Connect Finage to AI agents

Connect Finage to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_technical_indicator

Get Technical Indicator

Calculate technical indicators for a stock or forex symbol. Supports SMA, EMA, DEMA, TEMA, WMA, RSI, Williams, ADX and more. Returns OHLCV data alongside the computed indicator values.

get_forex_aggregates

Get Forex OHLC Aggregates

Retrieve historical OHLCV aggregate bars for a forex currency pair over a date range. Supports timeframes from minute to month. Useful for forex charting, trend analysis, and backtesting.

get_financial_statements

Get Financial Statements

Retrieve financial statements for a company, including income statements, balance sheets, and cash flow statements. Covers US, European, and Canadian companies with up to 30 years of historical data. Choose the statement type and reporting period.

get_crypto_price

Get Crypto Price

Retrieve the latest trade price and previous close data for a cryptocurrency pair. Covers 7,000+ crypto pairs from 100+ markets. Available 24/7.

get_economic_calendar

Get Economic Calendar

Retrieve upcoming and recent economic events, earnings reports, and other scheduled financial events. Filter by date range to see what's happening in the global economy.

get_market_movers

Get Market Movers

Retrieve the most active US stocks, top gainers, or top losers. Useful for identifying market trends, momentum plays, and volatile stocks. Returns symbol, price, change, and percentage change for each stock.

get_sector_performance

Get Sector Performance

Retrieve current performance data for all US stock market sectors. Shows how each sector is performing relative to others. Useful for sector rotation analysis and identifying market trends.

get_market_status

Get Market Status

Check the current status of major financial markets including NYSE, NASDAQ, OTC, Forex, and Crypto. Shows whether each market is open, closed, or in extended hours.

get_stock_snapshot

Get Stock Snapshot

Retrieve a real-time snapshot of one or more US stocks, including latest quotes (bid/ask) and last trade prices. If no symbols are specified, returns data for all available stocks. Useful for monitoring multiple stocks at once.

get_stock_aggregates

Get Stock OHLC Aggregates

Retrieve historical OHLCV (open, high, low, close, volume) aggregate bars for a US stock over a specified date range. Supports multiple timeframes from minute to month. Useful for charting, backtesting, and time-series analysis.

convert_currency

Convert Currency

Convert an amount between two currencies using real-time exchange rates. Supports both fiat (forex) and cryptocurrency conversions. Specify the asset type to route to the correct converter.

get_crypto_aggregates

Get Crypto OHLC Aggregates

Retrieve historical OHLCV aggregate bars for a cryptocurrency pair over a specified date range. Supports 8+ years of historical data. Available 24/7 with timeframes from minute to month.

get_forex_price

Get Forex Price

Retrieve the latest quote and previous close for a forex currency pair. Supports 2,000+ currency pairs including majors, minors, and exotics. Provides bid/ask spread and previous close OHLCV data.

get_market_news

Get Market News

Retrieve the latest market news articles. Filter by stock symbol for targeted news, or query crypto-specific news. News is sourced from vetted providers and enriched with metadata and ticker symbols.

get_stock_price

Get Stock Price

Retrieve the latest price data for a US stock symbol. Returns the last trade price, last bid/ask quote, and previous close data in a single call. Useful for getting a complete current pricing picture of any US-listed stock.

search_market

Search Market Symbols

Search for stock symbols by company name or description across different markets. Also retrieves current market status for major exchanges. Useful for symbol lookup and verifying market hours.

get_stock_signals

Get Stock Trading Signals

Retrieve combined technical analysis signals for a US stock. Returns SMA, RSI, MACD, Bollinger Bands, and an overall signal (buy/sell/hold) with confidence score. Available in daily and weekly intervals.

More integrations teams use with Finage

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Discord

Send, edit, and delete messages in channels. Manage servers (guilds), channels, roles, members, invites, webhooks, threads, scheduled events, auto moderation rules, audit logs, application commands, and custom guild emojis. Add or remove users, assign roles, kick or ban members, and receive supported message, guild, channel, member, and inbound webhook triggers.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for 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.

Connect Finage to production AI agents

See how Metorial gives Finage access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Finage to AI agents with Metorial.

  1. Can Metorial connect Finage to AI agents?
    Yes. Metorial connects AI agents to Finage through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.