Integration
Connect Vitally to Polygon Io
When Customer Created fires in Vitally, 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 Vitally 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 Vitally can start in Polygon Io
When Customer Created in Vitally
then Get aggregate bars in Polygon Io
When Custom Object Instance Created in Vitally
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 Vitally and Polygon Io
Triggers and actions 8 triggers · 31 actions
Trigger
Customer CreatedTriggers when a new account (customer) is created in Vitally.
Trigger
Custom Object Instance CreatedTriggers when a new instance of a custom object is created.
Trigger
Custom Object Instance UpdatedTriggers when an instance of a custom object is created or updated.
Trigger
Note CreatedTriggers when a new note is created in Vitally.
Trigger
NPS Response CreatedTriggers when a new NPS response is recorded in Vitally.
Trigger
Organization CreatedTriggers when a new organization is created in Vitally.
Trigger
Project CreatedTriggers when a new project is created in Vitally.
Trigger
Task CreatedTriggers when a new task is created in Vitally.
Action
Create AccountCreates an account (customer) in Vitally, identified by your own external ID.
Action
Create NoteCreates a note on an account or organization in Vitally.
Action
Create NPS ResponseRecords an NPS survey response from a user in Vitally.
Action
Create OrganizationCreates an organization in Vitally, identified by your own external ID.
Action
Create Project From TemplateCreates a project for an account or organization from a project template.
Action
Create TaskCreates a task on an account or organization in Vitally.
Action
Find a CustomerReturns a account by its Vitally ID or external ID.
Action
Find a Custom Object InstanceFinds a custom object instance by ID, external ID, linked account or a custom field value.
Action
Find a NoteReturns a note by its Vitally ID or external ID.
Action
Find a OrganizationReturns a organization by its Vitally ID or external ID.
Action
Find a TaskReturns a task by its Vitally ID or external ID.
Action
Find a TeammateFinds a Vitally team member by email address.
Action
Find a UserFinds a user by email address, external ID or email domain.
Action
Get Account Health ScoresReturns an account's health score and its breakdown.
Action
Update Customer TraitsUpdates the name or traits of a account in Vitally; traits are merged with existing ones.
Action
Update Organization TraitsUpdates the name or traits of a organization in Vitally; traits are merged with existing ones.
Action
Update Project StatusChanges a project's status in Vitally.
Action
Update TaskUpdates a task in Vitally, for example to reassign or complete it.
Action
Update User TraitsUpdates the name or traits of a user in Vitally; traits are merged with existing ones.
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 Vitally
Vitally to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Vitally to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Vitally to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
Vitally to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Vitally to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Vitally to AnthropicAnthropic builds Claude, a family of large language models.
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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
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
Vitally and Polygon Io, answered
What can start an automation from Vitally?
Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. 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 Vitally?
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 Vitally?
Polygon Io has no triggers in the catalog today, so automations start in Vitally. 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 Vitally 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 Vitally 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.