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.
Prova a chiedere
Prompt di esempio per Insightly
Clicca su un prompt per copiarlo. Incollalo in Claude, ChatGPT, Cursor, Gemini, Copilot o OpenClaw per eseguirlo contro questo connettore.
Claude è un'AI e può sbagliare. Verifica sempre le risposte.
💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → Insightly, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente
git clone, niente server locale.
Insightly + Claude
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
Prerequisiti
Le istruzioni di setup complete sono incluse nel connettore stesso (visibili nello store quando lo selezioni). Le variabili d'ambiente richieste sono:
INSIGHTLY_API_KEY, INSIGHTLY_POD
Step 1 — Ottieni le credenziali
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 — Installa l'adapter
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Step 3 — Aggiungi il connettore in Claude
Percorso consigliato — funziona su claude.ai web senza toccare alcun file di configurazione.
- Apri claude.ai/customize/connectors.
- Clicca "Add custom connector".
- Compila:
- Name:
Insightly - URL:
https://cloud.anythingmcp.com/mcp - Authentication: Bearer token → incolla la tua MCP API key (da AnythingMCP → Profile → MCP API Keys → New Key)
- Name:
- Clicca Connect per autorizzare.
Tutti i tool sotto compaiono nella tua chat — inizia a scrivere prompt.
Tool disponibili
| 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
Funziona con Claude Code come con Claude Desktop? Sì — punta entrambi a https://cloud.anythingmcp.com/mcp.
Prossimi passi
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