Skip the install. Get this working in under 2 minutes.
Start a free trial on cloud.anythingmcp.com, add the Insightly in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.
AnythingMCP is listed in Claude's connector directory: add it to Claude in one click (opens in a new tab), then sign in and choose which MCP servers Claude may use.
Summary
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
Try asking
Example prompts for Insightly
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Insightly, paste your credentials, mint an MCP API key — done. No Docker, no
git clone, no local server.
Insightly + Claude
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
INSIGHTLY_API_KEY, INSIGHTLY_POD
Step 1 — Get credentials
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)
Step 2 — Install the adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Step 3 — Add the connector in Claude
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
Recommended path — works on claude.ai web without editing any config file.
- In Claude, open Customize → Connectors.
- Click +, then Add custom connector.
- Enter a name, e.g.
Insightly, and the remote MCP server URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID, then click Add. - Click Connect and sign in to AnythingMCP (OAuth) to allow access.
All tools below appear in your chat — start typing prompts.
Available 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
Does it work with Claude Code as well as Claude Desktop? Yes — point both at https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.
Next steps
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