Analytics

CallRail MCP Server

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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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SKILL.md

Domain knowledge for CallRail — workflow patterns, data models, and gotchas for your AI agent.

CallRail

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.

Entity Hierarchy

  • Account — top-level container. Discover your account ID first, as every other endpoint requires it in the URL path.
  • Company — a business entity within an account. Tracking numbers, integrations, tags, and reports are scoped to a company. Agencies typically create one company per client.
  • Tracker — a phone number that routes calls and (optionally) SMS to the business.
    • Source tracker: a single number tied to one marketing channel (billboard, Google Ads, etc.).
    • Session tracker: a pool of numbers served to website visitors for per-session attribution.
  • Call — an inbound or outbound phone call with metadata (caller info, duration, recording, attribution).
  • Conversation / SMS Thread — a text-message thread between a customer and a tracking number. SMS threads provide notes, tags, value, and lead qualification per thread.
  • Form Submission — a website form capture with customer data, attribution source, and marketing campaign info. Forms can be summarized by source, campaign, or company.
  • Lead — a person identified from calls, texts, or forms. Lead timelines show every interaction and attribution milestone (first touch, lead creation, qualification, last touch).
  • Tag — a label applied to calls, texts, or forms for categorization. Tags can be company-level or account-wide.
  • Notification — an alert configuration that sends email, desktop, or push notifications when calls or texts arrive.
  • Summary Email — a periodic report subscription (daily/weekly/monthly) with configurable sections (statistics, top sources, keywords, call log).
  • Message Flow — an automated SMS response workflow triggered by inbound texts, with schedule-based branching, auto-replies, and tagging steps.
  • Outbound Caller ID — an external phone number registered and verified for use as caller ID on outbound calls.
  • User — a person with access to the account (admin, manager, or reporting role).

Pagination

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.

Date Filtering

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.

Field Selection

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.

Key Workflows

  • Discover structure: get accounts → get companies → get trackers to understand the tracking setup.
  • Analyze performance: get call summary grouped by source, campaign, or company to see which channels convert. Use time series for trend charts over date ranges.
  • Audit calls: get calls with filters (date range, call type, lead status) and extra fields (transcription, tags, milestones) for quality review. View page views for a call to see the visitor's website journey before calling.
  • Manage tags: create, update, or delete tags, then apply them to calls via update call.
  • Outbound engagement: create outbound calls to connect a business agent with a customer, or send text messages.
  • Provisioning: create/update companies, trackers (source or session), and users to set up new clients or campaigns.
  • Form tracking: list and create form submissions, update with tags/notes/lead status, and summarize form data grouped by source or campaign.
  • Lead intelligence: list all leads and retrieve full lead timelines with every interaction (calls, texts, forms, chats) and attribution milestones.
  • SMS management: list SMS threads, view full message history, update thread notes/tags/value. Build message flows for automated text responses with schedule-based branching.
  • Alerts: create, update, and delete notification rules for email, push, or desktop alerts on calls and texts.
  • Reporting: manage summary email subscriptions (daily/weekly/monthly) with configurable report sections.
  • Outbound caller ID: register and verify external phone numbers for use as caller ID on outbound calls.

Rate Limits

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.

Gotchas

  • Tracker creation requires both a call_flow object and a source configuration — omitting either causes a 400 error.
  • Session tracker pool_size can only be increased, never decreased.
  • Disabling a company deactivates all its tracking numbers and the swap.js script.
  • The last active company in an account cannot be disabled.
  • Text messages require 10DLC compliance registration. The content field is limited to 140 characters.
  • Marking a call as spam=true is irreversible via API.
  • IDs are string-prefixed (ACC, COM, TRK, CAL, USR, PER) — always pass them as strings.

Tools in this Server (58)

Callrail Create Caller Id

Register a phone number as an outbound caller ID. Triggers a verification call — the recipient must enter the returned validation_code on the keypad. ...

Callrail Create Company

Create a new company within a CallRail account. Companies are separate entities for tracking numbers, integrations, and reporting. Useful for agencies...

Callrail Create Form Submission

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...

Callrail Create Message Flow

Create a message flow — an automated SMS workflow triggered by inbound texts. Step types: 'sms_response' (auto-reply with message, first_text flag), '...

Callrail Create Notification

Create a notification alert for a user. Configure which events trigger it (calls, texts), which call types (all, first call, missed/VM), delivery meth...

Callrail Create Outbound Call

Initiate an outbound phone call between a business and a customer. The business_phone_number rings first; once answered, the customer_phone_number is ...

Callrail Create Summary Email

Create a summary email subscription. Configure which sections are included (statistics, top sources, keywords, call log) and delivery frequency (daily...

Callrail Create Tag

Create a new tag for categorizing calls, texts, and form submissions. Company-level tags require a company_id. Account-level tags (tag_level='account'...

Callrail Create Tracker

Create a new tracking number (source or session tracker). Source trackers tie a single number to a marketing channel (billboard, Google Ads, etc.). Se...

Callrail Create User

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 ...

Callrail Delete Caller Id

Delete an outbound caller ID. The number will no longer be available as a caller ID option for outbound calls.

Callrail Delete Message Flow

Delete a message flow. Cannot delete a flow that is currently assigned to a tracker.

Callrail Delete Notification

Delete a notification. Only the user who owns the notification (or an admin) can delete it.

Callrail Delete Summary Email

Delete a summary email subscription, unsubscribing the user from future deliveries.

