Add Polygon to your AI agent
Polygon.io provides real-time and historical market data APIs for stocks, options, forex, and cryptocurrencies.
- Things your agent can do in Polygon
- 89
Things your AI can do in Polygon
Your FormWise AI can handle any of these in Polygon — on its own, without you needing to click a button.
Get Crypto EMA
PopularTool to calculate Exponential Moving Average (EMA) technical indicator for a crypto ticker. Use when you need trend analysis or moving average calculations for cryptocurrency pairs.
Get Crypto MACD
PopularTool to calculate Moving Average Convergence/Divergence (MACD) technical indicator for a crypto ticker. Use when you need momentum analysis, trend identification, or trading signal generation for cryptocurrency pairs.
Get Crypto RSI
PopularTool to calculate the Relative Strength Index (RSI) for a cryptocurrency ticker. Use when you need to analyze momentum or identify overbought/oversold conditions for crypto assets.
Get Crypto SMA
PopularTool to calculate Simple Moving Average (SMA) technical indicator for a cryptocurrency ticker. Use when you need trend analysis, support/resistance levels, or trading signal generation for crypto pairs.
Get Exponential Moving Average
PopularTool to retrieve the Exponential Moving Average for a stock ticker. Use when you need EMA values across a specific timespan with optional underlying data.
Get Forex EMA
PopularTool to calculate Exponential Moving Average (EMA) technical indicator for a forex pair. Use when you need trend analysis or moving average calculations for currency pairs.
Get Forex MACD
PopularTool to calculate Moving Average Convergence/Divergence (MACD) technical indicator for a forex pair. Use when you need momentum analysis, trend identification, or trading signal generation for currency pairs.
Get Forex RSI
PopularTool to calculate the Relative Strength Index (RSI) technical indicator for a forex pair. Use when you need momentum analysis or want to identify overbought/oversold conditions for currency pairs.
Get Forex SMA
PopularTool to calculate Simple Moving Average (SMA) technical indicator for a forex pair. Use when you need trend analysis or moving average calculations for currency pairs.
Get IPO Data
PopularTool to retrieve comprehensive information on Initial Public Offerings (IPOs), including upcoming and historical events. Use when analyzing IPO listing data by date range, ticker, or identifier.
Get MACD
PopularTool to retrieve the Moving Average Convergence/Divergence (MACD) for a stock ticker. Use when you need momentum analysis or signal generation over a specified timeframe.
Get Stock Open/Close
PopularTool to fetch daily open and close prices for a stock on a specific date. Use when you need daily OHLC with pre/post-market prices.
Show 77 more things it can do
Get Options Contract Overview
PopularTool to retrieve comprehensive details about a specific options contract including contract type, exercise style, expiration date, strike price, and underlying ticker. Use when you need specifications for options contract analysis or strategy development.
Get Options EMA
PopularTool to calculate Exponential Moving Average (EMA) technical indicator for an options ticker. Use when you need trend analysis or moving average calculations for options contracts.
Get Options MACD
PopularTool to calculate Moving Average Convergence/Divergence (MACD) technical indicator for an options ticker. Use when you need momentum analysis, trend identification, or trading signal generation for options contracts.
Get Options RSI
PopularTool to calculate Relative Strength Index (RSI) technical indicator for an options ticker. Use when you need momentum analysis or want to identify overbought/oversold conditions for options contracts.
Get Options SMA
PopularTool to calculate Simple Moving Average (SMA) technical indicator for an options ticker. Use when you need trend analysis or smoothed price data for options contracts.
Get RSI
PopularTool to retrieve the Relative Strength Index (RSI) for a stock ticker. Use after confirming ticker symbol and timespan to analyze momentum over a period.
Get Simple Moving Average
PopularTool to retrieve the Simple Moving Average (SMA) for any ticker (stocks, forex, crypto). Use when you need SMA values over a specified timespan with optional underlying data.
Get Stock Financials
PopularTool to retrieve historical financial data for a stock ticker from SEC filings. Use when analyzing company financials, comparing quarters, or examining financial trends.
