CRM

Connect Insightly to any app

Insightly CRM — manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.

Connects with an API keyinsightly.com
33 actions

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 to automate with Insightly?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

Popular

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Pair it

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What your agent can do with Insightly

Triggers and actions 33 actions

  • 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 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.

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Questions

Insightly, answered

What can your agent do in Insightly?

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.

Which apps can Insightly connect to?

Any app in the catalog; the list on this page pairs Insightly with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.