Insightly MCP. Track contacts, opportunities, and projects instantly.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Insightly MCP Server lets your AI client manage all aspects of your customer pipeline. Use it to list and retrieve contacts, sales opportunities, leads, and projects directly from the Insightly API.
It helps automate sales workflows and tracks project status, letting you see everything about a client's journey without leaving your chat window.
What your AI agents can do
Get contact
Fetches all details for one specific contact using their ID.
List contacts
Retrieves a full list of all contacts in your Insightly account.
List events
Lists all calendar events associated with the account.
The agent fetches all data points for a single contact ID, giving you a full profile.
The agent pulls a full directory of contacts, allowing you to search or filter by specific criteria.
The agent lists every sales opportunity in the CRM, showing current stages and values.
The agent retrieves lists of all active and past projects, including their status and associated teams.
The agent pulls the list of all leads captured in Insightly, helping you track new inbound interest.
The agent gets a directory of users and defined teams within your Insightly account.
Ask AI about this MCP
Supported MCP Clients
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Insightly MCP Server: 10 Tools for CRM Data Operations
Use these tools to list and retrieve every type of data—from contacts and leads to projects and users—in your Insightly CRM via natural language prompts.
019d75b9get contact
Fetches all details for one specific contact using their ID.
019d75b9list contacts
Retrieves a full list of all contacts in your Insightly account.
019d75b9list events
Lists all calendar events associated with the account.
019d75b9list leads
Retrieves a complete list of marketing leads captured in Insightly.
019d75b9list opportunities
Lists every sales opportunity, including current stage and value.
019d75b9list organisations
Gets a directory of all registered companies within Insightly.
019d75b9list projects
Lists all current and past projects tracked in the system.
019d75b9list tasks
Pulls a list of tasks across all projects for review.
019d75b9list teams
Gets a list of all defined teams in the Insightly workspace.
019d75b9list users
Retrieves a list of all system users and their roles.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Insightly, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI client's got the tools to run your whole customer pipeline through Insightly. You can use it to pull contact details, sales opportunities, leads, and projects without leaving your chat window.
get_contact fetches every detail for a single contact using just their ID, giving you a full profile. list_contacts pulls a complete directory of contacts, letting you search or filter by what you need. list_leads gets a full list of marketing leads captured in Insightly, helping you keep an eye on new inbound interest. list_opportunities lists every sales opportunity, showing you the current stage and the value of the deal. list_projects retrieves lists of all active and past projects, including their status and which teams are assigned. list_tasks pulls a list of tasks across all projects for you to review. list_organizations gets a directory of all registered companies in Insightly. list_events lists all calendar events tied to the account. list_teams gets a list of all defined teams in the Insightly workspace. list_users retrieves a list of all system users and their roles.
How Insightly MCP Works
- 1 You tell your agent what data you need—for example, 'Show me all open opportunities for Acme Corp.'
- 2 Your agent determines the necessary tool (
list_opportunities) and executes the API call to Insightly. - 3 The agent receives the raw data, structures it, and presents you with a clean, readable summary.
The bottom line is, your agent talks to Insightly for you, turning complex API calls into simple conversations.
Who Is Insightly MCP For?
Sales Operations staff who spend too much time pulling reports from different dashboards. Project Managers who need a single source of truth for project status. Account Executives who need to quickly check a client’s history before a call. This is for anyone who needs to correlate CRM data across multiple records without opening a browser.
Checks a prospect's contact history and current opportunities to prep for a sales call.
Runs bulk reports to check the status of all leads or projects across the entire pipeline.
Lists all active projects and associated tasks to verify resource allocation.
What Changes When You Connect
- See a full contact history for any person. Use
get_contactto pull all details for a single ID, skipping the need to click through multiple profile pages. - Check the entire sales pipeline at a glance. Running
list_opportunitiesshows all active deals, letting you sort by stage or value immediately. - Identify new interest right away. Call
list_leadsto get a fresh list of marketing leads, helping you prioritize cold outreach efforts. - Get a project overview instantly.
list_projectsshows every active and past project, letting you confirm status and deadlines quickly. - Manage team access without logging in. Use
list_usersorlist_teamsto verify who has access to which resources in the system. - See everything related to a client. Combining
list_contactswithlist_opportunitieslets your agent build a 360-degree view of the relationship.
Real-World Use Cases
Preparing for a crucial sales meeting
A sales rep needs to know everything about a prospect before the call. Instead of opening the CRM and clicking 'Contacts' then 'Opportunities,' they just ask their agent: 'What's the full picture for John Doe?' The agent runs get_contact and list_opportunities to synthesize a single, comprehensive summary.
