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.
TL;DR
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
💡 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 + Gemini
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.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)
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 Gemini 中添加连接器
Gemini CLI 从 ~/.gemini/settings.json (Windows: %APPDATA%\gemini\settings.json) 读取 MCP 服务器。添加:
{
"mcpServers": {
"anythingmcp": {
"httpUrl": "https://cloud.anythingmcp.com/mcp",
"headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
}
}
}
- 从 AnythingMCP 获取你的 MCP API key。
- 保存文件并重启
gemini。 - 在 Gemini CLI 中运行
/mcp—Insightly应显示为可用。 - Vertex AI Studio: 将
https://cloud.anythingmcp.com/mcp传入请求的tools数组,使用相同的 Bearer 头。
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
Gemini 1.5 Pro 或 2.x 支持 MCP 吗? 支持 — Gemini CLI ≥ 0.4 与 Vertex AI tools API 均接受带 Bearer 头的 MCP httpUrl 连接器。
下一步
这份指南对您有帮助吗?