Connect Polygonio to AI agents

Connect Polygonio 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_financials

Get Stock Financials

Retrieve 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, address, 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 historical 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.

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 and optionally their live snapshots including Greeks, implied volatility, open interest, and quotes. Filter by contract type, expiration date, and strike price.

get_snapshot

Get Snapshot

Get a unified real-time snapshot of current 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. 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.

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.

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 Polygonio

Access real-time, delayed, and historical financial market data across stocks, options, forex, cryptocurrencies, and indices. Retrieve trades, quotes, OHLCV aggregate bars, daily open/close prices, and snapshots. Compute technical indicators including SMA, EMA, MACD, and RSI. Look up reference data such as ticker details, stock financials, dividends, stock splits, market status, and market holidays. Stream real-time market data via WebSocket for stocks, options, forex, crypto, and indices. Search financial news articles with sentiment analysis.

Connect Polygonio to production AI agents

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

Frequently asked questions

Common questions about connecting Polygonio to AI agents with Metorial.

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