Customer Relation

Insightly MCP Server

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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.

39 tools
Agent guide included
API Key
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AI Skill
SKILL.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

  1. Contact management: Enumerate contacts → create new contact (name, email, org link) → update fields → add notes.
  2. Deal pipeline: Enumerate pipelines and stages → create opportunity (name, pipeline, stage, probability, amount) → update stage as deal progresses → close (update stage to won/lost).
  3. Project tracking: Create project → assign pipeline/stage → create tasks with due dates and owners → update task status → add milestones.
  4. Account deep-dive: Enumerate organisations → enumerate contacts (filter by org) → enumerate opportunities for that org → pull notes and emails for context.
  5. 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 in this Server (39)

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...

Insightly List Contacts

List contacts from Insightly CRM. Returns contact records with names, emails, phone numbers, and linked organisations. Paginate with top (max items, d...

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) ...

Insightly List Events

List calendar events from Insightly. Returns event details including time, description, and participants. Paginate with top (max items, default 500) a...

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 item...

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) a...

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) a...

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...

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, defa...

Insightly List Milestones

List milestones from Insightly project pipelines. Returns milestone details including deadlines and progress. Paginate with top (max items, default 50...

Insightly List Notes

List notes from Insightly linked to contacts, organisations, opportunities, and other records. Returns note titles, body content, and creation dates. ...

Insightly List Opportunities

List sales opportunities from Insightly CRM. Returns opportunity details including pipeline stage, bid amount, and probability. Paginate with top (max...

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) ...

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...

Insightly List Organisations

List organisations from Insightly CRM. Returns organisation details including names, phone numbers, and websites. Paginate with top (max items, defaul...

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 (re...

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) an...

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)...

Insightly List Projects

List projects from Insightly CRM. Returns project details including status, pipeline, and responsible user. Paginate with top (max items, default 500)...

Insightly List Prospects

List prospects (pre-conversion leads) from Insightly. Returns prospect details and status. Paginate with top (max items, default 500) and skip (record...

Insightly List Relationships

List relationship types between contacts and organisations in Insightly. Returns relationship definitions and IDs. Paginate with top (max items, defau...

Insightly List Task Categories

List task categories configured in Insightly. Returns category names and IDs. Paginate with top (max items, default 500) and skip (records to skip).

Insightly List Tasks

List tasks from Insightly CRM. Returns task details including title, status, due date, and assignee. Paginate with top (max items, default 500) and sk...

Insightly List Team Members

List team members in Insightly. Returns member details including user IDs and team associations. Paginate with top (max items, default 500) and skip (...

Insightly List Teams

List teams in Insightly. Returns team names, IDs, and member counts. Paginate with top (max items, default 500) and skip (records to skip).

Insightly List Users

List users in Insightly. Returns user details including names, emails, and roles. Paginate with top (max items, default 500) and skip (records to skip...

Insightly Upsert Contact

Create or update an Insightly contact. To create: provide first_name, last_name, and optionally email, phone, title. To update: provide contact_id (fr...

Insightly Upsert Note

Create or update an Insightly note. To create: provide title and body, optionally linking to a record via link_subject_type and link_subject_id. To up...

Insightly Upsert Opportunity

Create or update an Insightly opportunity (deal). To create: provide opportunity_name, pipeline_id, and stage_id. To update: provide opportunity_id (f...

Insightly Upsert Organisation

Create or update an Insightly organisation. To create: provide organisation_name and optionally phone, website, background. To update: provide organis...

Insightly Upsert Project

Create or update an Insightly project. To create: provide project_name, pipeline_id, and stage_id. To update: provide project_id (from list projects) ...

Insightly Upsert Task

Create or update an Insightly task. To create: provide title and optionally due_date, priority, status. To update: provide task_id (from list tasks) p...

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

https://mcp.mcpbundles.com/bundle/insightly

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

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Insightly MCP Server & Skill — 39 Tools