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How to connect Callingly to Claude

Connect Claude Web, Desktop and Cowork to Callingly MCP. Activate a client account for onboarding, create an outbound call to new lead, and more using natural language, with authentication handled for you.

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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.

29 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Callingly account to Claude via Composio Connect, enabling it to activate a client account for onboarding, create an outbound call to new lead, get agent schedule for next week, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Callingly with

Claude CodeOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Callingly to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Callingly account

Back in Claude, ask it to connect to Callingly or give it any Callingly-related task.

For example, ask Claude to:

  • "Activate a client account for onboarding"
  • "Create an outbound call to new lead"
  • "Get agent schedule for next week"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Callingly account is ready to use.

What is the Callingly Claude Connector, and what's possible with it?

The Callingly MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Callingly account. It provides structured and secure access to your Callingly environment, so your agent can automate lead follow-ups, manage agents and clients, trigger outbound calls, and keep your sales workflows moving without manual intervention.

  • Automated outbound call creation: Instantly generate outbound call records so your team can respond to new leads within seconds without lifting a finger.
  • Agent and team management: Let your agent create, delete, or update agents and teams as your sales organization changes and grows.
  • Client onboarding and offboarding: Seamlessly add, activate, deactivate, or remove client accounts as your business requires—no more manual data entry.
  • Real-time webhook setup: Set up and delete webhooks to receive instant notifications for specific call or lead events, keeping your CRM and other tools in sync.
  • Availability and scheduling insights: Retrieve agent schedules to optimize call assignments and guarantee leads get connected when agents are actually available.

Troubleshooting

1. Why does Claude not use the Composio connector for Callingly?

The connector can show as connected, but Claude must use it in each Callingly conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Callingly again.

2. Why does Claude show an MCP server error before Callingly connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Callingly.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Callingly.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Callingly authorization link not work?

The Composio connector is one server. Your Callingly account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Callingly connection.
  • Composio creates a fresh Callingly authorization link.
  • Open that link in your browser and finish the Callingly sign-in.

4. Why do Callingly actions fail after they worked before?

The Callingly connection can expire or lose permission.

  • Ask Claude to inspect the Callingly connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Callingly account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Callingly.
  • If the action still fails with a permission error, check that the connected account has that permission in Callingly itself.

5. How do I switch to a different Callingly account?

Claude can manage the Callingly connection for you.

  • Ask Claude to disconnect or delete the current Callingly account.
  • Ask Claude to connect Callingly again.
  • Open the new Composio authorization link for Callingly.
  • Sign in with the other Callingly account in the browser.
  • After the account connects, ask Claude to retry the Callingly task.

6. Why is my Callingly connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Callingly connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Callingly tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Callingly.
TOOLS

Supported Tools

Every Callingly action and event your agent gets out of the box.

Activate/Deactivate Client Account

Tool to activate or deactivate a client account.

Create Agent

Tool to create a new agent.

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.

Create Client

Creates a new client account in Callingly.

Create Team

Tool to create a new team.

Create Webhook

Tool to create a new webhook for call or lead events.

Delete Agent

Permanently delete an agent from a Callingly account.

Delete Client

Tool to delete a client.

Delete Lead

Tool to delete a lead by ID.

Delete Webhook

Tool to delete a webhook.

Get Agent Schedule

Tool to retrieve the availability schedule for a specific agent.

Get Call

Retrieves detailed information about a specific call by its unique ID.

Get Lead

Tool to retrieve details of a specific lead by its ID.

Get Team

Tool to retrieve details of a specific team.

Get Webhook

Tool to retrieve details of a specific webhook by its ID.

List Calls

Tool to list calls.

List Clients

Tool to list clients.

List Leads

Tool to list leads based on provided filters like date range or phone number.

List Teams

Tool to list teams.

List Team Users

Retrieve all agents assigned to a specific team in Callingly.

List Users

Tool to retrieve a list of agents.

List Webhooks

Tool to list configured webhooks.

Remove Team Agent

Tool to remove a specific agent from a team.

Update Agent

Tool to update an existing agent's details.

Update Lead

Tool to update an existing lead's information.

Update Agent Schedule

Tool to update an agent's availability schedule.

Update Team Agent Settings

Tool to update settings (priority, capacity) for a specific team agent.

Update Team Users

Updates the list of agents assigned to a team.

Update Webhook

Updates an existing webhook's configuration by ID.

FRAMEWORKS

How to build Callingly MCP Agent with another framework

Claude Code logo

Claude Code

Use Callingly MCP with Claude Code

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Callingly MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Callingly MCP with Claude Agent SDK

Codex logo

Codex

Use Callingly MCP with Codex

OpenClaw logo

OpenClaw

Use Callingly MCP with OpenClaw

Hermes logo

Hermes

Use Callingly MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Callingly MCP with Atomic Agent

Google ADK logo

Google ADK

Use Callingly MCP with Google ADK

LangChain logo

LangChain

Use Callingly MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Callingly MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Callingly MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Callingly MCP with LlamaIndex

CrewAI logo

CrewAI

Use Callingly MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Callingly MCP with Pydantic AI

AutoGen logo

AutoGen

Use Callingly MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Callingly MCP server, the agents and LLMs can only access a fixed set of Callingly tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Callingly and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Callingly tools.

Yes, absolutely. You can configure which Callingly scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Callingly data and credentials are handled as safely as possible.

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