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Give your phone agent live stock, forex and crypto prices from Polygon.io.

Connect Polygon.io and your agent can answer market questions during a call. It looks up current and recent prices for stocks, options, forex pairs and crypto, and reads back the figures your caller asks for. Use it for investment firms, trading education providers, fintech support lines and anyone whose callers ask what the market is doing. Your agent only reads market data. It does not place trades or give financial advice.

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What your agent can do with Polygon.io

  • Look up the latest price and daily change for a stock or ETF by ticker
  • Read recent historical closes for a ticker over a date range the caller asks for
  • Quote current forex rates and crypto prices for common pairs
  • Check the previous day's open, high, low and close during a call
  • Send the quoted figures to the caller by text or email after the call

Polygon.io exposes 60 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a stock price

  1. Caller

    Hi, what's Apple trading at right now?

  2. Agent

    Apple, AAPL, last traded at 189.42 dollars, up about 1.2 percent from yesterday's close. Would you like the day's high and low as well?

  3. Caller

    Yes, please.

  4. Agent

    Today's range so far is 187.90 to 190.15. I can text you these figures if that helps.

Caller checks a currency rate for a payment

  1. Caller

    I need to know the pound to dollar rate for a transfer I'm sending tomorrow.

  2. Agent

    The GBP to USD rate is currently 1.2715. Rates move during the day, so the rate on the day of your transfer may differ.

  3. Caller

    Got it. What was it on Monday?

  4. Agent

    On Monday the close was 1.2648. I can email you a short summary of the last five days.

Follow-up with a client after a market move

  1. Agent

    Hello Mrs. Carter, this is calling from Halden Wealth regarding your portfolio. Tesla moved sharply this afternoon, so I wanted to share the current price.

  2. Caller

    Thanks for calling. Where is it now?

  3. Agent

    TSLA is at 241.60, down about 3.4 percent from this morning's open. Would you like a meeting with your advisor to review it?

  4. Caller

    Yes, next Tuesday afternoon would work.

How to connect Polygon.io

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Polygon.io

    From Integrations in the dashboard, choose Polygon.io and enter the connection details from your Polygon.io account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Polygon.io actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent use Polygon.io during the call or after it?

During the call. When a caller asks for a price, the agent looks it up in Polygon.io and reads the figure back. It can also send a summary afterwards if you set that up.

What do I need to connect Polygon.io?

A Polygon.io account and your credentials from its settings page. Sign in to the AgentCalls dashboard, open Integrations, choose Polygon.io and enter your credentials. Integrations are included from the Growth plan.

Can the agent place trades or give investment advice?

No. The agent reads market data only. It does not place orders or recommend investments. Your team handles any advice.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Polygon.io.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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