CALLGRID MCP / AUTOMATIONS
Your reports run themselves.
Connect CallGrid to Claude with the tools you already use, set the cadence, and a finished summary of any campaign, source, or destination lands in Slack, your inbox, a sheet, or Notion. No builder, no exports, no one logging in to run it.
Read only, so it is safe to share with your team. Works with the connectors you already run.
Scheduled
Daily revenue digest
Weekly buyer scorecard
Hourly anomaly watch
Tasks run while the desktop app is open. A missed run retries on wake.
Schedule
Every weekday
7:00 AM
CallGrid read
Used CallGrid · summary-report240ms
Deliver
to Slack
#pay-per-call
Delivered to Slack
Yesterday: 1,284 billable calls, $38,410 revenue, $29.91 RPC
Billable calls
1,284
6.2%
Revenue
$38,410
9.4%
RPC
$29.91
1.1%
TOP SOURCES BY RPC
- Meridian Media$38.90
- Vantage Media$32.60
- Summit Leads$23.40
Posted to Slack by your Slack connector. CallGrid read only.
Sample data, anonymized demo. CallGrid reads only. Delivery is performed by your Slack, Gmail, Sheets, or Notion connector with your own permissions.
WHAT CHANGED
You used to ask. Now it just shows up.
The first version of CallGrid's MCP let you ask your data anything inside Claude or ChatGPT and get an answer with a chart. Now you can chain it. Connect CallGrid alongside Slack, Gmail, Sheets, or Notion, set a schedule, and the report you used to build by hand writes and delivers itself.
CallGrid is the source. Read only. It surfaces and analyzes your live numbers.
The assistant is the analyst. It reasons over the numbers and writes the summary.
The second connector is the delivery. It drops the finished work where the team already looks.
V1: you ask
“How did Medicare Inbound do yesterday?”
V2: it runs itself
Every weekday at 7:00 AM, posted to #pay-per-call
HOW THE CHAIN WORKS
Three pieces, one chain, on a cadence you set.
Source
CallGrid
Reads your live data. Read only, never writes.
summary-reportAnalyst
The assistant
Reasons over the numbers and writes the summary.
Claude · ChatGPT · any MCP clientDelivery
Your connector
Drops it where the team looks, with your permissions.
Slack · Gmail · Sheets · NotionCallGrid never writes anywhere. The delivery connector does, with your own permissions in that tool.
FOUR WAYS TO DELIVER
Finished work, landing in the tools you already use.
Each of these is a real piece of work, building itself. CallGrid reads, the assistant writes, and the destination connector delivers. Revenue figures are estimates built from your own data, not guarantees.
Slack daily digest
Yesterday's billable calls, revenue, and RPC with day over day deltas, plus a top and bottom source leaderboard, posted to a channel every morning.
Yesterday: 1,284 billable calls, $38,410 revenue, $29.91 RPC
Billable calls
1,284
6.2%
Revenue
$38,410
9.4%
RPC
$29.91
1.1%
TOP SOURCES BY RPC
- Meridian Media$38.90
- Vantage Media$32.60
- Summit Leads$23.40
Posted to Slack by your Slack connector. CallGrid read only.
Email scheduled report
A polished monthly buyer or partner performance summary that sends itself, the kind of report you used to export and format by hand.
Brightpath Insurance, May performance summary
CallGrid Reports <reports@brightpath-demo.com>
Hi team, here is Brightpath Insurance's May performance across all buyers.
| Buyer | Connects | Conn. rate | Conv. | Revenue | RPC |
|---|---|---|---|---|---|
| Cardinal Leads | 9,204 | 71% | 3,118 | $284K | $30.84 |
| Summit Leads | 7,415 | 68% | 2,406 | $211K | $28.45 |
| Apex Reach | 5,066 | 59% | 1,402 | $132K | $26.10 |
Revenue by campaign
Cardinal Leads drove the strongest month on both volume and RPC. Apex Reach's connect rate slipped and is worth a routing review.
Sent by your Gmail connector with your permission. Revenue figures are estimates from your own data, not guarantees.
Sheets or Notion live sync
The running tab or page your team already opens stays current on its own. No export, no copy paste.
| Date | Source | Calls | RPC | Revenue | |
|---|---|---|---|---|---|
| 3 | May 12 | Vantage Media | 402 | $32.60 | $13,105 |
| 4 | May 13 | Summit Leads | 355 | $23.40 | $8,307 |
| 5 | May 14 | Meridian Media | 468 | $38.90 | $18,205 |
Or a Notion database, same data, updated on its own.
Lights-out cloud workflow
When the laptop is closed, the same CallGrid connection runs server side. Cowork is the cockpit, Zapier and n8n are the always-on backstop.
Zapier · cloud workflow
A schedule trigger fires the CallGrid read, a threshold branches, and the alert path posts to Slack. One token flows at a time.
SET IT UP IN WORDS, NOT CONFIG
Describe it once. It runs on its own.
Say what you want in plain English. The schedule, the CallGrid read, and the delivery are wired for you. Then manage it like any other task: pause it, run it now, or change the cadence.
Describe it once
“Every weekday at 7am, summarize yesterday's calls by source and post the top and bottom three to #pay-per-call”
Task created
Daily revenue digest
Scheduled tasks
4 activeSTRAIGHT TALK
Where the schedule runs, told straight.
