling (CEIL) transformation for a time series. Rounds each value in the input data series up to the nearest whole number. Use when you need ceiling-adjusted price data for a symbol.
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Get Chande Momentum Oscillator
Tool to retrieve Chande Momentum Oscillator (CMO) data for a security. Use when you need to analyze momentum and identify overbought or oversold conditions. Requires at least one instrument identifier (symbol, isin, figi, or cusip) and an interval.
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Get Detrended Price Oscillator
Tool to calculate the Detrended Price Oscillator (DPO) for a specified financial instrument. Use when you need to identify short-term price cycles and potential overbought or oversold conditions without long-term trend influence.
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Get Earliest Timestamp
Tool to return the first available timestamp for a symbol and interval. Use after selecting instrument identifiers and interval to discover the earliest data point.
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Get End of Day Price
Retrieve an end-of-day closing price and metadata for a financial instrument, for a specified date or the most recent available date.
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Get ETF Types
Tool to retrieve ETF categories by market, including types like 'Equity Precious Metals'. No parameters are needed. Returns a dictionary mapping country names to lists of ETF types available in that country.
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Get Exchange Rate
Return the current or historical exchange rate for one forex or cryptocurrency pair.
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Get exchange schedule
Retrieve trading sessions and hours for exchanges by date, including pre-market, main, and post-market sessions. A specific plan-restriction response is returned as an empty schedule list.
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Get Fund Holders
Tool to retrieve mutual fund holders for a company. Use when you need details about mutual fund ownership including shares held and percentage of outstanding shares.
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Get Funds
Tool to fetch a daily updated list of available investment funds. Use when you need a directory of funds with optional filtering by symbol, country, exchange, or other identifiers.
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Get Heikin Ashi Candles
Tool to retrieve Heikin Ashi candlestick data that smooths price action by averaging values. Use when you need to identify trends with reduced market noise for technical analysis.
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Get Hilbert Transform Sine Wave
Fetch Hilbert Transform Sine Wave (HT_SINE) data for an instrument and interval, including sine and lead-sine components, for analyzing market cycles and potential turning points.
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Get HLC3 Average
Tool to calculate the High, Low, Close Average (HLC3) for a security over a specified period. Use when you need to assess average price trends quickly.
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Get Ichimoku Cloud Indicator
Tool to retrieve Ichimoku Kinko Hyo indicator data for analyzing trend direction, support/resistance levels, and trading opportunities. Use when you need to evaluate market trends and identify strategic entry/exit points.
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Get Keltner Channel
Retrieve Keltner Channel indicator data for volatility-based technical analysis. The channel uses a moving average and Average True Range and can help assess trends, volatility, and potential overbought or oversold conditions.
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Get Last Change
Tool to retrieve the latest update timestamps for a fundamentals dataset. Use when checking recent changes (e.g., dividends, splits).
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Get Latest Price
Return only the latest available price for one market symbol; use Get Quote when OHLC, volume, change, or market status is needed.
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Get Linear Regression Angle
Tool to calculate the linear regression angle for a given time series of stock prices. Returns the slope of the trend line expressed in degrees, which helps identify the direction and steepness of a trend over a specified period. Use when you need to detect upward or downward trends in asset prices.
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Get Linear Regression Intercept
Retrieve linear regression intercept indicator values for a financial instrument over a specified period. The indicator represents where the regression line crosses the y-axis.
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Get Linear Regression Slope
Retrieve linear regression slope indicator values for a financial instrument over a specified period. The slope reflects the rate of change in the data trend and can help assess trend direction and strength.
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Get Logo
Tool to retrieve official logo URLs for a symbol. Use when displaying company, crypto, or forex pair logos in UIs.
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Get MACD
Tool to calculate the Moving Average Convergence Divergence (MACD) for a specified financial instrument. Returns the MACD line, signal line, and histogram values to identify potential trend reversals and trading opportunities.
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Get MAMA
Tool to fetch MESA Adaptive Moving Average (MAMA) indicator data. Use when you need to calculate an adaptive moving average that adjusts to market cycles for trend identification and reversal analysis.
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Get Market State
Tool to report current open/closed status for exchanges. Use when you need real-time market status updates after selecting exchanges.
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Get Maximum Value
Retrieve the maximum-value technical indicator for a financial instrument's selected price or volume series over a given period. Use it to identify potential resistance levels or extreme price movements.
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Get McGinley Dynamic Indicator
Tool to calculate the McGinley Dynamic indicator, which provides a refined moving average that adapts to market volatility. Use when tracking price movements with reduced lag and identifying support or resistance levels.
