Integration
Connect Commusoft to Insightly
When New Contact fires in Commusoft, your agent runs Create contact 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 Commusoft 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 Commusoft can start in Insightly
When New Contact in Commusoft
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 Commusoft and Insightly
Triggers and actions 7 triggers · 81 actions
- New Contact
Triggers when a new contact is added to a customer or work address.
- New Customer
Triggers when a new customer is created.
- New Diary
Triggers when a new diary appointment is booked.
- New Job
Triggers when a new job is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Scheduled Activity
Triggers when a new scheduled activity is created.
- New Work Address
Triggers when a new work address is created.
- Complete Scheduled Activity
Marks a scheduled activity as completed.
- Create Company
Creates a new company customer in Commusoft.
- Create Contact
Adds a contact person to a customer or work address.
- Create New Customer
Creates a new private customer in Commusoft with its primary contact and address.
- Create New Work Address
Creates a new work address under an existing customer.
- Create Opportunity
Creates a new sales opportunity at an existing customer or work address property.
- Delete Appointment
Deletes a diary appointment.
- Delete Asset
Deletes an asset from a property.
- Delete Contact
Deletes a contact person.
- Delete Job
Deletes a job.
- Delete Opportunity
Deletes a sales opportunity.
- Delete Property
Deletes a customer, company or work address.
- Delete Scheduled Activity
Deletes a scheduled activity.
- Get Appointment
Returns one diary appointment by its ID.
- Get Asset
Returns one asset (e.g. a boiler) by its ID.
- Get Job
Returns one job by its ID.
- Get Opportunity
Returns one sales opportunity by its ID.
- Get Property
Returns one customer, company or work address by its ID.
- List Advertising Types
Returns the advertising types (lead sources).
- List Appointments
Returns diary appointments, optionally for one engineer or date range.
- List Asset Groups
Returns asset groups such as Boiler or Heat pump.
- List Assets
Returns assets recorded at properties.
- List Asset Types
Returns asset types within asset groups.
- List Business Units
Returns the business units.
- List Customer Types
Returns the customer types set up in Commusoft.
- List Files
Returns files saved against properties, opportunities or jobs.
- List Forms
Returns custom forms completed against jobs.
- List Job Description Templates
Returns the job description templates used when creating jobs.
- List Jobs
Returns jobs, optionally filtered by property, status or pipeline stage.
- List Opportunities
Returns sales opportunities, optionally filtered by property or pipeline stage.
- List Opportunity Pipelines
Returns active opportunity pipelines.
- List Opportunity Stages
Returns the stages of one opportunity pipeline.
- List Properties
Returns customers, companies and work addresses.
- List Property Contacts
Returns the contacts of a customer or work address.
- List Provinces
Returns the provinces/counties set up in Commusoft.
- List Scheduled Activities
Returns scheduled activities, optionally filtered by status or associated record.
- List Telephone Types
Returns the telephone types.
- List Titles
Returns the contact title options such as Mr and Mrs.
- List User Groups
Returns the user groups.
- Mark Job Complete
Marks a job as complete at the given date and time.
- Mark Job Uncompleted
Reopens a completed job.
- Put Job On Hold
Puts a job on hold for a given reason.
- Remove Job From Hold
Takes a job off hold.
- Update Company
Updates an existing company customer's details.
- Update Contact
Updates a contact person's details.
- Update Customer
Updates an existing private customer's contact and address details.
- Update Work Address
Updates a work address's contact and address details.
- Add contact to organisation
Link a contact to an organisation by updating the contact's ORGANISATION_ID.
- Create contact
Create a new contact in Insightly.
- Create event
Create a new calendar event in Insightly.
- Create lead
Create a new lead in Insightly.
- Create note
Create a new note in Insightly.
- Create opportunity
Create a new opportunity in Insightly.
- Create organisation
Create a new organisation in Insightly.
- Create project
Create a new project in Insightly.
- Create task
Create a new task in Insightly.
- Delete contact
Delete a contact by its CONTACT_ID.
- Delete lead
Delete a lead by its LEAD_ID.
- Delete opportunity
Delete an opportunity by its OPPORTUNITY_ID.
- Delete organisation
Delete an organisation by its ORGANISATION_ID.
- Get contact
Retrieve a single contact by its CONTACT_ID.
- Get event
Retrieves a single Insightly calendar event by its id, including its custom field values and links.
- Get lead
Retrieve a single lead by its LEAD_ID.
- Get note
Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
- Get opportunity
Retrieve a single opportunity by its OPPORTUNITY_ID.
- Get organisation
Retrieve a single organisation by its ORGANISATION_ID.
- Get project
Retrieve a single project by its PROJECT_ID.
- Get task
Retrieve a single task by its TASK_ID.
- List contacts
List contacts (paged) ordered by date.
- List leads
List leads (paged).
- List opportunities
List opportunities (paged).
- List organisations
List organisations (paged).
- List projects
List projects (paged).
- List tasks
List tasks (paged).
- List users
List Insightly users (useful for resolving owner/responsible user IDs).
- Search contacts
Search contacts by a single field value (e.g. email_address).
- Update contact
Update an existing contact in Insightly.
- Update lead
Update an existing lead in Insightly.
- Update opportunity
Update an existing opportunity in Insightly.
- Update organisation
Update an existing organisation in Insightly.
- Update task
Update 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
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Questions
Commusoft and Insightly, answered
What can start an automation from Commusoft?
Any of Commusoft's 7 triggers in the catalog, including New Contact, New Customer, New Diary and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Commusoft?
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 Commusoft?
Insightly has no triggers in the catalog today, so automations start in Commusoft. 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 Commusoft 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 Commusoft 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.