Callingly MCP server

Connect Callingly to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Callingly MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get team tool in Callingly
  • Use the manage agent schedule tool in Callingly
  • Use the get lead tool in Callingly
  • Use the list calls tool in Callingly
  • Use the list agents tool in Callingly
  • Use the list clients tool in Callingly

Supported Tools

get_team

Get Team

Retrieve a team’s call routing, retry, recording, whisper text, and automatic SMS settings. Use list_teams to discover team IDs.

manage_agent_schedule

Manage Agent Schedule

Get or update an agent's weekly availability schedule. Each day can be toggled available/unavailable and supports multiple time windows (e.g., morning and afternoon shifts). - To **retrieve** the schedule, provide only the agentId. - To **update** the schedule, provide the agentId and the schedule array.

get_lead

Get Lead

Retrieve detailed information about a specific lead including contact details, company info, status, tags, stage, assigned owner, team, and call history.

list_calls

List Calls

List calls with optional filtering by date range, team, and pagination. Returns call details including status, direction, duration, and associated lead information.

list_agents

List Agents

List all agents (users) in the account with their availability status, phone number, timezone, and priority settings.

list_clients

List Clients

For agency partners, discover client account IDs, names, and billing counts. Client IDs can be used as the agency account ID or with manage_client.

manage_agent

Manage Agent

Create a new agent or update an existing agent's settings. Manage phone number, extension, timezone, priority, and do-not-disturb mode. - To **create** an agent, omit the agentId and provide name and phone number. - To **update** an agent, provide the agentId along with the fields to change. - To **delete** an agent, set the `delete` flag to true with the agentId.

manage_client

Manage Client

For agency partners: list, create, delete, or activate/deactivate client accounts. Each client has their own account with separate billing. - **list** — List all client accounts. - **create** — Create a new client account. - **delete** — Delete a client account. - **activate** — Activate a client account. - **deactivate** — Deactivate a client account.

delete_lead

Delete Lead

Permanently delete a lead from Callingly. This action cannot be undone.

list_leads

List Leads

List leads with optional filtering by date range and phone number. Returns lead details including contact info, status, tags, assigned team, and call history.

get_call

Get Call

Retrieve detailed information about a specific call including its status, duration, recording URL, transcript, direction, and associated lead and agent details.

manage_team_agents

Manage Team Agents

List, assign, remove, or update agents within a team. Use the **action** parameter to specify the operation: - **list** — List all agents currently assigned to the team. - **assign** — Set the team's complete agent list; existing assignments not in agentIds are removed. - **remove** — Remove an agent from the team. - **update** — Update an agent's priority and lead cap within the team.

manage_team

Manage Team

Create a new team or update an existing team's settings. Configure call mode, whisper text, post-whisper text, retry settings, recording, call delay, language, and auto-SMS. - To **create** a team, omit the teamId and provide a name. - To **update** a team, provide the teamId along with the fields to change.

send_sms

Send SMS

Send an SMS message to a lead. Supports personalization templates like `{{lead.first_name}}` and `{{from.company}}` with optional default fallback values (e.g., `{{lead.first_name | default: 'there'}}`).

list_teams

List Teams

List all teams in the account with their configuration settings including call mode, whisper text, retry settings, and recording preferences.

create_call

Create Call

Initiate a phone call to a lead by assigning it to a team. The call can be placed immediately or scheduled for a future time using the **scheduledAt** parameter. Creates or matches a lead with the provided contact details and triggers the team's call flow.

update_lead

Update Lead

Update a lead's information including contact details, status, result, stage, and call blocking settings. Can also stop or block a lead from receiving calls.

Connect Callingly to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Callingly in Metorial. In your Metorial portal, enable the Callingly MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Callingly tools.

Run Callingly through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Callingly and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Callingly tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Callingly

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Callingly

Automate outbound and inbound phone calls to connect sales teams with leads. Manage lead contact details, status, and call blocking. Initiate and schedule calls, retrieve call details including recordings and transcripts, and send personalized SMS messages. Discover and inspect teams, then configure call modes, whisper text, retry settings, and auto-SMS. Manage agent availability, scheduling, priorities, and team assignments. Discover client accounts and manage them as an agency partner.

Frequently asked questions

Common questions about connecting Callingly to AI agents with Metorial.

  1. How many tools does the Callingly MCP server have?
    The Callingly MCP server exposes 17 tools, including Get Team, Manage Agent Schedule, Get Lead. Each one is governed and traced through Metorial.
  2. Callingly exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Callingly MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Callingly and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Callingly MCP server yourself or use the hosted gateway.

Connect Callingly to production AI agents

See how Metorial gives your team governed access to Callingly, with tracing and security controls built in.