# Callingly

```json
{
  "name": "Callingly",
  "slug": "callingly",
  "url": "https://composio.dev/toolkits/callingly",
  "markdown_url": "https://composio.dev/toolkits/callingly.md",
  "logo_url": "https://logos.composio.dev/api/callingly",
  "categories": [
    "sales & customer support"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:04:52.223Z"
}
```

![Callingly logo](https://logos.composio.dev/api/callingly)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Callingly MCP or direct API to trigger instant calls, send lead follow-up texts, check call history, and update lead statuses through natural language.

## Summary

Callingly is a lead response management platform that automates immediate call and text follow-ups with new leads. It helps sales teams boost response speed and close more deals by connecting seamlessly with CRMs and lead sources.

## Categories

- sales & customer support

## Toolkit Details

- Tools: 29

## Images

- Logo: https://logos.composio.dev/api/callingly

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Callingly.
  - Setup:
    - Configure Api Key credentials for Callingly.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Activate a client account for onboarding
- Create an outbound call to new lead
- Get agent schedule for next week
- Set up webhook for completed calls

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `CALLINGLY_ACTIVATE_DEACTIVATE_CLIENT` | Activate/Deactivate Client Account | Tool to activate or deactivate a client account. Use when you need to toggle client access after onboarding or offboarding. Example: "Activate client 123" or "Deactivate client 456". |
| `CALLINGLY_CREATE_AGENT` | Create Agent | Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details. |
| `CALLINGLY_CREATE_CALL` | Create Outbound Call | Creates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations before use. The call will be routed to available agents on the specified team based on account-level routing configuration. Use List Teams first to get valid account_id and team_id values. Returns a call_id that can be used with Get Call to retrieve call status, recordings, and other details. |
| `CALLINGLY_CREATE_CLIENT` | Create Client | Creates a new client account in Callingly. Clients are sub-accounts under your agency account that can have their own teams, agents, and billing. Use this when onboarding a new business customer to your Callingly agency. |
| `CALLINGLY_CREATE_TEAM` | Create Team | Tool to create a new team. Use when setting up a team configuration before adding agents. |
| `CALLINGLY_CREATE_WEBHOOK` | Create Webhook | Tool to create a new webhook for call or lead events. Use when you need to receive real-time notifications on specific events. Example: "Create a webhook for call_completed events to http://example.com/callback". |
| `CALLINGLY_DELETE_AGENT` | Delete Agent | Permanently delete an agent from a Callingly account. Use when removing an agent who should no longer receive calls. Requires both the agent ID and the account ID the agent belongs to. |
| `CALLINGLY_DELETE_CLIENT` | Delete Client | Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID. |
| `CALLINGLY_DELETE_LEAD` | Delete Lead | Tool to delete a lead by ID. Use when you need to permanently remove a lead from your account after confirming its ID. Returns a success confirmation. |
| `CALLINGLY_DELETE_WEBHOOK` | Delete Webhook | Tool to delete a webhook. Use when permanently removing a webhook by its ID. |
| `CALLINGLY_GET_AGENT_SCHEDULE` | Get Agent Schedule | Tool to retrieve the availability schedule for a specific agent. Use when you need to know which days and times the agent is available. |
| `CALLINGLY_GET_CALL` | Get Call | Retrieves detailed information about a specific call by its unique ID. Returns comprehensive call metadata including status, duration, lead information, agent details, recording URLs, transcripts, and AI-generated insights. Use the LIST_CALLS action first to obtain valid call IDs. |
| `CALLINGLY_GET_LEAD` | Get Lead | Tool to retrieve details of a specific lead by its ID. Use when you need full lead details before follow-up actions. |
| `CALLINGLY_GET_TEAM` | Get Team | Tool to retrieve details of a specific team. Use after obtaining the team ID to fetch its configuration details. |
| `CALLINGLY_GET_WEBHOOK` | Get Webhook | Tool to retrieve details of a specific webhook by its ID. Use when you need to inspect a webhook's configuration before modifying or deleting it. |
| `CALLINGLY_LIST_CALLS` | List Calls | Tool to list calls. Use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls. |
| `CALLINGLY_LIST_CLIENTS` | List Clients | Tool to list clients. Use when you need to retrieve all clients associated with your account. |
| `CALLINGLY_LIST_LEADS` | List Leads | Tool to list leads based on provided filters like date range or phone number. Use after confirming filter criteria when bulk lead retrieval is needed. |
| `CALLINGLY_LIST_TEAMS` | List Teams | Tool to list teams. Use when you need to retrieve all teams associated with your account. |
| `CALLINGLY_LIST_TEAM_USERS` | List Team Users | Retrieve all agents assigned to a specific team in Callingly. Returns each agent's ID, name, priority, call cap, and any custom/integration identifiers. Use this to audit team composition or before performing agent management operations like updates or removals. |
| `CALLINGLY_LIST_USERS` | List Users | Tool to retrieve a list of agents. Use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account. |
| `CALLINGLY_LIST_WEBHOOKS` | List Webhooks | Tool to list configured webhooks. Use when you need to retrieve all webhooks configured in your account to review or manage them. |
| `CALLINGLY_REMOVE_TEAM_AGENT` | Remove Team Agent | Tool to remove a specific agent from a team. Use when you need to disassociate an agent from a team after confirming both team and agent IDs. |
| `CALLINGLY_UPDATE_AGENT` | Update Agent | Tool to update an existing agent's details. Use when you need to modify agent information post-creation. |
| `CALLINGLY_UPDATE_LEAD` | Update Lead | Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings. |
| `CALLINGLY_UPDATE_SCHEDULE` | Update Agent Schedule | Tool to update an agent's availability schedule. Use when you need to set or override an agent's daily availability times. |
| `CALLINGLY_UPDATE_TEAM_AGENT_SETTINGS` | Update Team Agent Settings | Tool to update settings (priority, capacity) for a specific team agent. Use when adjusting an agent's priority or call capacity after team configuration. |
| `CALLINGLY_UPDATE_TEAM_USERS` | Update Team Users | Updates the list of agents assigned to a team. This operation replaces all existing agent assignments - any agents not included in the list will be removed from the team. Use CALLINGLY_LIST_TEAM_USERS to check current assignments before updating. |
| `CALLINGLY_UPDATE_WEBHOOK` | Update Webhook | Updates an existing webhook's configuration by ID. Supports partial updates - only provide fields you want to change. Note: When updating event-specific fields (call_status, call_lead_status, field, filter), you must also include the event field in your request. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Callingly Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Callingly actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Create a new outbound call for lead John Doe at (555) 123-4567'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Create a new outbound call for lead John Doe at (555) 123-4567'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Callingly tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Create a new outbound call to 555-1234 for lead John Smith')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Create a new outbound call to 555-1234 for lead John Smith' }],
  stopWhen: stepCountIs(5)
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Callingly Integration

- Supports both Callingly MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Callingly data

### 2. Managed Auth

- Built-in API key management with automatic rotation support
- Central place to manage, scope, and revoke Callingly access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Callingly
- Scoped, least privilege access to Callingly resources
- Full audit trail of agent actions to support review and compliance

## Use Callingly with any AI Agent Framework

Choose a framework you want to connect Callingly with:

- [OpenAI Agents SDK](https://composio.dev/toolkits/callingly/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/callingly/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/callingly/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/callingly/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/callingly/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/callingly/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/callingly/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/callingly/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/callingly/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/callingly/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/callingly/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/callingly/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/callingly/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/callingly/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/callingly/framework/autogen)

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## Frequently Asked Questions

### Do I need my own developer credentials to use Callingly with Composio?

Yes, Callingly requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)
