callrail_skill

Overview

This skill provides a managed OAuth integration with CallRail through a gateway. It lets you retrieve and analyze call records, manage tracking numbers and companies, and organize calls with tags. Use it to centralize call analytics and automate call management tasks.

How this skill works

The skill proxies requests to CallRail via a gateway URL and injects your Maton API key for OAuth-managed access. Endpoints mirror CallRail patterns (e.g., /callrail/v3/a/{account_id}/...), returning JSON for accounts, calls, trackers, tags, users, integrations, and summaries. You can list, filter, update, create, and delete resources and paginate large result sets.

When to use it

• Pull call logs and recordings for reporting or dashboards
• Filter and search calls by date range, company, or tracker
• Manage tracking numbers and trackers across campaigns
• Create, update, or delete tags to organize call leads
• Update call metadata (notes, lead status, spam flag) programmatically

Best practices

• Set MATON_API_KEY as an environment variable and include it in Authorization header
• Specify Maton-Connection header when you manage multiple CallRail connections
• Use per_page, page, or relative_pagination for large result sets to avoid timeouts
• Respect rate limits and implement exponential backoff for HTTP 429 responses
• Always request only required fields with the fields parameter to reduce payload size

Example use cases

• Build a dashboard showing daily call timeseries and aggregated summaries by company or source
• Automatically tag or mark spam calls based on call transcription or external rules
• Provision and sync trackers (tracking numbers) per campaign from your marketing platform
• Batch-update call records to add notes or change lead_status after CRM review
• List integrations or notifications to monitor third-party bridges and alerts