--- title: "Connect Loyverse to Insightly - APIANT.ai" description: "When \"Customer Update\" fires in Loyverse, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/loyverse-to-insightly" --- # Connect Loyverse to Insightly When **Customer Update** fires in [Loyverse](https://apiant.ai/connections/loyverse), your agent runs **Add contact to organisation** in [Insightly](https://apiant.ai/connections/insightly). Describe the whole flow and it is built, tested on every scenario and kept running. Loyverse **4** triggers Loyverse **45** actions Insightly **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Loyverse and Insightly to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Loyverse can start in Insightly - When **Customer Update** in Loyverse then **Add contact to organisation** in Insightly - When **Inventory Update** in Loyverse 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 Loyverse and Insightly ## Triggers and actions 4 triggers ยท 79 actions - Trigger **Customer Update** Triggers when a customer is updated. - Trigger **Inventory Update** Triggers when a stock updates. - Trigger **Items Update** Triggers when an item is updated. - Trigger **Receipts Update** Triggers when a receipt gets created or updated. - Action **Create or Update Category** Creates or Updates a single category. - Action **Create or Update Discount** Creates or Updates a single discount. - Action **Create or Update Modifier** Creates or Updates a modifier. - Action **Create or Update POS Device** Creates or Updates a single POS device. - Action **Create or Update Receipts** Creates a receipt - Action **Create or Update Single Customer** Creates or Updates a Single Customer. - Action **Create or Update Single Item** - Action **Create or Update Supplier** Creates or Updates a single supplier. - Action **Create or Update Tax** Creates or Updates a tax. - Action **Create Refund Receipt** Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt. - Action **Delete Singe Item** Deletes a single item. - Action **Delete Single Category** Deletes a single category. - Action **Delete Single Customer** Deletes a single customer. - Action **Delete Single Discount** Deletes a single discount. - Action **Delete Single Modifier** Deletes a single Modifier. - Action **Delete Single POS Device** Deletes a single POS Device. - Action **Delete Single Supplier** Deletes a single supplier. - Action **Delete Single Tax** Deletes a single tax. - Action **Delete Single Variant** Deletes a single variant. - Action **Get List of Categories** Get list of all categories. - Action **Get List of Customers** Get list of Customers - Action **Get List of Discounts** Returns discounts, most recently created first. - Action **Get List of Employees** Gets a list of employees. - Action **Get List of Items** Get list of items - Action **Get List of Payment Types** Get list of Payment Types - Action **Get List of POS Devices** The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first - Action **Get List of Stores** Get list of stores - Action **Get List of Suppliers** Gets a list of suppliers. - Action **Get List of Taxes** Get list of taxes - Action **Get List of Variants** Get lists of item variants. - Action **Get Merchant Information** Returns the business profile of the connected Loyverse merchant account. - Action **Get Single Category** Get Single Category. - Action **Get Single Customer** Get Single Customer - Action **Get Single Discount** Gets a single discount. - Action **Get Single Employee** Gets a single employee. - Action **Get Single Item** Get single item - Action **Get Single Modifier** Gets a single modifier. - Action **Get Single Payment Type** Fetches a payment type by ID. An error occurs if the payment type is not found. - Action **Get Single POS Device** Fetches a POS device by ID. An error occurs if the POS device is not found. - Action **Get Single Receipt** Get a single Receipt. - Action **Get Single Store** Get Single Store - Action **Get Single Supplier** Fetches a supplier by ID. An error occurs if the supplier is not found. - Action **Get Single Tax** Gets a single tax. - Action **Get Single Variant** Gets single item variant. - Action **Update Inventory Levels for Items** Batch updates Inventory Levels for Item Variants. - Action **Add contact to organisation** Link a contact to an organisation by updating the contact's ORGANISATION_ID. - Action **Create contact** Create a new contact in Insightly. - Action **Create event** Create a new calendar event in Insightly. - Action **Create lead** Create a new lead in Insightly. - Action **Create note** Create a new note in Insightly. - Action **Create opportunity** Create a new opportunity in Insightly. - Action **Create organisation** Create a new organisation in Insightly. - Action **Create project** Create a new project in Insightly. - Action **Create task** Create a new task in Insightly. - Action **Delete contact** Delete a contact by its CONTACT_ID. - Action **Delete lead** Delete a lead by its LEAD_ID. - Action **Delete opportunity** Delete an opportunity by its OPPORTUNITY_ID. - Action **Delete organisation** Delete an organisation by its ORGANISATION_ID. - Action **Get contact** Retrieve a single contact by its CONTACT_ID. - Action **Get event** Retrieves a single Insightly calendar event by its id, including its custom field values and links. - Action **Get lead** Retrieve a single lead by its LEAD_ID. - Action **Get note** Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records. - Action **Get opportunity** Retrieve a single opportunity by its OPPORTUNITY_ID. - Action **Get organisation** Retrieve a single organisation by its ORGANISATION_ID. - Action **Get project** Retrieve a single project by its PROJECT_ID. - Action **Get task** Retrieve a single task by its TASK_ID. - Action **List contacts** List contacts (paged) ordered by date. - Action **List leads** List leads (paged). - Action **List opportunities** List opportunities (paged). - Action **List organisations** List organisations (paged). - Action **List projects** List projects (paged). - Action **List tasks** List tasks (paged). - Action **List users** List Insightly users (useful for resolving owner/responsible user IDs). - Action **Search contacts** Search contacts by a single field value (e.g. email_address). - Action **Update contact** Update an existing contact in Insightly. - Action **Update lead** Update an existing lead in Insightly. - Action **Update opportunity** Update an existing opportunity in Insightly. - Action **Update organisation** Update an existing organisation in Insightly. - Action **Update task** Update an existing task in Insightly. ## Each app on its own - [ **Loyverse** Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS.](https://apiant.ai/connections/loyverse) - [ **Insightly** Insightly CRM โ€” manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.](https://apiant.ai/connections/insightly) Reviews ## What our customers say ## More from Loyverse - [ **Loyverse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyverse-to-salesforce) - [ **Loyverse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyverse-to-slack) - [ **Loyverse to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyverse-to-mailchimp) - [ **Loyverse to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyverse-to-stripe) - [ **Loyverse to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyverse-to-shopify) - [ **Loyverse to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyverse-to-quickbooks-online) ## More into Insightly - [ **Mailchimp to Insightly** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-insightly) - [ **Stripe to Insightly** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-insightly) - [ **Zoom to Insightly** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoom-to-insightly) - [ **SendGrid to Insightly** SendGrid by Twilio โ€” email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-insightly) - [ **Freshdesk to Insightly** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-insightly) - [ **Typeform to Insightly** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/typeform-to-insightly) Questions ## Loyverse and Insightly, answered ### ### What can start an automation from Loyverse? Any of Loyverse's 4 triggers in the catalog, including Customer Update, Inventory Update, Items Update and Receipts 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 Loyverse? 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 Loyverse? Insightly has no triggers in the catalog today, so automations start in Loyverse. 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 Loyverse 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 Loyverse 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.