Financial Data and Stock Market integrations on Metorial

Xero

Manage accounting, invoicing, and financial operations for small and medium-sized businesses. Create, send, and track invoices, credit notes, quotes, and purchase orders. Process payments and batch payments. Manage contacts (customers and suppliers) and organize them into groups. Reconcile bank transactions and push bank statement data via bank feeds. Generate financial reports including Balance Sheet, Profit and Loss, Trial Balance, Aged Payables/Receivables, and tax reports. Manage the chart of accounts, tax rates, currencies, and tracking categories. Track fixed assets with depreciation settings and lifecycle management. Create and manage projects, assign tasks, and log time entries for billable hours. Run region-specific payroll (AU, UK, NZ) including employees, pay runs, leave, and timesheets. Upload and organize files associated with accounting objects. Receive webhook notifications for contact, invoice, and credit note changes.

Ynab

Manage personal budgets, accounts, transactions, and financial categories. Create, read, update, and delete transactions including split transactions and scheduled recurring transactions. Track account balances across checking, savings, credit cards, and loans. Manage budget categories with goal tracking, view monthly budget summaries including income, activity, and "Ready to Assign" amounts. Import bank transactions with automatic deduplication and matching. Retrieve payee information and locations. Export full budget data and efficiently sync changes using delta requests.

Zoho Books

Manage small and medium business accounting including invoicing, expense tracking, payments, and financial reporting. Create and send invoices, estimates, sales orders, purchase orders, and bills with full lifecycle management. Record customer and vendor payments, issue credit notes and vendor credits, and process refunds. Track expenses with receipt attachments and manage recurring expenses. Manage contacts (customers and vendors) with billing/shipping addresses and payment terms. Handle banking operations including bank statement imports, transaction categorization, and matching. Manage chart of accounts, journal entries, fixed assets, inventory items, taxes, and multi-currency exchange rates. Create and track projects with tasks, time entries, and billing. Configure organization settings, users, roles, and reporting tags. Attach documents to transactions and send emails with customizable templates. Receive webhook notifications for events on invoices, contacts, expenses, bills, payments, and other modules.

Zoho Invoice

Create, send, and manage invoices, estimates, credit notes, and recurring invoices for customers. Record customer payments, apply credits, and process refunds. Track expenses (billable and non-billable) and manage expense categories. Create and manage projects with tasks, user assignments, and time tracking with start/stop timers. Manage a catalog of items, price lists, tax rates, and multi-currency exchange rates. Handle customer and contact management with billing/shipping addresses and portal access. Send invoices and estimates via email individually or in bulk. Supports GST, VAT, and regional tax treatments across multiple Zoho data center regions.

Zoho Inventory

Manage inventory, orders, and invoicing across multiple warehouses. Create and track items, item groups, and composite items with SKU, pricing, and reorder levels. Create and manage sales orders, purchase orders, invoices, bills, and credit notes with full lifecycle support. Record inventory adjustments, transfer stock between warehouses, and manage packaging and shipments with tracking. Handle customer payments, sales returns, vendor credits, and refunds. Manage contacts, price lists, taxes, currencies, and users. Supports multi-warehouse operations, drop shipment workflows, and workflow-based webhook notifications.

Zylvie

Manage digital product sales, checkout flows, and subscriptions for creators and small businesses. Create, update, and delete products with configurable pricing models (one-time, subscription, delayed payments). Manage discount coupons with percentage or fixed-amount types, usage limits, and product scoping. Verify, redeem, and refund software license keys. Verify subscription status by subscriber email. Track sales events, new leads, affiliate sign-ups, and subscription lifecycle changes via webhooks.

Zoho

Manage core Zoho workflows across CRM, Desk, Books, People, and Projects. Retrieve, search, create, update, delete, and inspect related CRM records. Manage Desk tickets and contacts. Work with Books organizations, invoices, contacts, and expenses. List People forms and manage form/employee, leave, and attendance data. Discover Projects portals and manage projects, tasks, and milestones.

