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Summary
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
Frag einfach
Beispiel-Prompts für Insightly
Klick auf einen Prompt, um ihn zu kopieren. In Claude, ChatGPT, Cursor, Gemini, Copilot oder OpenClaw einfügen — und gegen diesen Konnektor laufen lassen.
Claude ist KI und kann Fehler machen. Bitte Antworten gegenprüfen.
💡 Keine Installation? Nutze cloud.anythingmcp.com direkt. Einloggen, Connectors → Insightly klicken, Zugangsdaten einfügen, MCP-API-Key erzeugen — fertig. Kein Docker, kein
git clone, kein lokaler Server.
Insightly + ChatGPT
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
Voraussetzungen
Die vollständige Setup-Anleitung ist in den Connector eingebaut (im Store sichtbar, wenn du den Connector auswählst). Benötigte Umgebungsvariablen für diesen Connector:
INSIGHTLY_API_KEY, INSIGHTLY_POD
Schritt 1 — Zugangsdaten holen
1 (api.insightly.com/v3.1).
Setup:
- Sign in to Insightly → bottom-left avatar → User Settings → API Key.
- Copy the key. Set
INSIGHTLY_API_KEY. - Note the API URL pod — visible in the same screen as the API key (e.g.
api.na1.insightly.comfor North America #1). SetINSIGHTLY_POD(just the pod part, e.g.na1,eu2).
Authentication: HTTP Basic with username=API_KEY, password=empty.
Pod-specific URL: https://api.{{INSIGHTLY_POD}}.insightly.com/v3.1. Wrong pod → 404.
Lead vs Contact: Insightly has both. Leads are unqualified (no opportunity yet); contacts are people in opportunities or just relationships.
…(continued in the in-app connector instructions)
Schritt 2 — Adapter installieren
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Schritt 3 — Connector in ChatGPT hinzufügen
ChatGPT unterstützt MCP-Server über die Connectors-Funktion (Plus-/Pro-/Team-/Enterprise-Pläne). Der kostenlose Tarif unterstützt keine eigenen Connectors.
- Öffne ChatGPT → Einstellungen → Connectors (oder klicke das 🔧-Icon im Composer → Manage connectors).
- Klicke "Add custom connector".
- Trage ein:
- Name:
Insightly - MCP server URL:
https://cloud.anythingmcp.com/mcp - Authentication: Bearer Token → MCP-API-Key einfügen (aus AnythingMCP → Profile → MCP API Keys → New Key)
- Name:
- Klicke Connect zum Autorisieren.
Verfügbare Tools
| Tool | What it does |
|---|---|
insightly_get_current_user | Return the user the API key belongs to (whoami) |
insightly_list_contacts | List contacts with filter/sort |
insightly_get_contact | Fetch one contact by ID |
insightly_create_contact | Create a contact |
insightly_list_organisations | List organisations (companies) |
insightly_list_leads | List leads (unqualified prospects) |
insightly_create_lead | Create a lead |
insightly_list_opportunities | List opportunities |
insightly_create_opportunity | Create an opportunity |
insightly_list_pipelines | List pipelines + their stages (FOR_OPPORTUNITIES or FOR_PROJECTS) |
insightly_list_projects | List projects |
insightly_list_tasks | List tasks (CRM activities) |
FAQ
Funktioniert der kostenlose ChatGPT-Tarif mit eigenen MCP-Connectors? Nein — Plus, Pro, Team oder Enterprise erforderlich.
Nächste Schritte
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