CallRail MCP by InsightfulPipe

com.insightfulpipePublished by insightfulpipe.comv1.0.0Updated Nov 4, 2026

Hosted CallRail MCP server for Claude, ChatGPT and Cursor, with each action switched per account.

VerifiedStreamable HTTPWeb executableCommunication & Collaboration Data & Analytics Business & Commerce

Server details

Identifier: com.insightfulpipe/callrail
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Oct 21, 2026

Security note

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Overview

AI-generated overview

Hosted CallRail MCP server that lets an AI assistant read call tracking, form, SMS and attribution data and perform permitted write actions.

What you can do: Read call tracking data: accounts, companies, calls, recordings, page views, summaries and time series
Read form submissions, text messages and SMS threads, plus lead timelines
Read configuration: trackers, caller IDs, integrations and filters, tags, notifications, summary emails, users
Create and update records such as companies, trackers, tags, integrations, message flows, notifications and users
Send text messages, create outbound calls, and update calls, form submissions and SMS threads
When to use it: Useful when you want an assistant to answer questions about call volume by source or campaign, review recent form submissions and texts, or manage CallRail configuration and lead follow-up without leaving the chat.
Requirements: A remote MCP endpoint; no local package or runtime. Sign-in through InsightfulPipe OAuth when connecting, plus an InsightfulPipe subscription (plans start at $29.99/month with a 7-day trial). ChatGPT requires developer mode and a plan that supports it.

Before you install

The server exposes 27 write actions, including sending text messages, creating outbound calls, inviting users and creating webhooks or integrations; a read-only connection limits it to read actions. Destructive actions are off by default and actions are enabled per account. Call recordings, form submissions and customer data from your CallRail account pass through a third-party hosted service, and the service is paid.

Installation

In SourceWeft

Open CallRail MCP by InsightfulPipe in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.insightfulpipe%2Fcallrail/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "callrail-by-insightfulpipe": {
      "type": "http",
      "url": "https://callrail.insightfulmcp.com/"
    }
  }
}

README

CallRail MCP Server by Insightful Pipe

[MCP Compatible] [Insightful Pipe] [License]

Connect CallRail to AI assistants: calls, texts, form submissions and attribution.

Part of the Insightful Pipe MCP Server Collection — use CallRail from Claude, ChatGPT, Cursor, and other AI assistants through the Model Context Protocol (MCP).

[CallRail MCP Server]

MCP Server URL

What is CallRail MCP?

CallRail MCP is a remote Model Context Protocol server hosted by InsightfulPipe. Access call tracking data, form submissions, text messages, and analytics from your CallRail account.

Installation

Claude

Copy the MCP Server URL: https://callrail.insightfulmcp.com/
Open Claude Connectors Settings
Scroll to the bottom and click Add custom connector
Paste the URL and click Add
Click Connect and sign in to InsightfulPipe if asked. Claude then lists the connector as connected.

ChatGPT

Custom MCP servers are added through ChatGPT's Developer mode. Availability depends on your ChatGPT plan, and workspace admins may need to allow it.

Turn on Developer mode in ChatGPT settings
Create a new app for a remote MCP server and paste the URL: https://callrail.insightfulmcp.com/
Sign in to InsightfulPipe if asked. The connection finishes as soon as you are signed in.

See OpenAI's guide: Developer mode and MCP apps in ChatGPT

Claude Code

Cursor

Add the server to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (one project):

When Cursor shows Needs authentication, click Connect and sign in to InsightfulPipe if asked.

Available Actions

61 actions: 34 read, 27 write.