Dpd 2

Read digital product sales data from the DPD (Digital Product Delivery) e-commerce platform. View storefronts, retrieve product catalog details, list purchases and orders, access subscriber and customer records, and verify purchase notification webhooks. Supports filtering purchases by various criteria and reactivating purchases. Primarily a read-only API for monitoring and reporting on digital product sales including e-books, software, music, videos, and keycodes.

Dynamics 365

Unified Microsoft Dynamics 365 connector for Dataverse, Sales, Customer Service, Field Service, Contact Center, Customer Insights, Finance, Supply Chain, Project Operations, Commerce, Human Resources, and Business Central. Tools use explicit subservice-prefixed IDs and resource-specific Microsoft auth inputs.

Ecologi

Purchase trees and carbon avoidance credits to fund climate action projects through Ecologi. Retrieve impact statistics including total trees planted, CO₂e avoided, carbon removal, and habitat restoration for any Ecologi user profile. Supports test mode for simulating transactions without charges. Impact data is publicly accessible by username without authentication.

Elorus

Create, manage, and send invoices, credit notes, estimates, and recurring billing documents. Track expenses, record payments, and manage contacts representing clients and suppliers. Monitor project finances with time tracking and task management. Manage products and services inventory, apply tax configurations, and export documents as PDFs. Upload and manage attachments on records. Organize data with custom tracking categories for segmented reporting. Supports multi-currency invoicing, payment receipt generation, client portal discussions, and Greek tax compliance (myDATA/AADE) integration.

Eodhd Apis

Retrieve historical end-of-day, intraday, and real-time market data for stocks, ETFs, mutual funds, forex, cryptocurrencies, bonds, and indices across 70+ global exchanges. Access fundamental data including financial statements, company profiles, and valuation metrics. Stream real-time US stock trades, quotes, forex, and crypto prices via WebSockets. Look up corporate actions (splits, dividends), insider transactions, financial calendars (earnings, IPOs), and financial news with sentiment analysis. Screen stocks by financial criteria, compute technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), and retrieve options chain data with Greeks. Access macroeconomic indicators, ESG scores, index constituents, historical market capitalization, and company logos. Map identifiers across CUSIP, ISIN, FIGI, LEI, and CIK. Search for tickers by name or code and query exchange metadata, trading hours, and holidays.

Erpnext

Manage enterprise business processes across ERPNext's integrated ERP platform. Create, read, update, and delete any business document (DocType) including Sales Invoices, Purchase Orders, Customers, Employees, and Items. Manage accounting and finance with Sales Invoices, Purchase Invoices, Payment Entries, Journal Entries, and chart of accounts. Track inventory and stock levels with Stock Entries, Warehouses, Material Requests, and Delivery Notes. Handle the full sales and CRM pipeline including Leads, Opportunities, Quotations, Sales Orders, and customer interactions. Manage purchasing with Suppliers, Purchase Orders, and Requests for Quotation. Administer human resources including Employees, Attendance, Leave Applications, Payroll, and Expense Claims. Support manufacturing with Bills of Materials, Work Orders, and Production Plans. Create and track Projects, Tasks, and Timesheets. Upload files, call custom server-side methods, extract reporting data, and receive webhooks on document lifecycle events such as creation, update, submission, cancellation, and deletion.

Eventzilla

Manage events, tickets, registrations, and attendees on the Eventzilla event ticketing platform. Retrieve event details, ticket configurations, and categories. Process end-to-end registrations through a multi-step checkout flow including preparing, creating, filling, and confirming orders. Manage attendees by retrieving details and checking in or reverting check-ins via barcode. Look up transactions by checkout ID or order reference. Confirm or cancel existing orders. Retrieve organizer and sub-organizer account details. Publish or unpublish event sale pages.

Fidel API

Link payment cards to programs and monitor transactions in real-time across Visa, Mastercard, and American Express networks. Manage programs, brands, and locations for card-linked loyalty and rewards schemes. Enroll cards via API or SDKs, track authorization, clearing, and refund transaction events via webhooks. Create and manage card-linked offers with configurable cashback or discount rewards. Reimburse cash directly onto linked cards. Configure webhooks for transaction, card, brand, location, and program status events.

