Can I check the source of a specific call using the agent?

Yes! Use the `get_call_details` tool with the Call ID. Your agent will fetch the detailed metadata, which typically includes the `source` or `tracking_number` associated with the call.

How do I list all the leads from my website forms?

Simply ask the agent to `list_form_submissions`. It will retrieve the latest leads captured through web forms from your CallRail account, including names and submission times.

Does the integration allow creating a new tracking number?

The current toolset focuses on querying and monitoring (Read-Only) for marketing attribution analysis. Provisioning new numbers or changing core routing should be managed via the CallRail administrator dashboard.

CallRail MCP Server for Windsurf 10 tools — connect in under 2 minutes

Name: CallRail
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 10 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect CallRail through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install CallRail and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "callrail": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About CallRail MCP Server

Connect your CallRail account to any AI agent and orchestrate your call tracking, lead management, and marketing attribution workflows through natural conversation.

Windsurf's Cascade agent chains multiple CallRail tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Call Oversight — List all tracked phone calls and retrieve detailed metadata, including durations, tracking numbers, and statuses.
Lead Management — Access leads generated via web forms and monitor their conversion journey directly from your workspace.
Company Coordination — List and retrieve detailed profiles for all companies and clients managed within the account.
Tracker Oversight — Monitor all active tracking numbers and their respective sources to ensure data accuracy.
User & Team Management — Access your directory of users and agents to maintain visibility across your organization.
Alert Monitoring — Retrieve and monitor active account alerts to stay on top of critical issues.

The CallRail MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect CallRail to Windsurf via MCP

Follow these steps to integrate the CallRail MCP Server with Windsurf.

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using CallRail

Open Cascade and ask: "Using CallRail, help me...". 10 tools available

Why Use Windsurf with the CallRail MCP Server

Windsurf provides unique advantages when paired with CallRail through the Model Context Protocol.

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

CallRail + Windsurf Use Cases

Practical scenarios where Windsurf combined with the CallRail MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from CallRail and generate models, types, or handlers based on real API responses

Live debugging: query CallRail tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from CallRail and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine CallRail data with Cascade's code generation to scaffold entire features in minutes

CallRail MCP Tools for Windsurf (10)

These 10 tools become available when you connect CallRail to Windsurf via MCP:

get_account_info

Retrieve core account information

get_call_details

Get details of a specific phone call

get_company_details

Get details of a specific company

list_alerts

List active account alerts

list_calls

List all tracked phone calls

list_companies

List all companies associated with the account

list_form_submissions

List leads generated via web forms

list_tags

List all lead and call tags

list_trackers

List all tracking numbers and sources

list_users

List all users in the account

Example Prompts for CallRail in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with CallRail immediately.

"List all my calls from today in CallRail."

"Show the details for form submission with ID 99283."

"List all the companies in my CallRail account."

Troubleshooting CallRail MCP Server with Windsurf

Common issues when connecting CallRail to Windsurf through the Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

CallRail + Windsurf FAQ

Common questions about integrating CallRail MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.