Connectors · CRM & sales

CallRail MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to CallRail and the rest of your systems. It gives your agent 73 CallRail actions (34 reads, 29 writes and 10 that wait for a confirmation) and holds the CallRail credential itself, so the agent never does. It paces CallRail's limits and records every call.

Connect CallRail free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

73actionsin one signed file
34readlook, never change
29writecreate and update
10wait for a yesdestructive, confirmed first

Set up

Connect CallRail in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect CallRail.
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyCallRail API v3 key (CallRail > Settings > Integrations > API Keys)
```
account { op: "connections.requirements", service: "callrail" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "callrail.accounts.list" }# listing all accounts · read · 1 upstream callcheck { action: "callrail.companies.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

CallRail at a glance

Sign-in: API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Limits we pace to: 1,000 calls an hour and 10,000 a day, per connection
API covered: CallRail API v3api.callrail.com
Built from: CallRail's documentation, read 23 October 2026apidocs.callrail.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 33 of 34 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 5, so ask can line CallRail up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in CallRail.

73 actions in 20 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

34readlook, never change
29writecreate and update
10destructivewait for a confirmation

Trackers
7
2 read · 4 write · 1 destructive
Creating a Session Tracker · Creating a Source Tracker · Listing All Trackers · Retrieving a Single Tracker
Calls
6
4 read · 2 write · 0 destructive
Listing All Calls · Creating an Outbound Phone Call · Retrieving a Single Call · Updating a Call
Companies
6
2 read · 3 write · 1 destructive
Listing All Companies · Creating a Company · Retrieving a Single Company · Updating a Company
Form submissions
5
2 read · 3 write · 0 destructive
Creating a form submission · Ignoring Form Fields · Listing All Form Submissions · Summarizing Form Data
Integration filters
5
2 read · 2 write · 1 destructive
Creating an Integration Filter · Listing All Integration Filters · Retrieving a Single Integration Filter · Updating an Integration Filter
Integrations
5
2 read · 2 write · 1 destructive
Creating an Integration · Listing All Integrations · Retrieving a Single Integration · Updating an Integration
Message flows
5
2 read · 2 write · 1 destructive
Creating a message flow · Listing all message flows · Retrieving a single message flow · Updating a message flow
Summary emails
5
2 read · 2 write · 1 destructive
Create a Summary Email Subscription · Listing All Summary Email Subscriptions · Retrieving a Summary Email Subscription · Update a Summary Email Subscription

12 more areas · 29 actions

Users 5
Caller ids 4
Notifications 4
Tags 4
SMS threads 3
Accounts 2
Text conversations 2
Call page views 1
Call recordings 1
Lead timelines 1
Leads 1
Text messages 1

Top actions

The CallRail API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 19 of CallRail's 19 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`callrail.companies.list`Listing All Companies	Listing All Companies.	read	`crm.company.list`162 connectors
`callrail.tags.list`Retrieving All Tags	Retrieving All Tags.	read	`crm.tag.list`65 connectors
`callrail.users.list`Listing All Users	Listing All Users.	read	`identity.user.list`474 connectors
`callrail.leads.list`Listing All Leads	Listing All Leads.	read	`crm.lead.list`28 connectors
`callrail.companies.create`Creating a Company	Creating a Company.	write	`crm.company.create`142 connectors
`callrail.calls.list`Listing All Calls	Listing All Calls.	read	`comm.call.list`44 connectors
`callrail.tags.create`Creating a Tag	Creating a Tag.	write	`crm.tag.create`49 connectors
`callrail.users.create`Creating a User	Creating a User.	write	`identity.user.create`262 connectors
`callrail.tags.delete`Removing a Tag	Removing a Tag.	destructive	`crm.tag.delete`44 connectors
`callrail.calls.create`Creating an Outbound Phone Call	Creating an Outbound Phone Call.	write	`comm.call.create`38 connectors
