Insightly
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
7-day free trial · No credit card · EU-hosted
Ask Insightly anything
Try a real prompt against Insightly via AnythingMCP — Claude calls the tools, returns the answer. Press Enter on your own message to install on Cloud.
Install Insightly on CloudClaude is AI and can make mistakes. Please double-check responses.
Setup in 2 minutes
- 1Start a free trial on cloud.anythingmcp.com.
- 2Click Insightly in the connector store. Paste credentials when prompted.
- 3Mint an MCP API key and point your AI client at the generated MCP URL.
Guides for Insightly
Step-by-step setup for the most popular AI clients.
Setting up Insightly
From the connector definition itself: where to find the credentials, what they need to be allowed to do, and which API this adapter talks to.
This connector uses the Insightly REST API v3.1 (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.
Custom fields: stored under CUSTOMFIELDS array of {FIELD_NAME, FIELD_VALUE, CUSTOM_FIELD_ID}.
Pipeline / Stage IDs: opportunities live in pipelines with stages. Discover via insightly_list_pipelines + insightly_list_pipeline_stages.
Pagination: ?skip=N&top=M (max 500 per page).
Out of scope here: emails CRUD, tasks recurrence, file attachments, custom-object schemas, project templates.
Your AI is two clicks away from Insightly.
Install the connector, paste your credentials, ask your AI a question. 7-day free trial, no credit card.