Callrail Delete Tag

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,...

Callrail Delete User

Delete a user from the CallRail account. Requires admin-level API key. The user is permanently removed and loses all access.

Callrail Disable Company

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...

Callrail Disable Tracker

Disable a tracking number. The number will stop routing calls. Cannot disable a tracker that is used as the outbound number for form submissions.

Callrail Get Account

Retrieve details for a single CallRail account by its ID. Returns the account name, HIPAA status, and outbound recording settings.

Callrail Get Accounts

Retrieve all CallRail accounts accessible by the current API key. Returns account IDs, names, HIPAA status, and outbound recording settings. Use this ...

Callrail Get Call

Retrieve full details of a single call by its ID. Returns caller info, duration, recording URL, direction, and timestamps. Request additional fields l...

Callrail Get Caller Id

Retrieve a single outbound caller ID including phone number, name, verification status, and validation code.

Callrail Get Caller Ids

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...

Callrail Get Calls

Retrieve a paginated list of phone calls for a CallRail account. Supports filtering by company, tracker, date range, call type, and answer status. Req...

Callrail Get Call Summary

Get aggregate call statistics for an account or company. Returns total calls, missed calls, answered calls, first-time callers, average duration, and ...

Callrail Get Call Timeseries

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...

Callrail Get Companies

Retrieve all companies in a CallRail account. Companies are separate entities within an account where tracking numbers, integrations, and settings are...

Callrail Get Company

Retrieve details for a single company including name, status, timezone, DNI script URL, cookie duration, and feature flags (callscore, transcripts, fo...

Callrail Get Conversation

Retrieve a single text message conversation with its full paginated message history. Returns conversation metadata plus all messages (content, directi...

Callrail Get Conversations

Retrieve text message conversations for a CallRail account. Returns conversations ordered by most recent message, each including up to two recent mess...

Callrail Get Form Submissions

Retrieve all form submissions in a CallRail account. Form submissions are website form captures with customer data, attribution source, and marketing ...

Callrail Get Form Summary

Get aggregate form submission summary data, optionally grouped by source, campaign, keywords, referrer, landing page, form name, or company. Returns t...

Callrail Get Leads

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...

Callrail Get Lead Timeline

Retrieve the full timeline for a lead — every interaction (calls, form submissions, SMS, chats) and attribution milestones (first touch, lead creation...

Callrail Get Message Flow

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...

Callrail Get Message Flows

Retrieve all message flows in a company. Message flows are automated SMS response workflows triggered when a tracking number receives an inbound text ...

Callrail Get Notifications

Retrieve all notification configurations in a CallRail account. Notifications alert users via email, desktop, or push when calls or texts arrive. Filt...

Callrail Get Page Views

Retrieve the website browsing history (page views) for a specific call. Shows the visitor's journey before dialing — each page they visited, the refer...

Callrail Get Sms Thread

Retrieve a single SMS thread with its full paginated message history. Each message includes content, direction (incoming/outgoing), status, message ty...

Callrail Get Sms Threads

Retrieve all SMS threads (text message conversations) in a CallRail account. Each thread includes customer info, tracking numbers, tags, notes, lead q...

Callrail Get Summary Email

Retrieve a single summary email subscription with its scope, frequency, configuration sections, and user.

Callrail Get Summary Emails

Retrieve all summary email subscriptions. Summary emails are periodic reports sent to users with call statistics, top sources, keywords, and call logs...

Callrail Get Tags

Retrieve all tags in a CallRail account. Tags are labels applied to calls, form submissions, and text messages for categorization. Filter by company, ...

Callrail Get Tracker

Retrieve details of a single tracker by ID, including its type (source/session), destination number, tracking numbers, call flow configuration, source...

Callrail Get Trackers

Retrieve all tracking numbers (trackers) in a CallRail account. Trackers are phone numbers that route calls to a business — either source trackers (ti...

Callrail Get User

Retrieve a single user's details including email, name, role, and the companies they have access to.

Callrail Get Users

Retrieve all users in a CallRail account. Returns email, name, role (admin/manager/reporting), and company access. Filter by company or search by name...

Callrail Send Text

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...

Callrail Update Call

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...

Callrail Update Company

Update a company's settings including name, timezone, transcription, PPC override, cookie duration, and form capture. Only included fields are changed...

Callrail Update Form Submission

Update a form submission's tags, notes, monetary value, or lead status. Use append_tags=true to add tags without removing existing ones.

Callrail Update Message Flow

Update a message flow's name, starting step, or step configuration.

Callrail Update Notification

Update a notification's settings — delivery methods, call/SMS toggles, alert type, or scope. To change the user or scope entirely, delete and recreate...

Callrail Update Sms Thread

Update an SMS thread's notes, tags, monetary value, or lead qualification status. Use append_tags=true to add tags without removing existing ones.

Callrail Update Summary Email

Update a summary email's frequency, config sections, or lead status filter. To change the user or scope, delete and recreate.

Callrail Update Tag

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...

Callrail Update Tracker

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...

Callrail Update User

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'...

Frequently Asked Questions

What is the CallRail MCP server?

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).

How do I connect CallRail to my AI agent?

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.

How many tools does CallRail provide?

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.

What authentication does CallRail require?

CallRail uses API Key. CallRail requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect CallRail to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/callrail

What is MCP?

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.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

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CallRail MCP Server & Skill — 58 Tools