---
title: "Insightly CRM MCP server for AI agents - actionlake"
description: "Give Claude 476 Insightly CRM actions through one MCP server: contacts, knowledge article. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/insightly-crm
updated: 2026-10-23
---

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.

[Connect Insightly CRM free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

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/mcp`

the first call

```
do {
  action: "insightly.contacts.list",
  intent: "check which Insightly CRM account is connected"
}
# Gets a list of Contacts · read · 1 upstream call
```

- 476 actions in one signed file
- 215 read look, never change
- 167 write create and update
- 94 wait for a yes destructive, confirmed first

Set up

## Connect Insightly CRM in three steps.

1. 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`
2. 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_key` Insightly API key
   - `host` Where your Insightly CRM lives: your host
   ```
   account { op: "connections.requirements", service: "insightly" }
   # free: exactly what to paste, and what is found for you
   ```
3. 03
   ### Make the first call. Check before a write.
   Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free.
   ```
   do    { action: "insightly.contacts.list" }
   # gets a list of contacts · read · 1 upstream call
   check { 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 2026[api.na1.insightly.com](https://api.na1.insightly.com/v3.1/swagger/docs/v3.1) [api.insightly.com](https://api.insightly.com/v3.1/Help)

**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.

- **215** read look, never change
- **167** write create and update
- **94** destructive wait for a confirmation

1. ### Contacts
   7
   4 read · 2 write · 1 destructive
   Gets a list of Contacts · Adds a Contact · Gets a Contact · Updates a Contact
2. ### Knowledge article
   7
   4 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
3. ### Leads
   7
   4 read · 2 write · 1 destructive
   Gets a list of Leads · Adds a Lead · Gets a Lead · Updates a Lead
4. ### Opportunities
   7
   4 read · 2 write · 1 destructive
   Gets a list of Opportunities · Adds an Opportunity · Gets an Opportunity · Updates an Opportunity
5. ### Organisations
   7
   4 read · 2 write · 1 destructive
   Gets a list of Organisations · Adds an Organisation · Gets an Organisation · Updates an Organisation
6. ### Projects
   7
   4 read · 2 write · 1 destructive
   Gets a list of Projects · Adds a Project · Gets a Project · Updates a Project
7. ### Prospect
   7
   4 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
8. ### Ticket
   7
   4 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.list` Gets a list of Contacts | Gets a list of Contacts. | read | `crm.contact.list` 177 connectors |
| `insightly.organisations.list` Gets a list of Organisations | Gets a list of Organisations. | read | `crm.company.list` 162 connectors |
| `insightly.opportunities.list` Gets a list of Opportunities | Gets a list of Opportunities. | read | `crm.deal.list` 43 connectors |
| `insightly.tasks.list` Gets a list of Tasks | Gets a list of Tasks. | read | `work.task.list` 122 connectors |
| `insightly.users.list` Gets a list of Users | Gets a list of Users. | read | `identity.user.list` 474 connectors |
| `insightly.leads.list` Gets a list of Leads | Gets a list of Leads. | read | `crm.lead.list` 28 connectors |
| `insightly.projects.list` Gets a list of Projects | Gets a list of Projects. | read | `work.project.list` 109 connectors |
| `insightly.contacts.create` Adds a Contact | Adds a Contact. | write | `crm.contact.create` 161 connectors |
| `insightly.organisations.create` Adds an Organisation | Adds an Organisation. | write | `crm.company.create` 142 connectors |
| `insightly.teams.list` Gets a list of Teams | Gets a list of Teams. | read | `identity.group.list` 262 connectors |
| `insightly.opportunities.create` Adds an Opportunity | Adds an Opportunity. | write | `crm.deal.create` 43 connectors |
| `insightly.contacts.delete` Deletes a Contact | Deletes a Contact. | destructive | `crm.contact.delete` 147 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.

1. Read read
   Which Insightly CRM tickets have been open the longest? Show me the ten oldest with their status.
   calls `insightly.ticket.list`
2. Write write
   Adds a Contact in Insightly CRM. Show me exactly what you will send before you save it.
   calls `insightly.contacts.create`
3. Across systems read
   Which Insightly CRM companies have invoices in ConnectWise PSA, and how many each?
   calls `insightly.organisations.list` `connectwise_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`, on `crm.company` · [ConnectWise PSA](https://actionlake.com/connectors/connectwise-psa)
- Which Insightly CRM companies have invoices in NetSuite, and how many each?
  `insightly.organisations.list` + `netsuite.views.invoices`, on `crm.company` · [NetSuite](https://actionlake.com/connectors/netsuite)

Also mapped by other connectors `identity.user` **517** `identity.group` **239** `crm.company` **227** `crm.contact` **192** `work.project` **116** `commerce.product` **109** `work.task` **105** `service.ticket` **62**

ask

