Integration
Connect Myphoner to Insightly
When something happens in Myphoner, 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 Myphoner 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 Myphoner can start in Insightly
When Lead updated (instant) in Myphoner
then Create lead 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 Myphoner and Insightly
Triggers and actions 11 triggers · 47 actions
- Archived Lead
Triggers when a lead is archived (marked 'archive').
- Call Back
Triggers when a lead is marked for 'call back'.
- Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
- Lost Lead
Triggers when a lead is lost (marked 'loser').
- New call (instant)
Fires when a new call is conducted (webhook event: new_call).
- New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
- New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
- New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
- New Winner
Triggers when a lead is won.
- Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
- Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
- Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
- Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
- Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
- Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
- Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
- Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
- List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
- List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
- Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
- Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
- Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
- Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
- Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
- Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
- 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 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
Myphoner and Insightly, answered
What can start an automation from Myphoner?
Any of Myphoner's 11 triggers in the catalog, including Lead updated (instant), New call (instant), New call recording (instant) and New comment (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Myphoner?
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 Myphoner?
Insightly has no triggers in the catalog today, so automations start in Myphoner. 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 Myphoner 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.