Insightly MCP by usefulapi

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.

無需輸入參數。

List the users in the Insightly instance — needed to resolve OWNER_USER_ID / RESPONSIBLE_USER_ID. Insightly: GET /Users.

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.

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}.

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.

List Contacts, Organisations, Leads, Opportunities or Projects carrying a tag. Insightly: GET /<Object>/SearchByTag?tagName=.

List the sales and project pipelines (PIPELINE_ID, name, whether for opportunities or projects). Insightly: GET /Pipelines.

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.

List the lead statuses defined in the instance (LEAD_STATUS_ID, name, type). Insightly: GET /LeadStatuses.

List the lead sources defined in the instance (LEAD_SOURCE_ID, name). Insightly: GET /LeadSources.

Create a contact (first_name is required). Insightly: POST /Contacts.

Update a contact. Only the fields you pass are changed (v3.1 partial update). Insightly: PUT /Contacts with CONTACT_ID.

Create an organisation (company). Insightly: POST /Organisations.

Update an organisation. Only the fields you pass are changed. Insightly: PUT /Organisations with ORGANISATION_ID.

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.

Update a lead. Only the fields you pass are changed. Insightly: PUT /Leads with LEAD_ID.

Create a sales opportunity (opportunity_name is required). Insightly: POST /Opportunities.

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 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.

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 (title + body) to a Contact, Organisation, Lead, Opportunity or Project. Insightly: POST /<Object>/{id}/Notes.