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Cómo conectar Insightly a Gemini — via MCP

Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub

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MCP connector

Insightly

Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.

Tools

12

Region

INTL

Category

crm

Authentication

Basic Auth

Required env vars

INSIGHTLY_API_KEYINSIGHTLY_POD
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Insightly in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

TL;DR

Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.

💡 ¿Sin instalación? Usa cloud.anythingmcp.com directamente. Inicia sesión, pulsa Connectors → Insightly, pega tus credenciales, genera una MCP API key — listo. Sin Docker, sin git clone, sin servidor local.

Insightly + Gemini

Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.

Requisitos previos

Las instrucciones de configuración completas están incluidas en el conector (visibles en el store al seleccionarlo). Las variables de entorno requeridas:

INSIGHTLY_API_KEY, INSIGHTLY_POD

Paso 1 — Obtener credenciales

1 (api.insightly.com/v3.1).

Setup:

  1. Sign in to Insightly → bottom-left avatar → User Settings → API Key.
  2. Copy the key. Set INSIGHTLY_API_KEY.
  3. Note the API URL pod — visible in the same screen as the API key (e.g. api.na1.insightly.com for North America #1). Set INSIGHTLY_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)

Paso 2 — Instalar el adapter

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

Paso 3 — Añadir el conector en Gemini

Gemini CLI lee servidores MCP desde ~/.gemini/settings.json (o %APPDATA%\gemini\settings.json en Windows). Añade:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
    }
  }
}
  1. Obtén tu MCP API key desde AnythingMCP → Perfil → MCP API Keys → Nueva Key.
  2. Guarda el archivo y reinicia gemini.
  3. Ejecuta /mcp en la Gemini CLI — Insightly debería aparecer como disponible.
  4. Vertex AI Studio: pasa https://cloud.anythingmcp.com/mcp al array tools de tu petición con el mismo header Bearer.

Herramientas disponibles

ToolWhat it does
insightly_get_current_userReturn the user the API key belongs to (whoami)
insightly_list_contactsList contacts with filter/sort
insightly_get_contactFetch one contact by ID
insightly_create_contactCreate a contact
insightly_list_organisationsList organisations (companies)
insightly_list_leadsList leads (unqualified prospects)
insightly_create_leadCreate a lead
insightly_list_opportunitiesList opportunities
insightly_create_opportunityCreate an opportunity
insightly_list_pipelinesList pipelines + their stages (FOR_OPPORTUNITIES or FOR_PROJECTS)
insightly_list_projectsList projects
insightly_list_tasksList tasks (CRM activities)

FAQ

¿Gemini 1.5 Pro o 2.x soportan MCP? Sí — Gemini CLI ≥ 0.4 y la API de tools de Vertex AI aceptan conectores MCP httpUrl con header Bearer.

Siguientes pasos

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