Two honest options. Pick the cockpit when you want to watch and tweak the report. Pick the backstop when it has to land whether or not a laptop is open.
The cockpit
In Claude Cowork
- Runs on your Mac while the desktop app is open and the computer is awake.
- You watch it build the report and can tweak it on the spot.
- A missed run retries when the machine wakes.
Best for the reports you want to see and tweak.
The backstop
In the cloud
- The same CallGrid connection runs server side through Zapier or n8n as an MCP client.
- A 7:00 AM report lands whether or not a laptop is open.
- Threshold alerts can fire the moment something moves.
Best for can't-miss deliveries and instant alerts.
THRESHOLD AND ANOMALY ALERTS
Not just the daily digest.
Event-driven alerts can fire the moment a connect rate drops or a source's bid rejections spike, by watching CallGrid's webhooks, pushed straight to Slack or email.
Connect rate on Medicare Inbound dropped 18% vs the 7-day average
Event-driven alerts fire the moment something moves, not just on the daily schedule. Sample data, anonymized demo.
PROMPTS AND RECIPES TO STEAL
Copy a recipe. Set the cadence. Done.
Real scheduled use cases. Each shows its chain as three small chips: the schedule, the CallGrid read, and where it delivers.
Daily revenue digest
Every weekday at 7am, summarize yesterday’s billable calls, revenue, and RPC with day-over-day deltas, plus the top and bottom three sources, and post it to #pay-per-call.
Weekdays 7:00CallGrid readSlackMonthly buyer scorecard
On the 1st of each month, build a buyer performance summary for last month with connects, connect rate, conversions, revenue, and RPC per buyer, and email it to the partners list.
Monthly, 1stCallGrid readEmailSource leaderboard sync
Every day at midnight, append yesterday’s per-source calls, RPC, and revenue as a new row to the Performance sheet.
DailyCallGrid readSheetsCampaign status board
Every Monday, refresh the Campaign Performance database in Notion with each live campaign’s RPC and revenue for the prior week.
Weekly, MonCallGrid readNotionConnect-rate watch
Every hour, check connect rate by source against the 7-day average and post an alert to #alerts if any source drops more than 15%.
HourlyCallGrid readSlackRejection spike alert
Watch bid rejections by buyer. If a buyer’s rejection rate doubles versus its trailing average, email me the buyer, the reason breakdown, and the affected campaigns.
Event-drivenCallGrid readEmail
READ ONLY BY DESIGN
Safe to schedule. Safe to share.
The CallGrid side surfaces and analyzes your data. It does not place calls, create or edit campaigns, move numbers, or change settings. The delivery into Slack, Gmail, Sheets, or Notion is done by those connectors, each with its own permissions you control. So you can set these to run and hand the outputs to anyone who needs answers but should not be editing the account.
Reads your live data
The same numbers you see in CallGrid Reporting.
Never writes to your account
No placing calls, no editing campaigns, no moving numbers.
Delivery uses your permissions
Each connector posts with the access you control in that tool.
WORKS WITH
Claude, ChatGPT, and the tools you already use.
- Claude
- ChatGPT
- Slack
- Gmail
- Sheets
- Notion
- Zapier
- n8n
Server URL
mcp.callgrid.com/mcp
Connect in 30 seconds
- 1
Add the URL
Paste mcp.callgrid.com/mcp as a connector in Claude.
- 2
Authorize
Sign in to CallGrid once. No keys to manage.
Connected
CallGrid is in your connector slot, ready to schedule.
WHERE IT FITS
One live dataset, behind every channel.
The MCP reads the same live data as CallGrid Reporting, Real-Time Bidding, and Call Routing, and the same webhooks and postbacks power the event-driven alerts.
FAQ
Questions, answered straight.
A recurring summary of your CallGrid data that an AI assistant writes and a delivery connector drops into Slack, Gmail, Google Sheets, or Notion on a cadence you set. CallGrid is the read-only source, the assistant is the analyst, and the second connector does the delivery.
Slack, Gmail, Google Sheets, and Notion today, through their own connectors, plus the cloud automation platforms Zapier and n8n. It works with Claude, ChatGPT, and any MCP client.
In Claude Cowork a scheduled task runs on your own machine while the desktop app is open and the computer is awake, and a missed run retries when the machine wakes. For delivery that has to land whether or not a laptop is open, you run the same CallGrid connection server side in the cloud through Zapier or n8n.
No. CallGrid’s MCP is read only. It surfaces and analyzes your data. It never places a call, creates or edits a campaign, moves a number, or changes a setting.
The delivery into Slack, Gmail, Google Sheets, or Notion is done by those connectors, each acting with the permissions you control in that tool. Because the CallGrid side is read only, you can hand the outputs to anyone who needs answers but should not be editing the account.
No. You describe the report once in plain English and the schedule, the CallGrid read, and the delivery are wired for you. The cloud path through Zapier or n8n is optional, for can’t-miss deliveries when the laptop is closed.
Hourly, daily, on weekdays, weekly, or monthly, per destination, source, or campaign.
The hosted MCP server is available to CallGrid customers. Connect your account, authorize once, and schedule.