Get Stock Splits by Ticker
PopularTool to retrieve historical stock splits for a specific ticker symbol. Use when you need split history including ex-dates, payment dates, and split ratios for a particular stock.
Get Stocks Balance Sheets
PopularTool to retrieve point-in-time balance sheet data including assets, liabilities, and equity from company SEC filings. Use when analyzing financial position with quarterly and annual history.
Get Stocks Cash Flow Statements
PopularTool to retrieve historical cash flow statement data from company SEC filings across quarterly, annual, and TTM frequencies. Use when analyzing cash generation, operating activities, investing activities, or financing activities.
Get Stocks Custom Bars
PopularTool to retrieve aggregated historical OHLC and volume data for a stock over custom date ranges with configurable time windows. Use when you need aggregate bars for stock price analysis, backtesting, or charting.
Get Stocks Daily Market Summary
PopularTool to retrieve daily OHLC, volume, and VWAP data for all U.S. stocks on a specified trading date. Use when you need to get grouped daily aggregate bars for all US stocks for a specific date.
Get Ticker Company Details
PopularTool to retrieve detailed company information for a stock ticker. Use when you need company fundamentals like CEO, industry, sector, market cap, and headquarters information.
Get Ticker Details (vX)
PopularTool to retrieve comprehensive details for a specific ticker symbol using Polygon's vX API. Use when you need detailed information about a company including identifiers, market data, and corporate details.
Last Quote for a Symbol
PopularTool to retrieve the last quote tick for a given stock symbol. Use when you need the most recent bid/ask prices, sizes, and exchange information for a stock.
Last Trade for a Currency Pair
PopularTool to retrieve the last trade tick for a currency pair in the forex market. Use when you need the most recent trade price, exchange, and timestamp for a specific currency pair.
List Options Contracts
PopularTool to list and filter options contracts by underlying ticker, type, expiration, strike, and more. Use when you need to enumerate an options chain or find specific contracts matching criteria.
List SEC Filings
PopularTool to retrieve SEC filings from Polygon. Use when you need to query 10-K or 10-Q filings by company, date range, or other criteria.
Get Aggregates
Tool to fetch custom aggregate OHLCV bars for a stock. Use when you need historical price and volume data aggregated by custom intervals over a date range.
Get All Tickers
Tool to retrieve all ticker symbols across asset classes. Use when you need to filter by market or exchange and paginate through results. Without filters, result sets can be extremely large — always narrow queries using `market`, `search`, `ticker`, or `exchange`.
Get Condition Codes
Tool to retrieve a unified list of trade and quote condition codes and their definitions. Use when needing to decode condition identifiers after fetching market data.
Get Crypto Aggregates
Tool to retrieve aggregate bars for a cryptocurrency over a time range. Use when you need to fetch historical bars aggregated by specific time intervals.
Get Crypto All Tickers Snapshot
Tool to retrieve snapshots for all cryptocurrency tickers. Use when you need a full-market crypto snapshot of the latest values.
Get Crypto Grouped Daily
Tool to retrieve daily grouped bars for all cryptocurrencies on a specified date. Use when you need a comprehensive end-of-day summary across all crypto tickers.
Get Crypto Last Trade
Tool to retrieve the last trade for a specified cryptocurrency pair. Use when you need the most recent trade details after specifying both symbols.
Get Crypto Open/Close
Tool to fetch daily open and close prices for a given crypto pair on a specified date. Use after specifying both currency symbols and the date.
Get Crypto Previous Close
Tool to retrieve previous day’s close for a crypto ticker. Use when you need the last closing price of a cryptocurrency before analysis or trading.
Get Crypto Ticker Book
Tool to retrieve the full L2 order book for a crypto ticker. Use when you need a snapshot of combined bids and asks for market depth analysis.
Get Crypto Trades
Tool to fetch historical trade data for a cryptocurrency ticker. Use when you need tick-level trades within a time range.
Get Dividends
Tool to retrieve dividend data for stocks. Use when you need corporate dividend information for specific tickers.
Get Economy Inflation Indicators
Tool to retrieve key indicators of realized inflation including CPI and PCE price indexes. Use when analyzing inflation trends, economic conditions, or historical price changes in the U.S. economy.
