# Connect Pcloud to Insightly

When **New file** fires in [Pcloud](https://apiant.ai/connections/pcloud), 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.

Pcloud **1** trigger Pcloud **13** 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 Pcloud and Insightly to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Pcloud can start in Insightly

- When **New file** in Pcloud then **Add contact to organisation** in Insightly
- When **New file** in Pcloud 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 Pcloud and Insightly

## Triggers and actions 1 trigger · 47 actions

- Trigger

**New file**

Triggers when a new file appears in the chosen pCloud folder.

- Action

**Add folder**

Creates a new folder in pCloud, inside a parent folder or at a given path.

- Action

**Add public link for file**

Creates a public link to a file in pCloud and returns the link and its code.

- Action

**Copy file**

Copies a file to another folder or path in your pCloud drive and returns the new file's details.

- Action

**Delete file**

Deletes a file from pCloud, identified by its file id or path.

- Action

**Delete folder**

Deletes an empty folder in pCloud by its id or path and returns the deleted folder's details.

- Action

**Get file**

Returns the details of a file in pCloud, such as its name, path, size and content type.

- Action

**Get file download link**

Returns a temporary download link for a pCloud file, along with when the link expires.

- Action

**Get user info**

Returns the connected pCloud user's account details: email, verification and premium status, language, and storage quota usage.

- Action

**List folder contents**

Returns the files and subfolders inside a pCloud folder, optionally the whole tree.

- Action

**List public links**

Returns all of the current user's public links to files and folders, with download and traffic counts.

- Action

**Update file**

Renames a file and/or moves it to another folder in pCloud. Returns the updated file's details.

- Action

**Update folder**

Renames and/or moves a folder in pCloud and returns the updated folder's details.

- Action

**Upload file**

Uploads a file from a URL into a pCloud folder and returns the new file's details.

- 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

- [ **Pcloud** Cloud storage platform for securely storing, syncing, and sharing files and folders across devices.](https://apiant.ai/connections/pcloud)
- [ **Insightly** Insightly CRM — manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.](https://apiant.ai/connections/insightly)

Reviews

## What our customers say

## More from Pcloud

- [ **Pcloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pcloud-to-salesforce)
- [ **Pcloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pcloud-to-slack)
- [ **Pcloud to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pcloud-to-stripe)
- [ **Pcloud to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pcloud-to-shopify)
- [ **Pcloud to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pcloud-to-quickbooks-online)
- [ **Pcloud to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pcloud-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 — 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

## Pcloud and Insightly, answered

###

### What can start an automation from Pcloud?

Any of Pcloud's 1 trigger in the catalog, including New file. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Insightly when something happens in Pcloud?

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 Pcloud?

Insightly has no triggers in the catalog today, so automations start in Pcloud. 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 Pcloud 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.
