--- title: "Connect CallRail to Open Collective - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Get order\" in Open Collective." canonical: "https://apiant.ai/connect/callrail-to-open-collective" --- # Connect CallRail to Open Collective When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Get order** in [Open Collective](https://apiant.ai/connections/open-collective). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Open Collective **7** 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 Open Collective 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 Open Collective - When **Outbound Call Completed** in CallRail then **Get order** in Open Collective - When **SMS Received** in CallRail then **List orders** in Open Collective 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 Open Collective ## Triggers and actions 5 triggers · 7 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 **Find collectives** Search for collectives, organizations, or other accounts by name or keyword. - Action **Get collective** Retrieve a collective (or organization/fund/project/event) by slug or id, including its profile, balance, and settings. - Action **Get expense** Retrieve a single expense by id, including its status and line items. - Action **Get order** Retrieve a single financial contribution (order) by id. - Action **List expenses** List expenses submitted to a collective or by an account. - Action **List orders** List financial contributions (orders) made to or from an account. - Action **List transactions** List financial transactions (debits and credits) for an account. ## 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) - [ **Open Collective** Open Collective is a platform where community projects and open-source groups collect and spend money...](https://apiant.ai/connections/open-collective) 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 Open Collective - [ **HubSpot to Open Collective** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-open-collective) - [ **Salesforce to Open Collective** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-open-collective) - [ **Slack to Open Collective** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-open-collective) - [ **Google Sheets to Open Collective** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-open-collective) - [ **Gmail to Open Collective** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-open-collective) - [ **Google Calendar to Open Collective** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-open-collective) Questions ## CallRail and Open Collective, 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 Open Collective when something happens in CallRail? Any of Open Collective's 7 actions, including Find collectives, Get collective, Get expense and Get order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Open Collective to CallRail? Open Collective has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Open Collective's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Open Collective? 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 Open Collective without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Open Collective 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.