CallRail MCP server for your AI

Place a REAL outbound phone call: CallRail dials business_phone_number first, then bridges the answering agent to customer_phone_number.

Get one call in full by its id.

Get the website browsing history for the visitor session that produced a call — every page they viewed, in order, with timestamps and referrers.

Get the recording for a call: a short-lived download URL for the audio plus a shareable stand-alone player URL.

Aggregate call counts for a period, optionally grouped by a marketing dimension.

Call volume over time, bucketed by hour, day, week, month or year.

List individual tracked phone calls, newest first.

Update a call's CRM fields: qualify it as a lead, set its value, add a note, apply tags, rename the customer, or mark it as spam.

Create a SESSION tracker (keyword pool): a POOL of tracking numbers, one served per website visitor, so each call can be tied back to that visitor's keywords and browsing history.

Create a SOURCE tracker: ONE tracking number dedicated to one channel — a billboard, a print ad, a Google Ads campaign, a specific referring site.

Get one tracker in full: its type, tracking number(s), destination, call flow, source rules, whisper message, swap targets and SMS setting.

List the tracking numbers (trackers) in this account: their type (source or session/keyword pool), the phone number(s) they own, the company they belong to, their call flow, source configuration, SMS capability and status.

Create a company in this account.

Get one company by id: its name, time zone, status, script URL and the feature switches (CallScore, CallScribe, external form capture, cookie/swap settings) that govern how calls to it are tracked and analysed.

List the companies in this account — the top-level containers that own trackers, calls, forms and users.

Update one company: rename it, change its time zone, or turn its tracking and analysis features on or off (CallScore lead scoring, CallScribe transcription, external form capture, PPC/landing-page source overrides, cookie duration).

Aggregate form-submission counts for a period, optionally grouped by source, keywords, campaign, referrer, landing page, form name or company.

List website form submissions captured by CallRail, newest first, with the submitted field values and their marketing attribution (source, referrer, landing page, UTMs).

List the users on this account with their name, email, role and creation date.

Qualify a form submission: set its lead status and value, add a note, or apply tags.

Create a tag.

List a company's verified Outbound Caller IDs — the external phone numbers allowed to appear as the caller when placing outbound calls through CallRail.

List the tags defined in this account, with their id, name, colour, level and status.

Rename a tag, recolour it, or disable it.

Get one text conversation with its full message history — who said what, when, and in which direction.

Get one SMS thread with its paginated message history.

List text-message conversations, each with its participants, tracking number and recent messages.

List SMS threads in the newer thread shape — the same conversations as callrail_list_conversations, but with the CRM layer (lead qualification, tags, notes, value) and a keyword search over customer name, phone number and tag.

Send a REAL SMS (or MMS) to a customer from one of your CallRail tracking numbers.

Qualify an SMS thread: set its lead status and value, add notes, apply tags.

Get the CallRail account this connection is locked to: its name, id, plan, outbound recording setting and the hard call/SMS quotas it is billed against.

Get one lead's complete interaction timeline: every call, text, form submission, chat and milestone in order, plus first-touch and last-touch attribution, the touchpoint that created and qualified the lead, tags, click ids (gclid/gbraid/wbraid/msclkid/fbclid) and any AI Convert Assist insight.

List leads — people, deduplicated across every interaction they have had with the business (calls, texts, forms, chats) rather than one row per call.

Disable a tracker and release its tracking number(s).

Update a SESSION tracker (keyword pool): rename it, grow the pool, change the call flow or which visitors it serves, adjust swap targets or the whisper message, or replace a spam-hit number in the pool.

Update a SOURCE tracker: rename it, change where calls ring or whether they are recorded (call_flow), change which traffic it serves (source), set the campaign name, whisper message or swap targets, or replace its phone number.

Apply one setting to many companies at once (currently external form capture).

Disable a company.

Record a form submission in CallRail from an external system — for forms CallRail's JavaScript does not capture itself.

Create an integration for a company — most usefully a Webhooks integration that POSTs call, text and form events to your own URLs in real time.

Create an integration filter so an integration only fires for calls that matter — for example only first-time calls over 30 seconds, or only calls already marked as good leads.

Create a message flow: an automation that responds to inbound texts on a tracking number — auto-reply, apply tags, then hand off.

Subscribe someone to recurring summary emails of call activity.

Invite a new user to the account.

Delete an integration filter.

Delete a message flow.

Unsubscribe someone from summary emails.

Remove an user from the account, revoking their access immediately.

Disable an integration so CallRail stops sending it events.

Get one integration: its type, state and full config (for a Webhooks integration, the URLs subscribed to each event).

Get one integration filter: the integration it belongs to and the tracker, call-type, duration and lead-status conditions a call must meet to be forwarded.

Get one message flow with its complete step graph.

Get one summary-email subscription: who receives it, on what schedule, for which company, and which sections it includes.

Get one user by id: name, email, role and the companies they can access.

List a company's integration filters — the rules that decide WHICH calls reach an integration (by tracker, call type, duration or lead status), so a CRM only receives real leads instead of every misdial.

List a company's integrations — webhooks and the other systems CallRail pushes call, text and form events into.

List the message flows in this account — the automations that run when a tracking number receives an inbound text (auto-replies, tagging, routing).

List summary-email subscriptions — the recurring digests of call activity CallRail emails to users.

Set which form field NAMES CallRail should stop capturing — the tool for keeping passwords, card numbers and other sensitive inputs out of CallRail.

Update an integration: activate or disable it, or change its config.

Update an integration filter's conditions — which trackers it covers, the call type, the duration bounds or the required lead status.

Update a message flow's name, entry point or steps.

Update a summary-email subscription's cadence, sections or filters.

Update an user's company access, name or email.

Create a notification rule so someone is alerted about incoming calls or texts.

Start verifying an external phone number so it can be used as the caller id on outbound calls.

Delete a notification rule.

Remove a verified Outbound Caller ID.

Permanently remove a tag and detach it from every call, text and form submission it was applied to.

Get one Outbound Caller ID: its number, name and whether verification has completed.

List the call and text notification rules on this account — who gets alerted, for which company or tracker, on which call types, and through which channels (email, desktop, mobile push).

Update a notification rule — change its scope, which call types trigger it, or which channels it uses.

List the CallRail account this connection is locked to.