CallRail MCP connector

What agents can do

The server has 61 actions (34 read, 27 write).

• Calls: get_calls with filters, get_call, get_call_recording for recording links, get_call_page_views for session-tracked calls, get_call_summary grouped by source, keywords, campaign, referrer, landing page or company, and get_call_timeseries by hour, day, week, month or year.
• Forms and texts: get_form_submissions, get_form_summary, get_sms_threads, get_text_messages and get_lead_timeline.
• Account setup: get_accounts, get_companies, get_trackers, get_tags, get_users, get_integrations, get_notifications, get_summary_emails, get_message_flows and get_caller_ids.
• Lead updates: update_call, update_form_submission and update_sms_thread for tags, notes, values and lead status.
• Outbound contact: send_text_message sends a real SMS and create_call starts a real outbound call.
• Configuration: create and update companies, trackers, tags, users, integrations and integration filters, notifications, summary emails, message flows and caller IDs, for example create_tracker, create_user and bulk_update_companies.

See the full action list.

Before you connect

• A CallRail API key. Find it in CallRail under Settings > API > API Access.
• An InsightfulPipe workspace with a brand for the account. Owners, admins and operators can add connections.

Connect CallRail

1. In the InsightfulPipe app, open Connectors, choose CallRail and click Connect.
2. Paste your key into API Key and click Test & Connect.
3. Under Select which CallRail account to connect:, choose the account.
4. Click Connect Account.

Add the MCP server to your AI client

Server URL: https://callrail.insightfulmcp.com/ and server name: callrail-mcp.

• Claude: open Claude Connectors Settings, scroll to the bottom and click Add custom connector, paste the URL, click Add, then click Connect.
• ChatGPT: in ChatGPT Security Settings turn on Developer mode, click Create on the Connectors page, paste the URL, click Create, then click Connect. Turn the connector on in each new chat with + → More.
• Claude Code: run claude mcp add --transport http callrail-mcp https://callrail.insightfulmcp.com/, then type /mcp, select callrail-mcp and click Authenticate.
• Cursor: in the app, open MCP Servers, choose CallRail and click Install CallRail MCP, click Open Cursor then Install, then click Connect and Open.
• Gemini CLI: run gemini mcp add --transport http callrail-mcp https://callrail.insightfulmcp.com/, then /mcp auth callrail-mcp.
• Codex CLI: run codex mcp add callrail-mcp --url https://callrail.insightfulmcp.com/; authorization starts automatically.

Each client opens a browser window where you log in to InsightfulPipe and click Authorize access. Step-by-step guides: Claude, ChatGPT, Claude Code, Cursor, Gemini CLI and Codex CLI. To reach every connected platform through one server, use the unified server.

Permissions and safety

• CallRail connections have no Read Only mode, and no CallRail action is classified as destructive. Every write action is on for a new connection.
• That includes create_call, which starts real outbound calls, send_text_message, which sends real SMS, and create_user, which adds users to your CallRail account. Turn off the actions agents should not use in Configure actions for this account right after connecting.
• There are no delete actions.
• Write actions need the Owner, Administrator or Operator role. Members with the User role only get the enabled read actions on accounts granted to them.

Limits

• Each connection is one CallRail account. To connect another account, add a new connection and select it.
• Recordings are returned as links. There is no dedicated action for call transcripts.
• Long lists are paged.
• CallRail API rate limits apply, and the server retries when CallRail asks it to slow down.

Example prompts

• "Using CallRail, how many calls did each source drive last month?"
• "Show daily call volume for the last 30 days."
• "Which keywords brought in the most calls this quarter?"
• "Tag these three calls as Qualified and set their value to 500."

Troubleshooting

• Test & Connect fails: copy the key again from Settings > API > API Access in CallRail and check it hasn't been revoked.
• The account you need isn't in the list: check that the API key was created by a CallRail user with access to that account.
• "This action is disabled for this connected account. An owner or admin must enable it for the account.": an owner, admin or operator can enable it in Configure actions for this account.
• "Your role does not have permission to execute write actions. Only operators, admins, and owners can execute write operations.": ask a workspace admin for the Operator role or higher.

FAQ

Can I make a CallRail connection read-only?

Not with a connection setting. Owners, admins and operators can turn off every write action for the account in Configure actions for this account, which leaves agents with read actions only.

Can an agent call or text my customers?

Yes, if create_call or send_text_message is enabled, and both are on for new connections. Turn them off unless you want agents to contact people.

Can I connect several CallRail accounts?

Yes. Each account you select becomes its own connection and counts as one connection on your plan.

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