Finage

Retrieve real-time and historical financial market data across stocks (US and 55+ global markets), forex, cryptocurrencies, decentralized exchanges, CFD indices, ETFs, commodities, and US bonds. Look up last trades, last quotes, OHLC aggregates, previous close prices, and snapshots. Convert currencies and crypto pairs. Access financial fundamentals including income statements, balance sheets, cash flow, market cap, financial ratios, and company details for up to 30 years of history. Retrieve financial calendars covering earnings, dividends, stock splits, IPOs, and economic events. Search and filter market news by symbol, keyword, or asset type. Look up technical indicators and trading signals for stocks and forex. Get market movers including top gainers, top losers, and most active stocks. Search and look up symbols across stocks, forex, and crypto. Stream real-time price updates via WebSocket subscriptions for stocks, forex, crypto, and CFD instruments.

Finmei

Create, list, and delete invoices with customizable templates, multi-currency support, and recurring billing. Manage customers by listing, updating, and deleting customer records. Maintain a product catalog by creating, retrieving, updating, and deleting products. Record, list, retrieve, and delete payments associated with invoices. Track expenses with receipt uploads. List supported currencies (180+) and retrieve authenticated user profile information.

Firmao

Manage CRM and ERP operations for small and medium businesses. Create, read, update, and delete customers, contact persons, projects, tasks, and sales opportunities. Generate and manage invoices, pro forma invoices, receipts, correction invoices, offers, orders, and contracts with line items and pricing. Track products and services with stock levels, manage warehouse documents (GRN/GIN), and monitor sales pipelines. Record employee work time entries, create sales notes linked to customers and projects, and query emails stored in Firmao's mail system. Upload and download file attachments on tasks, projects, products, customers, and other objects. Retrieve PDF versions of invoices and offers using configured templates. Supports filtering with comparison operators, sorting, and custom fields across all object types.

Fixer

Retrieve real-time and historical foreign exchange rate data for 170+ world currencies. Convert amounts between currencies, query historical rates back to 1999, fetch time-series data for date ranges up to 365 days, and get fluctuation data showing day-to-day currency changes. List all supported currencies including Bitcoin, Gold, and Silver.

Flutterwave

Process payments across multiple African and global markets using cards, bank transfers, mobile money, USSD, and digital wallets. Send payouts to bank accounts, mobile money wallets, and Flutterwave wallets in multiple currencies. Create and manage subscription billing with payment plans. Generate virtual accounts (dynamic or static) for receiving bank transfer payments. Create and manage payout subaccounts (wallets) with wallet-to-wallet transfers. Pay bills including airtime, data, cable, power, and tolls. Manage transaction disputes, refunds, and settlements. Verify identity via bank account and BVN resolution. Receive webhook notifications for charge, transfer, and subscription events.

Fraudlabs Pro

Screen online transactions for payment fraud by analyzing IP geolocation, email validity, billing/shipping details, credit card info, proxy/VPN usage, blacklists, and transaction velocity. Receive a fraud risk score to approve, review, or reject orders. Update transaction statuses with feedback (approve, reject, or reject & blacklist) to improve fraud detection accuracy. Retrieve existing transaction screening results. Send SMS-based OTP verification codes to authenticate customer identities.

Freshbooks

Create and manage invoices, estimates, expenses, and payments for small business accounting. Track time entries against projects, manage clients and vendors, record bill payments, and generate financial reports including profit & loss, balance sheet, and cash flow. Create credit notes, configure taxes, manage billable items and services, and send invoices and estimates via email. Supports webhooks for real-time notifications on changes to invoices, clients, expenses, payments, projects, and more.

Gift up

Create, manage, redeem, and track digital and physical gift cards. Create orders with gift cards, manage gift card products and item groups, process redemptions and balance transfers, and top up balances. Configure checkout settings, email templates, artwork, promotions, and shipping options. Retrieve financial transaction reports, manage user access and permissions, register webhooks for order and gift card events, and configure Stripe payment integration.

Givebutter

Manage nonprofit fundraising campaigns, donor contacts, and transactions. Create and update campaigns (donation forms, fundraising pages, events), manage donor/supporter contacts with custom fields and tags, retrieve and create transactions, track recurring giving plans, manage funds for donation categorization, retrieve event tickets and attendee details, and access payout records. Supports webhooks for real-time notifications on campaigns, transactions, contacts, tickets, and recurring plans.

