io.usefulapiPublished by usefulapi.ioOfficial publisherv1.39.2Updated Nov 14, 2026
Read and write Insightly contacts, organisations, leads, opportunities, tasks and notes.
The publisher's own server: Ably MCP by usefulapi
Hosted Insightly CRM server that lets an assistant search and read contacts, organisations, leads, opportunities and projects, and create or update records…
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/io.usefulapi%2Finsightly/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Add this to your client's mcpServers config.
{
"mcpServers": {
"insightly-by-usefulapi": {
"type": "http",
"url": "https://insightly.usefulapi.io/mcp"
}
}
}Use Insightly from Claude, Cursor, or any MCP client — search and read contacts, organisations, leads, opportunities, projects and tasks, and create or update records and notes. Hosted, no local install: connect with your own Insightly credentials.
Live endpoint: https://insightly.usefulapi.io/mcp · Homepage: https://usefulapi.io/insightly
https://insightly.usefulapi.io/mcp.claude mcp add --transport http insightly https://insightly.usefulapi.io/mcp, then run /mcp to log in.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, and the login page asks for your Insightly credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/insightly/
On first connect you'll provide your Insightly API key and pod (User Settings → API). They're validated, stored per-user, and scoped to you — no keys in config files.
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
Each paid plan covers this 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 [email protected].
MIT © usefulapi. Not affiliated with or endorsed by Insightly.
Source: servers/insightly/README.md at commit f22f848
Get the 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. Insightly: GET /Users/Me.
Takes no parameters.
List users
List the users in the Insightly instance — needed to resolve OWNER_USER_ID / RESPONSIBLE_USER_ID. Insightly: GET /Users.
topskipcount_totalList or search 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.
topskipbriefobjectrequiredfield_namecount_totalfield_valueupdated_after_utcGet one record
Fetch a single Contact, Organisation, Lead, Opportunity, Project, Task, Event or Note by id, with its custom fields, tags and links. Insightly: GET /<Object>/{id}.
idrequiredobjectrequiredList a record's notes, tasks or events
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.
idrequiredtopkindrequiredskipbriefobjectrequiredcount_totalupdated_after_utcFind records by tag
List Contacts, Organisations, Leads, Opportunities or Projects carrying a tag. Insightly: GET /<Object>/SearchByTag?tagName=.
tagrequiredtopskipbriefobjectrequiredcount_totalList pipelines
List the sales and project pipelines (PIPELINE_ID, name, whether for opportunities or projects). Insightly: GET /Pipelines.
topskipList 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. Insightly: GET /PipelineStages.
topskipList lead statuses
List the lead statuses defined in the instance (LEAD_STATUS_ID, name, type). Insightly: GET /LeadStatuses.
topskipinclude_convertedList lead sources
List the lead sources defined in the instance (LEAD_SOURCE_ID, name). Insightly: GET /LeadSources.
topskipCreate a contact
Create a contact (first_name is required). Insightly: POST /Contacts.
phonetitlelast_namebackgroundfirst_namerequiredsalutationphone_mobilecustom_fieldsemail_addressowner_user_idemail_opted_outorganisation_id+6 moreUpdate a contact
Update a contact. Only the fields you pass are changed (v3.1 partial update). Insightly: PUT /Contacts with CONTACT_ID.
phonetitlelast_namebackgroundcontact_idrequiredfirst_namesalutationphone_mobilecustom_fieldsemail_addressowner_user_idemail_opted_out+7 moreCreate an organisation
Create an organisation (company). Insightly: POST /Organisations.
phonewebsitebackgroundcustom_fieldsowner_user_idsocial_linkedinorganisation_namerequiredaddress_billing_cityaddress_billing_stateaddress_billing_streetaddress_billing_countryaddress_billing_postcodeUpdate an organisation
Update an organisation. Only the fields you pass are changed. Insightly: PUT /Organisations with ORGANISATION_ID.
phonewebsitebackgroundcustom_fieldsowner_user_idorganisation_idrequiredsocial_linkedinorganisation_nameaddress_billing_cityaddress_billing_stateaddress_billing_streetaddress_billing_country+1 moreCreate a 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. Insightly: POST /Leads.
emailphonetitlemobilewebsiteindustrylast_namerequiredfirst_namesalutationlead_ratingaddress_cityaddress_state+12 moreUpdate a lead
Update a lead. Only the fields you pass are changed. Insightly: PUT /Leads with LEAD_ID.
emailphonetitlemobilelead_idrequiredwebsiteindustrylast_namefirst_namesalutationlead_ratingaddress_city+13 moreCreate an opportunity
Create a sales opportunity (opportunity_name is required). Insightly: POST /Opportunities.
bid_typebid_amountcategory_idprobabilitybid_currencybid_durationcustom_fieldsowner_user_idorganisation_idopportunity_namerequiredforecast_close_dateopportunity_details+1 moreUpdate an opportunity
Update an opportunity's value, probability, dates, owner or details. Only the fields you pass are changed. Insightly: PUT /Opportunities with OPPORTUNITY_ID.
bid_typebid_amountcategory_idprobabilitybid_currencybid_durationcustom_fieldsowner_user_idopportunity_idrequiredorganisation_idopportunity_nameforecast_close_date+2 moreCreate a 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. Insightly: POST /Tasks.
titlerequiredstatusdetailsdue_dateprioritycompletedproject_idstart_datecategory_idcustom_fieldsowner_user_idopportunity_id+2 moreUpdate a 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.
titlestatusdetailstask_idrequireddue_dateprioritycompletedproject_idstart_datecategory_idcustom_fieldsowner_user_id+3 moreAdd a note to a record
Add a note (title + body) to a Contact, Organisation, Lead, Opportunity or Project. Insightly: POST /<Object>/{id}/Notes.
idrequiredbodytitlerequiredobjectrequired100% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
io.usefulapiOfficial publisher
Hosted MCP server for Ably that lets an assistant inspect realtime channels, presence and usage stats, publish messages, and review app configuration.
io.usefulapiOfficial publisher
Read-only access to ROLLER venue data: search bookings, check product availability, and look up guests, waivers, gift cards and daily reports.
io.usefulapiOfficial publisher
Hosted Planerio connector that lets an assistant read shifts, staffing requirements, staff, employees, absences and vacation days.
io.usefulapiOfficial publisher
Read-only access to Marmin UAE e-invoicing data: invoices, credit notes, UBL XML, Peppol status and business profiles.
io.usefulapiOfficial publisher
Remote MCP server for Oyster that lets an assistant read team, time off, expense, contract and invoice data and approve or decline requests.
{ "mcpServers": { "insightly": { "url": "https://insightly.usefulapi.io/mcp" } }}