Cursor

How to use Insightly with Cursor

You want Insightly inside Cursor 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 Cursor connects to, and it is where you decide which Insightly tools an agent may use. You create it once and every client reuses it.

Create an Arcade account

Sign up and open the dashboard. The free tier is enough to follow this through.
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.
Copy your gateway URL

Every client below needs it.
```
https://api.arcade.dev/mcp/<YOUR-GATEWAY-SLUG>
```

Create a Insightly gateway Opens the gateway builder in your Arcade dashboard.

Connect the gateway to Cursor

Heads up

Cursor does not refresh MCP OAuth tokens automatically. For a persistent connection, set Authorization to “Arcade Headers” on the gateway in the dashboard.

Open MCP settings

Command Palette (⌘⇧P / Ctrl+Shift+P) → Open MCP Settings, then click “New MCP Server”.

Add the gateway to mcpServers

{
  "mcpServers": {
    "mcp-arcade": {
      "url": "https://api.arcade.dev/mcp/<YOUR-GATEWAY-SLUG>"
    }
  }
}

Try it out

Ask Cursor to use one of your Insightly tools.

Full Cursor guide in the docs steps verified 2026-08-13

Try these Insightly prompts

Cursor 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.

How to use Insightly with Cursor

Create your Insightly gateway

Create an Arcade account

Create an MCP Gateway and select your Insightly tools

Copy your gateway URL

Connect the gateway to Cursor

Open MCP settings

Add the gateway to mcpServers

Try it out

Try these Insightly prompts

Ready to actually ship your agent?