Insightly MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Insightly through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Insightly and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"insightly": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Insightly MCP Server
Empower your AI agents to manage your customer relationships with Insightly. This MCP server allows you to list and retrieve contacts, organizations, opportunities, and projects directly through the Insightly API. Ideal for automating sales workflows and project tracking within your CRM.
Windsurf's Cascade agent chains multiple Insightly tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
The Insightly MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Insightly to Windsurf via MCP
Follow these steps to integrate the Insightly MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Insightly
Open Cascade and ask: "Using Insightly, help me..." — 10 tools available
Why Use Windsurf with the Insightly MCP Server
Windsurf provides unique advantages when paired with Insightly through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Insightly + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Insightly MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Insightly and generate models, types, or handlers based on real API responses
Live debugging: query Insightly tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Insightly and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Insightly data with Cascade's code generation to scaffold entire features in minutes
Insightly MCP Tools for Windsurf (10)
These 10 tools become available when you connect Insightly to Windsurf via MCP:
get_contact
Retrieves details for a specific contact
list_contacts
Lists all contacts in Insightly
list_events
Lists all calendar events
list_leads
Lists all marketing leads
list_opportunities
Lists all sales opportunities
list_organisations
Lists all registered organisations
list_projects
Lists all active and past projects
list_tasks
Lists all tasks across projects
list_teams
Lists all defined teams
list_users
Lists all users in the system
Example Prompts for Insightly in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Insightly immediately.
"List all contacts in Insightly."
"Show me active projects in my Insightly account."
"Check for any new sales opportunities."
Troubleshooting Insightly MCP Server with Windsurf
Common issues when connecting Insightly to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Insightly + Windsurf FAQ
Common questions about integrating Insightly MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Insightly with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Insightly to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.