InsightlyをChatGPT、Claude、Geminiに接続

• 01 / 03セールスパイプラインの監査方法
• 02 / 03プロジェクト状況の確認方法
• 03 / 03顧客の詳細情報を取得する方法

最速日

671ms

最遅日

1007ms

14日間の傾向

遅延傾向+10%

Insightly Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

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

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ InsightlyをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業担当者

  商談の進捗確認やリード管理をAIで行いたい方に適しています。

• 02

  プロジェクトマネージャー

  プロジェクトのステータスやタスクの進捗を迅速に把握したい方に最適です。

• 03

  CRM管理者

  顧客データや組織情報の管理を効率化したい方に役立ちます。

• 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.

• 

  Close CRM (Inside Sales CRM & Automation API) AIコネクタ

  Manage leads, contacts, and sales opportunities in Close CRM — automate your inside sales pipeline and lead tr

  表示
• 

  Salesforce Sales Cloud AIコネクタ

  Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation w

  表示
• 

  Freshsales (Sales CRM & Lead Scoring API) AIコネクタ

  Manage your sales pipeline via Freshsales — create leads, track contacts, manage deals, and automate CRM workf

  表示
• 

  Nimble CRM (Social Sales CRM & Contacts API) AIコネクタ

  Manage your Nimble CRM contacts and user profile directly through AI — list, retrieve, and manage social sales

  表示

おすすめ

• 

  Capsule CRM AIコネクタ

  Manage your CRM via Capsule — track contacts, opportunities, and tasks directly from any AI agent.

  表示
• 

  Pipedrive CRM (Full) AIコネクタ

  Manage deals, contacts, organizations, activities, notes, and pipelines — complete Pipedrive CRM access throug

  表示
• 

  Zoho CRM Contacts AIコネクタ

  Search, create, and manage contacts, leads, and accounts — with lead conversion and related records in Zoho CR

  表示
• 

  Nutshell CRM AIコネクタ

  Manage sales and relationships via Nutshell CRM — track leads, contacts, and accounts directly from your AI ag

  表示