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.
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 + Cursor
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 Cursor
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.
Cursor reads MCP servers from ~/.cursor/mcp.json. Add this entry:
{
"mcpServers": {
"anythingmcp": {
"url": "https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID",
"headers": { "X-API-Key": "YOUR_MCP_API_KEY" }
}
}
}
- Get your MCP API key from AnythingMCP → MCP Servers → your server → API keys.
- Save the file and restart Cursor.
- Open Cursor → Settings → MCP to verify
Insightlyis listed and "Connected". - Start chatting — all
Insightlytools are now invokable.
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 Cursor support custom MCP servers on the free tier? Yes — MCP is available on Hobby, Pro and Business plans.
Next steps
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