Insightly MCP. Track contacts, opportunities & projects from your agent.
Insightly connects your AI agent directly to your CRM data. It lets you list, retrieve, and manage contacts, organizational records, sales opportunities, and active projects all from one place. Use it to track leads, monitor pipeline status, or pull specific user details without logging into the Insightly interface.
Give Claude and any AI agent real-world access
Get all the necessary information for a single person or account record.
Generate comprehensive lists of every contact in your system, or check for newly generated marketing leads.
Pull detailed reports on all active organizations and current sales opportunities across different stages.
List every active or past project, along with all related tasks assigned to the team.
Get a full directory of all defined user accounts and organizational teams within Insightly.
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What AI agents can do with Insightly MCP with 10 Tools
Use these tools to programmatically interact with your core CRM data. Your agent can pull everything from contact lists to project statuses.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Insightly MCPGet Contact
Retrieves detailed records for one specific contact.
List Contacts
Lists every single contact recorded in the system.
List Events
Provides a list of all calendar events associated with the account.
List Leads
Lists all marketing leads that have entered the system.
List Opportunities
Generates a list of current and past sales opportunities.
List Organisations
Lists every registered organization in your CRM.
List Projects
Provides a directory of all active and completed projects.
List Tasks
Gathers a list of all outstanding tasks across various projects.
List Teams
Lists every defined internal team within the organization structure.
List Users
Lists all user accounts that have access to the system.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Insightly, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Insightly. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The daily headache of manual CRM reporting.
Right now, getting a full picture requires jumping through hoops. You open the Contacts tab for names, switch over to the Opportunities tab for value estimates, and then toggle to Projects just to see if the client is active or stalled. You spend twenty minutes clicking between tabs and copy-pasting IDs into an external spreadsheet, hoping you didn't miss a crucial link.
With this MCP, you tell your agent what you need—for example, 'Give me all contacts for projects over $50k.' The system handles the cross-referencing of Contacts, Opportunities, and Projects in one go. You get a single, clean output ready to read or process.
Insightly MCP gives you direct access to your project data.
You no longer have to open the Project dashboard, remember which IDs correspond to specific clients, and then manually check the related tasks. You simply ask for a list of all projects and their associated tasks via `list_projects` and `list_tasks`, getting everything in one structured output.
The data moves from being siloed across multiple Insightly views into a single, usable stream directly into your agent's memory.
What Insightly MCP does for your AI
This MCP gives your agent full access to your core customer relationship data. You can ask it to list every contact in the system, check for new marketing leads, or find out who's working on which project—all instantly. Need to know all current sales opportunities? It pulls that report directly from Insightly.
This makes automating complex sales and project workflows much simpler. When you connect this MCP through Vinkius, your agent knows exactly how to speak the Insightly language, letting you focus entirely on what needs doing next.
019d75b9-b89c-7268-9b74-6866c5f66ae4 How to set up Insightly MCP
The bottom line is you get CRM data—organized and usable—without writing any code.
Your agent initiates a request by stating what data it needs, such as 'list my contacts' or 'get the details for Acme Corp'.
The MCP translates that plain language command into a structured query and executes the operation against the Insightly API.
You receive a clean, formatted dataset containing only the specific information requested (e.g., all project names and associated deadlines).
Who uses Insightly MCP
This MCP is for Sales Operations Managers, Project Coordinators, and Account Executives who spend too much time cross-referencing data across different dashboards. If your job involves keeping track of who needs to talk to whom, or if you manage multiple client projects, this connector saves hours.
Uses the MCP to quickly retrieve contact details and check the status of existing opportunities before calling a prospect.
Runs queries against the system to list projects, view associated tasks, and confirm which teams are assigned to specific clients.
Automates reporting by running bulk checks on all leads or listing organizations to find gaps in the sales pipeline data.
Benefits of connecting Insightly MCP
Get a full picture of sales status. Instead of running separate reports, you can ask the agent to list all opportunities and filter them by stage using the list_opportunities tool.
Streamline contact research. You don't need to search page-by-page; simply use get_contact or list_contacts to pull specific details on any client instantly.
Manage project scope easily. Quickly list all active and past projects using list_projects, giving your agent the necessary context before planning a status update.
Identify new sales chances automatically. The MCP lets you run list_leads to capture marketing leads as soon as they are generated, keeping your pipeline full of fresh names.
Maintain operational awareness. You can use list_tasks and list_teams together to see who is responsible for which project tasks across the company.
Insightly MCP use cases
The PM needs a status report on multiple client projects.
A Project Manager asks their agent: 'What are all active projects and what tasks are due next week?' The agent uses list_projects and then calls list_tasks, providing the PM with one cohesive, prioritized list that spans every project.
The AE needs to quickly vet a new lead before calling.
An Account Executive asks their agent: 'Find me all marketing leads from last month and tell me if any are associated with an organization.' The agent uses list_leads and cross-references the data against list_organisations.
The Sales Director needs to audit user access for compliance.
A Sales Director asks their agent: 'Show me all users and which teams they belong to.' The agent executes list_users and list_teams, generating a clear matrix of permissions.
The Ops Analyst needs to track recent system changes.
An analyst asks their agent: 'List the most recent events on our calendar.' The agent uses list_events to pull all scheduled activities, ensuring no critical meeting is missed.
Insightly MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Copying data between tabs
Opening the Contacts tab, copying 10 names. Switching to the Opportunities tab, manually pasting them into a spreadsheet and trying to match project IDs.
Instead, ask your agent to run list_contacts followed by running list_opportunities. The MCP handles all the matching and data collation for you.
Running disconnected reports
Generating a 'Project List' report on Monday, then going back on Friday to generate a separate 'Task Status' list. You have two spreadsheets that might conflict.
Use the agent to run list_projects and immediately follow it with list_tasks. This keeps the data context together in one single API call.
Manual user account checking
Going through the admin panel, clicking on every team name, then clicking into each team to see who is a member. Takes forever.
Simply ask your agent to execute list_users and list_teams. It compiles this structure in seconds.
When to use Insightly MCP
Use this MCP if your workflow requires querying or assembling data from disparate Insightly records, like pulling a contact's details alongside their associated project tasks. You need the agent to act as an API wrapper for your CRM. Don't use it if you only need to read one specific report type—for instance, if you just want a simple list of all users, running list_users is enough; don't ask for everything at once. If your goal is deep data transformation (e.g., writing Python code based on the data), consider a specialized coding agent after using this MCP to extract the raw facts.
Frequently asked questions about Insightly MCP
How do I get individual contact information using the Insightly MCP? +
You use the get_contact tool. This function takes a specific identifier, like an email or ID number, and pulls up all related details for that one person.
Can I list leads and contacts separately with Insightly MCP? +
Yes. You can run list_leads to see incoming marketing interest, and then use list_contacts if you need the full directory of established users in your system.
What is the difference between listing projects and listing tasks with Insightly MCP? +
The list_projects tool gives you the high-level overview (the project name, goal, timeline). The list_tasks tool drills down into that, giving you specific action items and who owns them.
Does Insightly MCP help with sales opportunities? +
Yes. You use the list_opportunities tool to see every potential sale currently in the pipeline, letting your agent track progress across stages for you.
If I need user directory info, which Insightly MCP tool do I use? +
You should run list_users. This provides a comprehensive list of every account that has access to the Insightly system, making it easy to audit permissions.