Integration · CRM & sales

Connect Claude & ChatGPT to Insightly

Ask your AI what is open in your pipeline, who a contact works for, or to log a note after a call. It works with contacts, organisations, leads, opportunities, projects, tasks and events in Insightly. CRM updates get done while you talk about the deal, not afterwards.

Connect Insightly free

Free plan, no credit card. Takes about a minute.

Try asking

“Which opportunities are still open, and when are they expected to close?”
The AI searches opportunities by state and lists them with value, probability, stage and forecast close date.
“Add a note to Jane Miller: she wants a quote by Friday.”
It finds the contact and adds a note with a title and body.
“Create a lead for Peter Holm from Nordic Foods, source: website.”
It looks up lead sources and statuses, then creates the lead with name, email and organisation.

What your AI can do

Contacts, organisations and leads

Search, read and create contacts, organisations and leads, and add notes to contacts and leads.

Opportunities and pipelines

Search and create opportunities, add notes, move them between pipeline stages and set them to won, lost or another state.

Projects, tasks and events

Search and read projects and tasks, create tasks and calendar events, and search events by title or date.

“Move the Acme renewal to the negotiation stage.”
It looks up the pipeline stages and moves the opportunity to the stage you name.
“Remind me to call Acme next Tuesday.”
It gets your user ID and creates a task with a title, due date and you as owner.
“Mark the Nordic Foods deal as won.”
It changes the opportunity's state to WON, with an optional reason.

30 tools for Insightly

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_contact_noteChanges dataAdd a note to a contact by contact_id with a title (required) and body.
add_lead_noteChanges dataAdd a note to a lead by lead_id with a title (required) and body.
add_opportunity_noteChanges dataAdd a note to an opportunity by opportunity_id with a title (required) and body.
create_contactChanges dataCreate a contact with first_name (required), last_name, email_address, phone, title, organisation_id and mailing address.
create_eventChanges dataCreate a calendar event with start_date_utc and end_date_utc (required), plus title, location, details and all_day.
create_leadChanges dataCreate a lead with last_name, lead_source_id and lead_status_id (required; see list_lead_sources and list_lead_statuses), plus first_name, email, phone and organisation_name.
create_opportunityChanges dataCreate an opportunity with opportunity_name (required), organisation_id, bid_amount, bid_currency, probability, forecast_close_date and opportunity_details.
create_organisationChanges dataCreate an organisation with organisation_name (required), phone, website and billing/shipping address.
create_taskChanges dataCreate a task with title, owner_user_id and completed (true/false) required, plus due_date, details, priority, responsible_user_id, opportunity_id or project_id.
get_contactGet one contact by contact_id, including emails, phones, organisation, addresses and custom fields.
get_current_userGet the connected Insightly user's own profile and user ID. Use the ID as owner_user_id when creating tasks.
get_leadGet one lead by lead_id, with contact details, status, source and rating.
get_opportunityGet one opportunity by deal_id (the opportunity ID), including value, probability, state, stage and close date.
get_organisationGet one organisation by company_id (the organisation ID), including phone, website, addresses and custom fields.
get_projectGet one project by project_id, with status, stage, dates and details.
get_taskGet one task by task_id, with status, due date, owner and linked records.
list_contact_notesList the notes on a contact by contact_id.
list_lead_sourcesList the lead sources and their IDs, needed when creating a lead.
list_lead_statusesList the lead statuses and their IDs, needed when creating a lead.
list_pipeline_stagesList pipeline stages with their IDs and which pipeline they belong to.
list_pipelinesList the pipelines for opportunities and projects.
search_contactsSearch contacts by one field: field_name (e.g. EMAIL_ADDRESS, FIRST_NAME, LAST_NAME) and field_value, or updated_after_utc; with limit and offset.
search_eventsSearch calendar events by one field: field_name (e.g. TITLE, START_DATE_UTC) and field_value, or updated_after_utc.
search_leadsSearch leads by one field: field_name (e.g. EMAIL, LAST_NAME, ORGANISATION_NAME) and field_value, or updated_after_utc.
search_opportunitiesSearch opportunities (deals) by one field: field_name (e.g. OPPORTUNITY_NAME, OPPORTUNITY_STATE) and field_value, or updated_after_utc.
search_organisationsSearch organisations (companies) by one field: field_name (e.g. ORGANISATION_NAME) and field_value, or updated_after_utc.
search_projectsSearch projects by one field: field_name (e.g. PROJECT_NAME, STATUS) and field_value, or updated_after_utc.
search_tasksSearch tasks by one field: field_name (e.g. TITLE, STATUS, DUE_DATE) and field_value, or updated_after_utc.
set_opportunity_stageVisible to othersMove an opportunity to another pipeline stage by opportunity_id and stage_id (see list_pipeline_stages).
set_opportunity_stateVisible to othersChange an opportunity's state (e.g. OPEN, WON, LOST, ABANDONED, SUSPENDED) by opportunity_id with for_opportunity_state, plus an optional state_reason.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Insightly from the app list.
2
Paste your key
Enter your Insightly pod and paste your API key, and leave the password empty. In Insightly, click your profile picture › User Settings. In the API section, copy your API key and note the API URL shown under it (for example https://api.na1.insightly.com/v3.1). The pod is the part after api., such as na1.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Insightly?

The AI can search and read contacts, organisations, leads, opportunities, projects, tasks and events, plus pipelines, pipeline stages, lead sources and lead statuses. It can create contacts, organisations, leads, opportunities, tasks and events, add notes to contacts, leads and opportunities, and change an opportunity's stage or state.

Does the AI see my Insightly API key?

No. Your Insightly API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with searches only. Moving an opportunity to another stage or marking it won or lost changes your pipeline figures, and both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Insightly account.

What is the Insightly pod?

Insightly hosts accounts on different pods, and the pod is part of your API address. You find it in User Settings under the API section, in a URL like https://api.na1.insightly.com/v3.1. In that example the pod is na1, and that is what you enter in PipMCP.