How to Use the Insightly MCP in Windsurf

Q: How does Windsurf Cascade use Insightly to automate sales research?

Cascade calls listopportunities to identify stagnant deals, then automatically queries listleads to gather context. It processes these data points to draft personalized follow-up emails right in your editor.

Q: Can I configure the Insightly MCP Server directly inside Windsurf?

Yes, you just add the server configuration to your mcpconfig.json file. Windsurf automatically registers this MCP server and exposes the ten read-only tools to Cascade instantly.

Feed your active Insightly CRM data directly into Windsurf Cascade to automate multi-step sales intelligence pipelines.

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Connect Insightly MCP to Windsurf

Create your Vinkius account to connect Insightly to Windsurf 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 Windsurf

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Map Deals in Windsurf

The `list_opportunities` tool pulls active sales pipelines directly into your Windsurf editor so Cascade can analyze deal velocity. Cascade takes this live pipeline data and maps it against your local workspace code to highlight which accounts need immediate attention. You don't have to manually copy deal sizes or lead stages anymore. Cascade chains this tool with `list_leads` to build instant context of your sales funnel, letting you write targeted outreach scripts based on actual CRM states.

Align Tasks and Code in this MCP Server

Running `list_tasks` lets Cascade scan your outstanding Insightly action items alongside your local repository. The agent automatically matches open development tasks with your CRM records to keep your milestones aligned. It queries `list_projects` to verify project health before you commit code. This keeps your Windsurf workspace files in sync with Insightly client commitments.

Audit Contacts and Teams

The `get_contact` tool pulls individual client profiles directly into Windsurf so Cascade can verify stakeholder details. Cascade uses this data to map out communication histories for your active accounts. Cascade cross-references these details with `list_teams` and `list_users` to identify which developers in your Windsurf workspace are assigned to which client accounts. You get a clear picture of Insightly team coverage directly inside your Windsurf editor.

Setup guide

Set up Insightly MCP in Windsurf

Prerequisites

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

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Insightly MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Insightly payment history." If connected, Cascade will call the Insightly tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "insightly-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Insightly MCP in Windsurf

Cascade calls `list_opportunities` to identify stagnant deals, then automatically queries `list_leads` to gather context. It processes these data points to draft personalized follow-up emails right in your editor.

Yes, you just add the server configuration to your `mcp_config.json` file. Windsurf automatically registers this MCP server and exposes the ten read-only tools to Cascade instantly.

Cascade throttles its own multi-step executions when fetching records from `list_contacts` or `list_tasks`. This prevents your API token from hitting Insightly's daily request ceilings during deep codebase analysis.

No, this server only exposes read-only tools. You can use tools like `list_organisations` and `list_events` to read CRM state, but you cannot modify any records.

Your contacts, opportunities, leads, and project data remain isolated within Vinkius's secure sandboxed environment. Windsurf accesses this data via an encrypted token, meaning your CRM credentials never leak to public LLM training sets.

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