How to Use the Insightly MCP in Claude Code

Q: How do I add the Insightly MCP Server to Claude Code?

You run the claude mcp add command in your terminal, specifying the HTTP transport and your Vinkius endpoint URL. Claude Code registers the ten CRM tools and makes them available for your next CLI prompt.

Q: Is my Insightly CRM data secure when run via Claude Code?

Your CRM data is fully protected. All records fetched by listcontacts and listopportunities travel over encrypted TLS connections directly to your local terminal session. Vinkius's zero-trust infrastructure guarantees that your sensitive customer records are never cached or exposed to third parties.

Pipe Insightly CRM data directly into your terminal workflows and CI/CD pipelines using Claude Code.

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Connect Insightly MCP to Claude Code

Create your Vinkius account to connect Insightly to Claude Code 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 Claude Code

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Pipe CRM Data to Shell Scripts

The `list_contacts` tool outputs raw customer records directly to your terminal so Claude Code can pipe them to local utilities. You can filter active Insightly accounts, extract email addresses, and feed them into automated deployment notification scripts via Claude Code. Claude Code pairs this tool with `list_users` to audit internal access permissions directly from your command line. This lets you build fast, headless security audits of your Insightly team without loading a browser.

Query Sales Metrics via Claude Code MCP Server

Running `list_opportunities` lets Claude Code fetch your active sales pipeline value from the terminal. The tool outputs structured data that you can instantly aggregate, filter, or format into custom terminal reports. Claude Code queries `list_leads` to calculate lead-to-deal conversion ratios on the fly. You run one command, and the terminal agent delivers a complete Insightly sales performance summary.

Track DevOps Milestones

The `list_projects` tool fetches active delivery contracts to align your deployment schedules with client agreements. Claude Code cross-references these CRM projects with your Git branches to ensure release targets match contract obligations. Claude Code pulls project-specific deadlines using `list_events` and `list_tasks` to verify team availability. This keeps your release management process entirely terminal-driven and synchronized with your Insightly account managers.

Setup guide

Set up Insightly MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see insightly-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Insightly transactions." It will automatically discover and invoke the available Insightly tools.

Terminal

claude mcp add --transport http insightly-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Insightly MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "insightly-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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 Claude Code

You run the `claude mcp add` command in your terminal, specifying the HTTP transport and your Vinkius endpoint URL. Claude Code registers the ten CRM tools and makes them available for your next CLI prompt.

Yes, you can trigger Claude Code in headless environments to run scripts using `list_tasks` and `list_events`. This lets you schedule automated Slack alerts or terminal notifications based on upcoming CRM deadlines.

The CLI agent handles pagination when querying large lists from `list_organisations` or `list_opportunities`. It streams the data efficiently to prevent terminal buffer overflows and memory issues.

No, this server only exposes read-only tools. You can inspect contacts, projects, and leads, but you cannot create or update records from the command line.

Your CRM data is fully protected. All records fetched by `list_contacts` and `list_opportunities` travel over encrypted TLS connections directly to your local terminal session. Vinkius's zero-trust infrastructure guarantees that your sensitive customer records are never cached or exposed to third parties.

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