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pghdma

CallRail MCP

list_form_submissions

Retrieve form submissions captured by CallRail Form Tracking. Filter by company and date range, paginated results with detailed form data.

Instructions

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

Args: account_id: CallRail account ID. Auto-resolves if omitted. company_id: Filter to one company. Omit for all companies. days: Lookback in days (default 7). Ignored if start_date provided. start_date: 'YYYY-MM-DD'. end_date: 'YYYY-MM-DD' (defaults to today). per_page: Page size (max 250). page: 1-indexed. fields: Comma-separated additional fields to include, e.g. 'company_name,form_data,referrer,landing_page_url,source, utm_source,utm_medium,utm_campaign,utm_content,utm_term, gclid,fbclid,form_url,form_name'.

Returns: JSON string with page, per_page, total_pages, total_records, and form_submissions[]. Each submission has id ('FOR...'), submitted_at, customer details (if captured), and a form_data dict keyed by form field name.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
daysNo
pageNo
fieldsNo
end_dateNo
per_pageNo
account_idNo
company_idNo
start_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, the description carries full burden. It discloses pagination, filtering, default values, and return format. It also notes that account_id auto-resolves. This is transparent for a list operation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with an Args section and Returns section. It is slightly long but each sentence serves a purpose. Could be trimmed slightly but remains efficient.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 8 parameters (0 required) and an output schema, the description thoroughly covers pagination, filtering defaults, and return structure. It is complete for an agent to use without ambiguity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Despite 0% schema description coverage, the description explains each parameter's meaning, defaults, and behavior (e.g., days ignored if start_date provided, account_id auto-resolves, fields list). This adds substantial value beyond the input schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'List form submissions captured by CallRail's Form Tracking,' which is a specific verb and resource. It distinguishes from siblings like get_form_submission (singular) and create_form_submission.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description mentions pagination and filtering but does not explicitly tell when to use this tool versus alternatives like get_form_submission or create_form_submission. Usage context is implied rather than explicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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