Read Actions (34)

Show all 34 read actions

Action	Description
`get_account`	Get a specific account by ID
`get_accounts`	List all accounts accessible with the current API key
`get_call`	Get a specific call by ID
`get_call_page_views`	List page views associated with a specific call (session-tracked calls only)
`get_call_recording`	Get the recording URL for a specific call
`get_call_summary`	Get aggregated call summary statistics, optionally grouped by source, keywords, campaign, etc
`get_call_timeseries`	Get call data as a time series, with configurable interval (hour, day, week, month, year)
`get_caller_id`	Get a specific outbound caller ID
`get_caller_ids`	List all outbound caller IDs for a company
`get_calls`	List all calls for an account
`get_companies`	List all companies in an account
`get_company`	Get a specific company by ID
`get_form_submission`	Get a specific form submission by ID
`get_form_submissions`	List all form submissions in an account
`get_form_summary`	Get aggregated form submission summary statistics, optionally grouped
`get_integration`	Get a specific integration by ID
`get_integration_filter`	Get a specific integration filter by ID
`get_integration_filters`	List all integration filters (trigger criteria) for a company
`get_integrations`	List all integrations for a company
`get_lead_timeline`	Get the timeline of all interactions for a specific lead
`get_message_flow`	Get a specific message flow with all steps
`get_message_flows`	List all message flows in an account
`get_notifications`	List all notification subscriptions in an account
`get_sms_thread`	Get a specific SMS thread with paginated messages
`get_sms_threads`	List all SMS threads in an account
`get_summary_email`	Get a specific summary email subscription by ID
`get_summary_emails`	List all summary email subscriptions in an account
`get_tags`	List all tags in an account
`get_text_message`	Get a specific text message conversation with paginated messages
`get_text_messages`	List all text message conversations in an account
`get_tracker`	Get a specific tracker by ID
`get_trackers`	List all trackers (source trackers and keyword pools) in an account
`get_user`	Get a specific user by ID
`get_users`	List all users in an account

Write Actions (27)

Show all 27 write actions

Action	Description
`bulk_update_companies`	Bulk update settings across multiple companies
`create_call`	Create an outbound phone call
`create_caller_id`	Create a new outbound caller ID for verification
`create_company`	Create a new company in an account
`create_form_submission`	Create a new form submission
`create_integration`	Create a new webhook or custom integration for a company
`create_integration_filter`	Create a new integration filter (trigger criteria)
`create_message_flow`	Create a new message flow with steps
`create_notification`	Create a new notification subscription
`create_summary_email`	Create a new summary email subscription
`create_tag`	Create a new tag at the account or company level
`create_tracker`	Create a new source or session tracker
`create_user`	Create (invite) a new user to the account
`send_text_message`	Send a text message to a customer
`set_ignored_form_fields`	Set form field names to ignore when capturing form submissions
`update_call`	Update a call's tags, notes, value, lead status, or customer name
`update_company`	Update a company's settings
`update_form_submission`	Update a form submission's tags, notes, value, or lead status
`update_integration`	Update an integration's state or configuration
`update_integration_filter`	Update an integration filter's criteria
`update_message_flow`	Update a message flow's name or steps
`update_notification`	Update a notification subscription
`update_sms_thread`	Update an SMS thread's notes, tags, value, or lead qualification
`update_summary_email`	Update a summary email subscription
`update_tag`	Update a tag's name, color, or disabled status
`update_tracker`	Update a tracker's settings
`update_user`	Update a user's details or company access

Control What Your AI Can Do

You decide what AI agents can do with each connected account:

Turn individual actions on or off for every connected account, so agents only see the actions you allow.
Connect as Read-only or Read & Write. A read-only connection can only enable read actions.
Destructive actions stay off by default. Actions such as deletes are disabled until an admin enables them.
Team access per account. Restricted team members only use the accounts they are granted, with the read actions enabled on them.

Usage Examples

Pricing

The CallRail MCP server is included in every InsightfulPipe plan, together with all other MCP servers and the CLI. Plans start at $29.99/month, and you can try it for 7 days. See insightfulpipe.com/pricing for current plans.

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Resources

Support

Documentation: insightfulpipe.com/docs
All MCP Servers: insightfulpipe.com/mcp-servers
Email: [email protected]

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License

MIT License - see LICENSE for details.

Source: README.md at commit 7657ac3

Tools

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Version history

v1.0.0LatestOct 21, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

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