How to Use the Insightly MCP in Cursor

Build features using live CRM data. Plug Insightly into Cursor and let the agent write code based on your actual sales records.

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 Cursor

Create your Vinkius account to connect Insightly to Cursor 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 Cursor

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Inject Insightly data into Cursor code

Write code that interacts with your real CRM state rather than hard-coded mocks. When you enable the agent, it uses `list_opportunities` to understand the data structure you are currently building against. This makes your development cycle faster. You don't have to guess field names or guess how `list_leads` returns data; the AI reads the schema directly from the source.

Query Insightly tasks directly in Cursor

Pull task lists into your editor to build automated reports or internal tools. Your agent calls `list_tasks` and `list_projects` to populate your code with live data. This is helpful when you need to verify how your application handles different project states. You get immediate feedback on your logic by testing against real CRM outputs.

Map Insightly users and teams in Cursor

Gain visibility into your CRM's user structure while writing backend logic. By calling `list_users` and `list_teams`, your agent understands how to assign resources in your code. This context prevents bugs related to user permissions or team assignments. You write code that actually reflects your organization's hierarchy as defined in your CRM.

Setup guide

Set up Insightly MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Insightly MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Insightly transactions." If the MCP tools are loaded correctly, Cursor will call the Insightly tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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 Cursor

Add the server to your .cursor/mcp.json file. Once you save the file, the tools become available for the agent to use in your project.

Absolutely. Just enable agent mode in your chat window and ask it to list your current opportunities. It will execute the tool and provide the result instantly.

Yes. You can commit your mcp.json file to your repo so every developer on your team has the same access to the CRM data.

The server runs locally in your environment. Only the specific data you request is pulled, and it is never shared outside your local session.

Cursor only accesses the contact details you explicitly request via `get_contact` or `list_contacts`. It does not have background access to your entire database.

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