No install? Use cloud.anythingmcp.com directly.

Sign in, install the Insightly in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → Insightly、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

Insightly + Claude

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

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

INSIGHTLY_API_KEY, INSIGHTLY_POD

步骤 1 — 获取凭证

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.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)

步骤 2 — 安装 adapter

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

步骤 3 — 在 Claude 中添加连接器

推荐路径 — 在 claude.ai web 上工作，无需触碰任何配置文件。

打开 claude.ai/customize/connectors。
点击 "Add custom connector"。
填入:
- Name: Insightly
- URL: https://cloud.anythingmcp.com/mcp
- Authentication: Bearer token → 粘贴你的 MCP API key (来自 AnythingMCP → Profile → MCP API Keys → New Key)
点击 Connect 授权。

下面所有工具都会出现在你的聊天中 — 开始输入提示。

可用工具

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

Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp。

如何将 Insightly 连接到 Claude — 通过 MCP

Insightly