Integration
Connect Less Annoying CRM to Insightly
When something happens in Less Annoying CRM, your agent does the next thing in Insightly. Describe it 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 Less Annoying CRM and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Less Annoying CRM can start in Insightly
When New Contact in Less Annoying CRM
then Create contact in Insightly
When Form Submission in Less Annoying CRM
then Add contact to organisation 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 Less Annoying CRM and Insightly
Triggers and actions 7 triggers ยท 43 actions
Trigger
Contact DeletionTriggers when a contact is deleted.
Trigger
Form SubmissionTriggers when a form submission is received.
Trigger
Group Membership AdditionTriggers when a contact is added to a group.
Trigger
Group Membership DeletionTriggers when a contact is removed from a group.
Trigger
New ContactTriggers when a new contact is created or a contact is updated.
Trigger
Pipeline Item DeletionTriggers when a pipeline item is deleted.
Trigger
Pipeline Item Status UpdateTriggers when a new pipeline item is added or its status is updated.
Action
Create ContactCreates a new contact.
Action
Create Contact NoteAdds a note to a contact.
Action
Create Group MembershipAdds a contact to a group.
Action
Create Pipeline ItemCreates a new pipeline item.
Action
Create TaskCreates a new task.
Action
Delete Group MembershipRemoves a contact from a group.
Action
Edit ContactEdit an existing contact. Blank fields will not be updated.
Action
Edit Pipeline ItemEdit an existing pipeline item attached to a contact.
Action
Find ContactSearch for contact by email, name, or LACRM Contact Id.
Action
Find Pipeline ItemSearch for a pipeline item.
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 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
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Questions
Less Annoying CRM and Insightly, answered
What can start an automation from Less Annoying CRM?
Any of Less Annoying CRM's 7 triggers in the catalog, including New Contact, Form Submission, Group Membership Addition and Pipeline Item Status Update. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Less Annoying CRM?
Any of Insightly's 33 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 Less Annoying CRM?
Insightly has no triggers in the catalog today, so automations start in Less Annoying CRM. 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 Less Annoying CRM 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.
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.