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Get Median Price
Tool to calculate and retrieve the Median Price (MEDPRICE) technical indicator for a security. MEDPRICE represents the average of high and low prices over a specified period, providing a simplified view of price trends. Use when you need to assess price movements by focusing on the midpoint of price action.
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Get Minus Directional Indicator
Tool to calculate and return the Minus Directional Indicator (MINUS_DI) for a security. Use when analyzing bearish trends and assessing downward price movement strength.
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Get Plus Directional Indicator
Tool to fetch the Plus Directional Indicator (PLUS_DI) time series data for a security. Use when you need to assess the strength and intensity of upward price movements over a specified period.
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Get Price
Tool to retrieve the latest market price for a specified financial instrument. Use when you need to get the current price after identifying a symbol.
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Get Profile
Tool to retrieve company profile. Use when you need company details like industry, sector, and identifiers after selecting a symbol.
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Get Quote
Return the latest quote for one symbol, including OHLC, volume when available, change, market-open status, and 52-week range.
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Get Rate of Change (ROC)
Tool to retrieve Rate of Change (ROC) indicator data for a security. ROC calculates the percentage change in price over a defined period, returning a time series of values that help track momentum. Use after selecting a symbol and interval to identify potential price movements.
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Get Relative Volume
Tool to fetch relative volume (RVOL) data for a security. RVOL provides a ratio comparing a security's current trading volume to its average volume over a specified period, helping detect unusual trading activity and assess the strength of price movements.
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Get ROCP (Rate of Change Percentage)
Tool to calculate and return the Rate of Change Percentage (ROCP) for a financial security. Use when you need to identify shifts in price momentum and potential trend reversals.
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Get ROCR100
Tool to calculate the Rate of Change Ratio 100 (ROCR100) for a security. The ROCR100 calculates the percentage change in a security's price over a specified period, expressed as a ratio to 100. Use when you need to assess the momentum and direction of a security's price trend over time.
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Get Simple Moving Average
Return a bounded simple moving average series for one symbol, interval, price field, and averaging period.
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Get Statistics
Tool to retrieve key company statistics including valuation and financial overview. Use when you need a company financial snapshot after selecting an instrument.
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Get Stochastic RSI
Tool to calculate the Stochastic Relative Strength Index (Stochastic RSI) for a specified financial instrument. Returns %K and %D line values to identify overbought or oversold conditions and potential price reversals. Use when you need to refine entry and exit points by analyzing momentum indicators.
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Get Summation (SUM)
Tool to calculate the cumulative total (Summation) of a specified data series over a defined time period. Returns numerical values representing the sum of financial data such as stock prices or trading volumes. Use when you need to track the aggregate value of a dataset for further analysis.
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Get Technical Indicators List
Tool to retrieve a comprehensive list of available technical indicators. Use when you need to discover which technical analysis tools are available.
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Get TEMA (Triple Exponential Moving Average)
Tool to calculate the Triple Exponential Moving Average (TEMA) for a financial instrument. TEMA applies three layers of exponential smoothing to price data, providing a smoother trend line with reduced lag compared to simple moving averages. Use when you need to identify trends with minimal delay for trading signals.
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Get Time Series
Return a bounded OHLCV history window for one symbol and interval; this does not paginate or fetch an unbounded history.
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Get Usage Limits
Retrieve the connected key's current minute usage, limit, and timestamp, along with daily usage, daily limit, and plan category when available.
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Get Variance (VAR)
Tool to calculate the statistical variance of a financial data series. Use when you need to measure the volatility or dispersion of security prices over a specified period to assess risk.
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Get Weighted Close Price
Tool to calculate and retrieve the Weighted Close Price (WCLPRICE) for a security. WCLPRICE gives additional weight to the closing price using the formula (High + Low + Close * 2) / 4. Use when you need to analyze price trends with emphasis on closing values.
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Get Weighted Moving Average (WMA)
Tool to calculate and retrieve the Weighted Moving Average (WMA) for a security over a specified period. Use when you need to analyze short-term price trends with recent prices having higher influence.
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Global ETF Performance
Retrieve global ETF performance metrics, including trailing and annual returns. Provider errors may be returned in the response status and message.
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Global Mutual Fund Performance
Get global mutual fund performance metrics, including trailing, annual, quarterly, and load-adjusted returns. API-level errors may be returned in the response with an error status.
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Global Mutual Fund Summary
Retrieve a global mutual fund summary snapshot with key identifiers and attributes. API-level errors may be returned in the response with an error status.
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Global Mutual Fund Sustainability
Get global mutual fund sustainability and ESG metrics, including scores and pillar breakdowns. API-level errors may be returned in the response with an error status.
