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CallRail MCP server

by pghdma·io.github.pghdma/callrail-mcp·v1.3.1·2 stars

CallRail REST API v3: 57 tools for calls, leads, trackers, tags, users, and agency reporting.

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2 stars227 downloads/wk

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CallRail MCP tools (57, 22 write)

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

  • add_call_tags

    Append tags to a call WITHOUT replacing existing ones.

  • bulk_update_callswrite action

    Apply the same update to every call matching a filter.

  • call_eligibility_check

    Audit whether a specific call is/was eligible to count as a Google Ads conversion. Useful for "where did my conversion go" debugging.

  • call_stats

    Server-side call aggregation via CallRail's /calls/summary.json.

  • call_summary

    Summarize calls over a date window.

  • call_timeseries

    Call volume over time via CallRail's /calls/timeseries.json. One request for a trend line instead of client-side bucketing.

  • compare_periods

    Compare current N-day window vs the previous N-day window.

  • create_companywrite action

    Create a new company (client) under the account.

  • create_form_submissionwrite action

    Manually create a form submission (e.g. backfill an offline lead).

  • create_notificationwrite action

    Create a notification rule (who gets pinged on which event).

  • create_outbound_callwrite action

    Place an outbound call. THIS ACTUALLY DIALS REAL PHONES.

  • create_tagwrite action

    Create a new tag, scoped to one company or to the whole account.

  • create_trackerwrite action
  • create_userwrite action

    Invite a new user. CallRail emails them an account-creation link.

  • delete_companywrite action

    Soft-delete a company. Status flips to 'disabled', records retained.

  • delete_notificationwrite action

    Delete a notification rule. The rule is gone. To keep but mute it, prefer `update_notification(send_email=False, send_desktop=False, send_push=False)`.

  • delete_tagwrite action

    Delete a tag definition from the account. Removes it from any calls or form submissions that had it applied.

  • delete_trackerwrite action

    Delete (disable) a tracker. Soft-removes it from active trackers; the tracker keeps its call history but stops receiving new calls. The underlying phone number is released.

  • delete_userwrite action

    Remove a user from the account.

  • form_stats

    Server-side form-submission totals via /forms/summary.json.

  • get_call

    Get full detail for a specific call.

  • get_call_page_views

    Get the visitor's page-view history behind a call: which pages they browsed (with timestamps) before and around dialing. Pairs with `call_eligibility_check` for conversion debugging: shows the actual session journey that led to the call.

  • get_call_recording

    Get the recording URL for a call. CallRail documents the link as good for at least 24 hours but not guaranteed forever; HIPAA accounts receive a temporary URL that expires in about 24 hours. Play or download it promptly rather than storing the link.

  • get_call_transcript

    Get the transcript and conversation-intelligence fields for a call.

  • get_company

    Get full detail for one company.

  • get_form_submission

    Get full detail for one form submission, including all submitted field data.

  • get_integration

    Get full detail for one integration.

  • get_lead_timeline

    Get a lead's full cross-channel activity timeline: every call, form submission, and text thread from that person in one response, with first-touch/last-touch attribution.

  • get_sms_thread

    Get one SMS thread's lead-management record (notes, value, tags, lead_qualification, state). For the message transcript itself use `get_text_message` with the conversation id.

  • get_tag

    Get full detail for one tag.

  • get_text_message

    Get full detail for one SMS conversation, including all messages.

  • get_tracker

    Get full detail for a specific tracker.

  • get_user

    Get full detail for one user on the account.

  • list_accounts

    List CallRail accounts accessible to this API key.

  • list_calls
  • list_companies

    List companies (client businesses) under a CallRail account.

  • list_form_submissions

    List form submissions captured by CallRail's Form Tracking. Paginated. Filterable by company and date window.

  • list_integrations

    List integrations attached to one company (GMB, Google Ads, Facebook, Slack, Webhooks, etc.).

  • list_leads

    List leads (unique people) across calls, forms, and texts.

  • list_notifications

    List notification rules on the account.

  • list_sms_threads

    List SMS threads. Unlike `list_text_messages` (conversation transcripts), threads carry the lead-management surface: `notes`, `value`, `tags`, `lead_qualification`, `state`. Threads are UPDATABLE via `update_sms_thread`.

  • list_tags

    List all tags in the account, or filtered to one company.

  • list_text_messages

    List SMS/text message conversations sent to or received via CallRail trackers. Paginated. Filterable by company and date window.

  • list_trackers

    List tracking phone numbers (trackers). Each tracker maps a pool of phone numbers to a traffic source (Google Ads, Organic, Direct, etc.).

  • list_users

    List users on the account. Paginated.

  • remove_call_tagswrite action

    Remove specific tags from a call (case-sensitive on tag name).

  • search_calls_by_number

    Find calls from/to a specific phone number. Matches on the last 10 digits of the stored `customer_phone_number` so any format works.

  • spam_detector

    Heuristically identify likely-spam calls and (optionally) tag them.

  • update_callwrite action

    Update an existing call: notes, tags, spam flag, customer name, lead status.

  • update_companywrite action

    Update mutable settings on a company. Pass None to leave a field unchanged; only fields with explicit values are sent in the PUT body.

  • update_form_submissionwrite action

    Update an existing form submission: note, tags, value, lead status.

