CallRail MCP by InsightfulPipe

com.insightfulpipe由 insightfulpipe.com 发布v1.0.0更新于 Nov 4, 2026

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

已验证Streamable HTTP可网页运行沟通与协作数据与分析商业与电商

概览

AI 生成的概览

托管式 CallRail MCP 服务器，让 AI 助手读取通话追踪、表单、短信与归因数据，并执行被允许的写入操作。

可以做什么
  • 读取通话追踪数据：账户、公司、通话、录音、页面浏览、汇总与时间序列
  • 读取表单提交、短信消息与短信会话，以及线索时间线
  • 读取配置：追踪器、外呼主叫号码、集成与筛选器、标签、通知、汇总邮件、用户
  • 创建和更新公司、追踪器、标签、集成、消息流程、通知、用户等记录
  • 发送短信、创建外呼通话，并更新通话、表单提交与短信会话
适用场景
适合让助手回答按来源或广告系列划分的通话量问题、查看近期的表单提交与短信，或在对话中管理 CallRail 配置和线索跟进。
运行要求
远程 MCP 端点，无需本地包或运行时。连接时需通过 InsightfulPipe 的 OAuth 登录，并需 InsightfulPipe 订阅（套餐每月 29.99 美元起，含 7 天试用）。ChatGPT 需开启开发者模式且套餐支持。
安装前请注意
该服务器提供 27 个写入操作，包括发送短信、创建外呼通话、邀请用户、创建 webhook 或集成；只读连接可将其限制为读取操作。破坏性操作默认关闭，操作按账户逐一启用。CallRail 账户中的通话录音、表单提交和客户数据会经过第三方托管服务，且该服务为付费服务。

安装

在 SourceWeft 中

  1. 打开 控制台中的 CallRail MCP by InsightfulPipe，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.insightfulpipe%2Fcallrail/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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

https://callrail.insightfulmcp.com/

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

  1. Copy the MCP Server URL: https://callrail.insightfulmcp.com/
  2. Open Claude Connectors Settings
  3. Scroll to the bottom and click Add custom connector
  4. Paste the URL and click Add
  5. 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.

  1. Turn on Developer mode in ChatGPT settings
  2. Create a new app for a remote MCP server and paste the URL: https://callrail.insightfulmcp.com/
  3. 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

bash
claude mcp add --transport http callrail https://callrail.insightfulmcp.com/

Cursor

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

json
{  "mcpServers": {    "callrail": {      "url": "https://callrail.insightfulmcp.com/"    }  }}

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
ActionDescription
get_accountGet a specific account by ID
get_accountsList all accounts accessible with the current API key
get_callGet a specific call by ID
get_call_page_viewsList page views associated with a specific call (session-tracked calls only)
get_call_recordingGet the recording URL for a specific call
get_call_summaryGet aggregated call summary statistics, optionally grouped by source, keywords, campaign, etc
get_call_timeseriesGet call data as a time series, with configurable interval (hour, day, week, month, year)
get_caller_idGet a specific outbound caller ID
get_caller_idsList all outbound caller IDs for a company
get_callsList all calls for an account
get_companiesList all companies in an account
get_companyGet a specific company by ID
get_form_submissionGet a specific form submission by ID
get_form_submissionsList all form submissions in an account
get_form_summaryGet aggregated form submission summary statistics, optionally grouped
get_integrationGet a specific integration by ID
get_integration_filterGet a specific integration filter by ID
get_integration_filtersList all integration filters (trigger criteria) for a company
get_integrationsList all integrations for a company
get_lead_timelineGet the timeline of all interactions for a specific lead
get_message_flowGet a specific message flow with all steps
get_message_flowsList all message flows in an account
get_notificationsList all notification subscriptions in an account
get_sms_threadGet a specific SMS thread with paginated messages
get_sms_threadsList all SMS threads in an account
get_summary_emailGet a specific summary email subscription by ID
get_summary_emailsList all summary email subscriptions in an account
get_tagsList all tags in an account
get_text_messageGet a specific text message conversation with paginated messages
get_text_messagesList all text message conversations in an account
get_trackerGet a specific tracker by ID
get_trackersList all trackers (source trackers and keyword pools) in an account
get_userGet a specific user by ID
get_usersList all users in an account

Write Actions (27)

Show all 27 write actions
ActionDescription
bulk_update_companiesBulk update settings across multiple companies
create_callCreate an outbound phone call
create_caller_idCreate a new outbound caller ID for verification
create_companyCreate a new company in an account
create_form_submissionCreate a new form submission
create_integrationCreate a new webhook or custom integration for a company
create_integration_filterCreate a new integration filter (trigger criteria)
create_message_flowCreate a new message flow with steps
create_notificationCreate a new notification subscription
create_summary_emailCreate a new summary email subscription
create_tagCreate a new tag at the account or company level
create_trackerCreate a new source or session tracker
create_userCreate (invite) a new user to the account
send_text_messageSend a text message to a customer
set_ignored_form_fieldsSet form field names to ignore when capturing form submissions
update_callUpdate a call's tags, notes, value, lead status, or customer name
update_companyUpdate a company's settings
update_form_submissionUpdate a form submission's tags, notes, value, or lead status
update_integrationUpdate an integration's state or configuration
update_integration_filterUpdate an integration filter's criteria
update_message_flowUpdate a message flow's name or steps
update_notificationUpdate a notification subscription
update_sms_threadUpdate an SMS thread's notes, tags, value, or lead qualification
update_summary_emailUpdate a summary email subscription
update_tagUpdate a tag's name, color, or disabled status
update_trackerUpdate a tracker's settings
update_userUpdate 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

"How many calls did we get per source last month?"
"Show form submissions from the last 7 days"
"Which campaigns drove the most first-time callers?"

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.

Explore More MCP Servers by Insightful Pipe

Visit insightfulpipe.com/mcp-servers to discover our full collection of MCP servers.

View All MCP Servers →

Resources

Support

Insightful Pipe — AI-powered marketing analytics through MCP servers. Explore all integrations →

License

MIT License - see LICENSE for details.

来源：README.md，提交 7657ac3

工具

0
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版本历史

1
  1. v1.0.0最新Oct 21, 2026

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