CallRail MCP

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Available Actions

61 actions available to automate your CallRail workflows.

Read Actions (34)

Get Accounts

Read

List all accounts accessible with the current API key.

Get Account

Read

Get a specific account by ID.

Get Calls

Read

List all calls for an account with filtering by date, company, tracker, tags.

Get Call

Read

Get a specific call by ID.

Get Call Summary

Read

Get aggregated call summary statistics.

Get Call Timeseries

Read

Get call data as time series (hour, day, week, month, year).

Get Call Recording

Read

Get the recording URL for a specific call.

Get Call Page Views

Read

List page views associated with a specific call.

Get Tags

Read

List all tags in an account.

Get Companies

Read

List all companies in an account.

Get Company

Read

Get a specific company by ID.

Get Form Submissions

Read

List all form submissions in an account.

Get Form Submission

Read

Get a specific form submission by ID.

Get Form Summary

Read

Get aggregated form submission summary statistics.

Get Integrations

Read

List all integrations for a company.

Get Integration

Read

Get a specific integration by ID.

Get Integration Filters

Read

List all integration filters (trigger criteria) for a company.

Get Integration Filter

Read

Get a specific integration filter by ID.

Get Notifications

Read

List all notification subscriptions in an account.

Get Caller Ids

Read

List all outbound caller IDs for a company.

Get Caller Id

Read

Get a specific outbound caller ID.

Get Sms Threads

Read

List all SMS threads in an account.

Get Sms Thread

Read

Get a specific SMS thread with paginated messages.

Get Summary Emails

Read

List all summary email subscriptions in an account.

Get Summary Email

Read

Get a specific summary email subscription by ID.

Get Text Messages

Read

List all text message conversations in an account.

Get Text Message

Read

Get a specific text message conversation with paginated messages.

Get Message Flows

Read

List all message flows in an account.

Get Message Flow

Read

Get a specific message flow with all steps.

Get Trackers

Read

List all trackers (source trackers and keyword pools) in an account.

Get Tracker

Read

Get a specific tracker by ID.

Get Users

Read

List all users in an account.

Get User

Read

Get a specific user by ID.

Get Lead Timeline

Read

Get the timeline of all interactions for a specific lead.

Write Actions (27)

Create Call

Write

Create an outbound phone call.

Update Call

Write

Update a call's tags, notes, value, lead status, or customer name.

Create Tag

Write

Create a new tag at the account or company level.

Update Tag

Write

Update a tag's name, color, or disabled status.

Create Company

Write

Create a new company in an account.

Update Company

Write

Update a company's settings.

Bulk Update Companies

Write

Bulk update settings across multiple companies.

Create Form Submission

Write

Create a new form submission.

Update Form Submission

Write

Update a form submission's tags, notes, value, or lead status.

Set Ignored Form Fields

Write

Set form field names to ignore when capturing form submissions.

Create Integration

Write

Create a new webhook or custom integration for a company.

Update Integration

Write

Update an integration's state or configuration.

Create Integration Filter

Write

Create a new integration filter (trigger criteria).

Update Integration Filter

Write

Update an integration filter's criteria.

Create Notification

Write

Create a new notification subscription.

Update Notification

Write

Update a notification subscription.

Create Caller Id

Write

Create a new outbound caller ID for verification.

Update Sms Thread

Write

Update an SMS thread's notes, tags, value, or lead qualification.

Create Summary Email

Write

Create a new summary email subscription.

Update Summary Email

Write

Update a summary email subscription.

Send Text Message

Write

Send a text message to a customer.

Create Message Flow

Write

Create a new message flow with steps.

Update Message Flow

Write

Update a message flow's name or steps.

Create Tracker

Write

Create a new source or session tracker.

Update Tracker

Write

Update a tracker's settings.

Create User

Write

Create (invite) a new user to the account.

Update User

Write

Update a user's details or company access.

How to Use This MCP Server

MCP Server URL

https://callrail.insightfulmcp.com/

Connect to Claude

1
Copy this URL:
https://callrail.insightfulmcp.com/
2Click Claude Connectors Settings to open the settings page
3Scroll to the bottom and click Add custom connector
4Paste the URL and click Add
5Click Connect on the connector to start authorization
6Click Authorize access in the browser to complete the connection

That's it! Start a new chat, open the Connectors panel, and turn on the connector to use it.

Watch Tutorial

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CallRail MCP vs Traditional Methods

See why marketers prefer MCP connectors over manual exports and API integrations.

Feature	MCP Server	Manual Export	Raw API
Natural language queries	✓	✗	✗
Real-time data access	✓	✗	✓
No coding required	✓	✓	✗
AI-powered insights	✓	✗	✗
Cross-platform analysis	✓	✗	✗
Setup time	5 minutes	Ongoing	Days/Weeks

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