Integration

Insightly integration

CRM platform API for managing customer relationships. Handle contacts, organizations, leads, opportunities, and projects. Build sales integrations, customer management tools, and pipeline automation. The base URL must be adjusted to match your pod (found in Insightly User Settings > API Key); known pods include na1 (North America), eu1 (Europe), and au1 (Australia).

Connect Insightly How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Insightly.Built from the 21 Insightly tools below, on the connection you add once.

Common Insightly use cases

Pipeline management
CRM sync
Data lookup
Deduplication
Company lookup
Lead creation setup
Email search
Lead conversion
Deal management
Lead lookup

What you can do with Insightly

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 6 operations

create_contactCreate contactPOSTCreates a new contact record.
delete_contactDelete contactDELETEDeletes a contact record.
get_contactGet contactGETRetrieves complete details for a contact.
list_contactsList contactsGETLists all contacts with pagination.
search_contactsSearch contactsGETSearches contacts by field value.
update_contactUpdate contactPUTUpdates an existing contact record.

Lead, 4 operations

create_leadCreate leadPOSTCreates a new lead record.
get_leadGet leadGETRetrieves complete details for a lead.
list_leadsList leadsGETLists all leads with pagination.
search_leadsSearch leadsGETSearches leads by field value.

Opportunity, 3 operations

create_opportunityCreate opportunityPOSTCreates a new opportunity (deal).
get_opportunityGet opportunityGETRetrieves complete details for an opportunity.
list_opportunitiesList opportunitiesGETLists all opportunities (deals) with pagination.

Organization, 3 operations

create_organisationCreate organisationPOSTCreates a new organisation (account/company).
get_organisationGet organisationGETRetrieves complete details for an organisation.
list_organisationsList organisationsGETLists all organisations (accounts/companies).

Lead source, 1 operation

list_lead_sourcesList lead sourcesGETLists all configured lead sources.

Lead status, 1 operation

list_lead_statusesList lead statusesGETLists all configured lead statuses.

Pipeline, 1 operation

list_pipelinesList pipelinesGETLists all configured pipelines and stages.

Project, 1 operation

list_projectsList projectsGETLists all projects with pagination.

Task, 1 operation

list_tasksList tasksGETLists all tasks with pagination.

Use Insightly from Claude Code, Cursor or Codex

Connect Insightly in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Insightly operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Insightly

Create your workspace
Sign up free. Nothing to install.
Connect Insightly once
Add your Insightly connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Insightly integration FAQ

What can you do with the Insightly integration?

LiveContext exposes 21 operations on Insightly, covering contact, lead, opportunity and organization. Common uses include Pipeline management, CRM sync and Data lookup.