```
ask {
  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"]
    } }
  ]
}
```

Example. Run it through check first: it validates the steps and prices them, and it is free.

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.

do insightly.contacts.delete confirm_policy: **human**

Deletes a Contact?

**intent:** the user asked me to deletes a Contact

run suspended · waiting for a named person · key _insightly-agent_ cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

```
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: "lead@example.com" },
    { match: "insightly.organisations.delete", approver: "lead@example.com" },
    { match: "insightly.opportunities.delete", approver: "lead@example.com" }
  ]
}
```

Illustrative. Scoped to Insightly CRM only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

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.

- 1 upstream call per action all 476 Insightly CRM actions
- 476 actions page each page of a long list is one call
- 215 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every Insightly CRM action.

476 actions by area: the id your agent calls, what it does, and its effect.

**Contacts 7**

- `insightly.contacts.create` Adds a Contact write
- `insightly.contacts.get` Gets a Contact read
- and 5 more in this area

**Knowledge article 7**

- `insightly.knowledge_article.create` Adds a Knowledge Article write
- `insightly.knowledge_article.get` Gets a Knowledge Article read
- and 5 more in this area

**Leads 7**

- `insightly.leads.create` Adds a Lead write
- `insightly.leads.get` Gets a Lead read
- and 5 more in this area

**Opportunities 7**

- `insightly.opportunities.create` Adds an Opportunity write
- `insightly.opportunities.get` Gets an Opportunity read
- and 5 more in this area

**Organisations 7**

- `insightly.organisations.create` Adds an Organisation write
- `insightly.organisations.get` Gets an Organisation read
- and 5 more in this area

**Projects 7**

- `insightly.projects.create` Adds a Project write
- `insightly.projects.get` Gets a Project read
- and 5 more in this area

**Prospect 7**

- `insightly.prospect.create` Adds a Prospect write
- `insightly.prospect.list` Gets a list of Prospects read
- and 5 more in this area

**Ticket 7**

- `insightly.ticket.create` Adds a Ticket write
- `insightly.ticket.get` Gets a Ticket read
- and 5 more in this area

**Custom object records 6**

- `insightly.custom_object_records.create` Adds a record write
- `insightly.custom_object_records.get` Gets a record read
- and 4 more in this area

**Events 6**

- `insightly.events.create` Adds an Event write
- `insightly.events.get` Gets an Event read
- and 4 more in this area

**Product 6**

- `insightly.product.create` Adds a Product write
- `insightly.product.get` Gets a Product read
- and 4 more in this area

**Quotation 6**

- `insightly.quotation.create` Adds a Quote write
- `insightly.quotation.get` Gets a Quote read
- and 4 more in this area

**Tasks 6**

- `insightly.tasks.create` Adds a Task write
- `insightly.tasks.get` Gets a Task read
- and 4 more in this area

**Community comments 5**

- `insightly.community_comments.create` Adds a Forum Comment write
- `insightly.community_comments.get` Gets a Forum Comment read
- and 3 more in this area

**Community forums 5**

- `insightly.community_forums.create` Adds a Forum write
- `insightly.community_forums.get` Gets a Forum read
- and 3 more in this area

**Community posts 5**

- `insightly.community_posts.create` Adds a Forum Post write
- `insightly.community_posts.get` Gets a Forum Post read
- and 3 more in this area

**Emails 5**

- `insightly.emails.delete` Deletes an Email destructive
- `insightly.emails.get` Gets an Email read
- and 3 more in this area

**File categories 5**

- `insightly.file_categories.create` Adds a File Category write
- `insightly.file_categories.get` Gets a File Category read
