Insightly

io.usefulapiv1.0.0Updated Sep 29, 2026

Read and write Insightly contacts, organisations, leads, opportunities, tasks and notes.

VerifiedStreamable HTTPWeb executableBusiness & CommerceProductivity & Workflow

Overview

AI-generated overview

Lets an assistant read and write Insightly CRM records — contacts, organisations, leads, opportunities, projects, tasks and notes.

What it does
A hosted MCP endpoint for Insightly CRM. Read tools list or search records, fetch a single record, list a record's notes, tasks or events, search by tag, and look up users, pipelines, pipeline stages, lead statuses and lead sources. Write tools create and update contacts, organisations, leads, opportunities and tasks, and add notes to records. Two meta tools report usage and manage the subscription.
When to use it
Useful when an assistant should work with CRM data in Insightly: looking up a contact or organisation, reviewing leads and opportunities or pipeline stages, and creating or updating records and notes without leaving the chat client. It is a hosted service, so it suits users who do not want to run anything locally.
Requirements
A remote MCP client pointed at the hosted endpoint. No local install or package. You need your own Insightly API key and pod, entered on first connect (Insightly User Settings, API); they are validated and stored per user rather than in config files. Network access to the hosted endpoint is required.
Before you install
Write tools create and update contacts, organisations, leads, opportunities and tasks and add notes, so changes go into live CRM data; clients should confirm them. Your Insightly API key and pod are supplied to the hosted provider and stored per user, so consider the provider's handling of those credentials. The service is metered: a free tier of 100 tool calls per month, with a paid Pro plan for unlimited use.

Installation

In SourceWeft

  1. Open Insightly in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

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

README

Insightly MCP by usefulapi

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

Add to Claude

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

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.

Tools

ToolTypeWhat it does
insightly_get_current_userreadGet the current user
insightly_list_usersreadList users
insightly_list_recordsreadList or search records
insightly_get_recordreadGet one record
insightly_list_record_activityreadList a record's notes, tasks or events
insightly_search_by_tagreadFind records by tag
insightly_list_pipelinesreadList pipelines
insightly_list_pipeline_stagesreadList pipeline stages
insightly_list_lead_statusesreadList lead statuses
insightly_list_lead_sourcesreadList lead sources
insightly_create_contactwriteCreate a contact
insightly_update_contactwriteUpdate a contact
insightly_create_organisationwriteCreate an organisation
insightly_update_organisationwriteUpdate an organisation
insightly_create_leadwriteCreate a lead
insightly_update_leadwriteUpdate a lead
insightly_create_opportunitywriteCreate an opportunity
insightly_update_opportunitywriteUpdate an opportunity
insightly_create_taskwriteCreate a task
insightly_update_taskwriteUpdate a task
insightly_add_notewriteAdd a note to a record
insightly_usage_statusmetaUsage status (free-tier meter)
insightly_upgrademetaUpgrade to Pro (unlimited)

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage or manage your subscription.

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

License

MIT © usefulapi. Not affiliated with or endorsed by Insightly.

Source: servers/insightly/README.md at commit e95202f

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v1.0.0LatestSep 29, 2026