create_call
ChatGPTCreate (initiate) an outbound call from a CallRail account. The business_phone_number is dialed first; once answered, the customer_phone_number is connected. Only US and Canadian numbers are supported.
Overview
Give Claude access to your CallRail account, to analyze interaction data, manage your data and configuration, and know what marketing is working for you.
Tools
create_company
ChatGPTCreate a new company within a CallRail account.
create_feedback
ChatGPTLog feedback for the MCP service operators. Use this when you or the user you are acting on behalf of has feedback about the MCP service or the CallRail API.
create_session_tracker
ChatGPTCreate a session tracker that allocates a pool of tracking numbers to dynamically attribute website visitors to their traffic source. Use this when you want different tracking numbers shown to different visitors based on how they arrived (Google Ads, organic search, specific landing pages, etc.). For a single offline or fixed source like a billboard, use create_source_tracker instead.
create_source_tracker
ChatGPTCreate a source tracker that assigns a single tracking phone number to a specific traffic source. Use this for offline campaigns (billboards, TV, print, direct mail) or to track a specific online source (a referrer site, a paid search campaign, a landing page). For dynamically attributing website visitors across multiple sources, use create_session_tracker instead.
create_tag
ChatGPTCreate a tag within a CallRail account. Tags can be scoped to a company or to the entire account.
create_user
ChatGPTCreate a new user in a CallRail account.
delete_tag
ChatGPTPermanently delete a tag. This removes it from every call and interaction it was assigned to. To stop new uses without removing history, use update_tag with disabled: true instead.
delete_user
ChatGPTPermanently delete a user from a CallRail account.
get_account
ChatGPTGet accessible CallRail accounts and establish session context. Call this first in any session. If you have exactly one account, account_id is cached and resolved automatically for all subsequent tools. If you have multiple accounts, returns all with names and IDs — no caching occurs, and you must pass account_id explicitly on every subsequent tool call until the user identifies which account to work with.
get_call
ChatGPTGet a single call by ID.
get_call_page_views
ChatGPTGet the page views associated with a call. The sequence of URLs the caller visited before calling. Only available for calls placed to session trackers.
get_call_recording
ChatGPTGet the recording URL for a call. Returns a short-lived link to the MP3 file. Do not store the URL — call this endpoint fresh each time you need to play or download the recording.
get_call_transcript
ChatGPTGet the transcript for a call. Returns the transcription object along with the call, account, and company IDs. Transcripts are not always available — they depend on whether transcription was enabled for the account and call. When one is withheld the API explains why in
notice.get_calls_summary
ChatGPTGet aggregate call statistics for an account, optionally grouped by a given dimension. Returns counts and average duration across the matched calls.
get_calls_timeseries
ChatGPTGet call statistics broken down over time for an account. Returns a series of data points at the requested interval (hour, day, week, month, or year) suitable for charting trends.
get_company
ChatGPTGet a single company by ID.
get_conversation
ChatGPTGet a single SMS/MMS conversation by ID, including all messages between one sender and one tracking number across all time, newest first. page and per_page paginate those messages. For a time-bounded view of recent messages (within a ~24-hour window), use get_sms_thread instead.
get_form_submission
ChatGPTGet a single form submission by ID.
get_forms_summary
ChatGPTGet aggregate form submission statistics for an account, optionally grouped by a given dimension. Returns counts of total forms, first-time submissions, and leads.
get_person_timeline
ChatGPTGet the full interaction history for a lead across calls, form submissions, texts, and other touchpoints. Accepts either a phone number or a person_id — if you provide a phone number, the person_id is resolved automatically. Use this to reconstruct a lead's complete journey without needing to look up person_id first. Do not use for bulk analysis — this returns one person's timeline at a time. When researching a specific person or lead, prefer this over
list_calls: it captures all interaction types (calls, texts, form submissions) in a single call, without needing to search or filter.get_sms_thread
ChatGPTGet a single SMS/MMS thread by ID. A thread contains messages between one sender and one tracking number within a roughly 24-hour window — a time-bounded subset of a conversation. To get the full message history between a sender and a tracking number across all time, use get_conversation instead.
get_tracker
ChatGPTGet a single tracker by ID.
get_user
ChatGPTGet a single user by ID.
list_calls
ChatGPTList calls for a CallRail account matching any provided filters or search terms. For bulk call listing and filtering across an account. Not intended for researching a single person's history — use
get_person_timeline instead.list_companies
ChatGPTList all companies within a CallRail account. Companies are sub-groupings within an account that organize tracking numbers and calls. Use this to discover company IDs needed for other tools.
list_conversations
ChatGPTList SMS/MMS conversations for a CallRail account, most recently active first — the endpoint has no sort options. A conversation contains all messages between one sender and one tracking number across all time. For a time-bounded view of recent messages (within a ~24-hour window), use list_sms_threads instead.
list_form_submissions
ChatGPTList form submissions for a CallRail account matching any provided filters.
list_sms_threads
ChatGPTList SMS/MMS threads for a CallRail account. A thread groups messages between one sender and one tracking number within a roughly 24-hour window — use this for recent activity. For the complete message history between a sender and a tracking number across all time, use list_conversations instead.
list_tags
ChatGPTList all tags in a CallRail account.
list_trackers
ChatGPTList all trackers (tracking numbers) for a CallRail account. Trackers are phone numbers that route calls to a business and attribute them to a source. Use this to discover tracker IDs and understand what sources are being tracked.
list_users
ChatGPTList all users in a CallRail account.
search_transcripts
ChatGPTSearch call transcriptions by keyword. Returns matching calls with highlighted transcript snippets showing where the search term appeared. Supports filtering by speaker (agent/customer), date range, lead status, duration, tracker, and tags. Use this when the user wants to find calls where specific words or phrases were spoken.
send_text_message
ChatGPTSend an outbound SMS text message from a CallRail tracking number to a customer. Rate limited to 150 sends/hour and 1,000/day. Messages must identify the sender and include an opt-out keyword (STOP, CANCEL, UNSUBSCRIBE, QUIT, or END) — opt-out language is appended automatically if omitted.
update_call
ChatGPTUpdate metadata on a call. Note, tags, lead status, customer name, monetary value, or spam flag. Tags can be appended to or replace existing tags.
update_company
ChatGPTUpdate settings on an existing company.
update_form_submission
ChatGPTUpdate metadata on a form submission. Note, tags, lead status, or monetary value.
update_tag
ChatGPTUpdate a tag's name, color, or availability. Renaming a tag updates it everywhere it is currently assigned.
update_user
ChatGPTUpdate a user's name or company associations. Password and role management must be done through the CallRail UI.
