Integration
Connect Aura to Insightly
When New Call fires in Aura, your agent runs Add contact to organisation in Insightly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Aura and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Aura can start in Insightly
When New Call in Aura
then Add contact to organisation in Insightly
When New Lead in Aura
then Create lead in Insightly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Aura and Insightly
Triggers and actions 3 triggers · 70 actions
Trigger
New CallTriggers when a new call is booked in Aura.
Trigger
New LeadTriggers when a new lead is added in Aura.
Trigger
New PaymentTriggers when a new payment is recorded in Aura.
Action
Add Lead NoteAdds a note to an Aura lead.
Action
Archive LeadArchives an Aura lead.
Action
Cancel CallCancels a booked Aura call.
Action
Create LeadCreates a new lead in Aura.
Action
Get CallReturns one Aura call by its ID.
Action
Get Call AnalysisReturns the AI analysis of an Aura call.
Action
Get Call Form AnswersReturns the booking-form answers submitted for an Aura call.
Action
Get Dashboard AnalyticsReturns Aura's dashboard analytics.
Action
Get LeadReturns one Aura lead by its ID.
Action
Get OpportunityReturns one Aura opportunity by its ID.
Action
Get PaymentReturns one Aura payment by its ID.
Action
Get ProductReturns one Aura product by its ID.
Action
Get Revenue AnalyticsReturns Aura revenue grouped by currency.
Action
Get SchedulerReturns one Aura scheduler by its ID.
Action
Get Scheduler AvailabilityReturns the bookable time slots of an Aura scheduler.
Action
Get Scheduler FieldsReturns the booking-form fields of an Aura scheduler.
Action
Get Team MemberReturns one Aura team member by its ID.
Action
Get Team PerformanceReturns a performance summary for the Aura team.
Action
List CallsReturns a page of Aura calls, optionally filtered.
Action
List Lead NotesReturns the notes on an Aura lead.
Action
List LeadsReturns a page of Aura leads, optionally filtered by status or pipeline stage.
Action
List OpportunitiesReturns a page of Aura opportunities.
Action
List PaymentsReturns a page of payments recorded in Aura.
Action
List ProductsReturns the products in the Aura account.
Action
List SchedulersReturns the schedulers (booking links) in the Aura account.
Action
List Team MembersReturns the team members in the Aura account.
Action
Qualify LeadChecks whether a lead would qualify for a scheduler and returns the result.
Action
Reassign Call CloserMoves a booked Aura call to a different closer.
Action
Record PaymentRecords a payment in Aura.
Action
Reschedule CallMoves a booked Aura call to a new time.
Action
Send Test WebhookSends a test event to an Aura webhook subscription and returns how its endpoint responded.
Action
Set Call OutcomeRecords the outcome of an Aura call (for example won, lost or no-show).
Action
Update CallUpdates an existing Aura call.
Action
Update LeadUpdates an existing Aura lead's details.
Action
Update PaymentUpdates a payment recorded in Aura.
Action
Verify PaymentMarks an Aura payment as verified.
Action
Add contact to organisationLink a contact to an organisation by updating the contact's ORGANISATION_ID.
Action
Create contactCreate a new contact in Insightly.
Action
Create eventCreate a new calendar event in Insightly.
Action
Create leadCreate a new lead in Insightly.
Action
Create noteCreate a new note in Insightly.
Action
Create opportunityCreate a new opportunity in Insightly.
Action
Create organisationCreate a new organisation in Insightly.
Action
Create projectCreate a new project in Insightly.
Action
Create taskCreate a new task in Insightly.
Action
Delete contactDelete a contact by its CONTACT_ID.
Action
Delete leadDelete a lead by its LEAD_ID.
Action
Delete opportunityDelete an opportunity by its OPPORTUNITY_ID.
Action
Delete organisationDelete an organisation by its ORGANISATION_ID.
Action
Get contactRetrieve a single contact by its CONTACT_ID.
Action
Get eventRetrieves a single Insightly calendar event by its id, including its custom field values and links.
Action
Get leadRetrieve a single lead by its LEAD_ID.
Action
Get noteRetrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
Action
Get opportunityRetrieve a single opportunity by its OPPORTUNITY_ID.
Action
Get organisationRetrieve a single organisation by its ORGANISATION_ID.
Action
Get projectRetrieve a single project by its PROJECT_ID.
Action
Get taskRetrieve a single task by its TASK_ID.
Action
List contactsList contacts (paged) ordered by date.
Action
List leadsList leads (paged).
Action
List opportunitiesList opportunities (paged).
Action
List organisationsList organisations (paged).
Action
List projectsList projects (paged).
Action
List tasksList tasks (paged).
Action
List usersList Insightly users (useful for resolving owner/responsible user IDs).
Action
Search contactsSearch contacts by a single field value (e.g. email_address).
Action
Update contactUpdate an existing contact in Insightly.
Action
Update leadUpdate an existing lead in Insightly.
Action
Update opportunityUpdate an existing opportunity in Insightly.
Action
Update organisationUpdate an existing organisation in Insightly.
Action
Update taskUpdate an existing task in Insightly.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Aura and Insightly, answered
What can start an automation from Aura?
Any of Aura's 3 triggers in the catalog, including New Call, New Lead and New Payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Aura?
Any of Insightly's 34 actions, including Create contact, Create event, Create lead and Create note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Insightly to Aura?
Insightly has no triggers in the catalog today, so automations start in Aura. If you need the other direction, ask: your agent reads Insightly's API documentation and adds it.
Do I have to build a connector for Aura or Insightly?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Aura and Insightly without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.