Log Alpaca order fills to a ClickUp list
A Alpaca + ClickUp agent flow
An order fills in Alpaca and the record sits in the brokerage history, fine for an audit but invisible to whatever process the team runs in ClickUp, a trade journal, a review queue, a reconciliation list. Someone running a systematic strategy wants each fill to leave a card they can annotate and check off. The agent reads activity records with get_account_activities, finds the fills since the last run, and writes a ClickUp task per fill with create_task. Alpaca answers the agent's call rather than pushing, so the read runs on a schedule, after the close or hourly, and only fills the agent hasn't logged become tasks.
The flow
get_account_activitiesReturns account activity records such as fills and transfers.
create_taskCreates a new task in a specific list with name, description, assignees, due date, and priority.
Step by step
- Pick the activity type and the list
Decide which activities the agent logs, fills in particular, and point it at a ClickUp list that serves as your trade journal or review queue.
- Read the activities
The agent calls get_account_activities, reading each record's type, and for fills the symbol, side, quantity, price, and the time it filled.
- Find new fills
Track the activity IDs from the prior run. Create tasks only for fills not yet logged, so re-reading the window doesn't duplicate the journal.
- Write the ClickUp task
For each new fill the agent calls create_task with a name like 'BUY 100 AAPL @ 187.20', a description holding the full fill detail and time, so each trade is a card someone can review and annotate.
Tell your agent
Every hour during market hours, read Alpaca account activities and keep the fills. For any fill not already logged, create a ClickUp task in the Trade Journal list named '<side> <qty> <symbol> @ <price>' with a description holding the symbol, side, quantity, price, and fill time. Don't log a fill you've already created a task for.
Setup
This flow needs both servers connected to your agent. Follow each install guide:
Worth knowing
- get_account_activities returns several activity types, fills, transfers, dividends. Filter to the fill type so the journal isn't littered with cash movements unless you want them.
- A large order can fill in several partial fills, each its own activity record. Decide whether the agent logs each partial as a task or aggregates by order, or the journal will show many small cards for one intended trade.
- create_task writes one task per call into a list by ID, so on a busy day the agent loops the new fills; cap the first backfill so it doesn't create a task for every historical fill at once.
Questions
- Does this place or modify trades?
- No. It only reads completed activity with get_account_activities and writes a record to ClickUp. It never calls an order tool, so the journal is read-only with respect to your account.
- Can it log partial fills separately?
- Yes. Each partial fill is its own activity record, so the agent can create a task per record, or you can have it group records by order ID and write one task per order.