How to Use the Insightly MCP in Claude

Stop switching tabs to check your CRM. Connect Insightly to Claude Desktop and pull live sales data directly into your workspace.

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Connect Insightly MCP to Claude Desktop

Create your Vinkius account to connect Insightly to Claude Desktop 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 Desktop

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Instant CRM data access in Claude Desktop

Quit digging through browser tabs to find a client's status. With this MCP Server, your agent pulls real-time information from your CRM database immediately. Run `get_contact` or `list_contacts` to bring specific account details into your current conversation. It saves you from manual lookups while you are drafting emails or planning strategy.

Track sales and projects through Claude Desktop

Keep your project timelines and sales pipelines updated without leaving the app. You can use `list_projects` and `list_opportunities` to see exactly what is moving right now. Having this data inside your chat allows you to reference live task statuses from `list_tasks`. It turns your static CRM records into actionable context for your writing and planning tasks.

Manage organizational context with Claude Desktop

Understand your team's reach by querying your entire organization structure. Use `list_organisations` and `list_teams` to identify the right point of contact for any ongoing deal. This gives your agent a clear picture of who is doing what. You get accurate, up-to-date information on `list_users` and `list_events` without needing to ask a colleague or check the dashboard manually.

Setup guide

Set up Insightly MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Insightly MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Insightly MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under insightly-mcp.

json

{
  "mcpServers": {
    "insightly-mcp": {
      "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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Insightly now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Insightly MCP in Claude Desktop

Open your Claude Desktop settings, go to the Developer section, and edit your config file. Add the server details there, save, and restart the app to see the tools appear.

Yes. Once the server is active, you just ask your agent to fetch your current pipeline. It will trigger `list_leads` to give you a fresh view of your potential sales.

It appears exactly when you request it. The agent uses the tools to grab the data and drops it straight into your chat session for immediate use.

Your data stays private. The server only fetches what you ask for, and the connection is handled through your own local configuration.

The server only reads your contact records. It doesn't store them, and it doesn't change anything in your CRM; it just displays the info you need for your work.

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