Insightly MCP server

Read and write Insightly contacts, organisations, leads, opportunities, tasks and notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect Insightly50 free tool calls a month

What can I ask?

Turn on the Insightly connector, then ask in plain words. The AI picks the tools.

Which opportunities are open and what are they worth in total?
Show the leads that have been updated since the start of this month.
Show the notes and tasks on the organisation Acme Ltd.
Create a task 'Follow up with Acme Ltd' for the owner.

What you can do with Insightly in Claude and ChatGPT

For sales teams who manage contacts, leads and opportunities in Insightly CRM.

List open opportunities and their total value

The AI lists opportunities filtered by a field such as OPPORTUNITY_STATE, and adds up their values. It can map stage ids to stage names using pipelines.

Find leads updated since a date

The AI lists leads changed since a date or matching one field, such as LEAD_RATING, and shows their statuses and sources.

Review a record's notes, tasks and events

The AI opens a contact, organisation, lead or opportunity and lists the notes, tasks or events attached to it, so you get its activity history.

Find records by tag

The AI lists contacts, organisations, leads, opportunities or projects that carry a given tag.

Add a lead or a contact

The AI creates a lead or a contact from the details you give. For a lead it first looks up the valid status and source ids.

Changes data

Create a task or note, or update a deal

The AI creates a task, adds a note to a record, or updates an opportunity's value, probability, dates or owner. Only the fields you pass are changed.

Changes data

How do I connect Insightly?

Before you connect

The login page asks for your Insightly API key.

Optional: Pod (optional, default na1).

Both are in Insightly → your avatar → User Settings → API: copy the API key, and read the pod from the API URL shown there (e.g. https://api.eu1.insightly.com → eu1). Your key is used only to call the API on your behalf and to derive a private account id; it is never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Insightly and this URL, then click Add:
https://insightly.usefulapi.io/mcp
Claude opens the login page: enter your Insightly API key.
In a chat, click + → Connectors and turn on Insightly.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Insightly and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://insightly.usefulapi.io/mcp
ChatGPT opens the login page: enter your Insightly API key.
In Plugins, install Insightly, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http insightly https://insightly.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "insightly": {
      "url": "https://insightly.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "insightly": {
      "type": "http",
      "url": "https://insightly.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add insightly --url https://insightly.usefulapi.io/mcp

codex mcp login insightly

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://insightly.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Insightly API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Insightly server only. Ask your AI to run insightly_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with insightly_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with insightly_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 25

Show all 25 tools (the AI picks them for you)

Read only · 10

Get the current userinsightly_get_current_user
Fetch the user the API key belongs to (USER_ID, name, email, admin flag). A cheap way to confirm the key and pod are right, and to get your own id for owner fields.
List usersinsightly_list_users
List the users in the Insightly instance — needed to resolve OWNER_USER_ID / RESPONSIBLE_USER_ID.
List or search recordsinsightly_list_records
List records of one type — Contacts, Organisations, Leads, Opportunities, Projects, Tasks, Events or Notes — optionally filtered by one field value and/or last-updated time. With field_name + field_value (both required together) or updated_after_utc this uses GET /<Object>/Search; otherwise GET /<Object>. Field names are Insightly's UPPER_SNAKE names, e.g. EMAIL_ADDRESS, LAST_NAME, ORGANISATION_NAME, OPPORTUNITY_STATE, LEAD_RATING, or a custom field such as Industry__c.
Get one recordinsightly_get_record
Fetch a single Contact, Organisation, Lead, Opportunity, Project, Task, Event or Note by id, with its custom fields, tags and links.
List a record's notes, tasks or eventsinsightly_list_record_activity
List the Notes, Tasks or Events attached to one Contact, Organisation, Lead, Opportunity or Project — the activity history of that record. Insightly: GET /<Object>/{id}/Notes | Tasks | Events.
Find records by taginsightly_search_by_tag
List Contacts, Organisations, Leads, Opportunities or Projects carrying a tag.
List pipelinesinsightly_list_pipelines
List the sales and project pipelines (PIPELINE_ID, name, whether for opportunities or projects).
List pipeline stagesinsightly_list_pipeline_stages
List every pipeline stage (STAGE_ID, PIPELINE_ID, name, order) — map an opportunity's or project's STAGE_ID to a stage name.
List lead statusesinsightly_list_lead_statuses
List the lead statuses defined in the instance (LEAD_STATUS_ID, name, type).
List lead sourcesinsightly_list_lead_sources
List the lead sources defined in the instance (LEAD_SOURCE_ID, name).

Changes data · 11

Create a contactinsightly_create_contact
Create a contact (first_name is required).
Update a contactinsightly_update_contact
Update a contact. Only the fields you pass are changed (v3.1 partial update). Insightly: PUT /Contacts with CONTACT_ID.
Create an organisationinsightly_create_organisation
Create an organisation (company).
Update an organisationinsightly_update_organisation
Update an organisation. Only the fields you pass are changed. Insightly: PUT /Organisations with ORGANISATION_ID.
Create a leadinsightly_create_lead
Create a lead (last_name is required). Insightly's schema also marks lead_status_id and lead_source_id as required — get valid ids from insightly_list_lead_statuses / insightly_list_lead_sources.
Update a leadinsightly_update_lead
Update a lead. Only the fields you pass are changed. Insightly: PUT /Leads with LEAD_ID.
Create an opportunityinsightly_create_opportunity
Create a sales opportunity (opportunity_name is required).
Update an opportunityinsightly_update_opportunity
Update an opportunity's value, probability, dates, owner or details. Only the fields you pass are changed. Insightly: PUT /Opportunities with OPPORTUNITY_ID.
Create a taskinsightly_create_task
Create a task (title is required). Insightly requires OWNER_USER_ID and COMPLETED on a task: if owner_user_id is omitted it is filled with the API key's own user (via GET /Users/Me), and completed defaults to false.
Update a taskinsightly_update_task
Update a task — mark it completed, change due date, status, assignee or details. Only the fields you pass are changed. Insightly: PUT /Tasks with TASK_ID.
Add a note to a recordinsightly_add_note
Add a note (title + body) to a Contact, Organisation, Lead, Opportunity or Project.

Your usefulapi plan · 4

Usage status (free-tier meter)insightly_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featureinsightly_request_feature
Tell usefulapi that the user needs something the Insightly tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+insightly_upgrade
Get a paid plan for Insightly (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptioninsightly_cancel_subscription
Cancel the caller's Insightly Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run insightly_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Insightly in Claude or ChatGPT?

List open opportunities and their total value. Find leads updated since a date. Review a record's notes, tasks and events. Find records by tag. Add a lead or a contact. Create a task or note, or update a deal. See what you can do for the details.

Is this an official Insightly product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Insightly. The server calls the Insightly API with your own Insightly access, so it sees only the data that your account can see.

Can I connect Insightly to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Insightly API key. See Before you connect for where to find it.

Do I put my Insightly key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Insightly API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Insightly credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Insightly API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Insightly.

Can the AI change my Insightly data?

Yes, if you approve it. 11 of the 21 Insightly tools can create or change data. The other 10 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Insightly server only. Cancel any time: your paid plan then runs to the end of the paid period. Run insightly_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run insightly_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run insightly_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Insightly tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with insightly_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

More CRM & Sales MCP servers

All CRM & Sales servers →