WindsurfIDE

Why use Insightly MCP Server with Windsurf?

Bring Contact Management
to Windsurf

Name: Insightly MCP Server
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Create your Vinkius account to connect Insightly to Windsurf and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.

GDPR Free for Subscribers

Get ContactList ContactsList EventsList LeadsList OpportunitiesList OrganisationsList ProjectsList TasksList TeamsList Users

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Compatible with every major AI agent and IDE

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+ other MCP clients

What is the 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.

Built-in capabilities (10)

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

See what your AI agent can do with Insightly

Why Windsurf?

Windsurf's Cascade agent chains multiple Insightly tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste 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.

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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

See it in action

Insightly in Windsurf

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Enterprise Security

Why run Insightly with Vinkius?

The Insightly connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.

You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.

View full Insightly details →

Fully ManagedNo server setup

Plug & PlayNo coding needed

SecurePrivacy protected

PrivateYour data is safe

Cost ControlBudget limits

Control1-click disconnect

Auto-UpdatesMaintenance free

High SpeedOptimized for AI

Reliable99.9% uptime

Your credentials and connection tokens are fully encrypted

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents

Complete visibility into every agent action

Explore our live AI Agents Analytics dashboard to see it all working

This dashboard is included when you connect Insightly using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.

Explore Analytics

Why Vinkius

Insightly and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect Insightly to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.

4,000+MCP Integrations

<40msResponse time

100%Fully managed

	Raw MCP	Vinkius
Ready-to-use MCPs	Find and configure each manually	4,000+ MCPs ready to use
Connection Setup	Manual coding & server setup	1-click instant connection
Server Hosting	You host it yourself (needs 24/7 uptime)	100% hosted & managed by Vinkius
Security & Privacy	Stored in plaintext config files	Bank-grade encrypted vault
Activity Visibility	Blind execution (no logs or tracking)	Live dashboard with real-time logs
Cost Control	Runaway AI token spend risk	Automatic budget limits
Revoking Access	Must delete files or code to stop	1-click disconnect button

View step-by-step setup guide for Windsurf →

The Vinkius Advantage

How Vinkius secures
Insightly for Windsurf

Every request between Windsurf and Insightly is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

Frequently asked questions

How do I get Insightly API credentials?

Log in to Insightly, click your profile icon, go to User Settings, and scroll down to the API Key section. You will also see your API URL which contains your pod (e.g., na1).

What is the 'pod'?

The pod is the region identifier in your Insightly API URL, such as 'na1' for North America or 'eu1' for Europe.

Can I see sales opportunities?

Yes, the list_opportunities tool provides access to all sales opportunities recorded in your Insightly account.

How does Windsurf discover MCP tools?

Windsurf reads the 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?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.