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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

29 tools available in this integration

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.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.

Why agent-optimized tools matter

Built for intent, not API schemas

Ask the agent to "find Acme's open deals, check recent activity, and assign the next task." Arcade helps it use the right Insightly tools without guessing record IDs, pipeline stages, or owner IDs.

Up to 100x fewer tokens

Insightly search and list results return focused records and rollups instead of whole CRM objects. The agent can inspect only the deal, activity, or task details needed for the next decision.

Complete the workflow end to end

Find the organization, inspect contacts, update the opportunity, assign a task, and add a note through one toolkit designed around the complete sales follow-up 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 CRM capabilities as structured actions an AI agent can call through the Model Context Protocol. With access to an Insightly account, the agent can search records, review activity, update sales data, and create follow-up work.

Arcade provides an Insightly MCP server built by Arcade, rather than requiring you to build and maintain the API connection yourself. It adds authenticated tool access, agent-oriented actions, approval workflows, redaction, and controls that work across supported clients.

Arcade agents can search and retrieve leads, contacts, organizations, opportunities, projects, tasks, and notes; summarize pipeline stages and open work; create or update CRM records; advance deals and projects; convert leads; assign tasks; and record notes.

Arcade uses one shared Insightly API key or secret configured for the connection. The actions can reach whatever Insightly account and permissions that credential grants; there is no separate OAuth scope set described for individual actions.

No. This connection uses one shared API key or secret configured once, rather than having every user authorize a separate Insightly account. All agent activity runs through the account and permissions attached to that credential.

Yes. Contextual Access policies can require human approval before consequential Insightly actions, such as converting a lead, changing a deal stage, updating records, assigning work, or creating a note. The call proceeds only after the policy is satisfied.

Arcade proxies Insightly API calls and does not persist your CRM content as part of normal tool execution. Credentials are brokered and stored encrypted at rest, and the model never receives them.

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.

Arcade refreshes access while the authorization remains valid. If the shared key is revoked, rotated, or can no longer be used, calls stop until the credential is reconfigured.

Insightly's API rate limits and account quotas still apply to calls made through Arcade. Arcade does not remove those limits, so high-volume searches and CRM updates must stay within the limits of the connected Insightly 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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