--- title: "Connect Microsoft Entra ID to Insightly - APIANT.ai" description: "When \"New Group\" fires in Microsoft Entra ID, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/microsoft-entra-id-to-insightly" --- # Connect Microsoft Entra ID to Insightly When **New Group** fires in [Microsoft Entra ID](https://apiant.ai/connections/microsoft-entra-id), 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. Microsoft Entra ID **2** triggers Microsoft Entra ID **14** 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 Microsoft Entra ID 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 Microsoft Entra ID can start in Insightly - When **New Group** in Microsoft Entra ID then **Add contact to organisation** in Insightly - When **New User** in Microsoft Entra ID 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 Microsoft Entra ID and Insightly ## Triggers and actions 2 triggers ยท 48 actions - Trigger **New Group** Triggers when a new group is created in your Microsoft Entra ID directory. - Trigger **New User** Triggers when a new user is created in your Microsoft Entra ID directory. - Action **Add User to Group** Adds a user as a member of a group in your Microsoft Entra ID directory. - Action **Create Group** Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory. - Action **Create User** Creates a new user in your Microsoft Entra ID directory with a starting password. - Action **Delete Group** Deletes a group from your Microsoft Entra ID directory. - Action **Delete User** Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days. - Action **Disable User** Disables an existing user's account so they can no longer sign in. The user and their data are kept. - Action **Find Group** Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own. - Action **Find User** Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches. - Action **Get Group** Fetches a group by ID. An error occurs if the group is not found. - Action **Get User** Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name. - Action **List Group Members** Returns all direct members of a group: users, nested groups, devices and service principals. - Action **Remove User from Group** Removes a user from a group in your Microsoft Entra ID directory. - Action **Update Group** Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed. - Action **Update User** Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed. - 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 - [ **Microsoft Entra ID** Microsoft Entra ID is a cloud-based identity and access management service that lets employees access...](https://apiant.ai/connections/microsoft-entra-id) - [ **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 Microsoft Entra ID - [ **Microsoft Entra ID to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/microsoft-entra-id-to-salesforce) - [ **Microsoft Entra ID to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/microsoft-entra-id-to-slack) - [ **Microsoft Entra ID to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/microsoft-entra-id-to-stripe) - [ **Microsoft Entra ID to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/microsoft-entra-id-to-shopify) - [ **Microsoft Entra ID to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/microsoft-entra-id-to-quickbooks-online) - [ **Microsoft Entra ID to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/microsoft-entra-id-to-pipedrive) ## 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 ## Microsoft Entra ID and Insightly, answered ### ### What can start an automation from Microsoft Entra ID? Any of Microsoft Entra ID's 2 triggers in the catalog, including New Group and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Microsoft Entra ID? 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 Microsoft Entra ID? Insightly has no triggers in the catalog today, so automations start in Microsoft Entra ID. 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 Microsoft Entra ID 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 Microsoft Entra ID 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.