What You'll Set Up
By the end of this guide, your AI agent will be able to work with your CallTrackingMetrics (CTM) account. It can pull call logs, manage tracking numbers, send SMS messages, handle call queues, and configure automation triggers — giving you a complete view of your phone operations without switching between dashboards.
Whether you're running a call center or tracking marketing campaigns, connecting CTM to Pipeworks lets your agent handle the routine work so you can focus on the conversations that matter.
Before You Begin
Make sure you have:
- A CallTrackingMetrics account — Sign up at calltrackingmetrics.com if you don't have one
- A Pipeworks workspace — Sign up at pipeworks.ai if you haven't already
You'll need your CTM Account ID along with an API access key and secret key. These are separate from your login credentials and are specifically for programmatic access.
Steps
Get your Account ID and API keys
Log into your CallTrackingMetrics dashboard. Click on Settings in the left sidebar, then select API.
On the API settings page, you'll find your Account ID displayed near the top. Below that, you'll see your Access Key and Secret Key. If you haven't generated API keys yet, click the button to create a new key pair.
Copy all three values — your Account ID, Access Key, and Secret Key.
Open your Pipeworks console
Log into your Pipeworks workspace and go to the Integrations page. Find CallTrackingMetrics in the list and click on it.
Enter your credentials
Paste your Account ID, Access Key, and Secret Key into the corresponding fields. Click Connect to save.
Pipeworks encrypts your credentials with AES-256-GCM before storing them. The plaintext is never saved to disk and is only decrypted when your integration container starts.
Start the integration
Click Start to launch the CallTrackingMetrics integration container. This takes a few seconds. Once the status shows Running, your agent is ready to work with your CTM data.
Test the connection
Use the Test button in your Pipeworks console to verify the connection. This sends a simple API call to CTM to confirm your credentials are valid.
What Your Agent Can Do
Once connected, your AI agent has access to CallTrackingMetrics tools for:
- Tracking numbers — List, provision, and manage call tracking numbers
- Call logs — View detailed call history, recordings, and call data
- SMS messaging — Send text messages and view message history
- Call queues — Monitor and manage call routing queues
- Automation triggers — Set up and manage automated actions based on call events
- Reporting — Pull call analytics and performance data
Use tool profiles to control what your agent can do. Set the profile to read-only if you only want your agent to pull reports and review call data without making any changes to your account.
Connecting from Your AI Agent
Add the Pipeworks tools endpoint to your agent's configuration. Here's an example for Claude Desktop:
{
"mcpServers": {
"pipeworks-ctm": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://app.pipeworks.ai/tools/ctm"]
}
}
}
Claude Desktop will prompt you to sign in through Pipeworks when you first connect. No access key needed.
Troubleshooting
Connection test fails? Verify that all three fields are correct — Account ID, Access Key, and Secret Key. The Access Key and Secret Key are separate values, not the same as your login password.
Getting "Unauthorized" errors? Make sure your API keys have not been revoked or regenerated in CTM. If you regenerated keys, update them in your Pipeworks console.
Container won't start? Make sure your integration is enabled. An admin needs to assign the CallTrackingMetrics integration to your workspace first.
Agent can't find tools? Verify your Pipeworks session is authenticated and that the integration status shows "Running" in your Pipeworks console.