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CallRail MCP connector

The CallRail connector brings your tracked calls, trackers, companies, tags, form submissions and text threads into Claude, ChatGPT, Cursor, Microsoft Copilot and the Elaichi Agent, so each person can ask about them and update them within their own CallRail access.

  • Connects with an API key
  • Free 14-day trial
  • No credit card
ChatGPT Elaichi connected

Which trackers drove the most calls this week?

Working in CallRail with Elaichi

  • List all CallRail calls
  • CallRail calls list page views
  • CallRail calls get recording
Ask anything…
Governance / Audit log Last 24 hours
CallRail CallRail calls get recording Emily Carter · ChatGPT · 9:41 AM Done
CallRail CallRail calls list page views Emily Carter · ChatGPT · 9:41 AM Done
CallRail List all CallRail calls Emily Carter · ChatGPT · 9:41 AM Done
CallRail Create a CallRail call Megan Brooks · Claude · 9:38 AM Done
CallRail Get single CallRail call by ID Ryan Hayes · Cursor · 9:35 AM Done

How to connect CallRail to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

CallRail MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

CallRail MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

CallRail MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

CallRail MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

CallRail MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect CallRail to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

What teams do with CallRail through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in CallRail is logged.

  • Marketing

    See which campaigns drove today's calls

    Ask for this morning's calls grouped by tracker and source, and find out which landing page or ad the caller looked at before dialing.

  • Sales

    Catch up on a lead after the call

    Pull the call, its recording and the pages the caller visited beforehand, then tag it as a qualified lead without opening CallRail.

  • Client services

    Report every client company's calls monthly

    List each company in your CallRail account with its call volume, top trackers and form submissions, ready to paste into a client update.

  • Marketing

    Set up a tracker for a new campaign

    Describe the campaign and have a new tracker created and tagged so the calls it brings in are separated from day one.

  • Operations

    Tag and update calls in bulk

    Find every untagged call from last week and apply the right tags and notes across all of them in one pass.

  • Support

    Review form submissions and text threads

    Read through the form submissions and SMS threads that came in overnight, and spot the ones nobody has answered yet.

Try asking

  • “Which trackers drove the most calls this week?”
  • “Summarize yesterday's calls for Acme Dental and tag the new leads.”
  • “Show form submissions from the spring campaign landing page.”

See all 59 CallRail tools →

What connecting CallRail gets you

6 screens from Elaichi, each doing one job for your CallRail account.

Elaichi Agent

Ask Elaichi to work across your apps.

Which trackers drove the most calls this week?

Summarize yesterday's calls for Acme Dental and tag the new leads.

Show form submissions from the spring campaign landing page.

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about CallRail calls in plain language.

Live calls, trackers and form submissions answer back, no report to build first.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Use CallRail from any MCP client.

Claude, ChatGPT, Cursor and Microsoft Copilot connect through one org endpoint, no SDK and no shared API key.

ElaichiTools
Tool Action Description
List all CallRail calls List List calls in a CallRail account, filterable by date range, direction, company, tracker, and tags. Returns: id, answered, business_phone_number, customer_city, customer_country, customer_name, customer_phone_number, customer_state, direction, duration, recording, recording_duration, start_time, tracking_phone_number, voicemail, agent_email, lead_status, note, tags, source, campaign, medium,…. Required: account_id.
CallRail calls list page views List List the web page views from the visitor session that generated a CallRail call. Returns page view records: page_url, referrer_url, created_at. Required: call_id, account_id.
CallRail calls get recording Get Get the recording for a CallRail call by id. Returns: url, page, per_page, total_pages, total_records. Required: call_id, account_id.
Create a CallRail call Create Create an outbound call in CallRail. Returns the created call record: id, direction, customer_phone_number, tracking_phone_number, duration, start_time, recording. Required: account_id, caller_id, customer_phone_number, business_phone_number.
Get single CallRail call by ID Get Get details for a single call in CallRail by id. Returns: id, answered, business_phone_number, customer_city, customer_country, customer_name, customer_phone_number, customer_state, direction, duration, recording, recording_duration, recording_player, start_time, tracking_phone_number, voicemail, agent_email, milestones, keywords_spotted. Required: id, account_id.

Tool catalog

59 CallRail tools, no code to write.

Calls, trackers, companies, tags, form submissions and SMS threads, ready the moment you connect.

