--- title: "Connect CallRail to Agentset - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Get document\" in Agentset." canonical: "https://apiant.ai/connect/callrail-to-agentset" --- # Connect CallRail to Agentset When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Get document** in [Agentset](https://apiant.ai/connections/agentset). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Agentset **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CallRail and Agentset to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CallRail can start in Agentset - When **Outbound Call Completed** in CallRail then **Get document** in Agentset - When **SMS Received** in CallRail then **Add ingest job** in Agentset Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CallRail and Agentset ## Triggers and actions 5 triggers · 13 actions - Trigger **Form Captured** Triggers when a form is captured. - Trigger **Outbound Call Completed** Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires. - Trigger **Phone Call Started** Triggers when an inbound phone call is started. - Trigger **SMS Received** Triggers when an SMS message is received. - Trigger **SMS Sent** Triggers when an SMS message is sent. - Action **Add ingest job** Create an ingest job (text, file or URL payload). - Action **Add namespace** Create a namespace. - Action **Delete document** Delete a document. - Action **Delete ingest job** Delete an ingest job. - Action **Find chunks in namespace** Search a namespace (semantic search with query, topK, filters). - Action **Generate upload URL** Create presigned URL for file upload. - Action **Get document** Retrieve a document. - Action **Get ingest job** Retrieve an ingest job (status). - Action **Get namespace** Retrieve a namespace by id. - Action **List documents** Retrieve a list of documents. - Action **List ingest jobs** Retrieve a list of ingest jobs. - Action **List namespaces** Retrieve a list of namespaces. - Action **Update namespace** Update a namespace. ## Each app on its own - [ **CallRail** CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure...](https://apiant.ai/connections/callrail) - [ **Agentset** Open-source RAG platform for building AI chat/search apps with citations, ingestion, and retrieval...](https://apiant.ai/connections/agentset) Reviews ## What our customers say ## More from CallRail - [ **CallRail to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/callrail-to-vercel) - [ **CallRail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/callrail-to-hubspot) - [ **CallRail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/callrail-to-salesforce) - [ **CallRail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/callrail-to-slack) - [ **CallRail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/callrail-to-google-sheets) - [ **CallRail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/callrail-to-gmail) ## More into Agentset - [ **HubSpot to Agentset** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-agentset) - [ **Salesforce to Agentset** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-agentset) - [ **Slack to Agentset** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agentset) - [ **Google Sheets to Agentset** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-agentset) - [ **Gmail to Agentset** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-agentset) - [ **Google Calendar to Agentset** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-agentset) Questions ## CallRail and Agentset, answered ### ### What can start an automation from CallRail? Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agentset when something happens in CallRail? Any of Agentset's 13 actions, including Update namespace, Add ingest job, Add namespace and Find chunks in namespace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agentset to CallRail? Agentset has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Agentset's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Agentset? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CallRail and Agentset without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Agentset once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.