--- title: "Connect AgencyZoom to Polygon Io - APIANT.ai" description: "When \"Service Request Created\" fires in AgencyZoom, your agent runs \"Get aggregate bars\" in Polygon Io." canonical: "https://apiant.ai/connect/agencyzoom-to-polygon-io" --- # Connect AgencyZoom to Polygon Io When **Service Request Created** fires in [AgencyZoom](https://apiant.ai/connections/agencyzoom), your agent runs **Get aggregate bars** in [Polygon Io](https://apiant.ai/connections/polygon-io). Describe the whole flow and it is built, tested on every scenario and kept running. AgencyZoom **3** triggers AgencyZoom **23** actions Polygon Io **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyZoom and Polygon Io to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AgencyZoom can start in Polygon Io - When **Service Request Created** in AgencyZoom then **Get aggregate bars** in Polygon Io - When **Lead Stage Change** in AgencyZoom then **Get daily open/close** in Polygon Io Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AgencyZoom and Polygon Io ## Triggers and actions 3 triggers · 35 actions - Trigger **Lead Stage Change** Triggers when a lead moves into a different pipeline stage. - Trigger **Lead Status Change** Triggers when a lead's status changes (for example from New to Quoted, Won or Lost) in AgencyZoom. - Trigger **Service Request Created** Triggers when a new service request (service ticket) is created in AgencyZoom, optionally limited to tickets matching the filters you choose. - Action **Add customer** Creates a new customer in AgencyZoom with contact details, address, assigned producer and CSR, tags and custom field values. - Action **Add customer note** Adds a note to an existing customer's record in AgencyZoom. - Action **Change lead status** Changes a lead's status in AgencyZoom to Active, Won, Lost or X-Dated, optionally moving it to a pipeline stage, recording a loss reason or setting a recycle date. - Action **Complete service ticket** Completes an AgencyZoom service ticket with a resolution, optionally adding a resolution description and cancelling the ticket's related tasks. - Action **Complete task** Marks an AgencyZoom task as completed. - Action **Create a Note** Adds a note to a lead in AgencyZoom. - Action **Create Business Lead** Creates a commercial (business) lead in AgencyZoom with its business details, contact information, pipeline stage and assigned producer. - Action **Create Personal Lead** Creates a personal (individual) lead in AgencyZoom in the pipeline and stage you choose, assigned to a producer. - Action **Create Service Request** Creates a service request (service ticket) for a customer in AgencyZoom, placed in the pipeline and stage you choose. - Action **Create Task** Creates a task in AgencyZoom, optionally linked to a lead or customer and assigned to a team member. - Action **Delete customer** Deletes a customer from AgencyZoom. - Action **Delete lead** Deletes a lead in AgencyZoom, optionally deleting its linked contacts too. - Action **Find a Lead** Returns the AgencyZoom leads that match the name, email, phone, status, owner, pipeline or date criteria you supply, plus the first match on its own. - Action **Find customers** Returns the customers in your AgencyZoom agency that match the criteria you give, such as email, phone, name, policy number or assigned agent. - Action **Find Service Request** Returns the service requests (service tickets) that match the household name, policy number, status, pipeline, dates or other criteria you specify. - Action **Find tasks** Returns AgencyZoom tasks matching the criteria you choose, such as status, assignee, task type, due period, lead source or creation date range. - Action **Get customer** Returns one customer's full details, including contact information, custom fields, policies, notes, tasks and files. - Action **Get lead** Returns the full details of one AgencyZoom lead, including its contact information, pipeline stage, opportunities, quotes and custom field values. - Action **Update customer** Updates an existing AgencyZoom customer's contact details, address, assigned CSR and producer, tags and custom fields. Fields left blank are not changed. - Action **Update Lead** Updates an existing personal lead in AgencyZoom. Fields you leave blank keep the lead's current values. - Action **Update policy** Updates an existing policy in AgencyZoom, such as its carrier, premium, dates, producer and tags. - Action **Update Service Request** Updates an existing AgencyZoom service request (service ticket), including its pipeline