MCP For Claude Marketplace
Insightly

Insightly MCP Connector for Claude

A+

Manage CRM contacts, opportunities, and projects via Insightly API.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Empower your AI agents to manage your customer relationships with Insightly. This MCP server allows you to list and retrieve contacts, organizations, opportunities, and projects directly through the Insightly API. Ideal for automating sales workflows and project tracking within your CRM.

contact-managementopportunity-trackingsales-pipelineproject-trackinglead-managementcrm-automation

10 tools expose this connector's capabilities to your AI agent.

list_users

No arguments are required for this query. Lists all users in the system

list_tasks

No arguments are required for this query. Lists all tasks across projects

list_contacts

Lists all contacts in Insightly

list_leads

No arguments are required for this query. Lists all marketing leads

list_opportunities

No arguments are required for this query. Lists all sales opportunities

get_contact

Provide the contact ID as the required argument. Retrieves details for a specific contact

list_events

No arguments are required for this query. Lists all calendar events

list_organisations

No arguments are required for this query. Lists all registered organisations

list_projects

No arguments are required for this query. Lists all active and past projects

list_teams

No arguments are required for this query. Lists all defined teams

See how to talk to your AI agent using Insightly.

List all contacts in Insightly.

I'll fetch your CRM contact directory for you.

Show me active projects in my Insightly account.

I'll retrieve the list of active and past projects from Insightly.

Check for any new sales opportunities.

I'll look up the current sales opportunities in your account.

Log in to Insightly, click your profile icon, go to User Settings, and scroll down to the API Key section. You will also see your API URL which contains your pod (e.g., na1).

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