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AI agent integrationCallingly

Callingly integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Callingly never means pasting credentials into a prompt.

Use Callingly from Claude Code

Bring Callingly context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Callingly with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Email & Messaging

What the Callingly integration exposes

Callingly is a lead response management software that automates immediate call and text follow-ups to new leads, integrating seamlessly with various CRMs and lead sources to enhance sales team responsiveness and conversion rates.

One connection, many teammates

Connect Callingly once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • 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".

  • 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.

  • 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.

  • 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.

  • Create Team

    Tool to create a new team. Use when setting up a team configuration before adding agents.

Connection

API and auth details

Callingly provides REST APIs for lead response calling and SMS workflows, including bearer-token authentication, clients, leads, calls, teams, team agents, call settings, account IDs for agency partners, outbound call data, scheduled calls, recording URLs, retries, lead owners, team routing, and AI-powered call and SMS sequences.

FAQ

Questions people ask before connecting Callingly

Can Claude Code use Callingly?

Yes. Type lets an AI teammate use connected Callingly actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Callingly through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Callingly catalog entry includes public integration details and example capabilities where available.

Is this the same as a Callingly MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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