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@kanopi/callrail-mcp

by kanopi

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
CALLRAIL_API_KEYYesYour CallRail API v3 key.
CALLRAIL_BASE_URLNoOverride the API base URL.https://api.callrail.com/v3
CALLRAIL_ACCOUNT_IDNoDefault account id. When set, tools may omit account_id.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_accountsA

List all CallRail accounts accessible to the API key. Use this to discover account ids.

get_accountA

Retrieve details for a single CallRail account.

list_companiesB

List companies in an account. Companies contain trackers and calls.

get_companyA

Retrieve a single company by id.

create_companyB

WRITE: Create a new company in an account. Requires a name; other fields optional.

update_companyC

WRITE: Update fields on an existing company.

delete_companyA

WRITE/DESTRUCTIVE: Permanently delete a company. This cannot be undone.

list_callsB

List calls in an account with filtering, sorting, search and field selection.

get_callA

Retrieve a single call by id, optionally with extra fields (transcription, keywords, sentiment, etc — some require Premium Conversation Intelligence).

create_outbound_callC

WRITE: Place an outbound call that connects an agent number to a customer number.

update_callB

WRITE: Update a call's notes, tags, lead status, customer name, value, or spam flag.

get_calls_summaryB

Summarize call data grouped by a dimension (source, keywords, campaign, referrer, landing_page, or company).

get_calls_timeseriesA

Retrieve call analytics grouped by a time interval.

list_trackersC

List tracking numbers (trackers) in an account.

get_trackerA

Retrieve a single tracker by id.

create_trackerB

WRITE: Create a tracking number. type is source or session; provisions a number in the given company. Use a JSON object for source-specific config.

update_trackerC

WRITE: Update fields on an existing tracker.

delete_trackerA

WRITE/DESTRUCTIVE: Permanently delete a tracker. This cannot be undone.

list_conversationsB

List SMS/MMS text-message conversations in an account.

get_conversationA

Retrieve a single text conversation, including its messages.

send_text_messageA

WRITE: Send an SMS/MMS reply in a conversation. Outbound texts must include opt-out instructions per compliance rules. Provide media_url for MMS.

list_form_submissionsB

List form submissions captured in an account.

get_form_submissionA

Retrieve a single form submission by id.

update_form_submissionB

WRITE: Update a form submission's notes, tags, lead status, value, or spam flag.

list_usersB

List users in an account, with their company associations.

get_userA

Retrieve a single user by id.

list_tagsA

List tags defined in an account.

create_tagC

WRITE: Create a new tag in an account.

update_tagA

WRITE: Update an existing tag's name or color.

delete_tagB

WRITE/DESTRUCTIVE: Permanently delete a tag. This cannot be undone.

list_integrationsB

List third-party integrations configured for a company in an account.

list_notificationsC

List notification settings configured for the account's users.

list_outbound_caller_idsA

List verified phone numbers usable as outbound caller IDs.

create_outbound_caller_idA

WRITE: Register a phone number as an outbound caller ID. CallRail sends a verification call/code to the number before it can be used.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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