CallRail

Get the recording URL for a call. Returns a short-lived link to the MP3 file. Do not store the URL — call this endpoint fresh each time you need to play or download the recording.

get_call_recording

Get the transcript for a call. Returns the transcription object along with the call, account, and company IDs. Transcripts are not always available — they depend on whether transcription was enabled for the account and call. When one is withheld the API explains why in `notice`.

get_call_transcript

Get aggregate call statistics for an account, optionally grouped by a given dimension. Returns counts and average duration across the matched calls.

get_calls_summary

Get call statistics broken down over time for an account. Returns a series of data points at the requested interval (hour, day, week, month, or year) suitable for charting trends.

get_calls_timeseries

Get a single company by ID.

get_company

Get a single SMS/MMS conversation by ID, including all messages between one sender and one tracking number across all time, newest first. page and per_page paginate those messages. For a time-bounded view of recent messages (within a ~24-hour window), use get_sms_thread instead.

get_conversation

Get a single form submission by ID.

get_form_submission

Get aggregate form submission statistics for an account, optionally grouped by a given dimension. Returns counts of total forms, first-time submissions, and leads.

get_forms_summary

Get the full interaction history for a lead across calls, form submissions, texts, and other touchpoints. Accepts either a phone number or a person_id — if you provide a phone number, the person_id is resolved automatically. Use this to reconstruct a lead's complete journey without needing to look up person_id first. Do not use for bulk analysis — this returns one person's timeline at a time. When researching a specific person or lead, prefer this over `list_calls`: it captures all interaction types (calls, texts, form submissions) in a single call, without needing to search or filter.

get_person_timeline

Get a single SMS/MMS thread by ID. A thread contains messages between one sender and one tracking number within a roughly 24-hour window — a time-bounded subset of a conversation. To get the full message history between a sender and a tracking number across all time, use get_conversation instead.

get_sms_thread

Get a single tracker by ID.

get_tracker

Get a single user by ID.

get_user

List calls for a CallRail account matching any provided filters or search terms. For bulk call listing and filtering across an account. Not intended for researching a single person's history — use `get_person_timeline` instead.

list_calls

List all companies within a CallRail account. Companies are sub-groupings within an account that organize tracking numbers and calls. Use this to discover company IDs needed for other tools.

list_companies

List SMS/MMS conversations for a CallRail account, most recently active first — the endpoint has no sort options. A conversation contains all messages between one sender and one tracking number across all time. For a time-bounded view of recent messages (within a ~24-hour window), use list_sms_threads instead.

list_conversations

List form submissions for a CallRail account matching any provided filters.

list_form_submissions

List SMS/MMS threads for a CallRail account. A thread groups messages between one sender and one tracking number within a roughly 24-hour window — use this for recent activity. For the complete message history between a sender and a tracking number across all time, use list_conversations instead.

list_sms_threads

List all tags in a CallRail account.

list_tags

List all trackers (tracking numbers) for a CallRail account. Trackers are phone numbers that route calls to a business and attribute them to a source. Use this to discover tracker IDs and understand what sources are being tracked.

list_trackers

List all users in a CallRail account.

list_users

Log feedback for the MCP service operators. Use this when you or the user you are acting on behalf of has feedback about the MCP service or the CallRail API.

create_feedback

Search call transcriptions by keyword. Returns matching calls with highlighted transcript snippets showing where the search term appeared. Supports filtering by speaker (agent/customer), date range, lead status, duration, tracker, and tags. Use this when the user wants to find calls where specific words or phrases were spoken.

search_transcripts

Send an outbound SMS text message from a CallRail tracking number to a customer. Rate limited to 150 sends/hour and 1,000/day. Messages must identify the sender and include an opt-out keyword (STOP, CANCEL, UNSUBSCRIBE, QUIT, or END) — opt-out language is appended automatically if omitted.

send_text_message

Create (initiate) an outbound call from a CallRail account. The business_phone_number is dialed first; once answered, the customer_phone_number is connected. Only US and Canadian numbers are supported.

create_call

Update metadata on a call. Note, tags, lead status, customer name, monetary value, or spam flag. Tags can be appended to or replace existing tags.

update_call

Update settings on an existing company.

update_company

Update metadata on a form submission. Note, tags, lead status, or monetary value.

update_form_submission

Update a tag's name, color, or availability. Renaming a tag updates it everywhere it is currently assigned.

update_tag

Update a user's name or company associations. Password and role management must be done through the CallRail UI.

update_user