Integration
Connect Cin7 Core Inventory to Insightly
When New Customer / Updated Customer fires in Cin7 Core Inventory, 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 Cin7 Core Inventory 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)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 Cin7 Core Inventory can start in Insightly
When New Customer / Updated Customer in Cin7 Core Inventory
then Add contact to organisation in Insightly
When New Payment in Cin7 Core Inventory
then Create contact 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 Cin7 Core Inventory and Insightly
Triggers and actions 13 triggers · 50 actions
Trigger
New Customer / Updated CustomerTriggers when a customer is created or updated in Cin7 Core.
Trigger
New PaymentTriggers when a payment is added to a sale (its paid amount changes).
Trigger
New Product / Updated ProductTriggers when a product is created or updated in Cin7 Core.
Trigger
New Purchase / Updated PurchaseTriggers when a purchase is created or updated in Cin7 Core.
Trigger
New SaleTriggers when a new sale is created in Cin7 Core.
Trigger
New Supplier / Updated SupplierTriggers when a supplier is created or updated in Cin7 Core.
Trigger
Sale Credit Note AuthorisedTriggers when a sale credit note is authorised.
Trigger
Sale Fulfilment UpdateTriggers when a sale's pick, pack or ship status changes.
Trigger
Sale Invoice AuthorisedTriggers when a sale becomes fully invoiced.
Trigger
Sale Shipment Tracking Number ChangedTriggers when a sale's shipment tracking numbers change.
Trigger
Sale Status ChangeTriggers when a sale's status changes in Cin7 Core.
Trigger
Sale Voided/UndoneTriggers when a sale is voided.
Trigger
Stock Level UpdateTriggers when a product's stock level at a location changes.
Action
Add Sale AttachmentAttaches a file to a sale.
Action
Create CustomerCreates a new customer in Cin7 Core.
Action
Create ProductCreates a new product in Cin7 Core.
Action
Create SupplierCreates a new supplier in Cin7 Core.
Action
Find a CustomerFinds customers by name, ID or contact.
Action
Find an AssemblyFinds assemblies (finished goods tasks) by status, search text or sale.
Action
Find a ProductFinds products by name, SKU or ID.
Action
Find a Products AvailabilityReturns on-hand, allocated and available stock for products, per location.
Action
Find a SaleReturns one sale by its ID, with its order, invoices and fulfilments.
Action
Find a Sale Credit NoteReturns a sale's credit notes.
Action
Find a Sale ExtendedFinds sales by order number, customer, invoice number, reference, credit note number or status.
Action
Find a Sale FulfilmentReturns a sale's fulfilments with their pick, pack and ship details.
Action
Find a Sale InvoiceReturns a sale's invoices.
Action
Find a Sale PaymentsReturns the payments and refunds recorded on a sale.
Action
Update ProductUpdates an existing product in Cin7 Core.
Action
Update SupplierUpdates an existing supplier in Cin7 Core.
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
Reviews
What our customers say
More from Cin7 Core Inventory
Cin7 Core Inventory to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Cin7 Core Inventory to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Cin7 Core Inventory to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Cin7 Core Inventory to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Cin7 Core Inventory to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Cin7 Core Inventory to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Insightly
Mailchimp to InsightlyMailchimp marketing automation and email platform.
Stripe to InsightlyStripe is a payment processing platform for online businesses.
Zoom to InsightlyZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SendGrid to InsightlySendGrid by Twilio — email delivery and marketing platform.
Freshdesk to InsightlyFreshdesk is a cloud-based customer support and helpdesk platform.
Typeform to InsightlyBuild and publish online forms, surveys, and quizzes with Typeform.
Questions
Cin7 Core Inventory and Insightly, answered
What can start an automation from Cin7 Core Inventory?
Any of Cin7 Core Inventory's 13 triggers in the catalog, including New Customer / Updated Customer, New Payment, New Product / Updated Product and New Purchase / Updated Purchase. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Cin7 Core Inventory?
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 Cin7 Core Inventory?
Insightly has no triggers in the catalog today, so automations start in Cin7 Core Inventory. 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 Cin7 Core Inventory 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 Cin7 Core Inventory 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.