--- title: "Connect Qonto to Insightly - APIANT.ai" description: "When \"New Bank Account\" fires in Qonto, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/qonto-to-insightly" --- # Connect Qonto to Insightly When **New Bank Account** fires in [Qonto](https://apiant.ai/connections/qonto), 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. Qonto **9** triggers Qonto **19** 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 Qonto 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 Qonto can start in Insightly - When **New Bank Account** in Qonto then **Add contact to organisation** in Insightly - When **New Transaction** in Qonto 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 Qonto and Insightly ## Triggers and actions 9 triggers ยท 53 actions - Trigger **Bank Account Balance Change** Triggers when the balance or authorized balance of one of your Qonto business accounts changes. - Trigger **New Bank Account** Triggers when a new business bank account is added to the Qonto organization. - Trigger **New Transaction** Triggers when a new transaction is recorded on a Qonto bank account. - Trigger **New Transaction (Legacy)** Triggers when a new transaction is created on the chosen Qonto bank account. - Trigger **New Transfer** Triggers when a new SEPA transfer is created in your Qonto organization. - Trigger **Transaction Updated Attachments** Triggers when the attachments on a transaction change, such as when a receipt is added to it. - Trigger **Transaction Updated Labels** Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed. - Trigger **Transaction Updated VAT** Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account. - Trigger **Updated Transaction** Triggers when a transaction on a Qonto bank account is created or updated. - Action **Add Attachment** Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately. - Action **Add client** Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record. - Action **Add client invoice** Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice. - Action **Add SEPA beneficiary** Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it. - Action **Create External Transfer** Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status. - Action **Create Internal Transfer** Creates an instant transfer between two bank accounts of your Qonto organization. - Action **Get bank account** Returns a Qonto business bank account, including its IBAN, status and current balances. - Action **Get organization** Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts. - Action **Get transaction** Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details. - Action **List bank accounts** Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances. - Action **List cards** Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search. - Action **List client invoices** Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date. - Action **List clients** Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date. - Action **List labels** Returns all the labels of the Qonto organization, including each label's name and parent label. - Action **List memberships** Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team. - Action **List SEPA beneficiaries** Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag. - Action **List statements** Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months. - Action **List supplier invoices** Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search. - Action **List transactions** Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments. - 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 - [ **Qonto** Qonto is bank built to make finances easier for businesses.](https://apiant.ai/connections/qonto) - [ **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 Qonto - [ **Qonto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/qonto-to-salesforce) - [ **Qonto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/qonto-to-slack) - [ **Qonto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/qonto-to-stripe) - [ **Qonto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/qonto-to-shopify) - [ **Qonto to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/qonto-to-quickbooks-online) - [ **Qonto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/qonto-to-trello) ## 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 ## Qonto and Insightly, answered ### ### What can start an automation from Qonto? Any of Qonto's 9 triggers in the catalog, including New Bank Account, New Transaction, New Transaction (Legacy) and New Transfer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Qonto? 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 Qonto? Insightly has no triggers in the catalog today, so automations start in Qonto. 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 Qonto 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 Qonto 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.