Connectors · CRM & sales
Insightly CRM MCP server for AI agents.
actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Insightly CRM and the rest of your systems. It gives your agent 476 Insightly CRM actions (215 reads, 167 writes and 94 that wait for a confirmation) and holds the Insightly CRM credential itself, so the agent never does. It paces Insightly CRM's limits and records every call.
100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.
claude mcp add --transport http actionlake https://connect.actionlake.com/mcpdo { action: "insightly.contacts.list", intent: "check which Insightly CRM account is connected"}# Gets a list of Contacts · read · 1 upstream call- 476actionsin one signed file
- 215readlook, never change
- 167writecreate and update
- 94wait for a yesdestructive, confirmed first
Set up
Connect Insightly CRM in three steps.
- 01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp - 02
Connect Insightly CRM.
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
api_keyInsightly API keyhostWhere your Insightly CRM lives: your host
account { op: "connections.requirements", service: "insightly" } # free: exactly what to paste, and what is found for you - 03
Make the first call. Check before a write.
Ask in plain words; Claude picks the action. Before anything changes,
checkvalidates the call and prices it, for free.do { action: "insightly.contacts.list" }# gets a list of contacts · read · 1 upstream callcheck { action: "insightly.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent
Insightly CRM at a glance
- Sign-in
- Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
- You provide
api_key- Setup fields
host- Limits we pace to
- 10 calls a second, per connection
- API covered
- Insightly REST API v3.1 (Swagger 2.0), at your Insightly CRM instance's API base URL, which you enter when connecting (path /v3.1)
- Built from
- Insightly CRM's documentation, read 23 October 2026api.na1.insightly.comapi.insightly.com
- Service file
- Version 1.0.0, signed (Ed25519)
- Cached reads
- 215 of 215 reads, for up to 5 minutes; a write clears what it affects
- Shared entities
- 12, so ask can line Insightly CRM up with your other systems
- Data
- Processed and stored in Sydney, Australia. No US region yet
Capabilities
What an AI agent can do in Insightly CRM.
476 actions in 186 areas. Every one carries its effect, so a key can allow the reads and hold the rest.
- 215readlook, never change
- 167writecreate and update
- 94destructivewait for a confirmation
Contacts
74 read · 2 write · 1 destructive
Gets a list of Contacts · Adds a Contact · Gets a Contact · Updates a Contact
Knowledge article
74 read · 2 write · 1 destructive
Gets a list of Knowledge Articles · Adds a Knowledge Article · Gets a filtered list of Knowledge Articles · Gets a Knowledge Article
Leads
74 read · 2 write · 1 destructive
Gets a list of Leads · Adds a Lead · Gets a Lead · Updates a Lead
Opportunities
74 read · 2 write · 1 destructive
Gets a list of Opportunities · Adds an Opportunity · Gets an Opportunity · Updates an Opportunity
Organisations
74 read · 2 write · 1 destructive
Gets a list of Organisations · Adds an Organisation · Gets an Organisation · Updates an Organisation
Projects
74 read · 2 write · 1 destructive
Gets a list of Projects · Adds a Project · Gets a Project · Updates a Project
Prospect
74 read · 2 write · 1 destructive
Adds a Prospect · Gets a list of Prospects · Gets a filtered list of Prospects · Gets a list of Prospects filtered by tags
Ticket
74 read · 2 write · 1 destructive
Gets a list of Tickets · Adds a Ticket · Gets a Ticket · Updates a Ticket
178 more areas · 420 actions
- Custom object records 6
- Events 6
- Product 6
- Quotation 6
- Tasks 6
- Community comments 5
- Community forums 5
- Community posts 5
- Emails 5
- File categories 5
- Knowledge article category 5
- Knowledge article folder 5
- Notes 5
- Opportunity categories 5
- Pricebook 5
- Project categories 5
- Task categories 5
- Teams 5
- Community forums community posts 4
- Community posts community comments 4
