Claude Code How to use Insightly with Claude Code
You want Insightly inside Claude Code so it can qualify and convert new leads, keep opportunity follow-up on track, report pipeline health, and coordinate sales handoffs — without you copy-pasting between tabs. Here is the whole setup, once.
Create your Insightly gateway
The gateway is the thing Claude Code connects to, and it is where you decide which Insightly tools an agent may use. You create it once and every client reuses it.
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Create an Arcade account
Sign up and open the dashboard. The free tier is enough to follow this through.
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Create an MCP Gateway and select your Insightly tools
In the dashboard, create a gateway and pick the Insightly tools you want to expose. The gateway is what your client connects to, and it is where tool access is decided.
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Copy your gateway URL
Every client below needs it.
https://api.arcade.dev/mcp/<YOUR-GATEWAY-SLUG>
Connect the gateway to Claude Code
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Add the gateway as a remote HTTP MCP server
claude mcp add arcade --transport http "<YOUR_ARCADE_GATEWAY_URL>"
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Verify it was added
claude mcp get arcade claude mcp list
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Try it out
Open Claude Code in your project and ask it to use one of your Insightly tools.
Full Claude Code guide in the docs steps verified 2026-08-13
Try these Insightly prompts
Claude Code can now act on your Insightly account. Click a prompt to copy it.
Use permissions to limit whether an agent can read CRM records or change opportunities, contacts, and tasks. Pair it with Contextual Access policies so updates such as moving a deal to won or converting a lead can wait for approval.
