Connect Polygon to AI agents

Connect Polygon 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_stock_snapshot

Get Stock Snapshot

Retrieve a current market snapshot for one or more stock tickers. Returns the current day bar, previous day bar, last minute bar, last trade, last quote, and daily price change. Use this to get a comprehensive real-time overview of a stock's market status.

get_crypto_data

Get Crypto Snapshot

Retrieve current market snapshots for one or more cryptocurrency tickers. Returns current day bar, previous day bar, last trade, last quote, and daily price change. Crypto tickers use the `X:` prefix (e.g., `X:BTCUSD`).

get_forex_data

Get Forex Data

Retrieve forex market data including currency conversion, last quote for a currency pair, or a snapshot of a forex ticker. Use for real-time exchange rates, currency conversion calculations, or monitoring forex pair performance.

get_unified_snapshot

Get Unified Snapshot

Retrieve unified snapshots for multiple tickers across different asset classes (stocks, options, forex, crypto, indices) in a single request. Consolidates last trade, last quote, session data, and price change metrics.

get_ticker_details

Get Ticker Details

Retrieve comprehensive details about a ticker including company information, market cap, industry classification, branding, address, employee count, and other fundamental data. Supports point-in-time lookups by specifying a date.

get_splits_dividends

Get Splits & Dividends

Retrieve stock split and dividend history. Filter by ticker and date range. Useful for tracking corporate actions that affect share prices and calculating adjusted returns.

get_market_status

Get Market Status

Retrieve the current trading status of major markets (stocks, forex, crypto) and upcoming market holidays. Shows whether markets are open, closed, in early trading, or late trading.

get_options_chain

Get Options Chain

Retrieve options contracts and chain snapshots for a given underlying ticker. Supports filtering by contract type (call/put), strike price range, and expiration date range. Snapshots include Greeks, implied volatility, break-even price, and underlying asset data.

get_technical_indicators

Get Technical Indicators

Retrieve pre-computed technical indicators (SMA, EMA, RSI, MACD) for any ticker (stocks, forex, crypto, indices). Configurable window size, timespan, and price series type. MACD additionally supports short, long, and signal window customization.

get_aggregate_bars

Get Aggregate Bars

Retrieve OHLCV (open, high, low, close, volume) aggregate bars for any ticker (stocks, forex, crypto, options, indices) over a specified date range and time interval. Supports configurable multiplier and timespan (second, minute, hour, day, week, month, quarter, year). Forex pairs use the `C:` prefix (e.g., `C:EURUSD`), crypto uses `X:` prefix (e.g., `X:BTCUSD`), and indices use `I:` prefix (e.g., `I:SPX`).

search_tickers

Search Tickers

Search and list ticker symbols across all markets (stocks, options, forex, crypto, indices). Filter by market type, exchange, active status, or search by company name. Useful for finding ticker symbols or browsing available instruments.

get_previous_close

Get Previous Close

Retrieve the previous day's OHLCV bar for any ticker (stocks, forex, crypto, options, indices). Useful for comparing current prices against the prior trading day's close.

get_market_news

Get Market News

Retrieve financial news articles with optional filtering by ticker and publication date. Articles include title, summary, publisher info, sentiment analysis per ticker, and related ticker symbols.

get_stock_financials

Get Stock Financials

Retrieve financial data from SEC filings for a stock ticker, including balance sheets, income statements, and cash flow statements. Data is sourced from SEC EDGAR filings.

get_stock_trades_quotes

Get Stock Trades & Quotes

Retrieve recent trades, quotes (NBBO), last trade, or last quote for a stock ticker. Useful for tick-level analysis, monitoring trade activity, or getting the latest bid/ask spread. Choose the type of data you need via the `dataType` field.

get_market_movers

Get Market Movers

Retrieve the top 20 gainers or losers of the day for stocks, forex, or crypto markets. Useful for identifying the day's biggest price movements and trending tickers.

More integrations teams use with Polygon

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Timecamp

Track and manage time entries for tasks and projects. Start, stop, and check real-time timers. Create and organize projects and tasks in hierarchical structures. Manage users, groups, and team membership. Retrieve attendance and away time records for workforce management. Create and send invoices from billable time entries. Set billing rates for users, groups, and projects. Approve employee timesheets. Track project budgets against actual time spent. Assign tags to categorize time entries. Monitor computer activity and application usage. Manage client records associated with projects and invoices.

Technical notes for Polygon

Retrieve real-time and historical financial market data across stocks, options, forex, crypto, and indices. Access trades, quotes, OHLCV aggregate bars, and snapshots at configurable time intervals. Look up technical indicators (SMA, EMA, RSI, MACD) for stocks and indices. Query reference data including ticker details, company information, stock splits, dividends, SEC filings, exchanges, and market status. Retrieve market news articles with sentiment analysis. Stream real-time trades, quotes, and aggregate bars via WebSocket for stocks, options, forex, crypto, and indices. Query options chains by underlying ticker, expiration, strike price, and contract type with Greeks and implied volatility. Perform currency conversions for forex pairs. Access Level 2 order book data for cryptocurrencies. This integration is read-only and does not support placing trades.

Connect Polygon to production AI agents

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

Frequently asked questions

Common questions about connecting Polygon to AI agents with Metorial.

  1. Can Metorial connect Polygon to AI agents?
    Yes. Metorial connects AI agents to Polygon 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.