Polygonio MCP server

Connect Polygonio to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Polygonio MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get stock financials tool in Polygonio
  • Use the get ticker details tool in Polygonio
  • Use the get market status tool in Polygonio
  • Use the get dividends & splits tool in Polygonio
  • Use the get ticker news tool in Polygonio
  • Use the get aggregate bars tool in Polygonio

Supported Tools

get_stock_financials

Get Stock Financials

Retrieve legacy financial reports (10-K and 10-Q) for US companies. Includes income statements, balance sheets, cash flow statements, and comprehensive income data sourced from SEC Edgar.

get_ticker_details

Get Ticker Details

Retrieve detailed information about a ticker symbol including company name, description, market cap, SIC code, homepage URL, and more. Useful for fundamental research and company lookups.

get_market_status

Get Market Status

Check the current trading status of exchanges and financial markets, and retrieve upcoming market holidays. Shows whether markets are open, closed, in pre-market, or after-hours trading.

get_dividends_splits

Get Dividends & Splits

Retrieve legacy dividend and stock split data for a ticker. Useful for tracking corporate actions, dividend history, and split-adjusted analysis. Can fetch dividends, splits, or both. Use get_adjusted_corporate_actions for current datasets with historical adjustment factors.

get_ticker_news

Get Ticker News

Retrieve financial news articles with optional sentiment analysis. Filter by ticker symbol and date range. Includes article metadata, publisher info, related tickers, and per-ticker sentiment insights.

get_aggregate_bars

Get Aggregate Bars

Retrieve OHLCV (open, high, low, close, volume) aggregate bars for a ticker over a specified date range. Works across stocks, forex, crypto, options, and indices. Supports configurable timespans from seconds to years and adjustable multipliers. Results can be adjusted for stock splits.

get_options_chain

Get Options Chain

Retrieve options chain data for an underlying stock. Fetches available option contracts or their snapshots including Greeks, implied volatility, open interest, and quotes. Filter by contract type, expiration date, and strike price. Snapshot access and freshness depend on the subscription.

get_snapshot

Get Snapshot

Get a current snapshot of market data for one or more tickers. Includes last trade, last quote, day OHLCV, previous day data, and percent change. Supports stocks, options, forex, crypto, and indices; freshness and available fields depend on the subscription. Multiple tickers use one request per symbol. Use this to quickly check current prices and daily statistics without fetching historical data.

get_trades_quotes

Get Trades & Quotes

Retrieve tick-level trade and quote (NBBO) data for a stock ticker. Useful for granular market microstructure analysis, auditing executions, or studying bid-ask spread dynamics.

get_technical_indicator

Get Technical Indicator

Calculate technical indicators for a ticker: **SMA** (Simple Moving Average), **EMA** (Exponential Moving Average), **RSI** (Relative Strength Index), or **MACD** (Moving Average Convergence/Divergence). Configurable by window size, timespan, series type, and date range.

get_daily_open_close

Get Daily Open/Close

Retrieve the open, close, high, low, volume, and after-hours/pre-market prices for a stock on a specific date. Also supports fetching the previous trading day's close. Useful for quick daily price lookups.

search_tickers

Search Tickers

Search and list ticker symbols supported by Polygon.io across stocks, crypto, forex, and more. Filter by name, type, market, exchange, and active status. Useful for discovering tickers or looking up symbols.

get_market_reference

Get Market Reference

Discover supported ticker type codes, exchange identifiers and MICs, or trade and quote condition codes. Use these records to interpret market data and choose filters for search_tickers.

get_adjusted_corporate_actions

Get Adjusted Corporate Actions

Retrieve the current dividend or split dataset with event classifications and historical adjustment factors. Dividend records can include split-adjusted cash amounts. Use this for adjusting historical prices and analyzing corporate actions.

get_grouped_daily_bars

Get Grouped Daily Bars

Retrieve daily OHLCV bars for all US stock tickers on one trading date, including each ticker symbol. Useful for market-wide analysis and screening.

Connect Polygonio to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Polygonio in Metorial. In your Metorial portal, enable the Polygonio MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Polygonio tools.

Run Polygonio through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Polygonio and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Polygonio tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Polygonio

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.

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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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.

Sentry

Track, manage, and resolve application errors and performance issues. List, query, and bulk-update issues and error events with filters like status, assignment, and tags. Create and manage releases, associate commits, and upload source maps. Configure issue alert rules and metric alert rules with notification actions. Set up cron monitors to detect missed or failed scheduled jobs. Build custom dashboards with configurable widgets. Run ad-hoc Discover queries across errors and transactions for performance analysis. Manage organizations, teams, projects, and members. Provision users via SCIM. Access session replay data.

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.

Technical notes for Polygonio

Query Polygon.io (now Massive) REST market data across stocks, options, forex, crypto, and indices. Retrieve aggregate bars, daily prices, trades, quotes, snapshots, and technical indicators. Search tickers and financial news, inspect company details and legacy financial reports, discover market reference codes, check market status and holidays, and retrieve corporate actions with historical adjustment factors. Data availability and freshness depend on the API subscription.

Frequently asked questions

Common questions about connecting Polygonio to AI agents with Metorial.

  1. How many tools does the Polygonio MCP server have?
    The Polygonio MCP server exposes 15 tools, including Get Stock Financials, Get Ticker Details, Get Market Status. Each one is governed and traced through Metorial.
  2. Polygonio exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Polygonio MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Polygonio and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Polygonio MCP server yourself or use the hosted gateway.

Connect Polygonio to production AI agents

See how Metorial gives your team governed access to Polygonio, with tracing and security controls built in.