CallRail MCP by InsightfulPipe

com.insightfulpipe由 insightfulpipe.com 發布v1.0.0更新於 Nov 4, 2026

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

已驗證Streamable HTTP可網頁執行溝通與協作資料與分析商業與電商

概覽

AI 產生的概覽

託管式 CallRail MCP 伺服器，讓 AI 助理讀取通話追蹤、表單、簡訊與歸因資料，並執行被允許的寫入操作。

可以做什麼
  • 讀取通話追蹤資料：帳戶、公司、通話、錄音、頁面瀏覽、彙總與時間序列
  • 讀取表單提交、簡訊訊息與簡訊對話，以及潛在客戶時間軸
  • 讀取設定：追蹤器、外撥來電顯示號碼、整合與篩選器、標籤、通知、彙總郵件、使用者
  • 建立與更新公司、追蹤器、標籤、整合、訊息流程、通知、使用者等記錄
  • 傳送簡訊、建立外撥通話，並更新通話、表單提交與簡訊對話
適用情境
適合讓助理回答依來源或廣告活動劃分的通話量問題、檢視近期的表單提交與簡訊，或在對話中管理 CallRail 設定與潛在客戶後續追蹤。
執行需求
遠端 MCP 端點，不需本機套件或執行環境。連線時需透過 InsightfulPipe 的 OAuth 登入，並需 InsightfulPipe 訂閱（方案每月 29.99 美元起，含 7 天試用）。ChatGPT 需開啟開發人員模式且方案支援。
安裝前請注意
此伺服器提供 27 個寫入操作，包括傳送簡訊、建立外撥通話、邀請使用者、建立 webhook 或整合；唯讀連線可將其限制為讀取操作。破壞性操作預設關閉，操作依帳戶逐一啟用。CallRail 帳戶中的通話錄音、表單提交與客戶資料會經過第三方託管服務，且該服務為付費服務。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 CallRail MCP by InsightfulPipe，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.insightfulpipe%2Fcallrail/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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.

來源：README.md，提交 7657ac3

工具

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  1. v1.0.0最新Oct 21, 2026

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