• STALLED
  • NEW
  • HUMAN
  • CLEAN

How to audit your sales pipeline with your AI

Connect Insightly to your agent to scan your entire pipeline. It finds the gaps you missed.

Ask AI about this page

Short answer

How can I use AI to audit my sales pipeline?

Your agent uses Insightly to pull lists of every lead and opportunity you have. It identifies which deals have gone cold and which new prospects are ready for a follow-up. You get a clear view of where your revenue is stuck.

Pipeline insights.

Where your data lands.

The AI organizes your Insightly data into these specific categories.

STALLED

Identify dead deals

The agent finds opportunities with no recent activity. You'll know exactly which deals need a nudge or a formal close.

NEW

Spot fresh prospects

It pulls recent leads that haven't been contacted yet. This keeps your outreach consistent and prevents leads from rotting.

HUMAN

Decide next steps

The AI flags the issues, but you decide whether to revive a deal or move on. It handles the digging so you can do the deciding.

CLEAN

Fix data gaps

It highlights missing info in your leads. You get a list of what's needed to make your pipeline data reliable again.

The workflow

What your AI does when the audit starts.

The agent does the heavy lifting by querying your Insightly data directly.

  1. Gather leads

    The agent pulls your current lead list to see who is new or unassigned.

    list_leads

  2. Scan opportunities

    It pulls all active opportunities to check their current status and stage.

    list_opportunities

  3. Find bottlenecks

    The agent compares the lists to find deals that haven't moved in a while.

    list_opportunitieslist_leads

  4. Summarize findings

    It presents a clean list of stalled deals and high-priority prospects.

    list_opportunities

Try it

Copy these to start.

Paste these directly into your chat to begin the audit.

Starting points

These are starting points. Swap out the specific names or stages to match your actual Insightly setup.

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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"
    }
  }
}
Copy into chat04

  • List all my Insightly opportunities that haven't had an update in two weeks.

  • Find all new leads in Insightly that I haven't reached out to yet.

  • Show me all opportunities in the 'Negotiation' stage that are currently stalled.

  • Pull a list of all leads from last month to see who needs a follow-up.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Insightly once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking questions about your pipeline.

Connect Insightly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the status of my deals?

    No. The AI can only read your opportunities and leads. You must manually update statuses in Insightly.

  • 02

    Will the AI delete any of my leads?

    No. This MCP only has permission to list data. It cannot delete or modify anything in your account.

  • 03

    How does it know which deals are stalled?

    You tell it. You define what 'stalled' means by specifying timeframes or stages in your prompt.

  • 04

    Does it see all my Insightly data?

    It can see any lead or opportunity that its tools are able to list. It only accesses what you ask for.

  • 05

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Insightly? See everything the Insightly Connector can do

Connect Insightly to Claude, Cursor, ChatGPT & more