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ConnectorCallingly

Callingly integration for Claude and Codex

Create a Callingly connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Callingly from Claude

Add the Callingly connection to a Space that runs Claude, then use it from every channel in that Space.

Use Callingly from Codex

Add the Callingly connection to a Space that runs Codex, then use it from every channel in that Space.

Use Callingly from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Email & Messaging

What the Callingly connector can do

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 Spaces

Connect Callingly once, then decide which Spaces can use it in threads, skills, automations, 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 use Callingly?

Yes. Add a Callingly connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Callingly through Type?

Yes. Add a Callingly connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Callingly MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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