Insightly Connector for AI agents.
10 live capabilities
Access your CRM data to manage leads and sales opportunities.
Waiting for input…
Why people use Insightly
Insightly CRM Data Access for Sales Teams
This Connector lets your agent do that heavy lifting for you. You can just ask what's on the plate and get a summarized list of projects or opportunities in seconds. You get your time back to actually close deals.
What Vinkius changes
Your AI agent gets a live window into your CRM data to help you stay organized.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Live client status checks
An account manager needs to know a client's project status during a live call and asks their agent to pull the latest project details.
- Real-world use case 02
Marketing lead follow-ups
A sales lead wants to see which marketing leads have been contacted this week to prioritize their outreach.
- Real-world use case 03
Identifying project bottlenecks
A project manager asks their agent to list all tasks across five different projects to see where work is stalling.
Complete set · 10capabilities
The complete Insightly capability set.
These are the exact actions your AI can choose when you ask it to work with Insightly.
01—04
4 capabilities in this set.
Part of 10 available through Insightly.
- 01 Capability
List opportunities
See every sales opportunity currently in your pipeline. Use this to track your active deals.
- 02 Capability
List organisations
Get a full list of all registered organisations in your CRM. This is useful for B2B account mapping.
- 03 Capability
List projects
See a history of both active and completed projects. This gives you a clear view of project status.
- 04 Capability
Get contact
Pull up all the specific details for a single contact in your CRM. This helps you get background info quickly.
05—07
3 capabilities in this set.
Part of 10 available through Insightly.
- 05 Capability
List contacts
Get a complete list of every contact stored in your Insightly account. Use this for a full directory overview.
- 06 Capability
List events
View all calendar events to see what is scheduled for your team. This keeps your schedule visible.
- 07 Capability
List leads
Retrieve a list of all marketing leads currently in your system. This helps you prioritize follow ups.
08—10
3 capabilities in this set.
Part of 10 available through Insightly.
- 08 Capability
List tasks
View all tasks across every project to keep your team on track. This helps you see what needs doing.
- 09 Capability
List teams
See a list of all defined teams within your organization. This helps you understand your team structure.
- 10 Capability
List users
Get a list of all users currently in your Insightly system. This is useful for managing permissions.
Set up in minutes
One URL. Then ask Insightly to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Insightly from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Insightly, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Insightly for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Insightly URL.
- Step 03
Save and start
Save the connection and enable Insightly in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"insightly": {
"url": "https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Insightly
Open Agent mode in chat and ask: "Using Insightly, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"insightly": {
"url": "https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Insightly
Ask Copilot: "Using Insightly, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"insightly": {
"url": "https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Insightly
Open Cascade and ask: "Using Insightly, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"insightly": {
"url": "https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Insightly
Ask Cline: "Using Insightly, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add insightly --transport http "https://edge.vinkius.com/vk_preview_cqIxocXP4LOnWrAUzLDvRy5wIvlx3ZwT6KqqCn94/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Insightly
Ask Claude: "Using Insightly, show me...". 10 tools are ready
Where the request belongs
Work Insightly can move forward.
Sales ops managers who are tired of manual data entry and account managers who need to see a snapshot of their pipeline without clicking through ten different menus.
Sales Operations Manager
Auditing leads and opportunities to ensure the pipeline is healthy and accurate.
Account Manager
Checking client project status quickly during a live meeting to provide updates.
Project Coordinator
Listing all active tasks across multiple projects to identify bottlenecks.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAgile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Keap
Manage CRM contacts, marketing campaigns, and sales automation via Keap.
Capsule CRM
Manage contacts, sales opportunities, and projects via Capsule CRM. search parties, track pipelines, and manage tasks directly from any AI agent.
Nutshell CRM
Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.
Ontraport
Manage marketing and sales via Ontraport. list contacts, track campaigns, and monitor transactions directly from any AI agent.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Bring your own AI
Change the model, client or framework. Keep Insightly connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Insightly.
The practical details behind the request, access and result.
Can the Insightly MCP help me manage my sales pipeline?
Yes, it lets your agent see your current opportunities and leads directly. You can ask for summaries of your active deals to stay on top of your sales targets.
How do I see my marketing leads with Insightly?
Your agent can pull a complete list of all marketing leads in your system. This makes it easy to see who is in the pipeline without manually filtering your CRM.
Can I use this to track my team's projects?
Yes, it can list all active and past projects. You can also ask your agent to show tasks across all projects to see what your team is working on.
Does the Insightly MCP work with Claude?
Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf. Once connected, your agent can access your CRM data whenever you ask.
Can my agent find specific contact details?
Your agent can pull up the specific details for any contact in your CRM. This is great for getting a quick brief before a client call.
How does this help with project management?
It gives your agent a live view of your projects and tasks. You can ask for status updates or list all pending tasks to keep everything moving forward.
Can I see all my CRM tasks at once?
Yes, your agent can pull a list of all tasks across every project in your account. This helps you get a bird's-eye view of your team's workload.
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).
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.
Can I see sales opportunities?
Yes, the list_opportunities capability provides access to all sales opportunities recorded in your Insightly account.
One connection away
Give your agent a direct line to Insightly.
Connect Insightly once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available