# Insightly MCP for AI Agents AI Agent Connect

> Insightly lets your AI agents interact directly with your CRM data. This Connector connects your agent to your contacts, opportunities, leads, and projects so you can pull real-time information without switching tabs. You can check a lead's status or see which projects are currently active to give your agent the context it needs to manage your sales pipeline and team tasks more effectively.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/ai-agent-connect
- **Tags:** contact-management, opportunity-tracking, sales-pipeline, project-tracking, lead-management, crm-automation

## Description

Insightly lets your agent interact directly with your CRM data. This Connector changes the way you manage a sales pipeline by giving your agent a direct line into your CRM. Instead of copy-pasting data into a chat window, you can just ask your agent to find a specific client, summarize recent team tasks, or pull a list of open opportunities. It handles the heavy lifting of data retrieval so you can focus on making decisions. Since Vinkius makes it easy to manage multiple connections in one place, you can plug this in and immediately start using your agent as a research assistant for your sales and project workflows. You get the right data in front of you at the exact moment you need to take action, like preparing for a client call or auditing your team's progress.

## Tools

### list_opportunities
See every sales opportunity currently in your pipeline. Use this to track your active deals.

### list_organisations
Get a full list of all registered organisations in your CRM. This is useful for B2B account mapping.

### list_projects
See a history of both active and completed projects. This gives you a clear view of project status.

### get_contact
Pull up all the specific details for a single contact in your CRM. This helps you get background info quickly.

### list_contacts
Get a complete list of every contact stored in your Insightly account. Use this for a full directory overview.

### list_events
View all calendar events to see what is scheduled for your team. This keeps your schedule visible.

### list_leads
Retrieve a list of all marketing leads currently in your system. This helps you prioritize follow ups.

### list_tasks
View all tasks across every project to keep your team on track. This helps you see what needs doing.

### list_teams
See a list of all defined teams within your organization. This helps you understand your team structure.

### list_users
Get a list of all users currently in your Insightly system. This is useful for managing permissions.

## Prompt Examples

**Prompt:** 
```
Who are our top contacts in the CRM?
```

**Response:** 
```
I'll pull your contact directory for you.

| Contact Name | Status | Last Contacted |
| --- | --- | --- |
| Jane Doe | Active | 2 days ago |
| John Smith | Lead | 1 week ago |
| Sarah Connor | Opportunity | 3 days ago |
```

**Prompt:** 
```
What projects are currently active?
```

**Response:** 
```
Here are the active projects currently listed in your Insightly account:

* **Project Alpha** (Active)
* **Project Gamma** (Active)
* **Project Delta** (In Review)
```

**Prompt:** 
```
Show me the latest sales opportunities.
```

**Response:** 
```
I've pulled your current sales opportunities:

* **Enterprise Deal A**: $5,000 (Negotiation)
* **Small Biz Deal B**: $1,200 (Proposal Sent)
* **Retail Expansion**: $12,000 (Discovery)
```

## Capabilities

### Fetch specific contact details
Pull up all the specific information for a single contact in your CRM.

### Pull a full list of CRM contacts
Get a complete list of every contact stored in your Insightly account.

### View all marketing leads
Retrieve a list of all marketing leads currently in your system.

### List active and past projects
See a history of both active and completed projects in your account.

### Track tasks across all projects
View all tasks across every project to keep your team on track.

### See every sales opportunity
View every sales opportunity currently in your pipeline.

## Use Cases

### Live client status checks
An account manager needs to know a client's project status during a live call and asks their agent to pull the latest project details.

### Marketing lead follow-ups
A sales lead wants to see which marketing leads have been contacted this week to prioritize their outreach.

### Identifying project bottlenecks
A project manager asks their agent to list all tasks across five different projects to see where work is stalling.

### Weekly sales pipeline audits
A sales rep asks for a list of all current opportunities to prepare for a weekly team sync.

## Benefits

- Stop manual data entry by letting your agent pull contact details directly using get_contact.
- Get a bird's-eye view of your pipeline by listing all opportunities with list_opportunities.
- Keep your team on schedule by viewing tasks across all projects using list_tasks.
- Quickly identify new marketing leads with list_leads to prioritize your follow-ups.
- Monitor project progress easily by retrieving a full list of active projects with list_projects.

## How It Works

The bottom line is your AI agent gets a live window into your CRM data to help you stay organized.

1. Connect your Insightly API keys to your Vinkius account.
2. Add the Insightly MCP to your AI client like Cursor or Claude.
3. Ask your agent to find or list any CRM data.

## Frequently Asked Questions

**Can the Insightly MCP help me manage my sales pipeline?**
Yes, it lets your agent see your current opportunities and leads directly. You can ask for summaries of your active deals to stay on top of your sales targets.

**How do I see my marketing leads with Insightly?**
Your agent can pull a complete list of all marketing leads in your system. This makes it easy to see who is in the pipeline without manually filtering your CRM.

**Can I use this to track my team's projects?**
Yes, it can list all active and past projects. You can also ask your agent to show tasks across all projects to see what your team is working on.

**Does the Insightly MCP work with Claude?**
Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf. Once connected, your agent can access your CRM data whenever you ask.

**Can my agent find specific contact details?**
Your agent can pull up the specific details for any contact in your CRM. This is great for getting a quick brief before a client call.

**How does this help with project management?**
It gives your agent a live view of your projects and tasks. You can ask for status updates or list all pending tasks to keep everything moving forward.

**Can I see all my CRM tasks at once?**
Yes, your agent can pull a list of all tasks across every project in your account. This helps you get a bird's-eye view of your team's workload.

**How do I get Insightly API credentials?**
Log in to Insightly, click your profile icon, go to User Settings, and scroll down to the API Key section. You will also see your API URL which contains your pod (e.g., na1).

**What is the 'pod'?**
The pod is the region identifier in your Insightly API URL, such as 'na1' for North America or 'eu1' for Europe.

**Can I see sales opportunities?**
Yes, the list_opportunities tool provides access to all sales opportunities recorded in your Insightly account.