--- title: "Insightly integrations and MCP server - APIANT.ai" description: "Connect Insightly to any other app, or use it from your AI client over MCP. Insightly CRM — manage contacts, leads, organisations, opportunities, projects..." canonical: "https://apiant.ai/connections/insightly" --- # Insightly integrations Connect Insightly to any other app, or use it from your AI client over MCP. Insightly CRM — manage contacts, leads, organisations, opportunities, projects, tasks, events and notes. Connects with an API key [insightly.com](https://insightly.com/) **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 to automate with Insightly? 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) Popular ## Insightly with the apps people pair it with most - [ **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) - [ **Freshworks CRM to Insightly** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-insightly) - [ **Capsule CRM to Insightly** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-insightly) Pair it ## Connect Insightly with another app - [ **Mailchimp to Insightly**](https://apiant.ai/connect/mailchimp-to-insightly) - [ **Stripe to Insightly**](https://apiant.ai/connect/stripe-to-insightly) - [ **Zoom to Insightly**](https://apiant.ai/connect/zoom-to-insightly) - [ **SendGrid to Insightly**](https://apiant.ai/connect/sendgrid-to-insightly) - [ **Freshdesk to Insightly**](https://apiant.ai/connect/freshdesk-to-insightly) - [ **Typeform to Insightly**](https://apiant.ai/connect/typeform-to-insightly) - [ **Freshworks CRM to Insightly**](https://apiant.ai/connect/freshworks-crm-to-insightly) - [ **Capsule CRM to Insightly**](https://apiant.ai/connect/capsule-crm-to-insightly) - [ **PagerDuty to Insightly**](https://apiant.ai/connect/pagerduty-to-insightly) - [ **Wrike to Insightly**](https://apiant.ai/connect/wrike-to-insightly) - [ **QuickBase to Insightly**](https://apiant.ai/connect/quickbase-to-insightly) - [ **CNBC to Insightly**](https://apiant.ai/connect/cnbc-to-insightly) - [ **DonorPerfect to Insightly**](https://apiant.ai/connect/donorperfect-to-insightly) - [ **HubSpot to Insightly**](https://apiant.ai/connect/hubspot-to-insightly) - [ **Salesforce to Insightly**](https://apiant.ai/connect/salesforce-to-insightly) - [ **Slack to Insightly**](https://apiant.ai/connect/slack-to-insightly) - [ **Google Sheets to Insightly**](https://apiant.ai/connect/google-sheets-to-insightly) - [ **Gmail to Insightly**](https://apiant.ai/connect/gmail-to-insightly) - [ **Google Calendar to Insightly**](https://apiant.ai/connect/google-calendar-to-insightly) - [ **Google Drive to Insightly**](https://apiant.ai/connect/google-drive-to-insightly) - [ **Shopify to Insightly**](https://apiant.ai/connect/shopify-to-insightly) - [ **QuickBooks Online to Insightly**](https://apiant.ai/connect/quickbooks-online-to-insightly) - [ **Pipedrive to Insightly**](https://apiant.ai/connect/pipedrive-to-insightly) - [ **ActiveCampaign to Insightly**](https://apiant.ai/connect/activecampaign-to-insightly) - [ **Notion to Insightly**](https://apiant.ai/connect/notion-to-insightly) - [ **Airtable to Insightly**](https://apiant.ai/connect/airtable-to-insightly) - [ **Trello to Insightly**](https://apiant.ai/connect/trello-to-insightly) - [ **Asana to Insightly**](https://apiant.ai/connect/asana-to-insightly) - [ **JIRA to Insightly**](https://apiant.ai/connect/jira-to-insightly) - [ **ClickUp to Insightly**](https://apiant.ai/connect/clickup-to-insightly) - [ **Discord to Insightly**](https://apiant.ai/connect/discord-to-insightly) - [ **Twilio to Insightly**](https://apiant.ai/connect/twilio-to-insightly) - [ **Outlook to Insightly**](https://apiant.ai/connect/outlook-to-insightly) - [ **Intercom to Insightly**](https://apiant.ai/connect/intercom-to-insightly) - [ **Klaviyo to Insightly**](https://apiant.ai/connect/klaviyo-to-insightly) - [ **Brevo to Insightly**](https://apiant.ai/connect/brevo-to-insightly) - [ **JotForm to Insightly**](https://apiant.ai/connect/jotform-to-insightly) - [ **Calendly to Insightly**](https://apiant.ai/connect/calendly-to-insightly) - [ **PandaDoc to Insightly**](https://apiant.ai/connect/pandadoc-to-insightly) - [ **Webflow to Insightly**](https://apiant.ai/connect/webflow-to-insightly) - [ **Wix to Insightly**](https://apiant.ai/connect/wix-to-insightly) - [ **Instagram to Insightly**](https://apiant.ai/connect/instagram-to-insightly) - [ **OpenAI to Insightly**](https://apiant.ai/connect/openai-to-insightly) - [ **OneDrive to Insightly**](https://apiant.ai/connect/onedrive-to-insightly) - [ **Google Docs to Insightly**](https://apiant.ai/connect/google-docs-to-insightly) - [ **Ontraport to Insightly**](https://apiant.ai/connect/ontraport-to-insightly) - [ **GoHighLevel to Insightly**](https://apiant.ai/connect/gohighlevel-to-insightly) - [ **Copper to Insightly**](https://apiant.ai/connect/copper-to-insightly) - [ **Streak to Insightly**](https://apiant.ai/connect/streak-to-insightly) - [ **NetHunt CRM to Insightly**](https://apiant.ai/connect/nethunt-crm-to-insightly) - [ **MINDBODY to Insightly**](https://apiant.ai/connect/mindbody-to-insightly) - [ **PostgreSQL to Insightly**](https://apiant.ai/connect/postgresql-to-insightly) - [ **MySQL to Insightly**](https://apiant.ai/connect/mysql-to-insightly) - [ **Vercel to Insightly**](https://apiant.ai/connect/vercel-to-insightly) - [ **Gravity Forms to Insightly**](https://apiant.ai/connect/gravity-forms-to-insightly) - [ **HubSpot Enterprise to Insightly**](https://apiant.ai/connect/hubspot-enterprise-to-insightly) - [ **Google Forms to Insightly**](https://apiant.ai/connect/google-forms-to-insightly) - [ **Facebook Lead Ads to Insightly**](https://apiant.ai/connect/facebook-lead-ads-to-insightly) - [ **monday.com to Insightly**](https://apiant.ai/connect/monday-com-to-insightly) - [ **Google Ads to Insightly**](https://apiant.ai/connect/google-ads-to-insightly) What your agent can do with Insightly ## Triggers and actions 34 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 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. ## Related apps - [ **Agile CRM to Insightly** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-insightly) - [ **Apollo to Insightly** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-insightly) - [ **Assembly.com to Insightly** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-insightly) - [ **Attio to Insightly** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-insightly) - [ **Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connections/billage) - [ **Broot to Insightly** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-insightly) - [ **Capsule CRM to Insightly** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-insightly) - [ **Centerflow to Insightly** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-insightly) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say Questions ## Insightly, answered ### ### Is there a Insightly MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Insightly. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Insightly actions on demand, or have APIANT build, test and run automations that use Insightly. Nothing to install. ### ### What can your agent do in Insightly? 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 I use Insightly directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Insightly two ways. Ask it to do something in Insightly 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Insightly API? No. APIANT connects to the Insightly API for you, with your Insightly API key. Describe what you want in plain language and your agent builds it on the Insightly triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Insightly API documentation and adds it. ### ### 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.