Insightly
Drive Insightly (CRM + project management) from any AI agent: contacts, organisations, leads, opportunities, projects, tasks. 12 tools, Basic auth.
7 天免费 · 无需信用卡 · EU 托管
问 Insightly 任何事
通过 AnythingMCP 对 Insightly 试一个真实提示 — Claude 调用工具并返回答案。在你的消息上按 Enter 即可在 Cloud 安装。
在 Cloud 上安装 InsightlyClaude 是 AI，可能会出错。请核对回答。
2 分钟设置
- 1在 cloud.anythingmcp.com 开始免费试用。
- 2在连接器商店点击 Insightly。提示时粘贴凭据。
- 3生成 MCP API 密钥，将 AI 客户端指向生成的 MCP URL。
Insightly 指南
面向主流 AI 客户端的逐步设置。
配置 Insightly
直接来自连接器定义：在哪里获取凭据、需要哪些权限，以及该适配器调用的是哪个 API。 由连接器作者以英文提供。
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.