Integration
Connect CallRail to SimpleKPI
When something happens in CallRail, your agent does the next thing in SimpleKPI. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CallRail and SimpleKPI to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What CallRail can start in SimpleKPI
When Outbound Call Completed in CallRail
then Add KPI in SimpleKPI
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 SimpleKPI
Triggers and actions 5 triggers · 12 actions
- Form Captured
Triggers when a form is captured.
- 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.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- Add KPI
Creates a new KPI.
- Add KPI category
Creates a new KPI category used to organize KPIs.
- Add or Update a KPI Data Entry
Adds a KPI data entry for a user, KPI and date, or updates the existing entry for that same KPI, date and breakdown set.
- Delete KPI
Deletes a KPI and all of its data entries.
- Delete KPI entry
Deletes a KPI data entry by id.
- Get KPI
Fetch a single KPI by its id.
- Get KPI entry
Retrieves a single KPI data entry by id.
- Get user
Retrieves a single user by id.
- Increment a KPI Data Entry
Adds an amount to the actual value of a user's KPI entry for a date, creating the entry if none exists yet. Use a negative amount to decrement. The existing target and notes are kept unless you supply new ones.
- List KPI categories
Lists the KPI categories in the SimpleKPI account.
- List users
Lists the users on your SimpleKPI account.
- Update KPI
Replaces a KPI's settings in SimpleKPI with the values supplied.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from CallRail
CallRail to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CallRail to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CallRail to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CallRail to Google SheetsGoogle Sheets
CallRail to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CallRail to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into SimpleKPI
Questions
CallRail and SimpleKPI, 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 SimpleKPI when something happens in CallRail?
Any of SimpleKPI's 12 actions, including Update KPI, Add KPI, Add KPI category and Add or Update a KPI Data Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SimpleKPI to CallRail?
SimpleKPI has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads SimpleKPI's API documentation and adds it.
Do I have to build a connector for CallRail or SimpleKPI?
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.
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.