---
title: "CallRail MCP server for AI agents - actionlake"
description: "Give Claude 73 CallRail actions through one MCP server: trackers, calls, companies. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/callrail
updated: 2026-10-23
---

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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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`

the first call

```
do {
  action: "callrail.accounts.list",
  intent: "check which CallRail account is connected"
}
# Listing All Accounts · read · 1 upstream call
```

- 73 actions in one signed file
- 34 read look, never change
- 29 write create and update
- 10 wait for a yes destructive, confirmed first

Set up

## Connect CallRail in three steps.

1. 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`
2. 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_key` CallRail 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
   ```
3. 03
   ### 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 call
   check { 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 v3`api.callrail.com`

**Built from**

CallRail's documentation, read 23 October 2026[apidocs.callrail.com](https://apidocs.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.

- **34** read look, never change
- **29** write create and update
- **10** destructive wait for a confirmation

1. ### Trackers
   7
   2 read · 4 write · 1 destructive
   Creating a Session Tracker · Creating a Source Tracker · Listing All Trackers · Retrieving a Single Tracker
2. ### Calls
   6
   4 read · 2 write · 0 destructive
   Listing All Calls · Creating an Outbound Phone Call · Retrieving a Single Call · Updating a Call
3. ### Companies
   6
   2 read · 3 write · 1 destructive
   Listing All Companies · Creating a Company · Retrieving a Single Company · Updating a Company
4. ### Form submissions
   5
   2 read · 3 write · 0 destructive
   Creating a form submission · Ignoring Form Fields · Listing All Form Submissions · Summarizing Form Data
5. ### 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
6. ### Integrations
   5
   2 read · 2 write · 1 destructive
   Creating an Integration · Listing All Integrations · Retrieving a Single Integration · Updating an Integration
7. ### 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
8. ### 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.

1. Read read
   Which CallRail leads came in this week, and where did they come from?
   calls `callrail.leads.list`
2. Write write
   Creating a Company in CallRail. Show me exactly what you will send before you save it.
   calls `callrail.companies.create`

Governance for CallRail

## Destructive actions wait for a yes.

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

- Removing a Tag `callrail.tags.delete`
- Deleting a User `callrail.users.delete`
- Disabling a Tracker `callrail.trackers.disable`
- Deleting an Outbound Caller ID `callrail.caller_ids.delete`
- Disabling a Company `callrail.companies.disable`
- Disabling an Integration `callrail.integrations.disable`
- Deleting a message flow `callrail.message_flows.delete`
- Removing a Notification `callrail.notifications.delete`
- Delete a Summary Email Subscription `callrail.summary_emails.delete`
- Deleting an Integration Filter `callrail.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.

do callrail.tags.delete confirm_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: "lead@example.com" },
    { match: "callrail.users.delete", approver: "lead@example.com" },
    { match: "callrail.trackers.disable", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 73 CallRail actions
- 73 actions page each page of a long list is one call
- 33 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every CallRail action.

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

**Trackers 7**

- `callrail.trackers.create_session` Creating a Session Tracker write
- `callrail.trackers.create_source` Creating a Source Tracker write
- `callrail.trackers.disable` Disabling a Tracker destructive
- `callrail.trackers.get` Retrieving a Single Tracker read
- `callrail.trackers.list` Listing All Trackers read
- `callrail.trackers.update_session` Updating a Session Tracker write
- `callrail.trackers.update_source` Updating a Source Tracker write

**Calls 6**

- `callrail.calls.create` Creating an Outbound Phone Call write
- `callrail.calls.get` Retrieving a Single Call read
- `callrail.calls.list` Listing All Calls read
- `callrail.calls.summary` Summarizing Call Data read
- `callrail.calls.timeseries` Summarizing Call Data by Time Series read
- `callrail.calls.update` Updating a Call write

**Companies 6**

- `callrail.companies.bulk_update` Update Multiple Companies write
- `callrail.companies.create` Creating a Company write
- `callrail.companies.disable` Disabling a Company destructive
- `callrail.companies.get` Retrieving a Single Company read
- `callrail.companies.list` Listing All Companies read
- `callrail.companies.update` Updating a Company write

**Form submissions 5**

- `callrail.form_submissions.create` Creating a form submission write
- `callrail.form_submissions.ignore_fields` Ignoring Form Fields write