- Contacts links 4
- Contacts tags 4
- Emails tags 4
- Knowledge article tags 4
- Lead sources 4
- Lead statuses 4
- Leads tags 4
- Notes comment 4
- Opportunities links 4
- Opportunities opportunity line item 4
- Opportunities tags 4
- Organisations links 4
- Organisations tags 4
- Pricebook pricebook entry 4
- Product pricebook entry 4
- Projects links 4
- Projects milestones 4
- Projects tags 4
- Prospect static list membership 4
- Prospect tags 4
- Quotation quotation line item 4
- Team members 4
- Ticket tags 4
- Users 4
- Community comments follow 3
- Community forums follow 3
- Community posts follow 3
- Contacts follow 3
- Contacts notes 3
- Custom object records translations 3
- Document templates 3
- Emails follow 3
- Emails links 3
- Events links 3
- Forum categories 3
- Forum categories follow 3
- Knowledge article follow 3
- Knowledge article translations 3
- Leads follow 3
- Leads notes 3
- Milestones 3
- Notes follow 3
- Notes links 3
- Opportunities follow 3
- Opportunities notes 3
- Opportunity line item 3
- Organisations follow 3
- Organisations notes 3
- Pricebook entry 3
- Pricebook follow 3
- Product follow 3
- Projects follow 3
- Projects notes 3
- Prospect follow 3
- Quotation follow 3
- Quotation line item 3
- Tasks follow 3
- Tasks links 3
- Ticket follow 3
- Activity sets 2
- Comments 2
- Contacts dates 2
- Custom fields 2
- Custom objects 2
- Emails comments 2
- Notes comments 2
- Opportunities pipeline 2
- Organisations dates 2
- Organisations email domains 2
- Pipeline stages 2
- Pipelines 2
- Projects pipeline 2
- Quotation quotation document 2
- Tasks comments 2
- Teams team members 2
- Ticket comments 2
- Comments file attachments 1
- Contacts activity set assignments 1
- Contacts emails 1
- Contacts events 1
- Contacts file attachments 1
- Contacts image 1
- Contacts image field 1
- Contacts merge documents 1
- Contacts tasks 1
- Countries 1
- Cti record display 1
- Cti ticket display 1
- Currencies 1
- Custom object records file attachments 1
- Custom object records merge documents 1
- Emails file attachments 1
- Events image field 1
- File attachments 1
- Follows 1
- Instance 1
- Knowledge article image field 1
- Leads activity set assignments 1
- Leads emails 1
- Leads events 1
- Leads file attachments 1
- Leads image 1
- Leads image field 1
- Leads link email address 1
- Leads merge documents 1
- Leads tasks 1
- Marketing custom event 1
- Marketing visits 1
- Notes file attachments 1
- Opportunities activity set assignments 1
- Opportunities emails 1
- Opportunities events 1
- Opportunities file attachments 1
- Opportunities image 1
- Opportunities image field 1
- Opportunities link email address 1
- Opportunities merge documents 1
- Opportunities pipeline stage 1
- Opportunities pricebook 1
- Opportunities state 1
- Opportunities state history 1
- Opportunities tasks 1
- Opportunity line item image field 1
- Opportunity state reasons 1
- Organisations activity set assignments 1
- Organisations emails 1
- Organisations events 1
- Organisations file attachments 1
- Organisations image 1
- Organisations image field 1
- Organisations merge documents 1
- Organisations tasks 1
- Permissions 1
- Pricebook entry image field 1
- Product image 1
- Product image field 1
- Product merge documents 1
- Projects activity set assignments 1
- Projects emails 1
- Projects events 1
- Projects file attachments 1
- Projects image 1
- Projects image field 1
- Projects link email address 1
- Projects merge documents 1
- Projects pipeline stage 1
- Projects tasks 1
- Prospect image field 1
- Prospect marketing visits 1
- Quotation image field 1
- Quotation line item image field 1
- Quotation merge documents 1
- Quotation sync 1
- Relationships 1
- Tags 1
- Tasks image field 1
- Ticket image field 1
- Ticket merges 1
Top actions
The Insightly CRM API, shaped for agents.
The ids your agent types, what each does, and the one name it shares with other systems. 79 of Insightly CRM's 79 action names are shared with at least one other connector, so an agent learns them once.