stage, subject, category, priority, assignees, related policies, due date, tags and custom fields. - Action **Update task** Updates an existing AgencyZoom task — its title, type, due date, notes, assignee, linked lead or customer, invitees or open/completed status. - Action **Get aggregate bars** Returns aggregate price bars (open, high, low, close, volume) for a stock over a date range, in custom time windows such as 5-minute or 1-day bars. - Action **Get daily open/close** Returns the open, high, low, close, volume, pre-market and after-hours prices of a stock on a given date. - Action **Get market status** Returns the current trading status of US stock exchanges, currency markets and index groups, including whether pre-market or after-hours trading is active. - Action **Get previous close** Returns the previous trading day's open, high, low, close and volume for a stock ticker. - Action **Get RSI** Returns the relative strength index (RSI) values for a stock ticker over a chosen time window. - Action **Get SMA** Returns the simple moving average (SMA) values for a stock ticker over a time range. - Action **Get ticker details** Returns detailed reference information about a ticker and the company behind it, such as name, exchange, market cap, address and branding. - Action **List dividends** Returns historical cash dividends, with ticker, declaration, ex-dividend, record and pay dates, frequency and amount, filtered by the criteria you supply. - Action **List options contracts** Returns active or expired options contracts, filterable by underlying ticker, contract type, expiration date and strike price. - Action **List stock splits** Returns historical stock splits, with the ticker, execution date and split ratio, optionally filtered by ticker, date range or reverse splits. - Action **List ticker news** Returns the most recent news articles for a stock ticker, with a summary, publisher details, sentiment insights and a link to the original article. - Action **List tickers** Returns ticker symbols supported by Polygon (stocks, indices, forex and crypto), filtered by market, type, exchange, search text and more. ## Each app on its own - [ **AgencyZoom** AgencyZoom is a sales and automation software specifically made for P&C insurance agents.](https://apiant.ai/connections/agencyzoom) - [ **Polygon Io** REST and WebSocket API for real-time and historical stock, options, forex, crypto, and futures market data.](https://apiant.ai/connections/polygon-io) Reviews ## What our customers say ## More from AgencyZoom - [ **AgencyZoom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyzoom-to-hubspot) - [ **AgencyZoom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyzoom-to-salesforce) - [ **AgencyZoom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyzoom-to-slack) - [ **AgencyZoom to Google Sheets** Google Sheets](https://apiant.ai/connect/agencyzoom-to-google-sheets) - [ **AgencyZoom to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyzoom-to-gmail) - [ **AgencyZoom to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyzoom-to-google-calendar) ## More into Polygon Io - [ **HubSpot to Polygon Io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-polygon-io) - [ **Salesforce to Polygon Io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-polygon-io) - [ **Slack to Polygon Io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-polygon-io) - [ **Google Sheets to Polygon Io** Google Sheets](https://apiant.ai/connect/google-sheets-to-polygon-io) - [ **Gmail to Polygon Io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-polygon-io) - [ **Google Calendar to Polygon Io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-polygon-io) Questions ## AgencyZoom and Polygon Io, answered ### ### What can start an automation from AgencyZoom? Any of AgencyZoom's 3 triggers in the catalog, including Service Request Created, Lead Stage Change and Lead Status Change. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Polygon Io when something happens in AgencyZoom? Any of Polygon Io's 12 actions, including Get aggregate bars, Get daily open/close, Get market status and Get previous close. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Polygon Io to AgencyZoom? Polygon Io has no triggers in the catalog today, so automations start in AgencyZoom. If you need the other direction, ask: your agent reads Polygon Io's API documentation and adds it. ### ### Do I have to build a connector for AgencyZoom or Polygon Io? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AgencyZoom and Polygon Io without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.