CallRail MCP by InsightfulPipe

CallRail MCP Server by Insightful Pipe

Connect CallRail to AI assistants: calls, texts, form submissions and attribution.

Part of the Insightful Pipe MCP Server Collection — use CallRail from Claude, ChatGPT, Cursor, and other AI assistants through the Model Context Protocol (MCP).

MCP Server URL

https://callrail.insightfulmcp.com/

What is CallRail MCP?

CallRail MCP is a remote Model Context Protocol server hosted by InsightfulPipe. Access call tracking data, form submissions, text messages, and analytics from your CallRail account.

Installation

Claude

1. Copy the MCP Server URL: https://callrail.insightfulmcp.com/
2. Open Claude Connectors Settings
3. Scroll to the bottom and click Add custom connector
4. Paste the URL and click Add
5. Click Connect and sign in to InsightfulPipe if asked. Claude then lists the connector as connected.

ChatGPT

Custom MCP servers are added through ChatGPT's Developer mode. Availability depends on your ChatGPT plan, and workspace admins may need to allow it.

1. Turn on Developer mode in ChatGPT settings
2. Create a new app for a remote MCP server and paste the URL: https://callrail.insightfulmcp.com/
3. Sign in to InsightfulPipe if asked. The connection finishes as soon as you are signed in.

See OpenAI's guide: Developer mode and MCP apps in ChatGPT

Claude Code

claude mcp add --transport http callrail https://callrail.insightfulmcp.com/

Cursor

Add the server to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (one project):

{
  "mcpServers": {
    "callrail": {
      "url": "https://callrail.insightfulmcp.com/"
    }
  }
}

When Cursor shows Needs authentication, click Connect and sign in to InsightfulPipe if asked.

Available Actions

61 actions: 34 read, 27 write.

Read Actions (34)

Show all 34 read actions

Action	Description
get_account	Get a specific account by ID
get_accounts	List all accounts accessible with the current API key
get_call	Get a specific call by ID
get_call_page_views	List page views associated with a specific call (session-tracked calls only)
get_call_recording	Get the recording URL for a specific call
get_call_summary	Get aggregated call summary statistics, optionally grouped by source, keywords, campaign, etc
get_call_timeseries	Get call data as a time series, with configurable interval (hour, day, week, month, year)
get_caller_id	Get a specific outbound caller ID
get_caller_ids	List all outbound caller IDs for a company
get_calls	List all calls for an account
get_companies	List all companies in an account
get_company	Get a specific company by ID
get_form_submission	Get a specific form submission by ID
get_form_submissions	List all form submissions in an account
get_form_summary	Get aggregated form submission summary statistics, optionally grouped
get_integration	Get a specific integration by ID
get_integration_filter	Get a specific integration filter by ID
get_integration_filters	List all integration filters (trigger criteria) for a company
get_integrations	List all integrations for a company
get_lead_timeline	Get the timeline of all interactions for a specific lead
get_message_flow	Get a specific message flow with all steps
get_message_flows	List all message flows in an account
get_notifications	List all notification subscriptions in an account
get_sms_thread	Get a specific SMS thread with paginated messages
get_sms_threads	List all SMS threads in an account
get_summary_email	Get a specific summary email subscription by ID
get_summary_emails	List all summary email subscriptions in an account
get_tags	List all tags in an account
get_text_message	Get a specific text message conversation with paginated messages
get_text_messages	List all text message conversations in an account
get_tracker	Get a specific tracker by ID
get_trackers	List all trackers (source trackers and keyword pools) in an account
get_user	Get a specific user by ID
get_users	List all users in an account

Write Actions (27)

Show all 27 write actions

Action	Description
bulk_update_companies	Bulk update settings across multiple companies
create_call	Create an outbound phone call
create_caller_id	Create a new outbound caller ID for verification
create_company	Create a new company in an account
create_form_submission	Create a new form submission
create_integration	Create a new webhook or custom integration for a company
create_integration_filter	Create a new integration filter (trigger criteria)
create_message_flow	Create a new message flow with steps
create_notification	Create a new notification subscription
create_summary_email	Create a new summary email subscription
create_tag	Create a new tag at the account or company level
create_tracker	Create a new source or session tracker
create_user	Create (invite) a new user to the account
send_text_message	Send a text message to a customer
set_ignored_form_fields	Set form field names to ignore when capturing form submissions
update_call	Update a call's tags, notes, value, lead status, or customer name
update_company	Update a company's settings
update_form_submission	Update a form submission's tags, notes, value, or lead status
update_integration	Update an integration's state or configuration
update_integration_filter	Update an integration filter's criteria
update_message_flow	Update a message flow's name or steps
update_notification	Update a notification subscription
update_sms_thread	Update an SMS thread's notes, tags, value, or lead qualification
update_summary_email	Update a summary email subscription
update_tag	Update a tag's name, color, or disabled status
update_tracker	Update a tracker's settings
update_user	Update a user's details or company access

Control What Your AI Can Do

You decide what AI agents can do with each connected account:

• Turn individual actions on or off for every connected account, so agents only see the actions you allow.
• Connect as Read-only or Read & Write. A read-only connection can only enable read actions.
• Destructive actions stay off by default. Actions such as deletes are disabled until an admin enables them.
• Team access per account. Restricted team members only use the accounts they are granted, with the read actions enabled on them.

Usage Examples

"How many calls did we get per source last month?"

"Show form submissions from the last 7 days"

"Which campaigns drove the most first-time callers?"

Pricing

The CallRail MCP server is included in every InsightfulPipe plan, together with all other MCP servers and the CLI. Plans start at $29.99/month, and you can try it for 7 days. See insightfulpipe.com/pricing for current plans.

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Resources

• Documentation
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Support

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• Email: [email protected]

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License

MIT License - see LICENSE for details.