| Action | What it does | Effect | Same name in |
|---|---|---|---|
insightly.contacts.listGets a list of Contacts | Gets a list of Contacts. | read | crm.contact.list177 connectors |
insightly.organisations.listGets a list of Organisations | Gets a list of Organisations. | read | crm.company.list162 connectors |
insightly.opportunities.listGets a list of Opportunities | Gets a list of Opportunities. | read | crm.deal.list43 connectors |
insightly.tasks.listGets a list of Tasks | Gets a list of Tasks. | read | work.task.list122 connectors |
insightly.users.listGets a list of Users | Gets a list of Users. | read | identity.user.list474 connectors |
insightly.leads.listGets a list of Leads | Gets a list of Leads. | read | crm.lead.list28 connectors |
insightly.projects.listGets a list of Projects | Gets a list of Projects. | read | work.project.list109 connectors |
insightly.contacts.createAdds a Contact | Adds a Contact. | write | crm.contact.create161 connectors |
insightly.organisations.createAdds an Organisation | Adds an Organisation. | write | crm.company.create142 connectors |
insightly.teams.listGets a list of Teams | Gets a list of Teams. | read | identity.group.list262 connectors |
insightly.opportunities.createAdds an Opportunity | Adds an Opportunity. | write | crm.deal.create43 connectors |
insightly.contacts.deleteDeletes a Contact | Deletes a Contact. | destructive | crm.contact.delete147 connectors |
Try it
Prompts to paste into Claude.
Each one names the Insightly CRM actions it will call, so you know what it reads and what it changes before you send it.
- Readread
Which Insightly CRM tickets have been open the longest? Show me the ten oldest with their status.
calls
insightly.ticket.list - Writewrite
Adds a Contact in Insightly CRM. Show me exactly what you will send before you save it.
calls
insightly.contacts.create - Across systemsread
Which Insightly CRM companies have invoices in ConnectWise PSA, and how many each?
calls
insightly.organisations.listconnectwise_manage.invoices.list
Across your systems
Insightly CRM, joined to the rest of your business.
One ask fetches from Insightly CRM and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.
Which Insightly CRM companies have invoices in ConnectWise PSA, and how many each?
insightly.organisations.list+connectwise_manage.invoices.list, oncrm.company· ConnectWise PSAWhich Insightly CRM companies have invoices in NetSuite, and how many each?
insightly.organisations.list+netsuite.views.invoices, oncrm.company· NetSuite
identity.user 517identity.group 239crm.company 227crm.contact 192work.project 116commerce.product 109work.task 105service.ticket 62ask { intent: "which Insightly CRM companies have invoices in ConnectWise PSA, and how many each", steps: [ { action: "insightly.organisations.list", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ]}Governance for Insightly CRM
Destructive actions wait for a yes.
94 Insightly CRM actions are destructive. The first 10:
- Deletes a Contact
insightly.contacts.delete - Deletes an Organisation
insightly.organisations.delete - Deletes an Opportunity
insightly.opportunities.delete - Deletes a Task
insightly.tasks.delete - Deletes a Project
insightly.projects.delete - Deletes a Lead
insightly.leads.delete - Deletes a Team
insightly.teams.delete - Deletes a Product
insightly.product.delete - Deletes a Ticket
insightly.ticket.delete - Deletes a Quote
insightly.quotation.delete
A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.
Deletes a Contact?
intent: the user asked me to deletes a Contact
account { op: "keys.create", name: "insightly-agent", allowed_actions: ["insightly.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "insightly.contacts.delete", approver: "[email protected]" }, { match: "insightly.organisations.delete", approver: "[email protected]" }, { match: "insightly.opportunities.delete", approver: "[email protected]" } ]}Cost
What Insightly CRM costs on actionlake.
Every Insightly CRM action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Insightly CRM refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
- 1upstream call per actionall 476 Insightly CRM actions
- 476actions pageeach page of a long list is one call
- 215reads can be cacheda cache hit costs nothing
- 100,000calls a month, freepaid plans from US$49 a month for 250,000
Action index
Every Insightly CRM action.
476 actions by area: the id your agent calls, what it does, and its effect.
