Vinkius

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.

Insightly MCP is compatible with Claude Claude
Insightly MCP is compatible with ChatGPT ChatGPT
Insightly MCP is compatible with Cursor Cursor
Insightly MCP is compatible with Gemini Gemini
Insightly MCP is compatible with Windsurf Windsurf
Insightly MCP is compatible with VS Code VS Code
Insightly MCP is compatible with JetBrains JetBrains
Insightly MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Retrieve specific contact details

Get all the necessary information for a single person or account record.

List and filter contacts and leads

Generate comprehensive lists of every contact in your system, or check for newly generated marketing leads.

Manage sales pipeline data

Pull detailed reports on all active organizations and current sales opportunities across different stages.

Track projects and tasks

List every active or past project, along with all related tasks assigned to the team.

View system users and teams

Get a full directory of all defined user accounts and organizational teams within Insightly.

Waiting for input…

AI Agent
Insightly

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 MCP

Get 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.

Insightly MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Insightly integration is available immediately — no restart needed.

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
Start building

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
Insightly MCP server cover

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

Your data is protected. See how we built it.

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.

Built · Hosted · Managed by Vinkius Insightly MCP - CRM Data Access for AI Agents
Server ID 019d75b9-b89c-7268-9b74-6866c5f66ae4
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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.