`callrail.text_messages.send`Send a Text Message	Send a Text Message.	write	`comm.sms.send`26 connectors
`callrail.accounts.list`Listing All Accounts	Listing All Accounts.	read	this connector

Try it

Prompts to paste into Claude.

Each one names the CallRail actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which CallRail leads came in this week, and where did they come from?
callscallrail.leads.list
Writewrite
Creating a Company in CallRail. Show me exactly what you will send before you save it.
callscallrail.companies.create

Governance for CallRail

Destructive actions wait for a yes.

10 CallRail actions are destructive. These are all of them:

Removing a Tagcallrail.tags.delete
Deleting a Usercallrail.users.delete
Disabling a Trackercallrail.trackers.disable
Deleting an Outbound Caller IDcallrail.caller_ids.delete
Disabling a Companycallrail.companies.disable
Disabling an Integrationcallrail.integrations.disable
Deleting a message flowcallrail.message_flows.delete
Removing a Notificationcallrail.notifications.delete
Delete a Summary Email Subscriptioncallrail.summary_emails.delete
Deleting an Integration Filtercallrail.integration_filters.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

docallrail.tags.deleteconfirm_policy: human

Removing a Tag?

intent: the user asked me to removing a Tag

run suspended · waiting for a named person · key callrail-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "callrail-agent",  allowed_actions: ["callrail.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "callrail.tags.delete", approver: "[email protected]" },    { match: "callrail.users.delete", approver: "[email protected]" },    { match: "callrail.trackers.disable", approver: "[email protected]" }  ]}

Illustrative. Scoped to CallRail only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What CallRail costs on actionlake.

Every CallRail action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call CallRail refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 73 CallRail actions
73actions pageeach page of a long list is one call
33reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every CallRail action.

73 actions by area: the id your agent calls, what it does, and its effect.

Trackers7

callrail.trackers.create_sessionCreating a Session Trackerwrite
callrail.trackers.create_sourceCreating a Source Trackerwrite
callrail.trackers.disableDisabling a Trackerdestructive
callrail.trackers.getRetrieving a Single Trackerread
callrail.trackers.listListing All Trackersread
callrail.trackers.update_sessionUpdating a Session Trackerwrite
callrail.trackers.update_sourceUpdating a Source Trackerwrite

Calls6

callrail.calls.createCreating an Outbound Phone Callwrite
callrail.calls.getRetrieving a Single Callread
callrail.calls.listListing All Callsread
callrail.calls.summarySummarizing Call Dataread
callrail.calls.timeseriesSummarizing Call Data by Time Seriesread
callrail.calls.updateUpdating a Callwrite

Companies6

callrail.companies.bulk_updateUpdate Multiple Companieswrite
callrail.companies.createCreating a Companywrite
callrail.companies.disableDisabling a Companydestructive
callrail.companies.getRetrieving a Single Companyread
callrail.companies.listListing All Companiesread
callrail.companies.updateUpdating a Companywrite

Form submissions5

callrail.form_submissions.createCreating a form submissionwrite
callrail.form_submissions.ignore_fieldsIgnoring Form Fieldswrite
callrail.form_submissions.listListing All Form Submissionsread
callrail.form_submissions.summarySummarizing Form Dataread
callrail.form_submissions.updateUpdating a Form Submissionwrite

Integration filters5

callrail.integration_filters.createCreating an Integration Filterwrite
callrail.integration_filters.deleteDeleting an Integration Filterdestructive
callrail.integration_filters.getRetrieving a Single Integration Filterread
callrail.integration_filters.listListing All Integration Filtersread
callrail.integration_filters.updateUpdating an Integration Filterwrite

Integrations5

callrail.integrations.createCreating an Integrationwrite
callrail.integrations.disableDisabling an Integrationdestructive
callrail.integrations.getRetrieving a Single Integrationread
callrail.integrations.listListing All Integrationsread
callrail.integrations.updateUpdating an Integrationwrite

Message flows5

callrail.message_flows.createCreating a message flowwrite