Contacts7
insightly.contacts.createAdds a Contactwriteinsightly.contacts.getGets a Contactread- and 5 more in this area
Knowledge article7
insightly.knowledge_article.createAdds a Knowledge Articlewriteinsightly.knowledge_article.getGets a Knowledge Articleread- and 5 more in this area
Leads7
insightly.leads.createAdds a Leadwriteinsightly.leads.getGets a Leadread- and 5 more in this area
Opportunities7
insightly.opportunities.createAdds an Opportunitywriteinsightly.opportunities.getGets an Opportunityread- and 5 more in this area
Organisations7
insightly.organisations.createAdds an Organisationwriteinsightly.organisations.getGets an Organisationread- and 5 more in this area
Projects7
insightly.projects.createAdds a Projectwriteinsightly.projects.getGets a Projectread- and 5 more in this area
Prospect7
insightly.prospect.createAdds a Prospectwriteinsightly.prospect.listGets a list of Prospectsread- and 5 more in this area
Ticket7
insightly.ticket.createAdds a Ticketwriteinsightly.ticket.getGets a Ticketread- and 5 more in this area
Custom object records6
insightly.custom_object_records.createAdds a recordwriteinsightly.custom_object_records.getGets a recordread- and 4 more in this area
Events6
insightly.events.createAdds an Eventwriteinsightly.events.getGets an Eventread- and 4 more in this area
Product6
insightly.product.createAdds a Productwriteinsightly.product.getGets a Productread- and 4 more in this area
Quotation6
insightly.quotation.createAdds a Quotewriteinsightly.quotation.getGets a Quoteread- and 4 more in this area
Tasks6
insightly.tasks.createAdds a Taskwriteinsightly.tasks.getGets a Taskread- and 4 more in this area
Community comments5
insightly.community_comments.createAdds a Forum Commentwriteinsightly.community_comments.getGets a Forum Commentread- and 3 more in this area
Community forums5
insightly.community_forums.createAdds a Forumwriteinsightly.community_forums.getGets a Forumread- and 3 more in this area
Community posts5
insightly.community_posts.createAdds a Forum Postwriteinsightly.community_posts.getGets a Forum Postread- and 3 more in this area
Emails5
insightly.emails.deleteDeletes an Emaildestructiveinsightly.emails.getGets an Emailread- and 3 more in this area
File categories5
insightly.file_categories.createAdds a File Categorywriteinsightly.file_categories.getGets a File Categoryread- and 3 more in this area
Knowledge article category5
insightly.knowledge_article_category.createAdds a Knowledge Article Categorywriteinsightly.knowledge_article_category.getGets a Knowledge Article Categoryread- and 3 more in this area
Knowledge article folder5
insightly.knowledge_article_folder.createAdds a Knowledge Article Folderwriteinsightly.knowledge_article_folder.getGets a Knowledge Article Folderread- and 3 more in this area
Notes5
insightly.notes.getGets a Notereadinsightly.notes.listGets a list of Notesread- and 3 more in this area
Opportunity categories5
insightly.opportunity_categories.createAdds an Opportunity Categorywriteinsightly.opportunity_categories.getGets an Opportunity Categoryread- and 3 more in this area
Pricebook5
insightly.pricebook.createAdds a Price Bookwriteinsightly.pricebook.getGets a Price Bookread- and 3 more in this area
Project categories5
insightly.project_categories.createAdds a Project Categorywriteinsightly.project_categories.getGets a Project Categoryread- and 3 more in this area
Task categories5
insightly.task_categories.createAdds a Task Categorywriteinsightly.task_categories.getGets a Task Categoryread- and 3 more in this area
Teams5
insightly.teams.createAdds a Teamwriteinsightly.teams.getGets a Teamread- and 3 more in this area
Community forums community posts4
insightly.community_forums_community_posts.createAdds a Forum Post to a Forumwriteinsightly.community_forums_community_posts.deleteDeletes a Forum Post of a Forumdestructive- and 2 more in this area
Community posts community comments4
insightly.community_posts_community_comments.createAdds a Forum Comment to a Forum Postwriteinsightly.community_posts_community_comments.deleteDeletes a Forum Comment of a Forum Postdestructive- and 2 more in this area
Contacts links4
insightly.contacts_links.createAdds a Linkwriteinsightly.contacts_links.deleteDeletes a Linkdestructive- and 2 more in this area
Contacts tags4
insightly.contacts_tags.createAdds a Tag to a Contactwriteinsightly.contacts_tags.deleteDeletes a Tag from a Contactdestructive- and 2 more in this area