Goody

Send corporate gifts and physical products programmatically without needing recipient addresses. Browse a curated product catalog, create gift orders for one or many recipients, generate shareable gift links, and track orders through their full lifecycle (created, opened, accepted, shipped, delivered). Manage order batches, schedule future deliveries, calculate pricing, handle payments, and receive real-time webhook notifications on gift and order events. Supports address-free gifting where recipients choose their own options and enter their address, as well as direct shipping to known addresses.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Verify, enable, disable, and decrement license keys for purchase validation. Subscribe to webhooks for sales, refunds, disputes, cancellations, and subscription events. Access authenticated user profile information.

Gusto

Manage payroll, employees, contractors, benefits, and HR operations for U.S. businesses. Create and onboard companies, employees, and contractors. Run regular, off-cycle, and termination payrolls, including calculating wages, submitting payrolls for processing, and retrieving pay stubs. Manage employee compensation, jobs, addresses, tax information, and payment methods. Process contractor payments individually or in groups. Administer company benefits (health insurance, 401(k), HSA) and enroll employees. Configure pay schedules, earning types, garnishments, and time off policies. Handle tax forms (W-2, W-4, 1099, I-9) including generation, signing, and retrieval. Generate custom and general ledger reports. Receive webhook notifications for payroll, employee, contractor, benefit, and company lifecycle events.

Harvest

Track time, manage projects, and handle invoicing for businesses and freelancers. Create and manage time entries with duration or start/stop timers, log expenses with receipt attachments, and create invoices and estimates. Manage clients, projects, tasks, users, and roles. Configure project billing methods, budgets, and assignments. Generate reports on time tracked, expenses, uninvoiced amounts, and project budgets. Send invoices and estimates to clients via email.

Jobnimbus

Manage contacts, jobs, tasks, estimates, invoices, and work orders for service and contracting businesses. Create and update contacts with details like name, email, phone, address, tags, and custom fields. Create and track jobs (projects) through configurable workflow statuses. Manage tasks with priorities, due dates, and assignees. Generate estimates and invoices, handle work orders and material orders. Upload and attach files to contacts or jobs. Add notes and retrieve activity history. Search and filter records using query parameters. Receive webhooks for changes to contacts, jobs, tasks, orders, payments, attachments, and activities.

Ko Fi

Receive webhook notifications for payment events on Ko-fi, including donations, subscription payments, shop orders, and commissions. Each webhook payload includes supporter details, payment amount, currency, transaction type, and order-specific information such as shop items and shipping details. Verify webhook authenticity using a verification token. Note: Ko-fi is webhook-only (outbound) with no queryable API — you cannot read, create, or manage Ko-fi data directly.

Labs 64 Netlicensing

Manage software licensing for products using a Licensing-as-a-Service platform. Create and configure products, product modules, and license templates with various licensing models (subscription, try-and-buy, pay-per-use, node-locked, floating, quota, and more). Create and manage licensees (customers) and their licenses. Validate licenses with a single API call to retrieve the complete licensing state for a customer across all product modules. Transfer licenses between licensees, create license bundles, and generate shop tokens for integrated online purchasing via PayPal or Stripe. Track transactions, manage API keys with role-based access control, and receive webhook notifications for events such as customer creation, license issuance, payment processing, and warning level changes. Export product configurations for backup and generate usage reports in CSV format.

Lemon Squeezy

Manage digital product sales, subscriptions, and license keys. Create and retrieve stores, products, variants, and customers. Generate custom checkout URLs with pre-filled data, discounts, and custom metadata. Process and refund orders. Create, update, cancel, pause, resume, and upgrade/downgrade subscriptions. Issue and manage discount codes with percentage or fixed-amount rules. Generate, validate, activate, and deactivate software license keys. Manage digital file delivery. Configure webhooks to receive events for orders, subscriptions, payments, license keys, and affiliates.