Get SEC Filing
Tool to retrieve SEC filing details by filing ID. Use when you need detailed information about a specific SEC filing.
Get SEC Filing File
Tool to retrieve information about a specific SEC filing file. Use when you need to get metadata and download URL for a particular file within an SEC filing.
Get Forex Aggregates
Tool to retrieve aggregate bars for a forex pair over a date range. Use when you need custom OHLC bars for forex currency pairs within specified time span.
Get Forex Grouped Daily Bars
Tool to retrieve daily grouped OHLC bars for all forex currency pairs on a specified date. Use when you need aggregated forex data after confirming the date parameter.
Get Forex Historical Quotes
Tool to retrieve historical forex quotes for a currency pair over a time range. Use when you need bid/ask quotes for an FX ticker between timestamps or dates. Use after confirming the forex ticker symbol.
Get Forex Locales
Tool to list locales supported by Polygon's forex asset class. Use when you need available locale codes for regional filtering in FX endpoints.
Get Forex Previous Close
Tool to retrieve previous day's close for a forex ticker. Use when you need the last closing price of a forex currency pair before analysis or trading.
Get Forex Real-Time Currency Conversion
Tool to convert amounts between currency pairs using real-time forex rates. Use when you need to perform currency conversions with the latest market rates.
Get Forex Snapshot Losers
Tool to retrieve the current snapshot of the top losers in the forex market. Use when you need up-to-date information on the worst-performing forex pairs.
Get Futures Aggregates
Tool to retrieve historical OHLCV aggregates for a futures contract. Use when you need aggregated price and volume data for a futures contract over specified time windows.
Get Futures Product Schedules
Tool to retrieve trading schedules for a futures product. Use when you need daily trading session schedules for a given product code.
Get Futures Products
Tool to retrieve a comprehensive list of futures products with advanced filtering. Use when you need to filter futures listings by date, sector, exchange, or type.
Get Futures Quotes
Tool to retrieve real-time quote data for a specified futures contract ticker. Use after confirming the exact futures ticker identifier (e.g., 'GCJ5').
Get Futures Schedules
Tool to retrieve futures trading schedules. Use when you need trading schedules for all futures contracts on a specific date.
Get Futures Trades
Tool to retrieve tick-level trade data for a specified futures contract. Use when you need detailed trade data over a time range.
Get Historic Forex Ticks
Tool to get historic ticks for a currency pair on a specific date. Use when you need historical forex tick-level data (ask/bid prices with timestamps) for a given day.
Get Inflation Expectations
Tool to retrieve inflation expectations data from the Federal Reserve based on Treasury yields and Cleveland Fed models. Use when analyzing expected future inflation rates across multiple time horizons (1-year, 5-year, 10-year, 30-year).
Get Upcoming Market Holidays
Tool to retrieve upcoming market holidays and half-day closures. Use when you need to look up upcoming exchange holidays and early closures.
Get Market Status
Tool to retrieve current market status. Use when you need to know if U.S. exchanges are open, closed, or on holiday.
Get Meta Conditions By Ticktype
Tool to retrieve condition code mappings for a specific tick type (trades or quotes). Use when you need to decode numeric condition codes into human-readable labels for market data interpretation.
Get News
Tool to retrieve recent news articles related to a ticker. Use when you need to fetch financial news after identifying a ticker symbol.
Get Option Chain Snapshot
Tool to fetch a real-time snapshot of all option contracts for an underlying asset. Use after selecting the underlying ticker to retrieve live option chain data.
Get Option Snapshot
Tool to retrieve a real-time snapshot for a single option contract. Use when you need up-to-the-minute quotes, trades, greeks, and metrics for a specified option contract.
Get Options Custom Bars
Tool to retrieve historical OHLC and volume data for options contracts over custom date ranges with configurable time windows. Use when you need aggregate bars for options price analysis or strategy development.
Get Previous Close
Tool to get previous trading day’s OHLC and volume for a stock. Use when you need the last day’s open, high, low, close, and volume for a given ticker.