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Income Statement
Tool to retrieve a company's income statement data (annual or quarterly). Use when you need detailed income metrics for a given symbol or identifier.
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Insider Transactions
REQUIRES PRO, ULTRA, OR ENTERPRISE PLAN. Retrieve insider trading transactions for a company including officer/trader names, transaction types (Buy/Sell), dates, share counts, and amounts. Use when you need detailed insider trading activity data. This endpoint is only available to Pro/Ultra/Enterprise subscribers - requests with lower-tier API keys will fail with a 403 error.
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Institutional Holders
Tool to retrieve institutional holders positions for a company. Use when you need summary ownership metrics and top institutions.
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Key Executives
REQUIRES ULTRA OR ENTERPRISE PLAN. Retrieve company leadership data including executive names, titles, ages, and compensation. Use when you need detailed management info by symbol or other identifier. Costs 1,000 credits per request (Ultra or Enterprise plan only). This endpoint is only available to Ultra/Enterprise subscribers - requests with lower-tier API keys will fail.
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List Commodities
Retrieve the complete list of supported commodities.
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List Countries
Retrieve country metadata including ISO codes, names, capitals, and currencies.
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List Cryptocurrencies
List supported cryptocurrencies. Call with no arguments for the complete catalogue, or provide symbol/outputsize to return a bounded filtered list.
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List Cryptocurrency Exchanges
Tool to list supported cryptocurrency exchanges. Use when you need a list of available crypto trading platforms.
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List market indices
Tool to retrieve a list of market indices. Use when you need to fetch available indices filtered by country.
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List Stocks
List and filter stocks in Twelve Data's reference directory, one explicit page at a time. Increment page while has_more is true. Each page is charged separately; this tool never fetches additional pages automatically.
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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.
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List supported exchanges
Tool to retrieve a list of supported exchanges. Use when you need all available stock and forex exchanges.
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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.
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Market Movers
Retrieve a snapshot of top gainers or losers for a specified market. Provider responses with an error status are returned with an empty values list and an error message.
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Mutual Funds Family
List the mutual fund families available from investment companies.
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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.
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Mutual Funds World Composition
Fetch global mutual fund portfolio composition, including sectors, asset allocation, top holdings, and bond metrics. API-level errors may be returned in the response with an error status.
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Mutual Funds World Risk
Fetch global mutual fund risk metrics, including standard deviation, beta, and Sharpe ratio. API-level errors may be returned in the response with an error status.
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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.
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Options Expiration
Tool to retrieve available option expiration dates. Use when exploring available expiration dates for a given options symbol.
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Price Target
Tool to fetch analysts' price target dataset for equities. Use when you need the latest and historical price forecasts for a symbol.
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Quote
Retrieve the latest available market quote for a specified symbol. Real-time access depends on the data covered by the user's plan.
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Recommendations
Retrieve aggregated analyst recommendations for a stock. Returns buy/sell/hold consensus ratings across multiple time periods (current month, previous month, 2 and 3 months ago). Use this to understand Wall Street sentiment and analyst opinions about a company.
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Search Symbols
Find tradable instrument symbols and exchange identifiers by ticker or name; returns a bounded match list with no pagination.
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Splits Calendar
Tool to retrieve a calendar of stock split events. Use when you need to fetch split events for instruments over a date range.
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Stock Splits
Tool to retrieve historical stock split events. Use when you need to fetch split history for a particular instrument.
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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.
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Technical Indicators
Tool to fetch time-series data for a specific technical indicator. Use when you have a symbol, interval, and indicator name.
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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. Response data points are not guaranteed to be in chronological or reverse-chronological order; always sort by timestamp before indexing.
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How the Twelve Data integration works
The Twelve Data integration connects your Dench AI CRM directly to Twelve Data, so agents can read and act on your Twelve Data data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
107 actions are available for agents to invoke on your behalf. Every call runs through Twelve Data's own authorization, scoped to the account you connect.
Set up Twelve Data in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Twelve Data and click Connect — you'll authorize access through Twelve Data's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Twelve Data in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Twelve Data integration work with Dench?
The Dench Twelve Data integration connects your AI CRM to Twelve Data, so AI agents can work with your Twelve Data data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Twelve Data via Dench?
The Twelve Data integration currently exposes 107 actions, including Balance Sheet, Balance Sheet Consolidated, Batch Get Quotes, Cash Flow, Consolidated Cash Flow, and Convert Currency. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Twelve Data to Dench?
No. You connect Twelve Data from your Dench workspace using Twelve Data's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Twelve Data integration secure?
Connections are authorized through Twelve Data's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Twelve Data connection from your workspace settings at any time.