Lodgify

Manage vacation rental properties, reservations, and guest communication. Create, edit, and remove property listings. Create and update bookings with status tracking (open, booked, tentative, declined). Query and update availability calendars across connected channels. Set rates, seasonal pricing, and discounts. Generate quotes and payment links for bookings. Send and receive guest messages. Subscribe to webhooks for booking changes, availability updates, rate changes, and new guest messages.

Magnetic

Manage contacts, companies, opportunities, tasks, time tracking, and invoicing for professional services firms. Create and find contacts with detailed profiles and activity logs. Create opportunities/jobs in the CRM pipeline with owners, amounts, and due dates. Create and search tasks linked to projects, assign owners, set priorities, and add comments. Log time against tasks for billable hour tracking. Retrieve users and notifications. Export and import financial data including invoices, expenses, customers, and purchase orders.

Magento

Manage online stores on the Magento/Adobe Commerce eCommerce platform. Create, update, and delete products across multiple types (simple, configurable, bundle, grouped, virtual). Manage product catalogs, categories, attributes, images, and pricing. Process the full order lifecycle: create carts, add items, set shipping and billing addresses, estimate shipping costs, place orders, create invoices, generate shipments, and issue credit memo refunds. Manage customer accounts, profiles, addresses, and customer groups. Handle multi-source inventory across warehouses, check stock salability, and assign products to sources. Support the complete shopping cart and checkout flow for both logged-in customers and guests, including coupon codes, shipping estimation, and payment method selection. Manage CMS pages and content blocks. Configure store settings, tax rules, tax rates, and tier pricing. Search and filter across collections using complex criteria with pagination and sorting. Subscribe to webhook events for products, orders, customers, carts, and inventory changes (Adobe Commerce edition). B2B features include company accounts, shared catalogs, negotiable quotes, and purchase orders.

Marketstack

Retrieve real-time, intraday, and historical stock market data for 30,000+ tickers across 70+ global exchanges. Look up end-of-day and intraday prices, live stock quotes, commodity prices, government bond yields, ETF holdings, and stock market indices. Access company information, analyst ratings, stock splits, and dividend history. Search SEC EDGAR filings, company submissions, and XBRL financial data. Query reference data for exchanges, currencies, and timezones.

Memberstack

Manage members, authentication, and membership plans for websites and web applications. Create, read, update, and delete members with custom fields, metadata, and JSON data. Assign or remove free plans from members. Verify JWT authentication tokens server-side. Track member and plan events via webhooks including member creation, updates, deletions, and plan connection changes. Integrates with Stripe for subscription payment processing.

Minerstat

Monitor and manage cryptocurrency mining operations for GPU and ASIC workers. Retrieve real-time and historical worker data including hashrate, temperature, power consumption, and estimated earnings. Remotely control workers with commands such as reboot, shutdown, restart, and start/stop mining. Create, update, and delete workers, groups, tags, and customer accounts. Manage GPU overclocking (ClockTune) profiles and worker configurations including mining client, profit switching, and electricity settings. Query coin profitability data including price, difficulty, rewards, and network hashrate, filterable by ticker or algorithm. Look up mining hardware specs with hashrate benchmarks and power draw for GPUs and ASICs. Browse a mining pools directory with fees, supported coins, and payout thresholds. Access monitoring statistics such as activity logs, balance tracking, group stats, and global stats. Receive webhook-based event notifications for triggers like GPU temperature alerts, worker offline events, hashrate drops, and error detection.

Moco

Manage projects, time tracking, invoicing, and CRM for agencies and service businesses. Create and update projects with budgets, tasks, and staff assignments. Log time entries (activities) against project tasks for billable and non-billable hours. Manage companies, contacts, deals, and sales pipelines. Create and send invoices, track payments, and handle invoice reminders. Generate offers/proposals with digital client approval workflows. Manage purchases, expenses, and receipts. Schedule resources and plan team capacity across projects. Administer users, employment details, absences, leave requests, and clock-in/clock-out presences. Retrieve project reports with budget progress, hours logged, and cost breakdowns. Configure custom properties, hourly rates, tags, and account settings. Subscribe to webhooks for real-time notifications on activities, companies, contacts, projects, invoices, offers, deals, expenses, and purchases.