callrail.message_flows.deleteDeleting a message flowdestructive
callrail.message_flows.getRetrieving a single message flowread
callrail.message_flows.listListing all message flowsread
callrail.message_flows.updateUpdating a message flowwrite

Summary emails5

callrail.summary_emails.createCreate a Summary Email Subscriptionwrite
callrail.summary_emails.deleteDelete a Summary Email Subscriptiondestructive
callrail.summary_emails.getRetrieving a Summary Email Subscriptionread
callrail.summary_emails.listListing All Summary Email Subscriptionsread
callrail.summary_emails.updateUpdate a Summary Email Subscriptionwrite

Users5

callrail.users.createCreating a Userwrite
callrail.users.deleteDeleting a Userdestructive
callrail.users.getRetrieving a Single Userread
callrail.users.listListing All Usersread
callrail.users.updateUpdating a Userwrite

Caller ids4

callrail.caller_ids.createCreating an Outbound Caller IDwrite
callrail.caller_ids.deleteDeleting an Outbound Caller IDdestructive
callrail.caller_ids.getRetrieving a Single Outbound Caller IDread
callrail.caller_ids.listListing All Outbound Caller ID'sread

Notifications4

callrail.notifications.createCreating a Notificationwrite
callrail.notifications.deleteRemoving a Notificationdestructive
callrail.notifications.listListing All Notificationsread
callrail.notifications.updateUpdating a Notificationwrite

Tags4

callrail.tags.createCreating a Tagwrite
callrail.tags.deleteRemoving a Tagdestructive
callrail.tags.listRetrieving All Tagsread
callrail.tags.updateUpdating a Tagwrite

SMS threads3

callrail.sms_threads.getRetrieving A Single SMS Threadread
callrail.sms_threads.listListing All SMS Threadsread
callrail.sms_threads.updateUpdate an SMS Threadwrite

Accounts2

callrail.accounts.getRetrieving A Single Accountread
callrail.accounts.listListing All Accountsread

Text conversations2

callrail.text_conversations.getRetrieving A Single Text Conversationread
callrail.text_conversations.listListing All Conversationsread

Call page views1

callrail.call_page_views.listRetrieving All Page Views For A Callread

Call recordings1

callrail.call_recordings.getRetrieving a Single Call Recordingread

Lead timelines1

callrail.lead_timelines.getRetrieving a Single Lead Timelineread

Leads1

callrail.leads.listListing All Leadsread

Text messages1

callrail.text_messages.sendSend a Text Messagewrite

Questions

The CallRail MCP server, answered.

Is there a CallRail MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 73 CallRail actions across trackers, calls, companies and form submissions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by CallRail.

What do I need to connect CallRail?

CallRail API v3 key (CallRail > Settings > Integrations > API Keys). The free call account { op: "connections.requirements", service: "callrail" } lists exactly what to paste.

Can an AI agent delete or change things in CallRail?

Only if its key allows it, and only with an explicit confirmation. 10 CallRail actions are destructive, including removing a Tag, deleting a User and disabling a Tracker. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my CallRail API limit?

actionlake paces every call to the limits in the CallRail service file: 1,000 calls an hour and 10,000 a day per connection. Repeated reads are answered from cache (33 CallRail actions can be), which never reaches CallRail.

What does a CallRail action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (73 CallRail actions page). Cache hits, searches, dry runs and calls CallRail refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which CallRail API does it cover?

The CallRail API v3 at api.callrail.com. It is built from CallRail's documentation as read on 23 October 2026. 73 actions in 20 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my CallRail data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your CallRail credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent CallRail today.

Connect CallRail free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

CallRail MCP server for AI agents.

Connect CallRail in three steps.

Add actionlake to Claude.

Connect CallRail.

Make the first call. Check before a write.

What an AI agent can do in CallRail.

Trackers

Calls

Companies

Form submissions

Integration filters

Integrations

Message flows

Summary emails