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Connector guide2-minute read12 MCP toolsEN · DE · IT

Insightly を ChatGPT に接続する方法 — MCP 経由

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
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  • Open-source on GitHub
    Open source AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

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Summary

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

こう聞いてみよう

Insightly のサンプルプロンプト

プロンプトをクリックでコピー。Claude / ChatGPT / Cursor / Gemini / Copilot / OpenClaw に貼り付けて、このコネクターで実行できます。

Insightly · MCP 経由でライブ
共有
Opus 4.7

Claude は AI のため誤ることがあります。回答をご確認ください。

💡 インストール不要? cloud.anythingmcp.com を直接利用してください。 サインインし、Connectors → Insightly をクリック、認証情報を貼り付け、MCP API キーを発行 — 完了です。Docker も git clone もローカルサーバーも不要。

Insightly + ChatGPT

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

前提条件

完全なセットアップ手順はコネクタ自体に組み込まれています (ストアでコネクタを選択すると表示)。必要な環境変数:

INSIGHTLY_API_KEY, INSIGHTLY_POD

ステップ 1 — 認証情報を取得

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)

ステップ 2 — アダプターをインストール

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

ステップ 3 — ChatGPT にコネクタを追加

ChatGPT は Connectors 機能 (Plus / Pro / Team / Enterprise プラン) で MCP サーバーをサポートします。無料プランはカスタムコネクタをサポートしません。

  1. ChatGPT → Settings → Connectors を開きます (またはコンポーザーの 🔧 アイコン → Manage connectors をクリック)。
  2. "Add custom connector" をクリック。
  3. 入力:
    • Name: Insightly
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → MCP API キーを貼り付け
  4. Connect をクリック。

利用可能なツール

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

ChatGPT 無料プランはカスタム MCP Connectors で動作しますか? いいえ — Plus、Pro、Team、Enterprise が必要です。

次のステップ

このガイドは役に立ちましたか?

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