Integration
Connect Resource Planner to Polygon Io
When New Project fires in Resource Planner, your agent runs Get aggregate bars in Polygon Io. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Resource Planner and Polygon Io to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Resource Planner can start in Polygon Io
When New Project in Resource Planner
then Get aggregate bars in Polygon Io
When New Resource in Resource Planner
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 Resource Planner and Polygon Io
Triggers and actions 2 triggers · 23 actions
Trigger
New ProjectTriggers when a new project is created in the workspace.
Trigger
New ResourceTriggers when a new resource (person) is added to the Resource Planner workspace.
Action
Create AssignmentCreates an assignment that books a resource on a project for a date range, optionally with a linked task.
Action
Create ProjectCreates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
Action
Create ResourceCreates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
Action
Delete assignmentRemoves an assignment from the Resource Planner schedule.
Action
Delete projectDeletes a project and all of its assignments.
Action
Delete resourceDeletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
Action
Find ProjectReturns the projects whose ID matches, or whose title or note contains, the search text.
Action
Find ResourceReturns the resources (people) in your workspace whose ID, name, email or note matches the search text.
Action
Update assignmentUpdates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed.
Action
Update projectUpdates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed.
Action
Update resourceUpdates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings.
Action
Get aggregate barsReturns 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/closeReturns the open, high, low, close, volume, pre-market and after-hours prices of a stock on a given date.
Action
Get market statusReturns 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 closeReturns the previous trading day's open, high, low, close and volume for a stock ticker.
Action
Get RSIReturns the relative strength index (RSI) values for a stock ticker over a chosen time window.
Action
Get SMAReturns the simple moving average (SMA) values for a stock ticker over a time range.
Action
Get ticker detailsReturns detailed reference information about a ticker and the company behind it, such as name, exchange, market cap, address and branding.
Action
List dividendsReturns historical cash dividends, with ticker, declaration, ex-dividend, record and pay dates, frequency and amount, filtered by the criteria you supply.
Action
List options contractsReturns active or expired options contracts, filterable by underlying ticker, contract type, expiration date and strike price.
Action
List stock splitsReturns historical stock splits, with the ticker, execution date and split ratio, optionally filtered by ticker, date range or reverse splits.
Action
List ticker newsReturns 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 tickersReturns ticker symbols supported by Polygon (stocks, indices, forex and crypto), filtered by market, type, exchange, search text and more.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Resource Planner
Resource Planner to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Resource Planner to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Resource Planner to StripeStripe is a payment processing platform for online businesses.
Resource Planner to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Resource Planner to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Resource Planner to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Polygon Io
HubSpot to Polygon IoHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Polygon IoSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Polygon IoSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Polygon IoGoogle Sheets
Gmail to Polygon IoGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Polygon IoGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Resource Planner and Polygon Io, answered
What can start an automation from Resource Planner?
Any of Resource Planner's 2 triggers in the catalog, including New Project and New Resource. 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 Resource Planner?
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 Resource Planner?
Polygon Io has no triggers in the catalog today, so automations start in Resource Planner. 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 Resource Planner 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 Resource Planner 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.