Connect Metaview to Polygon Io

Both apps 44Metaview 32Polygon Io 12

• Trigger
  New Conversation

  Triggers when a new conversation is available in Metaview.

• Action
  Build chart

  Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.

• Action
  Check enrichment status

  Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.

• Action
  Create AI field

  Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.

• Action
  Create report

  Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.

• Action
  Fetch candidates

  Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.

• Action
  Find candidate's sequences

  Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.

• Action
  Get note template

  Returns a note generation template by ID for use in automating note creation.

• Action
  Get search details

  Retrieves configuration and results for a sourcing search by ID.

• Action
  Get sourcing analytics

  Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.

• Action
  Get sourcing messages

  Lists outreach messages sent in a sourcing search with pagination support.

• Action
  Get User Context

  Returns information about the connected user account and available features.

• Action
  Give sourcing feedback

  Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.

• Action
  Group conversations

  Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.

• Action
  List application reviews

  Returns a list of application reviews, optionally filtering by name or showing only active ones.

• Action
  List ATS jobs

  Returns ATS job postings, optionally filtered by job title.

• Action
  List ATS stages

  Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.

• Action
  List available fields

  Returns available data fields for reports, optionally filtered by name.

• Action
  List candidates in sequence

  Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.

• Action
  List field values

  Returns distinct values for a field across conversations, useful for building filters or dropdowns.

• Action
  List mailboxes

  Returns email mailboxes available in this Metaview workspace.

• Action
  List note template folders

  Returns folders of note templates organized in the workspace.

• Action
  List note templates

  Returns note templates available in the workspace, optionally filtered by name or with full section details.

• Action
  List sequences

  Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.

• Action
  List sourcing candidates

  Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.

• Action
  List sourcing searches

  Returns all sourcing searches with optional pagination.

• Action
  Manage candidate sequence

  Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.

• Action
  Manage note template

  Creates, updates, or deletes call note templates with customizable sections for structured note-taking.

• Action
  Manage sequence

  Creates, updates, duplicates, or deletes recruitment sequences.

• Action
  Search conversations

  Searches call conversations with optional filtering, sorting, and field selection.

• Action
  Search reports

  Searches reports by name, category, or ID with optional full configuration details.

• Action
  Send sourcing message

  Starts or continues a sourcing or research search with a message to the AI agent.

• 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.

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