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Finance & invoicing

Alpha Vantage

Give your agent live stock quotes and market data during calls. Connect Alpha Vantage.

Connect your Alpha Vantage account and your agent can look up stock prices, company fundamentals and commodity prices while it talks to a caller. Use it for investment firms, bookkeepers and finance advisers who get questions about a stock, a company's balance sheet or the price of oil or coffee. Your agent reads the latest figures from Alpha Vantage and answers in plain language. It works with 56 Alpha Vantage actions, so you can match it to the data your callers ask for.

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What your agent can do with Alpha Vantage

  • Answer caller questions about a stock's latest price and daily change
  • Read a company's annual or quarterly balance sheet and summarise it for the caller
  • Quote current Brent crude oil, copper or coffee prices from monthly, weekly or daily data
  • Share historical commodity price trends for aluminium, corn or cotton
  • Pull technical indicators for a ticker when a client asks about trends

Alpha Vantage exposes 56 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about a stock price

  1. Caller

    Hi, I want to know where Apple is trading this morning.

  2. Agent

    Sure. Let me check the latest quote for AAPL with Alpha Vantage. One moment please.

  3. Agent

    Apple is at 189.42 dollars, up 0.8 percent from yesterday's close. Would you like the day's high and low as well?

  4. Caller

    Yes, please.

  5. Agent

    Today's high is 190.10 and the low is 187.65. Anything else I can look up for you?

Balance sheet request from an adviser

  1. Caller

    This is Daniel Reyes. I need the latest annual balance sheet for Microsoft for a client review.

  2. Agent

    Of course, Daniel. I will pull the most recent annual balance sheet for MSFT now.

  3. Agent

    Total assets are about 512 billion dollars and total liabilities are about 243 billion. Shareholders' equity is about 269 billion for the fiscal year.

  4. Caller

    Can you email me the full statement?

  5. Agent

    I can send a request to your team inbox to follow up with the full statement by email. Shall I do that?

Outbound update on commodity prices

  1. Agent

    Hello, this is calling for Jamal from Northgate Foods. Do you have a minute to talk about coffee costs?

  2. Caller

    Yes, go ahead. What's the coffee price doing?

  3. Agent

    The global coffee price series shows the monthly average has risen about 6 percent over the last quarter. I can send you the monthly figures in writing.

  4. Caller

    That helps. Send them over, please.

  5. Agent

    Done. I will email the monthly coffee price table to you this afternoon. Thank you, Jamal.

How to connect Alpha Vantage

  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 Alpha Vantage

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

  3. 3

    Choose the actions

    In the agent editor, enable the Alpha Vantage 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 it work during the call or after it?

Your agent looks up Alpha Vantage data during the call, so it can answer a caller's question right away. It can also follow up after the call, for example by sending a summary to your team.

What do I need to connect Alpha Vantage?

You need an Alpha Vantage account. Copy your credentials from the Alpha Vantage settings, then sign in from the AgentCalls dashboard and add the connection under Tools. Integrations are included from the Growth plan.

Can the agent give investment advice?

No. The agent reads and reports market data such as prices and financial statements. You set the rules for what it can share and when it should pass a caller to a person.

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

Put your agent to work with Alpha Vantage.

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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