- and 3 more in this area

**Knowledge article category 5**

- `insightly.knowledge_article_category.create` Adds a Knowledge Article Category write
- `insightly.knowledge_article_category.get` Gets a Knowledge Article Category read
- and 3 more in this area

**Knowledge article folder 5**

- `insightly.knowledge_article_folder.create` Adds a Knowledge Article Folder write
- `insightly.knowledge_article_folder.get` Gets a Knowledge Article Folder read
- and 3 more in this area

**Notes 5**

- `insightly.notes.get` Gets a Note read
- `insightly.notes.list` Gets a list of Notes read
- and 3 more in this area

**Opportunity categories 5**

- `insightly.opportunity_categories.create` Adds an Opportunity Category write
- `insightly.opportunity_categories.get` Gets an Opportunity Category read
- and 3 more in this area

**Pricebook 5**

- `insightly.pricebook.create` Adds a Price Book write
- `insightly.pricebook.get` Gets a Price Book read
- and 3 more in this area

**Project categories 5**

- `insightly.project_categories.create` Adds a Project Category write
- `insightly.project_categories.get` Gets a Project Category read
- and 3 more in this area

**Task categories 5**

- `insightly.task_categories.create` Adds a Task Category write
- `insightly.task_categories.get` Gets a Task Category read
- and 3 more in this area

**Teams 5**

- `insightly.teams.create` Adds a Team write
- `insightly.teams.get` Gets a Team read
- and 3 more in this area

**Community forums community posts 4**

- `insightly.community_forums_community_posts.create` Adds a Forum Post to a Forum write
- `insightly.community_forums_community_posts.delete` Deletes a Forum Post of a Forum destructive
- and 2 more in this area

**Community posts community comments 4**

- `insightly.community_posts_community_comments.create` Adds a Forum Comment to a Forum Post write
- `insightly.community_posts_community_comments.delete` Deletes a Forum Comment of a Forum Post destructive
- and 2 more in this area

**Contacts links 4**

- `insightly.contacts_links.create` Adds a Link write
- `insightly.contacts_links.delete` Deletes a Link destructive
- and 2 more in this area

**Contacts tags 4**

- `insightly.contacts_tags.create` Adds a Tag to a Contact write
- `insightly.contacts_tags.delete` Deletes a Tag from a Contact destructive
- and 2 more in this area

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**

This index shows a sample of each area. All 476 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/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.

## More connectors like Insightly CRM

Shares the most action names with

- [Zoho CRM 62](https://actionlake.com/connectors/zoho-crm)
- [Pylon 38](https://actionlake.com/connectors/pylon)
- [Freshsales 34](https://actionlake.com/connectors/freshsales)
- [Copper 32](https://actionlake.com/connectors/copper)
- [Salesloft 29](https://actionlake.com/connectors/salesloft)
- [Zoho SalesIQ 28](https://actionlake.com/connectors/zoho-salesiq)

Joins with, on shared entities

- [HaloPSA 10](https://actionlake.com/connectors/halopsa)
- [ERPNext (Frappe) 10](https://actionlake.com/connectors/erpnext-frappe)
- [Odoo 9](https://actionlake.com/connectors/odoo)
- [ScalePad 9](https://actionlake.com/connectors/scalepad)
- [Kaseya BMS 9](https://actionlake.com/connectors/kaseya-bms)
- [Acumatica Cloud ERP 8](https://actionlake.com/connectors/acumatica-cloud-erp)

Browse

- [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

actionlake is independent. It is not made or endorsed by Insightly CRM; the name is the vendor's own. Counts are from the Insightly CRM service file, version 1.0.0.

## Give your agent Insightly CRM today.

[Connect Insightly CRM free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

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Source: https://actionlake.com/connectors/insightly-crm
More: https://actionlake.com/llms.txt