Intrinio (BYOK)

Intrinio (BYOK) — connector documentation

• MCP endpoint: https://byok-intrinio.connectorbay.com/mcp
• REST API: POST https://byok-intrinio.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://byok-intrinio.connectorbay.com/openapi.json
• Transport: Streamable HTTP, stateless, MCP specification 2025-06-18 or later
• Authentication: your own Intrinio Intrinio API key, sent in the X-Upstream-Key header of every request (never stored, logged or cached)
• Health: https://byok-intrinio.connectorbay.com/health · Tool schemas: https://byok-intrinio.connectorbay.com/tools.json
• Publisher: Unify Dynamics LLC · connectorbay.com/byok-intrinio · agent@connectorbay.com

What Intrinio (BYOK) is for

Intrinio (BYOK) lets an AI assistant read your own Intrinio data through the Intrinio API with a key you supply (Intrinio API key). Read-only: 12 tools (search_securities, get_security, get_stock_prices, get_realtime_price, get_latest_dividend, get_latest_earnings, search_companies, get_company, get_company_news, list_company_fundamentals, get_standardized_financials, get_company_historical_data). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api-v2.intrinio.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Intrinio. Intrinio and its logos are trademarks of their owners and are used only to say which service the connector works with.

Ask your assistant things like:

• "Find the security with ticker or name matching 'apple'"
• "What is the FIGI and listing exchange of AAPL?"
• "Show Apple's daily closing prices for January 2026"
• "What is the latest price of AAPL?"
• "When does Apple pay its next dividend?"
• "When does Apple report earnings next?"

What it does

• search_securities: Search securities by text matched against ticker and name; returns id, name, tickers, FIGI, exchange and primary-listing flag.
• get_security: Get security reference data: name, tickers, FIGI, CIK, currency, ETF and active flags, listing exchange and first and last price dates.
• get_stock_prices: Get end-of-day stock prices for a security: open, high, low, close, volume, adjusted close and change, daily or weekly to yearly.
• get_realtime_price: Get the latest stock price for a security: last trade price and time, bid, ask, day high and low and volume. Needs a plan with realtime or delayed prices.
• get_latest_dividend: Get the latest dividend record of a security: amount, currency, announcement, record and pay dates, frequency and forward yield.
• get_latest_earnings: Get the latest and next earnings dates of a security: quarter, conference call date, quarterly dates and next earnings date.
• search_companies: Search companies by text matched against ticker and name; returns id, ticker, name, LEI and CIK.
• get_company: Get a company profile: name, ticker, CIK, sector, industry, exchange, CEO, employees, headquarters, website and a business description.
• get_company_news: List recent news articles for a company with title, source, date, link, summary and sentiment. Defaults to news since yesterday.
• list_company_fundamentals: List a company's fundamentals records (statement type, fiscal year and period, dates, filing date) with the ids that get_standardized_financials needs.
• get_standardized_financials: Get the standardized financial statement lines (income statement, balance sheet or cash flow) of one fundamentals record, as data tag names with values.
• get_company_historical_data: Get the history of one financial data tag (for example marketcap or revenue) for a company over time.

BYOK key

You bring your own Intrinio Intrinio API key (https://intrinio.com/starter-plan). Your assistant sends it in the X-Upstream-Key header with each request. ConnectorBay uses it for that one call only: it is never stored, logged or cached, never shown in an answer, and it is only sent to api-v2.intrinio.com over https, with no redirects followed. Create a key with the fewest permissions the tools need (read-only if the provider offers it), and revoke it at the provider whenever you like.

Data sources

• https://docs.intrinio.com/documentation/web_api/get_security_latest_dividend_record_v2 (the API this connector calls, with a BYOK key)

Live from the Intrinio API (api-v2.intrinio.com) with a BYOK key; documentation: https://docs.intrinio.com/documentation/web_api/get_security_latest_dividend_record_v2. Endpoints checked against that documentation on 2026-10-16.

What it is not

Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Intrinio. Intrinio and its logos are trademarks of their owners and are used only to say which service the connector works with. It is read-only: it never creates, changes, sends or deletes anything in your Intrinio account.

Built for: Worldwide. Languages: English.