ElaichiToolboxes
Name Source template Tools Created

Marketing toolbox

CallRail · trackers and campaign calls

CallRail starter 18 Mar 4, 2026

Sales toolbox

CallRail · calls, recordings and lead tags

— 9 Mar 2, 2026

Client services toolbox

CallRail · companies and client reporting

— 24 Feb 27, 2026

Support toolbox

CallRail · form submissions and SMS threads

CallRail starter 6 Feb 19, 2026

Operations toolbox

CallRail · tags and bulk updates

— 31 Jan 30, 2026

Leadership toolbox

CallRail · call volume across companies

— 12 Jan 22, 2026

Toolboxes

Every team gets its own CallRail toolbox.

Marketing gets trackers, sales gets calls, client services gets companies, each scoped separately.

ElaichiConnections
Connection Scope Status Access
CA

CallRail (Marketing)

Connected by Emily Carter

Personal • Active 1 team · 6 members
CA

CallRail (Sales)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
CA

CallRail (Client services)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
CA

CallRail (Support)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
CA

CallRail (Agency accounts)

Connected by Ryan Hayes

Personal • Active Not shared
CA

CallRail (Operations)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates work in CallRail without the key.

One person connects, shares with teams, and nobody else ever sees the API key.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

CallRail Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

CallRail Calls Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

CallRail Calls List Toolbox

Audit log

Know who touched every CallRail record.

When, who, what happened and which call or tracker, in an append-only log.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Workflows, collections and live dashboards come with the Black plan.

CallRail digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch calls

    CallRail

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    CallRail

    Queued

Workflows

A schedule turns CallRail calls into digests.

Calls are fetched, grouped by tracker, drafted, approved by a person, then posted back.

CallRail health

Refreshed 4 minutes ago · every 15 minutes · from the calls collection

Live

Calls

1,284 ↓ 12%

Trackers

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Calls created

Last 14 days

By team

Share of activity

Marketing 34%

Sales 27%

Client services 21%

Support 18%

Collections and dashboards

CallRail call volume, computed without a model.

Four metrics, 14 days of calls created and a team breakdown, refreshed on schedule.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for CallRail

All three can connect CallRail to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for CallRail, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over CallRail tools Allow or restrict single CallRail tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per CallRail call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

CallRail tools for your AI agents

59 tools are ready to call through Elaichi's MCP endpoint the moment you connect CallRail, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Questions, answered

How do I connect CallRail to Claude?

Connect CallRail in Elaichi by pasting the API key from your CallRail account settings, then open Claude and go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. There is no OAuth application to register and no client ID or secret to generate. Once Claude is connected, sign in as yourself and start asking about your CallRail calls.

Does CallRail work with ChatGPT and Cursor as well as Claude?

Yes. Once CallRail is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client and the Elaichi Agent. You connect CallRail once and every client sees it.

What can an AI agent actually do with my CallRail data?

An agent connected to CallRail can list and read calls, fetch a call's recording and the pages the caller viewed, create and update calls, trackers, tags and companies, and read form submissions and SMS threads. In practice that means asking which tracker drove the most calls this week, tagging last week's leads in bulk, or summarizing a client's form submissions. Short, specific asks work better than long paragraphs.

Does connecting CallRail give the AI access to every company in my account?

No. Every request to CallRail runs as the person who signed in, so the agent sees only the companies, calls and trackers that person can already see in CallRail. Elaichi can narrow that further with restrictions, and it can never widen it beyond what CallRail itself allows.

Can my team share one CallRail connection?

Yes. One person connects CallRail in Elaichi and shares the connection with a team, and nobody else ever handles the API key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person who read a recording or tagged a call.

Can I stop an agent from deleting or changing things in CallRail?

Yes. In Elaichi, restrictions on CallRail apply per action, so you can allow reading calls and form submissions while restricting bulk updates or user deletion. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor or Microsoft Copilot cannot run it, whatever the prompt says.

What happens to a CallRail connection when someone leaves?

Offboarding a person in Elaichi ends their access to CallRail through every client at once. A CallRail connection that was shared with a team keeps working for everyone else. If you want it gone entirely, disconnecting CallRail once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot and every other client.

Does the CallRail MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. CallRail is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for CallRail?

Yes. Both let Claude, ChatGPT or Cursor use CallRail. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every CallRail call.

How is Elaichi different from Composio for CallRail?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to CallRail: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put CallRail in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot