Connect CallRail to Your AI Agent

Choose an account, company, and reporting window to organize the lead records returned.

6 tools API key

Try a CallRail Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill CallRail

Summarize Calls for a Period

Read account calls and inspect selected call details.

/oo CallRail: List CallRail calls for account [account ID], company [company ID], from [start date] to [end date]. Read calls [call IDs] and summarize the returned attribution and call details.

Review Form Leads

List form submissions and inspect selected responses.

/oo CallRail: List CallRail form submissions for account [account ID], company [company ID], from [start date] to [end date]. Read submissions [submission IDs] and summarize the returned response fields.

Start Working with CallRail

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect CallRail

Connect a CallRail API key.
Connect CallRail →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

Access to the account and company you want to review.
Provide an account ID for call and form queries. Extra fields can be requested where supported; lists may span several pages.

CallRail Tools

This connection lists CallRail accounts and companies and reads call and form submission records.

Call and Form Records

Read captured lead records for an account.

Account and Company Discovery

Find the account and company IDs needed for a review.

6 tools

List Accounts

List CallRail accounts visible to the API key.

callrail.list_accounts

List Companies

List CallRail companies for one account.

callrail.list_companies

List Calls

List CallRail calls for one account with optional company, tracker, date, and field filters.

callrail.list_calls

Get Call

Retrieve one CallRail call by account ID and call ID.

callrail.get_call

List Form Submissions

List CallRail form submissions for one account with optional company, date, and field filters.

callrail.list_form_submissions

Get Form Submission

Retrieve one CallRail form submission by account ID and form submission ID.

callrail.get_form_submission

Frequently Asked Questions

How do I choose the right company?

List companies for the account and use the desired company ID to narrow call or form records.

Can I request extra call fields?

Call queries accept additional field names where supported, such as milestones or spotted keywords. Returned coverage depends on the account’s data.

Does this connection transcribe call recordings?

It reads call records and requested fields. It does not include a recording transcription operation.