# CallPage MCP

> CallPage connects your entire lead pipeline—callbacks, widget captures, and call recordings—directly to your AI client. Manage every step of sales engagement from a single chat window without logging into dashboards. Check new leads, review call details, and monitor widget performance instantly.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Tags:** callback, lead-capture, conversion-optimization, widget, sales-engagement, customer-service

## Description

Connecting CallPage gives your agent immediate access to everything happening in your sales pipeline. Instead of manually jumping between dashboards to check status updates, you can talk to your AI client and get the information you need right away. You can list all callbacks and pull detailed records, including recording URLs, so you never miss context on a call. It also lets you see every lead captured by your widgets, giving you full visibility into potential customers' intent. If you’re working with other services, Vinkius makes it easy to connect this CallPage data alongside everything else in your AI workflow.

This capability helps sales teams keep track of callbacks and ensures the whole department knows who owns which incoming lead. You can even review settings for specific widgets or check team directory details to make sure leads go to the right manager.

## Tools

### get_account_info
Gets core information about the main account and managers.

### get_call_details
Retrieves specific details for a single recorded call, like its duration or summary.

### get_lead_details
Gets the full profile and intent details for one captured lead.

### get_widget_settings
Retrieves the specific configuration and performance settings for a chosen widget.

### list_calls
Lists all recorded callback calls, providing links to their recordings.

### list_departments
Shows a list of departments within the company directory.

### list_leads
Lists all leads captured from your widgets, showing who submitted them.

### list_managers
Provides a list of team managers available in the system.

### list_sms_templates
Shows all pre-written SMS templates used for automated follow-up messages.

### list_widgets
Lists every widget installed on your site and connected to CallPage.

## Prompt Examples

**Prompt:** 
```
List all my leads from today in CallPage.
```

**Response:** 
```
I've retrieved your leads. You have 5 new leads today, including 'John Doe' (+1234567890) and 'Sarah Smith' (intent: inquiry).
```

**Prompt:** 
```
Show the last 3 call recordings.
```

**Response:** 
```
Retrieving recent calls... I found 3 recordings: Call #101 (2m 30s), Call #105 (1m 15s), and Call #109 (4m 45s). You can listen to them here: [Links].
```

**Prompt:** 
```
What are the settings for widget 'Main Website'?
```

**Response:** 
```
Widget 'Main Website' (ID: wid_123) is currently active. It has 'Delayed Callback' enabled (28 seconds) and is assigned to the 'Sales' department.
```

## Capabilities

### Review Call Records
List all historical callback calls and get detailed information, including recording URLs and durations.

### Analyze Captured Leads
List and retrieve complete profiles for every lead captured through your website widgets, showing contact info and intent.

### Check Widget Performance
View the configuration and performance settings for all active CallPage widgets.

### Manage Team Structure
Access department listings and core manager/account details to ensure proper lead routing.

## Use Cases

### The SDR needs context before calling.
A new lead comes in and the SDR needs to know if they've already talked to them. Instead of searching a CRM, they ask their agent to use `get_lead_details` on the contact. The agent pulls up the full profile and any existing notes, letting the SDR start the call informed.

### Marketing needs to audit widget performance.
The Marketing Manager suspects a lead form isn't working right. They ask their agent to run `list_widgets` to see all options and then use `get_widget_settings` on the suspect one. This quickly highlights if a callback delay or configuration issue is causing drops.

### The Ops team needs to route a high-priority lead.
A major account signs up, and the Ops Coordinator needs to know which department handles them. They ask their agent to use `list_departments` and cross-reference that info with core manager data using `get_account_info`. The system confirms the right team owner.

## Benefits

- Stop logging into multiple tabs just to check a lead's status. You can ask your agent for the details of any specific lead using `get_lead_details`—all from your chat window.
- Need to know what happened on a call? Use `list_calls` and then `get_call_details` to pull up full recordings and summaries instantly, giving you immediate context.
- Marketing teams can monitor widget health by listing all widgets (`list_widgets`) and checking their specific performance settings with `get_widget_settings`. This helps prove ROI fast.
- Stop guessing who gets the lead. You can use `list_departments` and check team directory info to ensure incoming prospects are routed to the right manager immediately.
- You don't have to guess which follow-up text to send. Check `list_sms_templates` for all available automated messages, ensuring brand consistency every time.

## How It Works

The bottom line is that you get immediate, structured answers about your lead pipeline without leaving your chat interface.

1. Subscribe to this MCP and enter your CallPage External API Key.
2. Your AI client authenticates the connection, giving it permission to access your CallPage data.
3. You ask a question in natural language (e.g., 'What are today's leads?'), and the agent executes the necessary tool calls using the provided tools.

## Frequently Asked Questions

**How do I find out what leads were captured today using list_leads?**
Run `list_leads` and specify the date range in your query. This tool gathers all data submitted through your widgets, showing you who the contacts are and when they came through.

**Can I check recordings for a specific call using get_call_details?**
Yep. You pass the unique Call ID to `get_call_details`. It returns all recorded info, including links to listen to the conversation and metadata like duration.

**What does list_widgets do for my marketing team?**
It shows a complete inventory of every lead capture tool installed on your site. This is great for audits because you can see all options at a glance, which helps with compliance and optimization.

**Should I use list_managers or get_account_info?**
Use `list_managers` to see the names of available managers. Use `get_account_info` when you need the core settings, general department details, and primary account information.

**How do I verify my API connection status using get_account_info?**
Running get_account_info retrieves your core manager and account information directly. This confirms the MCP is connected and that your credentials are active for accessing basic directory data.

**When I use list_leads, can I filter results by specific intent or date ranges?**
Yes, you pass filters within the prompt when using list_leads. Requesting criteria like 'intent: inquiry' or 'date > yesterday' allows your agent to narrow down the lead roster significantly.

**How does list_departments help me understand proper lead routing?**
It provides a definitive list of all company departments. This map is essential for coordinating tasks, as it lets your agent know which department should own an incoming or unassigned lead.

**If I run get_widget_settings with an incorrect widget ID, what error should I expect?**
The MCP will return a standard API error code indicating the resource was not found. It’s always best practice to confirm the exact widget ID or name before making this call.

**Can I listen to call recordings using the agent?**
Yes! Use the `list_calls` or `get_call_details` tool. If a recording is available, your agent will provide the `recording_url` which you can click to listen to the conversation.

**How do I see the details of a specific lead?**
Simply ask the agent to `get_lead_details` and provide the Lead ID. It will retrieve the full profile, including phone number, email, and any custom data captured by the widget.

**Does the integration allow updating widget settings?**
The current toolset focuses on querying and monitoring (Read-Only) for operational control. Updating widget styles or complex behaviors should be managed through the CallPage administrator dashboard.