How to Use the Insightly MCP in VS Code Copilot

Q: Can VS Code Copilot list my Insightly leads?

Yes. You can use the listleads tool to pull your active lead list into your chat. It works for the whole team once the config is committed.

Q: What Insightly contact information can VS Code Copilot see?

It only sees the contact names and details returned by listcontacts. No other sensitive data is touched or stored by the server.

Standardize your team's CRM access. Connect Insightly to VS Code Copilot and give every developer the same live data tools.

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 VS Code Copilot

Create your Vinkius account to connect Insightly to VS Code Copilot 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 VS Code Copilot

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Sync Insightly tools across your team in VS Code

Stop manual setup for every developer. By committing your config to the repo, everyone on your team gains access to `list_organisations` and `list_projects` immediately. This ensures your entire engineering department is working with the same CRM context. It keeps your workflows consistent and removes the headache of individual tool management.

Access Insightly events in VS Code Copilot

Keep track of your team's schedule without switching windows. Your agent uses `list_events` to provide you with upcoming CRM deadlines or meetings right in the sidebar. It makes planning your sprint tasks much easier. You can see what is coming up and adjust your coding priorities accordingly based on real data.

Retrieve Insightly user data in VS Code

Lookup team members and their roles without leaving your IDE. Using `list_users` and `list_teams` allows your agent to help you write code that correctly handles CRM user associations. This is vital for building features that depend on specific user roles. You get the data you need to ensure your code matches your actual CRM deployment.

Setup guide

Set up Insightly MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Insightly MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Insightly tools listed. Try asking: "List my recent Insightly transactions" and Copilot will invoke them automatically.

.vscode/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 VS Code Copilot

Create a .vscode/mcp.json file in your project root. Once you add the server configuration, your team can start using the tools through the Copilot chat.

Yes. You can use the `list_leads` tool to pull your active lead list into your chat. It works for the whole team once the config is committed.

Yes. Since you manage the config file, you control who has access to the tools. It is designed to fit into standard enterprise development workflows.

The integration is strictly read-only. It only pulls the data requested by the developer, keeping your CRM records secure and under your control.

It only sees the contact names and details returned by `list_contacts`. No other sensitive data is touched or stored by the server.

Use it with your favorite AI tools

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