# Connect Worktivity to Insightly When **New Employee** fires in [Worktivity](https://apiant.ai/connections/worktivity), 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. Worktivity **2** triggers Worktivity **12** 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 Worktivity 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 Worktivity can start in Insightly - When **New Employee** in Worktivity then **Add contact to organisation** in Insightly - When **New Project Task** in Worktivity then **Create project** 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 Worktivity and Insightly ## Triggers and actions 2 triggers ยท 46 actions - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Project Task** Triggers when a new task is created in a project. - Action **Add customer** Creates a customer. - Action **Add project** Creates a project. - Action **Add task** Creates a task. - Action **Get project** Gets a project by id. - Action **Get task** Gets a task by id. - Action **List customers** Lists customers. - Action **List employees** Lists employees. - Action **List projects** Lists projects. - Action **List teams** Lists teams. - Action **List timesheets** Lists timesheet data. - Action **Update project** Updates a project. - Action **Update task** Updates a task. - 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 - [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity) - [ **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 Worktivity - [ **Worktivity to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/worktivity-to-zoom) - [ **Worktivity to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/worktivity-to-linkedin) - [ **Worktivity to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/worktivity-to-facebook) - [ **Worktivity to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/worktivity-to-anthropic) - [ **Worktivity to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients โ€” contacts...](https://apiant.ai/connect/worktivity-to-gohighlevel) - [ **Worktivity to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/worktivity-to-supabase) ## 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 ## Worktivity and Insightly, answered ### ### What can start an automation from Worktivity? Any of Worktivity's 2 triggers in the catalog, including New Employee and New Project Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Worktivity? 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 Worktivity? Insightly has no triggers in the catalog today, so automations start in Worktivity. 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 Worktivity 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.