  • update_notificationwrite action

    Update a notification rule. Pass None to leave a field unchanged; only fields with explicit values are sent in the PUT body.

  • update_sms_threadwrite action

    Update an SMS thread's lead-management fields. This is the texting equivalent of `update_call`. Closes the gap where texting leads couldn't be tagged / noted / qualified via API.

  • update_tagwrite action

    Rename, recolor, disable or re-enable a tag.

  • update_trackerwrite action

    Update a tracker's mutable settings: name, whisper, SMS, swap targets, campaign name, and the basic call flow (destination, recording, greeting).

  • update_userwrite action

    Update a user's name or company access. Pass None to leave unchanged.

  • usage_summary

    Per-company cost-attribution summary for the current cycle.

Public scan report

scanner v0.1.10 · 2026-10-15 · same rubric, same numbers if you re-run it

no findings
  • Code scan5 source files scanned25/25
  • –Live reliabilityno gateway calls yet and no remote to proben/a
  • –Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 6 days ago15/15
  • Maintainer identityregistry namespace matches repository owner6/10
Overall 80/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How CallRail MCP compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
80/100
higher than 60% of 48,243 servers
Tools
57
the typical server has 7
Tools that change things
39%
typical: 0%. Fewer write tools means less an agent can break
GitHub stars
2
more than 75% of 28,706 servers
Downloads a week
227
more than 77% of 12,306 servers with a package

What its tools let an agent do: 34 read · 8 create · 9 change · 6 delete

Release history: 3 versions in the registry since 2026-09-07, latest 2026-10-09, typically one every 28 days.

Install CallRail MCP in Claude Code, Cursor or VS Code

claude mcp add callrail-mcp -- uvx callrail-mcp
Add to Cursor

What the publisher says

From the CallRail MCP repository's README, as published. We do not edit it. Read it on GitHub

<!-- mcp-name: io.github.pghdma/callrail-mcp -->

callrail-mcp

A Model Context Protocol server that exposes the CallRail REST API v3 to any MCP-compatible client (Claude Code, Claude Desktop, Cursor, and others).

Created by Steve Japalucci, founder of Pittsburgh Digital Marketing Agency (PGHDMA).

Works with both major versions of the MCP Python SDK (1.x and 2.x).

What you can ask your assistant to do

Once installed, any MCP-aware assistant can answer things like:

Reporting

  • "Pull last week's calls for Alan Construction, grouped by source"
  • "Show me every missed call this month"
  • "Find any calls from 412-555-1234 across all clients in the last 90 days"
  • "Get the transcript for call CAL019abc..."

Agency cost attribution

  • "Why is my CallRail bill $174? Break it down by client"
  • "Which client is the biggest minute user this cycle?"

Conversion debugging

  • "Why didn't this call convert in Google Ads? CAL019..."
  • "Is this 58-second call eligible to count as a Google Ads conversion?"

Lead management

  • "Show me everything this person has ever done: calls, forms, texts"
  • "Tag this SMS thread as a qualified lead and add a note"

Tag and tracker management

  • "Tag this call as 'lead' and add a note"
  • "Provision a new Google Ads call-extension tracker for Renaissance in area code 412" (requires confirm_billing=True, costs about $3/mo)

Installation

# Recommended: pipx for an isolated CLI install
pipx install callrail-mcp

# Or with pip
pip install callrail-mcp

To install from source (latest unreleased):

pipx install git+https://github.com/pghdma/callrail-mcp.git

Auth

Get an API key at Settings > API Keys in your CallRail account. You need Account Admin permission to create one.

Provide it one of two ways:

Option 1: environment variable (recommended for most setups)

export CALLRAIL_API_KEY="your_key_here"

Option 2: key file

mkdir -p ~/.config/callrail
echo "your_key_here" > ~/.config/callrail/api-key.txt
chmod 600 ~/.config/callrail/api-key.txt

Or override with CALLRAILAPIKEY_FILE=/path/to/key.txt.

Configure your MCP client

Claude Code / Claude Desktop (~/.claude.json or claudedesktopconfig.json)

{
  "mcpServers": {
    "callrail": {
      "command": "callrail-mcp",
      "env": {
        "CALLRAIL_API_KEY": "your_key_here"
      }
    }
  }
}

If you installed via pipx, callrail-mcp will be on your PATH automatically. Otherwise, point command at the full path to the executable.

Cursor and other clients

The server speaks standard MCP stdio. Any client that supports stdio MCP servers will work; just run callrail-mcp as the command.

Available tools

57 tools total, covering roughly 95% of CallRail's REST API v3 surface: read tools, write tools, tracker provisioning, agency aggregation, account management, notifications, integrations discovery, outbound calls, offline-lead backfill, leads and cross-channel timelines, SMS-thread lead management, and server-side analytics.

Read tools

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

CallRail MCP: common questions

Is CallRail MCP server safe?
Mostly: it is graded B (80/100). Read the CallRail MCP safety report
How do I install CallRail MCP?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does CallRail MCP need an API key?
Yes. The registry entry asks for CALLRAIL_API_KEY.
Is CallRail MCP maintained?
The last commit was 27 days ago (2026-10-09). The latest release is v1.3.1.
How does CallRail MCP compare with other MCP servers?
safety score 80/100 (higher than 60% of 48,243 servers); tools 57 (the typical server has 7); tools that change things 39% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.