Get reference exchanges
Tool to retrieve supported exchanges and their details. Use when you need a list of exchanges filtered by asset class or locale.
Get reference markets
Tool to retrieve all supported markets from Polygon.io. Use when you need a list of available market types.
Get Reference Ticker Types
Tool to retrieve all ticker types supported by Polygon. Use when you need to understand the different ticker classifications available across asset classes and markets.
Get Related Companies
Tool to get a list of related companies for a ticker symbol based on various similarity metrics. Use when you need to find companies related to a specific ticker.
Get Risk Categories
Tool to retrieve risk factor taxonomy categories from SEC 10-K filings. Use when you need to explore or filter risk classifications by taxonomy version or category level.
Get Short Interest
Tool to retrieve bi-monthly aggregated short interest data for stocks reported to FINRA. Use when analyzing sentiment, identifying potential short squeezes, or researching short positions.
Get Short Volume
Tool to retrieve short volume data for stocks. Use when analyzing short selling activity, market sentiment, or detecting abnormal short-selling patterns.
Get All Stock Tickers Snapshot
Tool to retrieve the current market snapshot for all stock tickers. Use when you need real-time OHLCV, trades, and quotes across the entire US stock market in one call.
Get Stock Snapshot Losers
Tool to retrieve the current snapshot of the top losers in the U.S. stock market. Use when you need up-to-date information on the worst-performing stocks.
Get Stock Snapshot Ticker
Tool to retrieve the current snapshot of a specific stock ticker. Use when you need the most recent market snapshot after specifying the ticker symbol.
Get Stock Splits
Tool to retrieve stock split events. Use when you need corporate stock split data filtered by ticker or date range. Example: "Get splits for AAPL between 2021-01-01 and 2021-12-31".
Get Stock Float
Tool to retrieve stock float data showing the number and percentage of publicly tradable shares. Use when you need information about the free float of stocks.
Get Simple Moving Average (SMA)
Tool to fetch Simple Moving Average (SMA) for a given stock ticker. Use when you need historical SMA data after confirming ticker, timespan, and window size.
Get Ticker Details
Tool to retrieve detailed information for a ticker. Use when you need an overview of a ticker including company info, market data, and identifiers.
Get Ticker Events
Tool to retrieve corporate events for a specific ticker. Use when you need the timeline of corporate actions for a given ticker.
Get Ticker Types
Tool to retrieve all ticker types supported by Polygon.io. Use after authenticating to explore ticker categories.
Get Treasury Yields
Tool to retrieve historical U.S. Treasury yield data for standard timeframes from 1-month to 30-year maturities. Use when analyzing interest rates, yield curves, or economic indicators. Data available daily back to 1962.
Get V1 Meta Crypto Exchanges
Tool to retrieve a list of cryptocurrency exchanges using the legacy v1 API. Use when you need the complete list of crypto exchanges supported.
Get 10-K Filing Sections
Tool to retrieve 10-K filing sections from the SEC. Use when you need to access specific sections of 10-K filings such as business descriptions, risk factors, or financial statements.
List SEC Filing Files
Tool to retrieve files associated with an SEC filing. Use when you need to list all files (documents, exhibits, etc.) attached to a specific SEC filing by its filing ID.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Polygon is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Polygon, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Polygon for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Polygon work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Polygon to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Polygon in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Polygon.
- 3
Hit "Connect"
Click "Connect Polygon" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Polygon
Build a quick AI Agent (it's like writing instructions, not code), and pick the Polygon actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Polygon for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Polygon workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Polygon users had before signing up
Do I need to know how to code?
Not even a little. If you can use Polygon today, you can set this up. You'll connect Polygon, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Polygon login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Polygon or delete everything any time.
What happens when Polygon updates their app?
We handle it. When Polygon adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Polygon takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Polygon — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Polygon on FormWise
Polygon.io provides real-time and historical market data APIs for stocks, options, forex, and cryptocurrencies.
Connect Polygon once and your FormWise AI gets 89 things it can do inside it. That means your AI can handle the Polygon work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Polygon? Take a look at polygon.io.
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Stop doing the Polygon work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
