• DATA
  • CONTEXT
  • ACTION
  • HUMAN

How to retrieve client details with your AI

Connect Insightly to your AI client once. After that, you can pull specific contact or company data just by asking.

Ask AI about this page

Short answer

How can I get client info from Insightly using AI?

Your AI uses the Insightly MCP to look up specific people or companies in your database. You'll get the exact contact details or organization data you need for your next meeting. Here is how the data moves.

Data outcomes

Where the information lands.

The AI pulls information from Insightly and delivers it directly to your chat interface.

DATA

Contact details

The AI pulls specific names, emails, or phone numbers. You get the exact contact info you asked for.

CONTEXT

Company profiles

The AI retrieves organization data. This gives you the background on the company you're meeting with.

ACTION

Meeting prep

The AI organizes the retrieved data into a summary. You can then use this to prep for calls.

HUMAN

Manual updates

The AI only reads data. You still need to manually enter new information into Insightly yourself.

The workflow

What your AI does when you ask for data.

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

  1. Identify the target

    The AI looks through your Insightly account to find the right organization or person.

    list_organisations

  2. Fetch specific details

    Once the right entity is found, the AI pulls the specific contact information you requested.

    get_contact

  3. Summarize findings

    The AI takes the raw data from the tools and turns it into a readable format.

    get_contact

  4. Present to you

    The AI displays the contact or company details in your chat window.

    get_contact

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Swap out the bracketed names for the actual people or companies in your Insightly account.

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

  • Get the contact details for [Name] from Insightly.

  • List the organizations in my Insightly account so I can see who is listed.

  • Find the contact info for the company [Company Name].

  • Pull all available details for the contact [Name] to help me prep for my meeting.

  • 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 login stays encrypted, and you'll be ready to pull data immediately.

Connect Insightly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI update contact info in Insightly?

    No. This MCP only has tools to retrieve and list data. It cannot change or write information in your Insightly account.

  • 02

    Can the AI delete contacts?

    No. The AI does not have permission to delete any records.

  • 03

    Does the AI see all my Insightly data?

    The AI only accesses the specific data it needs to answer your prompt using the available tools.

  • 04

    How do I find a company if I don't know the exact name?

    You can ask the AI to list your organizations first to find the correct one.

  • 05

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

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

Connect Insightly to Claude, Cursor, ChatGPT & more