Insightly
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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.
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Browse all toolsLive probe refreshed Sep 14, 2026 · Endpoint host mcp.mcpbundles.com
AI SkillSKILL.md
Domain knowledge for Insightly — workflow patterns, data models, and gotchas for your AI agent.
Insightly
CRM platform managing the full sales and project lifecycle. Customer data lives on regional pods; the connection pins the active pod automatically.
Entity Hierarchy
Core CRM
- Contacts — people. Each has integer CONTACT_ID, FIRST_NAME, LAST_NAME, EMAIL_ADDRESS, PHONE, TITLE. Linked to organizations via ORGANISATION_ID. Create, read, update, and delete supported.
- Organisations — companies. ORGANISATION_ID, ORGANISATION_NAME, PHONE, WEBSITE, BACKGROUND. Create, read, update, and delete supported.
- Opportunities — sales deals in pipelines. OPPORTUNITY_ID, OPPORTUNITY_NAME, PIPELINE_ID, STAGE_ID, PROBABILITY (0-100), BID_AMOUNT, BID_CURRENCY, FORECAST_CLOSE_DATE. Create, read, update, and delete supported.
- Notes — text notes linked to any record via NOTELINKS (CONTACT, ORGANISATION, OPPORTUNITY, PROJECT, TASK). NOTE_ID, TITLE, BODY. Create/update supported.
Project Management
- Projects — managed projects. PROJECT_ID, PROJECT_NAME, PIPELINE_ID, STAGE_ID, STATUS (NOT_STARTED/IN_PROGRESS/COMPLETED/DEFERRED/ABANDONED). Create, read, update, and delete supported.
- Tasks — actionable items. TASK_ID, TITLE, DUE_DATE, PRIORITY (1-4), STATUS (NOT_STARTED/IN_PROGRESS/COMPLETED/DEFERRED/WAITING), DETAILS, RESPONSIBLE_USER_ID. Create, read, update, and delete supported.
- Milestones — project milestones with deadlines.
- Events — calendar events with time, description, participants.
Sales Pipeline
- Pipelines — sales or project workflow definitions.
- Pipeline Stages — stages within pipelines (ordered steps).
- Prospects — leads before conversion to contacts/opportunities.
- Lead Sources — attribution channels (web, referral, etc).
- Lead Statuses — lifecycle stages for leads.
- Opportunity Categories — deal classification.
- Opportunity State Reasons — why deals are won/lost/open.
Reference & Config
- Countries, Currencies — reference lookups for forms and records.
- Activity Sets — predefined activity templates for recurring tasks.
- Relationships — links between contacts and organisations.
- Task Categories — task classification.
- Knowledge Articles — help/knowledge base content, organized by categories and folders.
- Teams, Team Members, Users — organizational structure and access.
Workflows
- Contact management: Enumerate contacts → create new contact (name, email, org link) → update fields → add notes.
- Deal pipeline: Enumerate pipelines and stages → create opportunity (name, pipeline, stage, probability, amount) → update stage as deal progresses → close (update stage to won/lost).
- Project tracking: Create project → assign pipeline/stage → create tasks with due dates and owners → update task status → add milestones.
- Account deep-dive: Enumerate organisations → enumerate contacts (filter by org) → enumerate opportunities for that org → pull notes and emails for context.
- Lead-to-deal: Enumerate prospects → qualify → create contact + organisation → create opportunity in pipeline.
Pagination
Lists are offset-based: cap each batch (≤500 rows typical), advance with a skip offset, and ask for total counts when you need to know full list size up front.
Gotchas
- All entity IDs are integers, not UUIDs or strings.
- Field names in payloads are UPPER_SNAKE_CASE: FIRST_NAME, CONTACT_ID, ORGANISATION_NAME, etc.
- Partial updates: Only send the entity key plus fields you are changing; other fields stay as-is.
- Pod-specific hosting: Same org can live on different regional pods—the connection carries the right host.
- Rate limits: About 10 ops/sec with plan-based daily caps; slow down when throttling responses appear.
- Search-style lists: Field-based search accepts name/value pairs instead of free text—match the declared filter schema for that read.
- Dates: Bodies use yyyy-MM-dd HH:mm:ss (UTC); range filters follow the parameter format for that query.
Tools discovered (39)
Showing 25 of 39 from the live probe.
Insightly Delete Contact
Permanently delete a contact from Insightly. This removes the contact and its associations. Get the contact_id from list contacts.
Insightly Delete Opportunity
Permanently delete an opportunity from Insightly. This removes the deal and its associations. Get the opportunity_id from list opportunities.
Insightly Delete Organisation
Permanently delete an organisation from Insightly. This removes the organisation and its associations. Get the organisation_id from list organisations.
Insightly Delete Project
Permanently delete a project from Insightly. This removes the project and its associations. Get the project_id from list projects.
Insightly Delete Task
Permanently delete a task from Insightly. This removes the task and its associations. Get the task_id from list tasks.
Insightly List Activity Sets
List activity sets (predefined activity templates) configured in Insightly. Returns activity set names, IDs, and configuration. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Contacts
List contacts from Insightly CRM. Returns contact records with names, emails, phone numbers, and linked organisations. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Countries
List available countries in Insightly. Returns country names and codes. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Currencies
List available currencies in Insightly. Returns currency codes and names. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Emails
List email records from Insightly. Returns emails with contents, timestamps, and sender/recipient details. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Events
List calendar events from Insightly. Returns event details including time, description, and participants. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Knowledge Article Categories
List knowledge article categories in the Insightly knowledge base. Returns category names and IDs for organizing articles. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Knowledge Article Folders
List knowledge article folders in the Insightly knowledge base. Returns folder names, IDs, and hierarchy. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Knowledge Articles
List knowledge articles from the Insightly knowledge base. Returns article titles, content, and metadata. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Lead Sources
List lead sources configured in Insightly. Returns source names and IDs for tracking lead origins. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Lead Statuses
List lead statuses configured in Insightly. Returns status names and IDs representing stages in the lead lifecycle. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Milestones
List milestones from Insightly project pipelines. Returns milestone details including deadlines and progress. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Notes
List notes from Insightly linked to contacts, organisations, opportunities, and other records. Returns note titles, body content, and creation dates. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Opportunities
List sales opportunities from Insightly CRM. Returns opportunity details including pipeline stage, bid amount, and probability. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Opportunity Categories
List opportunity categories configured in Insightly. Returns category names and IDs for classifying deals. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Opportunity State Reasons
List opportunity state reasons in Insightly. Returns reasons for won, lost, or open deal outcomes. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Organisations
List organisations from Insightly CRM. Returns organisation details including names, phone numbers, and websites. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Pipelines
List sales and project pipelines in Insightly. Returns pipeline names, IDs, and configuration. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Pipeline Stages
List pipeline stages configured in Insightly. Returns stage names, IDs, and their pipeline associations. Paginate with top (max items, default 500) and skip (records to skip).
Insightly List Project Categories
List project categories configured in Insightly. Returns category names and IDs. Paginate with top (max items, default 500) and skip (records to skip).
Frequently Asked Questions
What is the Insightly MCP server?
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. It provides 39 tools that AI agents can use through the Model Context Protocol (MCP).
How do I connect Insightly to my AI agent?
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/insightly. Authentication is handled automatically.
How many tools does Insightly provide?
Insightly provides 39 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
What authentication does Insightly require?
Insightly uses API Key. Insightly requires credentials. Connect via MCPBundles and authentication is handled automatically.
Setup Instructions
Connect Insightly to any MCP client in minutes
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