How do I connect Insightly to my AI client?

You connect through Vinkius. Once you subscribe, you can add the MCP to your client with one click, and Vinkius handles the hosting and credentials.

Which AI clients can I use with this MCP?

You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

Do I need to manage my own API keys?

No. Vinkius manages the credentials and hosting for you, so the MCP is ready to run immediately.

Can I see my project tasks through the AI?

Yes. The list_tasks capability allows your agent to see all tasks across your projects.

Vinkius hosts the MCP and manages the connection to Insightly, ensuring your data stays within your controlled environment.

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).

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 capability provides access to all sales opportunities recorded in your Insightly account.

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Connect Insightly to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Let your agent handle your sales pipeline and project tracking.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Insightly.

01
List users
This capability lists all users registered in your Insightly system.
02
List tasks
Get a list of all tasks assigned across your various projects.
03
List contacts
Use this to pull your entire contact directory.
04
List leads
This capability pulls a list of all your marketing leads from Insightly.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Insightly.

05
List opportunities
Use this to see every sales opportunity currently in your pipeline.
06
Get contact
This capability fetches specific, detailed information for a single contact.
07
List events
This capability retrieves all calendar events from your Insightly account.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Insightly.

08
List organisations
This capability retrieves a list of all registered organizations in your account.
09
List projects
Get a full list of your active and past projects.
10
List teams
This capability shows you all the teams defined within Insightly.

Real work

What teams actually run

Sales Pipeline Audits

Ask your agent to list all opportunities to quickly spot stalled deals.

Client Briefings

Pull contact and organization details instantly before a meeting.

Project Status Checks

Query your task lists to see what needs attention across different projects.

Lead Management

Use the agent to pull marketing leads for quick follow-up planning.

Automate a task

Put Insightly to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Insightly works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Insightly to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

811ms average. Fast in production.

Insightly is checked daily against the live service.

Daily averagePeak 1007ms

Oct 3Today

Fastest day: 671ms
Slowest day: 1007ms
14-day trend: Slowing+10%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Insightly, so you can see the experience inside your AI.

It does not authenticate your account with Insightly. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Insightly Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Insightly capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "insightly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Insightly in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Insightly owners hand off.

This is for professionals who live in Insightly and want to use AI to query their data faster.

01
Sales Representatives
They use the agent to quickly check opportunity status and lead details.
02
Project Managers
They use the agent to monitor project progress and task lists.
03
Account Managers
They use the agent to pull contact and organization information during client calls.

FAQ

Questions Insightly owners ask.

01
How do I connect Insightly to my AI client?
You connect through Vinkius. Once you subscribe, you can add the MCP to your client with one click, and Vinkius handles the hosting and credentials.
02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.
03
Do I need to manage my own API keys?
No. Vinkius manages the credentials and hosting for you, so the MCP is ready to run immediately.
04
Can I see my project tasks through the AI?
Yes. The list_tasks capability allows your agent to see all tasks across your projects.
05
Is my data secure?
Vinkius hosts the MCP and manages the connection to Insightly, ensuring your data stays within your controlled environment.
06
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).
07
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.
08
Can I see sales opportunities?
Yes, the list_opportunities capability provides access to all sales opportunities recorded in your Insightly account.

Explore

More in Sales Automation

Connect Insightly to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

List users

List tasks

List contacts

List leads

05-07

List opportunities

Get contact

List events

08-10

List organisations

List projects

List teams

What teams actually run

Sales Pipeline Audits

Client Briefings

Project Status Checks

Lead Management

Building your own app? The connector is yours to use.

Insightly Connector

Claude Desktop

Sales Representatives

Project Managers

Account Managers

How do I connect Insightly to my AI client?

Which AI clients can I use with this MCP?

Do I need to manage my own API keys?

Can I see my project tasks through the AI?

Is my data secure?

How do I get Insightly API credentials?

What is the 'pod'?

Can I see sales opportunities?

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