• DATA
  • ANALYSIS
  • REPORTS
  • HUMAN

How to automate market research with your AI

Connect Polygon.io to your AI client once. From there, your agent handles the data gathering for your financial models.

Ask AI about this page

Short answer

How can I automate market research with my AI?

Your AI uses Polygon.io to fetch dividend history, stock splits, and treasury yields. This gives you the raw data needed for deep financial analysis.

Research outcomes

What your research looks like

The data your agent pulls results in these specific outputs.

DATA

Clean data feeds

The AI pulls dividend and split history. You get structured numbers instead of manual lookups.

ANALYSIS

Yield comparisons

Your agent compares treasury yields against equity data. This helps you spot interest rate trends.

REPORTS

Drafted summaries

The AI organizes the fetched data into text. You get a first draft of your research report.

HUMAN

Final review

You check the numbers and the logic. The AI provides the data, but you make the final investment call.

The workflow

What your AI does when the data arrives.

The AI moves through these steps to turn a request into a finished report.

  1. Gather dividend data

    The agent looks up historical dividend payments for specific tickers.

    get_dividends

  2. Check for splits

    The AI identifies past stock splits to ensure your price analysis is accurate.

    get_splits

  3. Fetch yields

    Your agent pulls current treasury yields to provide a benchmark for risk.

    get_treasury_yields

  4. Synthesize findings

    The AI combines the dividends, splits, and yields into a single summary.

    get_dividendsget_splitsget_treasury_yields

Try it

Copy these to start.

Use these prompts to trigger the research process.

Starting points

Replace the ticker symbols and yield types with the specific assets you are tracking.

Polygon.io Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_dqPiZ3NKcmnEpDsgvwZEXUcEm8HKkvzCFRr9cX8T/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Polygon.io capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "polygonio-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dqPiZ3NKcmnEpDsgvwZEXUcEm8HKkvzCFRr9cX8T/mcp"
    }
  }
}
Copy into chat04

  • Get the dividend history for AAPL and summarize the payout trend.

  • Check for any recent stock splits for TSLA to adjust my price targets.

  • Compare current treasury yields against the dividend yields of JNJ.

  • Build a research report for MSFT using its dividend history and recent splits.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Polygon.io once, then ask.

One connection gives your AI access to the data. You can find the full technical breakdown on the Connector page.

Connect Polygon.io to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades for me?

    No. This MCP only reads market data like dividends and yields. It cannot place orders or move money.

  • 02

    Does the AI update my spreadsheets automatically?

    No. The AI provides the data and the text, but you are responsible for moving that data into your own files.

  • 03

    Can I get real-time price quotes?

    No. This specific setup is for historical dividends, splits, and treasury yields.

  • 04

    Will the AI change my existing research files?

    No. The AI only reads data from Polygon.io to generate new text in your chat window.

  • 05

    How does the AI know which ticker to look up?

    You tell the AI which ticker to use in your prompt, and it uses that to call the necessary tools.

  • More questions about Polygon.io? The Connector page answers them. See everything the Polygon.io Connector can do

Connect Polygon.io to Claude, Cursor, ChatGPT & more