How to Use the Insightly MCP in AutoGen

Q: How do I register Insightly MCP Server tools with AutoGen?

Install the extension using pip install -U "autogen-extmcp". Use mcpservertools with your Vinkius HTTP URL, and pass the resulting tools list to your AutoGen AssistantAgent.

Q: Can AutoGen agents execute write actions on Insightly?

No, this integration only exposes read-only tools like listopportunities and listleads. Your AutoGen agents can analyze and debate CRM data, but they cannot write back or update records in Insightly.

Build consensus-driven AutoGen agent squads that debate and analyze Insightly sales pipelines.

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Connect Insightly MCP to AutoGen

Create your Vinkius account to connect Insightly to AutoGen and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Insightly with AutoGen

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Resolve CRM bottlenecks through AutoGen agent debates

The `list_leads` tool feeds raw Insightly marketing data into your AutoGen multi-agent system. One AutoGen agent analyzes lead quality while another flags operational risks, debating the best follow-up strategy before taking action on the Insightly lead. This cooperative AutoGen setup prevents hasty Insightly CRM decisions. By combining `list_opportunities` with structured AutoGen debates, your agents reach a consensus on which Insightly deals require immediate executive attention.

Audit project status with an MCP Server squad

This MCP Server provides the tools your AutoGen agents need to run complete operational audits on Insightly using `list_projects` and `list_tasks`. A dedicated AutoGen PM agent tracks deadlines while a resource agent checks team availability against Insightly schedules. Your AutoGen agents cross-reference their findings using `list_teams` and `list_users` to map Insightly dependencies. If an Insightly task is lagging, the AutoGen agents negotiate a reassignment plan based on actual workload data.

Coordinate team events and organization mapping

The `list_events` tool allows your AutoGen scheduling agents to coordinate meetings based on actual Insightly calendar data. Your AutoGen squad looks up company structures using `list_organisations` to ensure the correct Insightly stakeholders are invited. Your AutoGen agents use `get_contact` and `list_contacts` to build complete Insightly org charts during their discussions. Your AutoGen agents verify details internally before presenting a finalized Insightly meeting agenda to you.

Setup guide

Set up Insightly MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Insightly tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Insightly_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Insightly data")
print(result.messages[-1].content)

Get your connection token →

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Insightly_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Insightly data")
    print(result.messages[-1].content)

Get your connection token →

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.

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Common questions about Insightly MCP in AutoGen

Install the extension using `pip install -U "autogen-ext[mcp]"`. Use `mcp_server_tools` with your Vinkius HTTP URL, and pass the resulting tools list to your AutoGen `AssistantAgent`.

No, this integration only exposes read-only tools like `list_opportunities` and `list_leads`. Your AutoGen agents can analyze and debate CRM data, but they cannot write back or update records in Insightly.

The AutoGen agents use conversational consensus to resolve discrepancies in your CRM. If `list_tasks` shows an open item but `list_projects` says the project is closed, the agents will debate the conflict and ask you for clarification.

Yes, the MCP Server adapter converts the Insightly tool schemas into the format required by AutoGen's conversational agents. This ensures smooth tool execution without manual schema mapping.

Your sales opportunities and contact lists are protected by a secure, ephemeral V8 sandbox on Vinkius. API keys are handled safely on the backend, ensuring your raw Insightly CRM credentials never enter the AutoGen agent conversation logs.

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