All Providers/Customer Relations/Insightly

Insightly

Insightly is a CRM platform that helps businesses manage customer relationships, sales, and project pipelines. Use it to improve client engagement and streamline business processes.

This Insightly MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

FIELDS

Official Website

Tools From This Provider (28)

Insightly List Currencies

Obtain a list of currencies available for transacting business across different regions. Use this when setting up...

View

Insightly List Events

Retrieve a list of events to efficiently organize and manage your business calendar. This is beneficial when...

View

Insightly List Users

List all users in your Insightly account, helping administrators manage access and user roles. Use it to ensure all...

View

Insightly List Knowledge Article Categories

Fetch a list of knowledge article categories to categorize and manage your institutional knowledge effectively. Use...

View

Insightly List Pipeline Stages

Get a list of stages in your CRM's various pipelines to track the progress of sales or project workflows. Useful for...

View

Insightly List Contacts

Fetch a list of contacts from your database to manage client relationships effectively. Ideal for gaining a...

View

Insightly List Lead Statuses

Retrieve a list of lead statuses from your Insightly CRM to understand the different stages of your leads' lifecycle....

View

Insightly List Opportunity Categories

Obtain a list of opportunity categories defined in your Insightly CRM for clear organization and sorting of sales...

View

Insightly List Prospects

Access a list of prospects stored in your Insightly system. Ideal for sales and marketing teams looking to follow up...

View

Insightly List Opportunities

Access a list of sales opportunities stored in your CRM system to manage potential business deals efficiently. Use this...

View

Insightly List Countries

Acquire a comprehensive list of countries for use in global business operations or client location management. This is...

View

Insightly List Teams

Access a list of all teams within your organization as recorded in Insightly. Use this to manage team structures or...

View

Insightly List Relationships

Obtain a comprehensive list of relationships between contacts and organizations in your CRM. Use this tool when...

View

Insightly List Opportunity State Reasons

Retrieve a list of reasons why sales opportunities are in their current state, helping to analyze sales outcomes in...

View

Insightly List Team Members

Retrieve data on team members from your Insightly database. This is useful for HR or project leads wanting an overview...

View

Insightly List Projects

Retrieve a list of projects from your Insightly CRM. Use this when you want to monitor or manage ongoing projects and...

View

Insightly List Lead Sources

Retrieve a list of lead sources to track and analyze the origins of your business leads. Use this for identifying...

View

Insightly List Tasks

Fetch a collection of tasks from your CRM to track or modify task-related activities. It is particularly useful for...

View

Insightly List Task Categories

List all task categories configured in your Insightly account to help organize tasks effectively. Use it to ensure...

View

Insightly List Milestones

Retrieve a list of milestones from your project pipelines to track important deadlines and project progress. Ideal for...

View

Insightly List Knowledge Articles

List all knowledge articles to streamline access to important information or training materials. Ideal for maintaining...

View

Insightly List Organisations

List all organizations in your Insightly CRM to manage business partnerships and client relationships effectively....

View

Insightly List Pipelines

Fetch all sales and project pipelines to analyze and manage workflow processes within your CRM. Use this when setting...

View

Insightly List Emails

Access a list of emails to track client communication history or manage your contact outreach. Employ this when you...

View

Insightly List Project Categories

Retrieve a list of project categories from your Insightly account to organize projects by type or priority. This tool...

View

Insightly List Knowledge Article Folders

Acquire a list of folders for organizing knowledge articles, enhancing your data management strategy. This is ideal...

View

Insightly List Activity Sets

Retrieve a list of activity sets used for managing recurring tasks or events in projects. Use this when you need to...

View

Insightly List Notes

Fetch a comprehensive list of notes linked to various records in your CRM account to keep track of communications and...

View

Related Bundles (1)

Insightly Tools

28 tools

Primary

Customer Relations

Insightly is a CRM platform that helps businesses manage customer relationships, sales, and project pipelines. Use it...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedFebruary 1, 2026

Used By Tools

Quick Links

Official Website

Need Help?

Having trouble configuring Insightly? Check the available resources below.

Browse Other Providers