How to Use the Insightly MCP in CrewAI

Q: Can CrewAI agents work together to update my Insightly projects?

Your crew can query listprojects to gather the necessary context for your reports. They work sequentially or hierarchically to provide you with actionable insights.

Deploy a specialized crew with this Insightly MCP Server. Let your agents collaborate to master your CRM data.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Insightly MCP to CrewAI

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

GDPR Free for Subscribers

Setup Insightly with CrewAI

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Collaborative agent CRM teams

Assign different roles to your agents, like a researcher for `list_leads` and an analyst for `list_opportunities`. They share the memory of the crew to build a complete picture. This specialization is how you scale operations. One agent pulls the raw data, and the other organizes it into a report, saving you from manual entry.

Autonomous project monitoring

Set up a monitor agent to watch your progress via `list_projects` and `list_tasks`. It can alert your team if a deadline approaches or a project stalls. This creates a closed-loop system where your agents act on the data they find. It shifts your role from doing the work to managing the agents who do it.

Selective CRM tool exposure

Use a tool filter to restrict which agents can see sensitive endpoints like `list_users` or `list_teams`. You control the hierarchy of your autonomous crew. This ensures that only the agents who need the data have access to it. It keeps your setup clean and secure while your agents handle the complex CRM interactions.

Setup guide

Set up Insightly MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Insightly tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Insightly Analyst",
    goal="Access and analyze Insightly data via MCP.",
    backstory="Expert analyst with direct Insightly access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Insightly transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

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

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Insightly Analyst",
        goal="Access and analyze Insightly data via MCP.",
        backstory="Expert analyst with direct Insightly access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Insightly transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

Add the server URL to your agent's configuration list. This grants your agents instant access to all CRM tools defined in the server.

Your crew can query `list_projects` to gather the necessary context for your reports. They work sequentially or hierarchically to provide you with actionable insights.

Shared memory allows your agents to pass data between them. An agent that fetches a contact can hand that information to another agent to perform further analysis.

Use the tool filtering feature to limit how often your agents invoke specific calls. This keeps your API usage within your defined limits.

Your CRM data is kept isolated and is only accessible during the active session. Once the crew finishes the task, the connection is terminated and the data is purged.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript