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Insightly MCP Tools for AI Agents

Let an agent find leads and contacts, update opportunities, assign tasks, log notes, and summarize pipeline stages in Insightly.

Available Tools

32 tools available in this integration

Insightly.AggregateOpportunities

Roll up opportunities by pipeline stage with a count and summed value per stage.

Insightly.ConvertLead

Convert a qualified lead into a contact (when the lead names a person), an organization

Insightly.CreateNote

Log a note against one CRM record.

Insightly.GetContact

Retrieve a single contact by its identifier.

Insightly.GetCurrentUser

Return the identity of the authenticated Insightly user (the "who am I" for this account).

Insightly.GetLead

Retrieve a single lead by its identifier.

Insightly.GetMyOpenWork

Roll up one user's open deals and open tasks in a single call.

Insightly.GetOpenWork

Roll up one user's open deals and open tasks in a single call.

Insightly.GetOpportunity

Retrieve a single opportunity by its identifier.

Insightly.GetOrganization

Retrieve a single organization by its identifier.

Insightly.GetProject

Retrieve a single project by its identifier.

Insightly.GetRecordActivity

Gather one record's recent notes and open tasks in one call, plus the deal stage.

Insightly.GetTask

Retrieve a single task by its identifier.

Insightly.ListLeadFieldOptions

List the account's configured lead statuses and lead sources so a natural-language

Insightly.ListPipelineStages

List a pipeline's stages in their defined order, so stage moves target real stages.

Insightly.ListPipelines

List the configured pipelines, optionally filtered to opportunity or project pipelines.

Insightly.ListUsers

List the users in the account, for attributing and assigning records.

Insightly.SaveContact

Create or update a contact.

Insightly.SaveLead

Create or update a lead.

Insightly.SaveOpportunity

Create or update an opportunity, including advancing its stage and recording won/lost.

Insightly.SaveOrganization

Create or update an organization.

Insightly.SaveProject

Create or update a delivery project, including advancing its stage.

Insightly.SaveTask

Create or update a task, optionally linked to a deal, project, contact, or org.

Insightly.SearchContacts

Find contacts by name, email, or organization.

Insightly.SearchLeads

Find leads by name, email, conversion state, or status.

Insightly.SearchNotes

Read notes most recently created first within the scanned window, account-wide or for one

Insightly.SearchOpportunities

Find opportunities by name, state, pipeline, or organization.

Insightly.SearchOrganizations

Find organizations by name or domain.

Insightly.SearchProjects

Find projects by name, status, or pipeline.

Insightly.SearchTasks

Find tasks by title, status, completion, due date, owner, or link.

Insightly.SummarizePipeline

Roll up opportunities by pipeline stage with a count and summed value per stage.

Insightly.WhoAmI

Return the identity of the authenticated Insightly user (the "who am I" for this account).

Why agent-optimized tools matter

Built for intent, not API schemas

Ask the agent to "find the open opportunities for Acme and create a follow-up task." Arcade picks the right Insightly tools without guessing organization or opportunity IDs.

Up to 100x fewer tokens

Insightly searches return matching records in the account's default order, while record details and activity are fetched only when needed, so the agent avoids loading every deal, contact, and task.

Complete the workflow end to end

Find an organization, inspect its open opportunities, read recent activity, create a follow-up task, and advance the deal stage through one toolkit designed around the complete sales task.

Make actions predictable and controlled

Arcade tools return structured results and useful errors across users and runs. Teams can apply scope restrictions, redaction, and approval policies so agents follow the same controls every time.

Securing Insightly

The more capabilities agents get, the more useful they are. However, more capabilities bring more risks of undesired effects such as data loss and exfiltration.

This is why Arcade provides you with contextual rules that dictate how and when a tool is allowed to run. Arcade’s contextual access lets you govern tool visibility and behavior at every stage of execution and control who can see a tool, what inputs are allowed, and what comes back.

Learn about Contextual Access Policies

For Insightly, you can implement some of these policies:

Access when tools are listed for a user
  • Hide Insightly.ConvertLead from agents unless the roles your IDP marks as sales managers are active, so an agent cannot turn an unqualified lead into a contact or organization.
  • Restrict Insightly.SaveOpportunity to agents operating under your deal-owner or sales-operations role, so unapproved automation cannot change deal stages or mark opportunities won or lost.
  • Deny Insightly.SaveTask to agents outside the roles your IDP marks as team leads, so they cannot create assignments for other users or alter delivery work without authority.
Pre-execution before each tool call
  • Require human approval before Insightly.CreateNote runs, so an agent cannot permanently attach an inaccurate or confidential note to a customer record.
  • Block Insightly.SaveContact when the request contains personal data outside your approved CRM fields, so an agent cannot write sensitive details into contact records.
  • Require human approval before Insightly.SaveProject changes a project stage or creates a project, so an agent cannot alter delivery commitments without review.
Post-execution after the tool returns
  • Redact phone numbers, personal email addresses, and home addresses from Insightly.GetContact results before they reach the model.
  • Strip note bodies and task descriptions from Insightly.GetRecordActivity results, leaving record identifiers, stages, and dates without exposing private customer context.
  • Redact email addresses, phone numbers, and other personal profile fields from Insightly.ListUsers results, so the model receives user identities without private contact details.

How to use Insightly with your agent

Pick your MCP client below and follow the setup to connect Insightly through Arcade. Configure the shared API key once, then let your agent use the available CRM actions.

Your questions, answered

An Insightly MCP server exposes Insightly CRM capabilities as structured tools that an AI agent can call through the Model Context Protocol. With the required API key or secret, an agent can search and update leads, contacts, organizations, opportunities, projects, tasks, and notes.

Insightly does not provide the first-party MCP endpoint described here. Arcade provides the MCP gateway, shared-credential handling, approval workflows, redaction, and controlled access to Insightly actions from supported clients.

Arcade agents can search and retrieve leads, contacts, organizations, opportunities, projects, tasks, and notes; create or update those records; convert qualified leads; assign work; log notes; advance deal and project stages; and summarize open work and pipeline value. They cannot perform arbitrary Insightly operations outside these actions.

Arcade uses the shared Insightly API key or secret configured for the integration. Insightly permissions available to the agent are the permissions granted to that credential; this setup does not use separate per-user OAuth scopes.

No. This integration uses one shared API key or secret configured once, rather than each user connecting a separate Insightly account. Arcade brokers the credential, and the model never receives it.

Yes. Contextual Access policies can require human approval before consequential Insightly actions such as converting a lead, creating or updating records, changing an opportunity or project stage, or creating a task or note. The call proceeds only after the policy conditions are satisfied.

Arcade proxies Insightly API calls and does not persist your Insightly content as part of normal tool execution. The API key or secret is brokered and stored encrypted at rest, and the model never receives the credential.

Any framework or client that can connect to Arcade's MCP gateway or tool APIs works, including LangChain, OpenAI Agents, CrewAI, Claude Desktop, Claude Code, Cursor, Visual Studio Code, Microsoft Copilot Studio, and GitHub Copilot.

There is no per-user OAuth refresh for this shared-key integration. If the Insightly key or secret is revoked, rotated, or can no longer be used, calls stop until the credential is reconfigured.

Insightly's API rate limits and account-level restrictions still apply to calls made through Arcade. The integration does not remove those limits; plan workloads around the limits attached to the configured Insightly credential and account.

Ready to actually ship your agent?

Connect your agent to Insightly with a shared API key, agent-optimized tools and approval controls for consequential actions.

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