# Insightly MCP > 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. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** contact-management, opportunity-tracking, sales-pipeline, project-tracking, lead-management, crm-automation ## Description 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. ## Tools ### 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. ## Prompt Examples **Prompt:** ``` List all contacts in Insightly. ``` **Response:** ``` I'll fetch your CRM contact directory for you. ``` **Prompt:** ``` Show me active projects in my Insightly account. ``` **Response:** ``` I'll retrieve the list of active and past projects from Insightly. ``` **Prompt:** ``` Check for any new sales opportunities. ``` **Response:** ``` I'll look up the current sales opportunities in your account. ``` ## Capabilities ### 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. ## 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. ## Benefits - 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. ## How It Works The bottom line is you get CRM data—organized and usable—without writing any code. 1. Your agent initiates a request by stating what data it needs, such as 'list my contacts' or 'get the details for Acme Corp'. 2. The MCP translates that plain language command into a structured query and executes the operation against the Insightly API. 3. You receive a clean, formatted dataset containing only the specific information requested (e.g., all project names and associated deadlines). ## Frequently Asked Questions **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.