Auditing project scope and tasks
A project manager needs to verify if all project tasks are assigned. They ask their agent to run list_projects followed by list_tasks. The agent compiles a list of all projects and then lists every task attached to them, ensuring no work is falling through the cracks.
Onboarding a new team member
The HR lead needs to confirm who can access the system. They ask the agent to run list_users and list_teams. The agent returns a list of all active users and the teams they belong to, instantly verifying permissions.
Tracking abandoned sales leads
A marketing specialist wants to re-engage old leads. They ask the agent to run list_leads and filter by date. The agent returns the list, letting them prioritize which old leads need a follow-up email campaign.
The Tradeoffs
Manual data correlation
You open the CRM, find a contact, copy the ID, switch to the Opportunities tab, find the ID, copy that ID, and then switch to Projects to see if they overlap. It takes 15 minutes and you lose your place.
→
Just ask your agent. Tell it: 'Show me all projects associated with these contacts.' The agent runs the necessary tools (get_contact, list_projects) and gives you the cross-referenced data in one go.
Only checking one data silo
You run list_contacts and see a name, but you don't know if that contact is linked to a current sales deal or an active project. The data is incomplete.
→
Always ask your agent to combine calls. For example, ask: 'List all contacts that have open opportunities.' The agent coordinates list_contacts and list_opportunities for a full view.
Over-relying on the UI filters
Trying to find all leads that belong to a specific organization and are also marked as high priority requires clicking through three different filtering menus in the web UI.
→
Use the agent to run list_leads and specify all criteria in the prompt. The agent handles the filtering logic, saving you clicks and time.
When It Fits, When It Doesn't
Use this MCP Server if your job requires correlating data across five or more distinct entities (e.g., connecting a Contact to an Opportunity, a Project, and a Team). You need to see the full relationship, not just a list of nodes. Don't use this if you only need to know 'how many' contacts you have—a simple count function is enough. If you only need to read a single, simple piece of data (like checking if a user is active), a simple API wrapper works fine. This server is for complex data synthesis. It's overkill if your workflow is linear; it's essential if it's branching.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Insightly. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
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EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Pulling a full client history used to mean jumping between five different tabs.
Today, checking a client's full history is a pain. You start at the contact record, then copy the company name to search for an opportunity. Next, you have to manually search for any related projects and then check the tasks list. You end up switching between the Contact tab, the Opportunities tab, the Projects tab, and the Tasks tab—losing context and wasting time.
With this MCP server, you just ask your agent for the client's full picture. It runs the necessary calls (`get_contact`, `list_opportunities`, `list_projects`) and compiles everything into one readable response. You get the full picture without opening a single new browser tab.
Insightly MCP Server: See all opportunities and projects in one go
You used to have to run separate reports for sales opportunities and then export that data to Excel before cross-referencing it with your project tracker. That took half an hour of manual data handling every week.
Now, your agent handles the complexity. You ask for a list of active opportunities and projects, and the server runs `list_opportunities` and `list_projects` to give you a unified view. It's done in seconds.
Common Questions About Insightly MCP
How do I use `get_contact` with Insightly MCP Server? +
You must provide the unique Contact ID in your prompt. The agent fetches all available details for that specific contact record, giving you a full profile summary.
Can I list all leads using `list_leads`? +
Yes. The list_leads tool retrieves a full directory of all marketing leads in your account. You can then filter or ask the agent to focus on specific date ranges.
What is the difference between `list_contacts` and `list_organisations`? +
Contacts are individuals; organizations are the companies they work for. list_contacts gives you people, while list_organisations gives you the registered company records.
How do I check for open sales opportunities with `list_opportunities`? +
Simply ask the agent to list opportunities. You can then refine the request by asking it to filter by 'open' or 'high-value' status.
Does `list_tasks` cover all projects? +
No, list_tasks only lists tasks. You should first run list_projects to get the project list, then ask the agent to run list_tasks using the project IDs.
What should I do if I need to list all active and past projects using `list_projects`? +
The list_projects tool retrieves all project records regardless of status. You can then filter the returned list in your AI client to narrow down to only active or past projects.
How can I use `get_contact` to check a specific person's current role? +
The get_contact tool pulls full contact details. The response payload includes fields for roles and titles, letting your agent extract the specific job information you need.
Does `list_users` show only internal employees, or does it include all system users? +
list_users shows every user defined in the Insightly system. This list includes both internal staff accounts and any external users with system access.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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