How to Use the Insightly MCP in Mastra AI

Q: Can Mastra AI manage my Insightly contacts automatically?

You can define a workflow that triggers listcontacts and sorts them based on your custom criteria. It is perfect for automated outreach or status monitoring.

Automate your sales workflows with Mastra AI and the Insightly MCP Server. Build conditional logic that actually executes.

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Works with every AI agent you already use

…and any MCP-compatible client

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Connect Insightly MCP to Mastra AI

Create your Vinkius account to connect Insightly to Mastra AI 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 Mastra AI

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Claude

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Agent-driven CRM workflows

Chain together `list_leads` and `list_tasks` to build automated sequences for your sales team. Mastra AI handles the branching logic while the server executes the calls. If a lead status changes, your agent can automatically pull the latest `list_opportunities` and update the next steps. It removes the manual grind from your daily operations.

Automatic error handling for CRM calls

Wrap your tool calls in workflows that support exponential backoff. If `list_projects` fails due to a network blip, the agent retries without crashing your entire pipeline. This prevents the common issue of dead-end automation. Your agents stay resilient and keep working through the queue even when the API gets noisy.

Human-in-the-loop CRM control

Use `requireToolApproval` to pause your agents before they trigger sensitive actions. It ensures you maintain full oversight of your data flow. By adding this layer, you get the speed of automation with the safety of manual review. Your agents perform the heavy lifting of `list_teams` and `list_users` while you keep your hand on the wheel.

Setup guide

Set up Insightly MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Insightly tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "insightly-mcp-client",
  servers: {
    "insightly-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Insightly Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Insightly tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Insightly transactions"
);
console.log(result.text);

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Common questions about Insightly MCP in Mastra AI

Initialize the MCPClient with the server URL and spread the tools into your agent definition. This makes every CRM function available for your workflow steps.

You can define a workflow that triggers `list_contacts` and sorts them based on your custom criteria. It is perfect for automated outreach or status monitoring.

Mastra AI detects the transport drop and handles the reconnection logic. Your workflow remains stateful and resumes once the connection is restored.

Implement a retry block in your agent logic. If a tool call fails, the workflow engine automatically attempts the operation again based on your configured policy.

Your CRM records are processed within a hardened, ephemeral sandbox. The server only has access to the specific endpoints required for your defined tasks.

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