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ConnectorCallingly

Callingly integration for Claude and Codex

Connect Callingly once, 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.com provides the conversations, permissions, connections, skills, and automations.

Email & Messaging

What the Callingly connector can do

Callingly triggers immediate call and text follow-ups when a new lead comes in, routing them to the right agent or team through CRM-connected automations. In type.com, a sales ops Space can have Claude onboard a new client account, add an agent to a team, or place an outbound call where consent has already been confirmed.

One connection, many Spaces

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

What teams do with Callingly in type.com

Onboard a new agency client

Create a client account under your agency, ready to have its own teams, agents, and billing configured.

Try asking
Create a new Callingly client account for our newest agency customer, Riverbend Dental.

Add an agent to a team

Register a new agent with their contact details and assign them to a team after gathering the right account information.

Try asking
Create a Callingly agent for Dana Lee and add her to the inbound leads team.

Flip a client's access on or off

Activate or deactivate a client account during onboarding or offboarding without touching billing separately.

Try asking
Deactivate the Callingly client account for the customer who churned this week.

Representative actions

  • Activate/Deactivate Client Account

    Toggles a client account's access on or off, useful during onboarding or offboarding.

  • Create Agent

    Registers a new agent in Callingly with their account ID and contact details.

  • Create Outbound Call

    Initiates a real outbound call that incurs cost, meant for use only with explicit authorization and consent compliance in place.

  • Create Client

    Creates a client sub-account under an agency account, with its own teams, agents, and billing.

  • Create Team

    Creates a new team configuration, the step before adding agents to it.

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 manage Callingly clients and agents from type.com?

Yes. With a Callingly connection shared to your Space, Claude can create clients, agents, and teams, and manage account status, directly in a thread.

How does type.com authenticate with Callingly?

Callingly uses an API key you add once to the connection, managed by an admin who controls which Spaces can use it.

Does type.com place outbound calls automatically?

Outbound calls through Callingly incur cost and require confirmed consent, so this action needs explicit authorization each time rather than running unattended.

Is this the same as an MCP server for Callingly?

Not exactly. type.com 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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