• ACTIVE
  • TASKS
  • STALLED
  • HUMAN

How to check project status with your AI

Connect Insightly to your AI client once. After that, you can query your entire project list and specific task details through a simple chat interface.

Ask AI about this page

Short answer

How can I check my project status with AI?

Your AI pulls current project lists and specific task data from Insightly. You'll get a clear view of active work and pending items without opening the Insightly dashboard.

Project visibility

What you can track

The AI pulls data from your Insightly account to give you these specific views.

ACTIVE

Project overviews

The AI identifies all currently running projects. You'll see a high-level list of what's active right now.

TASKS

Task list details

Get a breakdown of specific tasks within a project. This shows you exactly what steps are left to complete.

STALLED

Identify bottlenecks

Ask your AI to find tasks that haven't moved. It highlights where work is stuck so you can jump in.

HUMAN

Manual updates

The AI only reads existing data. You still need to log into Insightly to manually change project dates or assign new owners.

The workflow

What your AI does when you ask for updates.

The AI acts as a bridge between your chat interface and your Insightly data.

  1. Fetch projects

    Your AI looks up your current project directory to find the right context.

    list_projects

  2. Pull task data

    Once a project is identified, the AI retrieves the specific tasks tied to it.

    list_tasks

  3. Analyze progress

    The AI compares the task lists against your questions to find overdue or completed items.

    list_tasks

  4. Report findings

    The AI presents the project status in plain text directly in your chat window.

    list_projects

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are basic openers. Swap out the project names for your actual Insightly project titles.

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 active projects in Insightly.

  • Show me the task list for the Website Redesign project.

  • Which tasks in the Q4 Marketing project are currently incomplete?

  • Summarize the status of my most recent project.

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

Start here

Connect Insightly once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you'll be ready to chat with your data instantly.

Connect Insightly to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new projects in Insightly?

    No. This MCP is currently limited to reading project and task data.

  • 02

    Can I ask the AI to mark a task as complete?

    No. The AI can only list and view tasks; it cannot modify or update them.

  • 03

    Does the AI see all my Insightly data?

    The AI only sees the data it needs to answer your specific request via the provided tools.

  • 04

    Will my Insightly login be shared with the AI model?

    No. Your credentials are encrypted and handled by Vinkius, not the AI model itself.

  • 05

    Can I use this with Claude or Cursor?

    Yes, you can use this with any 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