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CallRail is a call tracking and analytics platform that helps businesses monitor, record, and analyze phone calls to enhance marketing effectiveness and customer interaction. It is primarily used to track call sources and measure campaign performance.
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Browse all toolsDomain knowledge for CallRail — workflow patterns, data models, and gotchas for your AI agent.
CallRail is a call tracking and analytics platform for marketers and agencies. It attributes inbound phone calls, texts, and form submissions to the marketing sources that drove them — enabling ROI analysis across paid, organic, offline, and referral channels.
All collection endpoints use offset pagination with page (1-indexed) and per_page (default 100, max 250). The calls endpoint also supports relative pagination for large datasets.
Call and conversation endpoints accept date_range presets (recent, today, last_7_days, this_month, etc.) or explicit start_date/end_date in ISO 8601 format. Data retention is 25 months — requests outside that window are rejected.
Many endpoints return a default field set. Pass a fields parameter (comma-separated) to request additional data like source, tags, transcription, call_summary, milestones, and keywords_spotted on calls.
1,000 requests/hour, 10,000 requests/day for general API calls. SMS: 150/hour, 1,000/day. Outbound calls: 100/hour, 2,000/day. HTTP 429 is returned when limits are hit.
call_flow object and a source configuration — omitting either causes a 400 error.pool_size can only be increased, never decreased.content field is limited to 140 characters.spam=true is irreversible via API.Register a phone number as an outbound caller ID. Triggers a verification call — the recipient must enter the returned validation_code on the keypad. ...
Create a new company within a CallRail account. Companies are separate entities for tracking numbers, integrations, and reporting. Useful for agencies...
Create a form submission for a company. CallRail parses phone numbers from form_data to create or find a customer record. Provide referrer/referring_u...
Create a message flow — an automated SMS workflow triggered by inbound texts. Step types: 'sms_response' (auto-reply with message, first_text flag), '...
Create a notification alert for a user. Configure which events trigger it (calls, texts), which call types (all, first call, missed/VM), delivery meth...
Initiate an outbound phone call between a business and a customer. The business_phone_number rings first; once answered, the customer_phone_number is ...
Create a summary email subscription. Configure which sections are included (statistics, top sources, keywords, call log) and delivery frequency (daily...
Create a new tag for categorizing calls, texts, and form submissions. Company-level tags require a company_id. Account-level tags (tag_level='account'...
Create a new tracking number (source or session tracker). Source trackers tie a single number to a marketing channel (billboard, Google Ads, etc.). Se...
Create a new user in the CallRail account. Sends an invitation email to set their password. Requires admin-level API key. Manager and reporting users ...
Delete an outbound caller ID. The number will no longer be available as a caller ID option for outbound calls.
Delete a message flow. Cannot delete a flow that is currently assigned to a tracker.
Delete a notification. Only the user who owns the notification (or an admin) can delete it.
Delete a summary email subscription, unsubscribing the user from future deliveries.
Permanently delete a tag. Removes it from all call flows and interactions. If you want to keep the tag on existing interactions but prevent new usage,...
Delete a user from the CallRail account. Requires admin-level API key. The user is permanently removed and loses all access.
Disable a company, which deactivates all its tracking numbers and the swap.js script. An account must have at least one active company — the last acti...
Disable a tracking number. The number will stop routing calls. Cannot disable a tracker that is used as the outbound number for form submissions.
Retrieve details for a single CallRail account by its ID. Returns the account name, HIPAA status, and outbound recording settings.
Retrieve all CallRail accounts accessible by the current API key. Returns account IDs, names, HIPAA status, and outbound recording settings. Use this ...
Retrieve full details of a single call by its ID. Returns caller info, duration, recording URL, direction, and timestamps. Request additional fields l...
Retrieve a single outbound caller ID including phone number, name, verification status, and validation code.
Retrieve all outbound caller IDs for a company. These are external phone numbers registered for use as caller ID when making outbound calls through Ca...
Retrieve a paginated list of phone calls for a CallRail account. Supports filtering by company, tracker, date range, call type, and answer status. Req...
Get aggregate call statistics for an account or company. Returns total calls, missed calls, answered calls, first-time callers, average duration, and ...
