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CallRail MCP server

CallRail in any MCP client, through Memtro: CallRail does not publish this server. Memtro's CallRail connector reads CallRail through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

CallRail call tracking: calls, form submissions and text threads with their marketing source, tags, lead status and value; call counts by source, campaign or company; companies and tags. Can tag, note, value and qualify calls, forms and text threads, text a customer, place an outbound call, create, edit or delete tags, create, rename or disable companies, and add users.

Reads

  • callrail_list_callsCallRail calls in a date window, newest first: start time, direction, answered or voicemail, duration, caller-ID name, company, marketing source…
  • callrail_get_callOne CallRail call in full: everything callrail_list_calls gives plus the call summary and AI lead score where the account's plan provides them…
  • callrail_call_summaryCall counts for a date window from CallRail's summary report: total, answered, missed, first-time callers, leads and average duration…
  • callrail_list_companiesThe companies (brands, locations or clients) in the CallRail account, with their ids for filtering calls and creating tags.
  • callrail_list_tagsTags in the CallRail account (company-level and account-level), for filtering calls and before creating a tag so it is not duplicated.
  • callrail_list_form_submissionsCallRail form submissions in a date window, newest first: when, company, customer name, form name and URL, marketing source, campaign, tags…
  • callrail_list_text_threadsCallRail text (SMS) threads, newest message first: customer name, the tracking number they texted, last message time, state, tags…

Acts, when you ask

These change something in CallRail. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • callrail_create_tagCreates a new tag for one company in CallRail, which people can then apply to calls, texts and forms.
  • callrail_update_callChanges one CallRail call's tags, note, value or lead status, or corrects the caller's name.
  • callrail_update_form_submissionChanges one CallRail form submission's tags, note, value or lead status.
  • callrail_update_text_threadChanges one CallRail text thread's tags, notes, value or lead qualification.
  • callrail_send_text_messageSends a text message (SMS, or MMS with an image) from one of the company's CallRail tracking numbers to a customer's US or Canadian mobile…
  • callrail_place_outbound_callPlaces a real phone call through CallRail: it rings business_phone_number first and, once someone there answers, dials the customer…
  • callrail_update_tagRenames, recolours, disables or re-enables one CallRail tag.
  • callrail_delete_tagPermanently deletes one CallRail tag, which removes it from every call, form, text and call flow it was applied to; it cannot be undone.
  • callrail_create_companyCreates a new company (a brand, location or client) in the CallRail account.
  • callrail_update_companyRenames a CallRail company or changes its time zone (which changes how its call times are reported).
  • callrail_disable_companyDisables one CallRail company: every one of its tracking numbers stops working and its website number-swap script is turned off…
  • callrail_invite_userAdds a person as a user of the CallRail account, and CallRail emails them a prompt to set a password.

Connect it

First connect CallRail on Dashboard → Connections, then add Memtro to your client once. The CallRail tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared CallRail connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › Which campaign drove the most calls this month?
  • › How many calls did we miss last week, and from which sources?
  • › Which first-time callers were marked as leads yesterday?
  • › Mark yesterday's 3:40pm call from the Leeds number as a qualified lead and tag it spring-promo
  • › Text the caller from this morning's missed call that we will ring back after 2pm

Questions

Is this an official CallRail MCP server?
No. It is Memtro's MCP server with Memtro's CallRail connector behind it: the connector reads CallRail through its API with the credentials you connect on Dashboard → Connections, and CallRail publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it change anything in CallRail?
Only when you ask, and only what it has been granted: create a tag for a company; tag, note, value or qualify a call, or correct the caller's name; tag, note, value or qualify a form submission; tag, note, value or qualify a text thread; text a customer from a tracking number; place an outbound call: ring a business phone, then the customer; rename, recolour, enable or disable a tag; delete a tag (removes it from everything it was applied to); create a company; rename a company or change its time zone; disable a company and its tracking numbers; add a user to the account (CallRail emails them). Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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