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Give your phone agent live market data and account context through Longbridge MCP.

Longbridge MCP connects your AgentCalls voice agent to market data, account information and portfolio data from your Longbridge account. When a client calls about their holdings or a stock price, your agent can look up the current figures and answer from them, without a human pulling up a screen. Trading and investment workflows are available within the permissions you grant. Connect Longbridge once from your AgentCalls dashboard and your agent can use it on every call.

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What your agent can do with Longbridge MCP

  • Look up current quotes and market data for stocks a caller asks about
  • Check account balances and portfolio positions during the call
  • Answer questions about holdings, performance and open orders from live records
  • Run approved investment workflows and trading operations within the permissions you set
  • Log the call summary against the client's record for your team to review

Longbridge MCP exposes 161 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Portfolio question from a client

  1. Caller

    Hi, it's Daniel Okafor. Can you tell me how my Longbridge portfolio is doing today?

  2. Agent

    Of course, Daniel. Let me pull up your portfolio. Your total value is up 0.8 percent since the open, and your largest position, Tencent, is up 1.3 percent.

  3. Caller

    And did my limit order for 200 shares of Apple go through?

  4. Agent

    It is still open at 185 dollars. It has not filled yet. Would you like me to leave it in place or cancel it?

Quote request before a call-back

  1. Caller

    Hello, I'm calling from Brightline Advisory. What is the current price of Alibaba?

  2. Agent

    Alibaba is trading at 84.20 Hong Kong dollars, down 0.6 percent on the day. Would you like the day's range as well?

  3. Caller

    Yes, and please have someone call me back at two o'clock.

  4. Agent

    The day's range is 83.10 to 85.00. I have booked a call-back for 2:00 pm with your team and added the request to your record.

Account balance check for a returning client

  1. Caller

    Hi, this is Mei Lin. I want to know my available cash balance before I place a trade.

  2. Agent

    Hello Mei. Your available cash balance is 12,450 US dollars. Your margin buying power is 24,900 dollars.

  3. Caller

    Good, thank you. That's enough for the order I want.

How to connect Longbridge MCP

  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 Longbridge MCP

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

  3. 3

    Choose the actions

    In the agent editor, enable the Longbridge MCP 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 Longbridge during the call or after it?

Both. Your agent can look up quotes, balances and positions while the caller is on the line, and it can log a summary to your records once the call ends.

What do I need to connect Longbridge?

You need an active Longbridge account and its credentials from the Longbridge settings. Sign in to the AgentCalls dashboard, open Integrations, and connect Longbridge MCP.

Which plan includes this integration?

Integrations are included from the Growth plan.

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Put your agent to work with Longbridge MCP.

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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