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Overview

The AlphaSense integration gives agents read-only access to the AlphaSense research corpus — broker and independent research, earnings call transcripts, SEC and international filings, expert call transcripts, investor presentations, and news. It exposes three tools:

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The intended pattern

The AlphaSense API returns document metadata only — there is no endpoint that returns document text. That shapes how agents should use it:
  1. alphasense_lookup to turn a company name into an AlphaSense company ID.
  2. alphasense_search to find relevant documents. This is free, so narrowing here costs nothing.
  3. alphasense_ask with those document IDs (document_ids) to read into them, or with corpus filters to ask a broader question.
Every search result carries a url of the form https://research.alpha-sense.com/?docid=<id>, so a user reading an agent’s answer can click straight through to the underlying document in AlphaSense. GenSearch citations are deep-linked the same way and additionally jump to the cited passage.

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Credits

GenSearch is metered against your AlphaSense license: alphasense_search and alphasense_lookup do not consume credits. Because allowances are finite, the tool descriptions steer agents toward searching first and reserve deep_research for explicit user requests.
deep_research can run longer than a single tool call waits. When that happens the tool returns a conversation_id and reports that the search is still running — the agent calls alphasense_ask again with that ID (and no prompt) to collect the answer. The credits are spent at kickoff, so resuming is always cheaper than re-asking.

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Connecting

Control Hub → Integrations → AlphaSense. Organization admins only. Five fields are required:
The connection acts as a named user. AlphaSense’s Agent API only supports the OAuth2 password grant — client_credentials is rejected — so the integration signs in as the platform user you supply. It stops working if that person leaves or resets their password. Use a dedicated service user if your license permits one.If the account has never been signed into, set the password first through AlphaSense’s forgot-password email flow, then connect.
Connecting validates the credentials by minting a real access token and running a test query, so a successful connect means the integration works end to end.

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Tool reference

Searches the corpus and returns matching documents.
  • query — keyword expression supporting boolean logic, e.g. earnings AND (margin OR pricing). Escaped quotes force an exact phrase match with smart synonyms off.
  • proximity — maximum word distance between terms (default 15).
  • companies / exclude_companies — AlphaSense company IDs (e.g. TK760026). These are not tickers; resolve them with alphasense_lookup first.
  • watchlists — watchlist IDs.
  • date_preset — LAST_24_HOURS, LAST_7_DAYS, LAST_30_DAYS, LAST_90_DAYS, LAST_6_MONTHS, LAST_12_MONTHS, LAST_18_MONTHS, LAST_2_YEARS.
  • date_from / date_to — custom ISO range; overrides date_preset.
  • doc_type_ids — document-type IDs from alphasense_lookup, e.g. 31019 (Broker & Independent Research), 21000 (Expert Transcript Library).
  • industries — GICS codes. countries — ISO 3166-1 alpha-2, uppercase.
  • document_authors, expert_perspectives, analyst_perspectives, expert_transcript_types.
  • limit (1–100, default 25) and cursor for paging.
Returns each document’s id, title, released_at, type, page_count, authors, companies, and url, plus total_count and next_cursor.

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alphasense_ask

  • prompt — the research question.
  • mode — fast, auto (default), think_longer, deep_research.
  • document_ids — ask within specific documents. Mutually exclusive with the corpus filters above; combining them returns a validation error.
  • use_web_search — blend public web results with AlphaSense sources.
  • conversation_id — with a prompt, asks a follow-up on an existing thread; without one, resumes waiting on an in-flight search.
  • max_wait_seconds — how long to wait before returning a resumable ID.
Returns answer as markdown with inline [[n • Source]] citations that link to the source documents.

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alphasense_lookup

  • resource — companies (requires keyword), source_types, or watchlists.
Company resolution is inferred from how often a company is the primary subject of documents matching the keyword, ranked best-first. It is not an authoritative company directory, so confirm the top hit is the intended company before relying on it.

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Limitations

  • Read-only. Nothing in this integration writes to AlphaSense.
  • No document text. The API exposes no content-retrieval endpoint. Use alphasense_ask with document_ids to read into a document, or open its url.
  • Document summaries are entitlement-gated and are not returned on all license tiers.
  • Source filtering is by document type only. AlphaSense’s separate sources filter silently ignores the IDs it is given, so it is deliberately not exposed — use doc_type_ids.