Retrieve call data as a time series grouped by date interval (hour/day/week/month/year). Returns totals and per-period breakdowns for calls, missed ca...
Retrieve all companies in a CallRail account. Companies are separate entities within an account where tracking numbers, integrations, and settings are...
Retrieve details for a single company including name, status, timezone, DNI script URL, cookie duration, and feature flags (callscore, transcripts, fo...
Retrieve a single text message conversation with its full paginated message history. Returns conversation metadata plus all messages (content, directi...
Retrieve text message conversations for a CallRail account. Returns conversations ordered by most recent message, each including up to two recent mess...
Retrieve all form submissions in a CallRail account. Form submissions are website form captures with customer data, attribution source, and marketing ...
Get aggregate form submission summary data, optionally grouped by source, campaign, keywords, referrer, landing page, form name, or company. Returns t...
Retrieve all leads (people/contacts) in a CallRail account. A lead is a person identified from calls, texts, or form submissions — with name, phone, e...
Retrieve the full timeline for a lead — every interaction (calls, form submissions, SMS, chats) and attribution milestones (first touch, lead creation...
Retrieve a single message flow with its full step configuration. Each step has a type (schedule, sms_response, tag, no_response) and links to the next...
Retrieve all message flows in a company. Message flows are automated SMS response workflows triggered when a tracking number receives an inbound text ...
Retrieve all notification configurations in a CallRail account. Notifications alert users via email, desktop, or push when calls or texts arrive. Filt...
Retrieve the website browsing history (page views) for a specific call. Shows the visitor's journey before dialing — each page they visited, the refer...
Retrieve a single SMS thread with its full paginated message history. Each message includes content, direction (incoming/outgoing), status, message ty...
Retrieve all SMS threads (text message conversations) in a CallRail account. Each thread includes customer info, tracking numbers, tags, notes, lead q...
Retrieve a single summary email subscription with its scope, frequency, configuration sections, and user.
Retrieve all summary email subscriptions. Summary emails are periodic reports sent to users with call statistics, top sources, keywords, and call logs...
Retrieve all tags in a CallRail account. Tags are labels applied to calls, form submissions, and text messages for categorization. Filter by company, ...
Retrieve details of a single tracker by ID, including its type (source/session), destination number, tracking numbers, call flow configuration, source...
Retrieve all tracking numbers (trackers) in a CallRail account. Trackers are phone numbers that route calls to a business — either source trackers (ti...
Retrieve a single user's details including email, name, role, and the companies they have access to.
Retrieve all users in a CallRail account. Returns email, name, role (admin/manager/reporting), and company access. Filter by company or search by name...
Send an outbound SMS text message to a customer. Starts a new conversation or continues an existing one. The tracking number must have SMS enabled and...
Update a call record — add notes, tags, lead status, monetary value, or customer name. Tags can be appended to existing tags with append_tags=true, or...
Update a company's settings including name, timezone, transcription, PPC override, cookie duration, and form capture. Only included fields are changed...
Update a form submission's tags, notes, monetary value, or lead status. Use append_tags=true to add tags without removing existing ones.
Update a message flow's name, starting step, or step configuration.
Update a notification's settings — delivery methods, call/SMS toggles, alert type, or scope. To change the user or scope entirely, delete and recreate...
Update an SMS thread's notes, tags, monetary value, or lead qualification status. Use append_tags=true to add tags without removing existing ones.
Update a summary email's frequency, config sections, or lead status filter. To change the user or scope, delete and recreate.
Update a tag's name, color, or enabled/disabled status. Renaming a tag changes it on every interaction it's already applied to. Disabling prevents new...
Update a tracker's settings — name, call flow, source, whisper message, SMS, swap targets, or pool size. For session trackers, pool_size can only be i...
Update a user's profile or company access. Name and email can only be changed for the user associated with the API key. Admins can update other users'...
CallRail is a call tracking and analytics platform that helps businesses monitor, record, and analyze phone calls to enhance marketing effectiveness and customer interaction. It is primarily used to track call sources and measure campaign performance. It provides 58 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/callrail. Authentication is handled automatically.
CallRail provides 58 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
CallRail uses API Key. CallRail requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect CallRail to any MCP client in minutes
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.
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