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CallRail
CallRail MCP
analytics
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Pull reports, find insights, and take action on CallRail.
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Available Actions

61 actions available to automate your CallRail workflows.

Read Actions (34)

CallRail

Get Accounts

Read

List all accounts accessible with the current API key.

CallRail

Get Account

Read

Get a specific account by ID.

CallRail

Get Calls

Read

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

CallRail

Get Call

Read

Get a specific call by ID.

CallRail

Get Call Summary

Read

Get aggregated call summary statistics.

CallRail

Get Call Timeseries

Read

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

CallRail

Get Call Recording

Read

Get the recording URL for a specific call.

CallRail

Get Call Page Views

Read

List page views associated with a specific call.

CallRail

Get Tags

Read

List all tags in an account.

CallRail

Get Companies

Read

List all companies in an account.

CallRail

Get Company

Read

Get a specific company by ID.

CallRail

Get Form Submissions

Read

List all form submissions in an account.

CallRail

Get Form Submission

Read

Get a specific form submission by ID.

CallRail

Get Form Summary

Read

Get aggregated form submission summary statistics.

CallRail

Get Integrations

Read

List all integrations for a company.

CallRail

Get Integration

Read

Get a specific integration by ID.

CallRail

Get Integration Filters

Read

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

CallRail

Get Integration Filter

Read

Get a specific integration filter by ID.

CallRail

Get Notifications

Read

List all notification subscriptions in an account.

CallRail

Get Caller Ids

Read

List all outbound caller IDs for a company.

CallRail

Get Caller Id

Read

Get a specific outbound caller ID.

CallRail

Get Sms Threads

Read

List all SMS threads in an account.

CallRail

Get Sms Thread

Read

Get a specific SMS thread with paginated messages.

CallRail

Get Summary Emails

Read

List all summary email subscriptions in an account.

CallRail

Get Summary Email

Read

Get a specific summary email subscription by ID.

CallRail

Get Text Messages

Read

List all text message conversations in an account.

CallRail

Get Text Message

Read

Get a specific text message conversation with paginated messages.

CallRail

Get Message Flows

Read

List all message flows in an account.

CallRail

Get Message Flow

Read

Get a specific message flow with all steps.

CallRail

Get Trackers

Read

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

CallRail

Get Tracker

Read

Get a specific tracker by ID.

CallRail

Get Users

Read

List all users in an account.

CallRail

Get User

Read

Get a specific user by ID.

CallRail

Get Lead Timeline

Read

Get the timeline of all interactions for a specific lead.

Write Actions (27)

CallRail

Create Call

Write

Create an outbound phone call.

CallRail

Update Call

Write

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

CallRail

Create Tag

Write

Create a new tag at the account or company level.

CallRail

Update Tag

Write

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

CallRail

Create Company

Write

Create a new company in an account.

CallRail

Update Company

Write

Update a company's settings.

CallRail

Bulk Update Companies

Write

Bulk update settings across multiple companies.

CallRail

Create Form Submission

Write

Create a new form submission.

CallRail

Update Form Submission

Write

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

CallRail

Set Ignored Form Fields

Write

Set form field names to ignore when capturing form submissions.

CallRail

Create Integration

Write

Create a new webhook or custom integration for a company.

CallRail

Update Integration

Write

Update an integration's state or configuration.

CallRail

Create Integration Filter

Write

Create a new integration filter (trigger criteria).

CallRail

Update Integration Filter

Write

Update an integration filter's criteria.

CallRail

Create Notification

Write

Create a new notification subscription.

CallRail

Update Notification

Write

Update a notification subscription.

CallRail

Create Caller Id

Write

Create a new outbound caller ID for verification.

CallRail

Update Sms Thread

Write

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

CallRail

Create Summary Email

Write

Create a new summary email subscription.

CallRail

Update Summary Email

Write

Update a summary email subscription.

CallRail

Send Text Message

Write

Send a text message to a customer.

CallRail

Create Message Flow

Write

Create a new message flow with steps.

CallRail

Update Message Flow

Write

Update a message flow's name or steps.

CallRail

Create Tracker

Write

Create a new source or session tracker.

CallRail

Update Tracker

Write

Update a tracker's settings.

CallRail

Create User

Write

Create (invite) a new user to the account.

CallRail

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

FeatureMCP ServerManual ExportRaw API
Natural language queries✓✗✗
Real-time data access✓✗✓
No coding required✓✓✗
AI-powered insights✓✗✗
Cross-platform analysis✓✗✗
Setup time5 minutesOngoingDays/Weeks

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