Emails tags 4Knowledge article tags 4Lead sources 4Lead statuses 4Leads tags 4Notes comment 4Opportunities links 4Opportunities opportunity line item 4Opportunities tags 4Organisations links 4Organisations tags 4Pricebook pricebook entry 4Product pricebook entry 4Projects links 4Projects milestones 4Projects tags 4Prospect static list membership 4Prospect tags 4Quotation quotation line item 4Team members 4Ticket tags 4Users 4Community comments follow 3Community forums follow 3Community posts follow 3Contacts follow 3Contacts notes 3Custom object records translations 3Document templates 3Emails follow 3Emails links 3Events links 3Forum categories 3Forum categories follow 3Knowledge article follow 3Knowledge article translations 3Leads follow 3Leads notes 3Milestones 3Notes follow 3Notes links 3Opportunities follow 3Opportunities notes 3Opportunity line item 3Organisations follow 3Organisations notes 3Pricebook entry 3Pricebook follow 3Product follow 3Projects follow 3Projects notes 3Prospect follow 3Quotation follow 3Quotation line item 3Tasks follow 3Tasks links 3Ticket follow 3Activity sets 2Comments 2Contacts dates 2Custom fields 2Custom objects 2Emails comments 2Notes comments 2Opportunities pipeline 2Organisations dates 2Organisations email domains 2Pipeline stages 2Pipelines 2Projects pipeline 2Quotation quotation document 2Tasks comments 2Teams team members 2Ticket comments 2Comments file attachments 1Contacts activity set assignments 1Contacts emails 1Contacts events 1Contacts file attachments 1Contacts image 1Contacts image field 1Contacts merge documents 1Contacts tasks 1Countries 1Cti record display 1Cti ticket display 1Currencies 1Custom object records file attachments 1Custom object records merge documents 1Emails file attachments 1Events image field 1File attachments 1Follows 1Instance 1Knowledge article image field 1Leads activity set assignments 1Leads emails 1Leads events 1Leads file attachments 1Leads image 1Leads image field 1Leads link email address 1Leads merge documents 1Leads tasks 1Marketing custom event 1Marketing visits 1Notes file attachments 1Opportunities activity set assignments 1Opportunities emails 1Opportunities events 1Opportunities file attachments 1Opportunities image 1Opportunities image field 1Opportunities link email address 1Opportunities merge documents 1Opportunities pipeline stage 1Opportunities pricebook 1Opportunities state 1Opportunities state history 1Opportunities tasks 1Opportunity line item image field 1Opportunity state reasons 1Organisations activity set assignments 1Organisations emails 1Organisations events 1Organisations file attachments 1Organisations image 1Organisations image field 1Organisations merge documents 1Organisations tasks 1Permissions 1Pricebook entry image field 1Product image 1Product image field 1Product merge documents 1Projects activity set assignments 1Projects emails 1Projects events 1Projects file attachments 1Projects image 1Projects image field 1Projects link email address 1Projects merge documents 1Projects pipeline stage 1Projects tasks 1Prospect image field 1Prospect marketing visits 1Quotation image field 1Quotation line item image field 1Quotation merge documents 1Quotation sync 1Relationships 1Tags 1Tasks image field 1Ticket image field 1Ticket merges 1
This index shows a sample of each area. All 476 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.
Questions
The Insightly CRM MCP server, answered.
Is there an Insightly CRM MCP server for Claude?
Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 476 Insightly CRM actions across contacts, knowledge article, leads and opportunities, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Insightly CRM.
What do I need to connect Insightly CRM?
Insightly API key. Plus your host. The free call account { op: "connections.requirements", service: "insightly" } lists exactly what to paste.
Can an AI agent delete or change things in Insightly CRM?
Only if its key allows it, and only with an explicit confirmation. 94 Insightly CRM actions are destructive, including deletes a Contact, deletes an Organisation and deletes an Opportunity. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.
Will an AI agent use up my Insightly CRM API limit?
actionlake paces every call to the limits in the Insightly CRM service file: 10 calls a second per connection. Repeated reads are answered from cache (215 Insightly CRM actions can be), which never reaches Insightly CRM.
What does an Insightly CRM action cost?
One upstream call, the only unit actionlake bills. A list that pages bills one call per page (476 Insightly CRM actions page). Cache hits, searches, dry runs and calls Insightly CRM refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
Which Insightly CRM API does it cover?
The Insightly REST API v3.1 (Swagger 2.0) at your Insightly CRM instance's API base URL, which you enter when connecting (path /v3.1). It is built from Insightly CRM's documentation as read on 23 October 2026. 476 actions in 186 areas, each one in the signed service file (version 1.0.0).
Can I combine Insightly CRM with my other systems?
Yes. ask joins Insightly CRM to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Insightly CRM maps crm.company, which 227 other connectors also map.
Does actionlake keep my Insightly CRM data, and where?
actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Insightly CRM credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.
Which AI clients can use it?
Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.
Give your agent Insightly CRM today.
Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.
