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.
试试这样问
Insightly 的示例提示
点击任意提示即可复制，然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中，在该连接器上运行。
Claude 是 AI，可能会出错。请核对回答。
💡 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
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
设置
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)
前提条件: INSIGHTLY_API_KEY, INSIGHTLY_POD
本地安装连接器
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
打开 http://localhost:3000/connectors/store，选择 Insightly 并填入前提条件中列出的环境变量。
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) |
下一步
这份指南对你有帮助吗?
