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Let your agent check positions, orders and watchlists for Alpaca while it's on the phone.

Connect Alpaca to AgentCalls with your own credentials from Alpaca's settings. During a call, your agent can look up account and position details, check open orders, add symbols to a watchlist, and cancel orders when you ask it to. Clients get accurate answers from your live account, and you stay in control of what the agent is allowed to change.

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What your agent can do with Alpaca

  • Look up account status, open positions and open orders during a call
  • Add a symbol to an existing watchlist, or create a new watchlist on the spot
  • Cancel open orders for an account when a client asks for it
  • Send a follow-up summary to the client after the call ends

Alpaca exposes 100 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client checks a position

  1. Caller

    Hi, this is Daniel Reyes. Can you tell me where my Apple position stands today?

  2. Agent

    Of course, Daniel. You hold 40 shares of AAPL, with an average cost of $182.30. It's currently trading slightly higher, so the position is up about 3 percent. Would you like anything else on it?

  3. Caller

    No, that's fine. Thanks.

  4. Agent

    You're welcome. I'll send a short summary to your email now.

Adding a stock to a watchlist

  1. Caller

    I'd like to start tracking Nvidia. Can you add it to my tech watchlist?

  2. Agent

    Sure. I'll add NVDA to your Tech Watch list. Would you like me to set anything else up for it?

  3. Caller

    No, just that one for now.

  4. Agent

    Done. NVDA is now on your Tech Watch list.

Cancelling open orders

  1. Caller

    This is Priya Shah. I placed a limit order on Tesla this morning and I want to cancel it.

  2. Agent

    I can see one open order for TSLA, a limit buy of 15 shares at $240. Do you want me to cancel it?

  3. Caller

    Yes, please cancel it.

  4. Agent

    The order is cancelled. You'll receive a confirmation by email shortly.

How to connect Alpaca

  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 Alpaca

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

  3. 3

    Choose the actions

    In the agent editor, enable the Alpaca 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 Alpaca work during the call or only afterwards?

Your agent uses Alpaca during the call. It can look up live details and make the changes you allow, then confirm the result to the caller before the call ends.

What do I need to connect Alpaca?

You need an Alpaca account and your own credentials from Alpaca's settings. Sign in to the AgentCalls dashboard, open Integrations, and add Alpaca with those credentials.

Which plan includes this integration?

Integrations, including Alpaca, are included from the Growth plan.

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Put your agent to work with Alpaca.

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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