Intrinio (BYOK) — Privacy Policy

Effective 24 October 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.

What Intrinio (BYOK) is. Intrinio (BYOK) is a connector (an MCP server and REST API) that an AI assistant calls on your behalf to read your own Intrinio data: Read Intrinio securities, stock prices, company profiles, news, fundamentals and financial statements with your own Intrinio key. You bring your own Intrinio Intrinio API key; the assistant sends it to us with each request.

BYOK key. The key you supply is used to make the one Intrinio call you asked for. Our application does not store it, write it to a log, put it in a cache, or share it. It is sent only to api-v2.intrinio.com, over https, and is removed from any text we return to you or your assistant. We do not follow redirects with your key. If Intrinio rejects it, we say so without repeating it.

What we receive. The arguments of each tool call, the BYOK key (for that call only), the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant) and standard server logs. What Intrinio receives. The request we make on your behalf, including the key and the arguments, under Intrinio's own terms and privacy policy. Intrinio acts at your direction and is the only recipient of the data of your request besides our hosting provider.

What we return. The answer Intrinio gives for your request, trimmed to the fields the tool documents. We do not keep it: it is returned to your assistant and not stored, cached or used to train anything.

What we do not do. We do not build a profile, sell or share personal information, or keep your Intrinio data. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting access logs (IP addresses, request paths and status codes) are kept for up to 30 days for security and abuse prevention; our application adds no request headers or bodies to them.

Sub-processors. Intrinio (the API you call with a BYOK key, at your direction). Hosting: Vercel (United States regions).

Your rights. Because we store no personal data beyond short-lived logs, requests to access, correct or delete data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. Revoke your key at Intrinio at any time to end all access.

Children. Intrinio (BYOK) is a general-audience service operated by the adult using the assistant, under Intrinio's own age rules.

Changes. We will post changes here with a new effective date.

Intrinio (BYOK) — Terms of Service

Effective 24 October 2026. These terms govern use of the Intrinio (BYOK) connector ("the Service") operated by Unify Dynamics LLC ("we", "us").

1. The Service. Intrinio (BYOK) provides: Read Intrinio securities, stock prices, company profiles, news, fundamentals and financial statements with your own Intrinio key. It is accessed through an AI assistant or directly over MCP or HTTP, and is read-only.
2. Your own key, your own account. You must use your own Intrinio credentials and only access data you are allowed to access. Intrinio's terms apply to your use of Intrinio; you are responsible for complying with them, including any rate limits and permitted uses. Do not share a key you do not own.
3. Independent. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Intrinio. Intrinio and its logos are trademarks of their owners and are used only to say which service the connector works with.
4. No advice, no guarantees. Output is the data Intrinio returns, lightly trimmed; it may be incomplete, delayed or changed by Intrinio. Check important facts at the source.
5. Read-only. The Service does not create, change, send or delete anything in your Intrinio account.
6. Acceptable use. Automated use within the published rate limits is welcome. Do not use the Service to access data you are not entitled to, to circumvent Intrinio's controls, or to attack any system.
7. Availability. The Service is provided "as is" without warranty. We may change, limit or discontinue it at any time; Intrinio may change or end its API at any time.
8. Data. Our Privacy Policy describes what we process. In short: the BYOK key is used for the one call and not stored or logged.
9. Pro keys. Optional ConnectorBay Pro API keys are issued at our discretion and are separate from your Intrinio key.
10. Liability. To the fullest extent permitted by law, Unify Dynamics LLC is not liable for any loss arising from use of or reliance on the Service, including any action Intrinio takes on your account. Our total liability is limited to US $100.
11. Governing law. California law; venue in San Mateo County, California.
12. Contact. Unify Dynamics LLC · agent@connectorbay.com · https://connectorbay.com/byok-intrinio

Intrinio (BYOK) support

Email agent@connectorbay.com. We answer within two business days.

• MCP endpoint: https://byok-intrinio.connectorbay.com/mcp
• REST API: https://byok-intrinio.connectorbay.com/openapi.json
• Live status: https://byok-intrinio.connectorbay.com/health

When you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. Intrinio (BYOK) never asks for them.