- `callrail.form_submissions.list` Listing All Form Submissions read
- `callrail.form_submissions.summary` Summarizing Form Data read
- `callrail.form_submissions.update` Updating a Form Submission write

**Integration filters 5**

- `callrail.integration_filters.create` Creating an Integration Filter write
- `callrail.integration_filters.delete` Deleting an Integration Filter destructive
- `callrail.integration_filters.get` Retrieving a Single Integration Filter read
- `callrail.integration_filters.list` Listing All Integration Filters read
- `callrail.integration_filters.update` Updating an Integration Filter write

**Integrations 5**

- `callrail.integrations.create` Creating an Integration write
- `callrail.integrations.disable` Disabling an Integration destructive
- `callrail.integrations.get` Retrieving a Single Integration read
- `callrail.integrations.list` Listing All Integrations read
- `callrail.integrations.update` Updating an Integration write

**Message flows 5**

- `callrail.message_flows.create` Creating a message flow write
- `callrail.message_flows.delete` Deleting a message flow destructive
- `callrail.message_flows.get` Retrieving a single message flow read
- `callrail.message_flows.list` Listing all message flows read
- `callrail.message_flows.update` Updating a message flow write

**Summary emails 5**

- `callrail.summary_emails.create` Create a Summary Email Subscription write
- `callrail.summary_emails.delete` Delete a Summary Email Subscription destructive
- `callrail.summary_emails.get` Retrieving a Summary Email Subscription read
- `callrail.summary_emails.list` Listing All Summary Email Subscriptions read
- `callrail.summary_emails.update` Update a Summary Email Subscription write

**Users 5**

- `callrail.users.create` Creating a User write
- `callrail.users.delete` Deleting a User destructive
- `callrail.users.get` Retrieving a Single User read
- `callrail.users.list` Listing All Users read
- `callrail.users.update` Updating a User write

**Caller ids 4**

- `callrail.caller_ids.create` Creating an Outbound Caller ID write
- `callrail.caller_ids.delete` Deleting an Outbound Caller ID destructive
- `callrail.caller_ids.get` Retrieving a Single Outbound Caller ID read
- `callrail.caller_ids.list` Listing All Outbound Caller ID's read

**Notifications 4**

- `callrail.notifications.create` Creating a Notification write
- `callrail.notifications.delete` Removing a Notification destructive
- `callrail.notifications.list` Listing All Notifications read
- `callrail.notifications.update` Updating a Notification write

**Tags 4**

- `callrail.tags.create` Creating a Tag write
- `callrail.tags.delete` Removing a Tag destructive
- `callrail.tags.list` Retrieving All Tags read
- `callrail.tags.update` Updating a Tag write

**SMS threads 3**

- `callrail.sms_threads.get` Retrieving A Single SMS Thread read
- `callrail.sms_threads.list` Listing All SMS Threads read
- `callrail.sms_threads.update` Update an SMS Thread write

**Accounts 2**

- `callrail.accounts.get` Retrieving A Single Account read
- `callrail.accounts.list` Listing All Accounts read

**Text conversations 2**

- `callrail.text_conversations.get` Retrieving A Single Text Conversation read
- `callrail.text_conversations.list` Listing All Conversations read

**Call page views 1**

- `callrail.call_page_views.list` Retrieving All Page Views For A Call read

**Call recordings 1**

- `callrail.call_recordings.get` Retrieving a Single Call Recording read

**Lead timelines 1**

- `callrail.lead_timelines.get` Retrieving a Single Lead Timeline read

**Leads 1**

- `callrail.leads.list` Listing All Leads read

**Text messages 1**

- `callrail.text_messages.send` Send a Text Message write

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.

## More connectors like CallRail

Shares the most action names with

- [Zoho SalesIQ 16](https://actionlake.com/connectors/zoho-salesiq)
- [Salesloft 11](https://actionlake.com/connectors/salesloft)
- [Outreach 11](https://actionlake.com/connectors/outreach)
- [Pylon 11](https://actionlake.com/connectors/pylon)
- [Kommo 9](https://actionlake.com/connectors/kommo)
- [Avoma 6](https://actionlake.com/connectors/avoma)

Joins with, on shared entities

- [Odoo 4](https://actionlake.com/connectors/odoo)
- [Salesforce Marketing Cloud Account Engagement 4](https://actionlake.com/connectors/salesforce-marketing-cloud-account-engagement)
- [ERPNext (Frappe) 3](https://actionlake.com/connectors/erpnext-frappe)
- [ServiceTitan 3](https://actionlake.com/connectors/servicetitan)
- [HighLevel (LeadConnector) 3](https://actionlake.com/connectors/highlevel-leadconnector)
- [Accelo 3](https://actionlake.com/connectors/accelo)

Browse

- [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

actionlake is independent. It is not made or endorsed by CallRail; the name is the vendor's own. Counts are from the CallRail service file, version 1.0.0.

## Give your agent CallRail today.

[Connect CallRail free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

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

---

Source: https://actionlake.com/connectors/callrail
More: https://actionlake.com/llms.txt