Insightly MCP by usefulapi

Insightly MCP by usefulapi

Use Insightly from Claude, Cursor, or any MCP client — search and read contacts, organisations, leads, opportunities, projects and tasks, and create or update records and notes. Hosted, no local install: connect with your own Insightly credentials.

Live endpoint: https://insightly.usefulapi.io/mcp · Homepage: https://usefulapi.io/insightly

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://insightly.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http insightly https://insightly.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

{
  "mcpServers": {
    "insightly": {
      "url": "https://insightly.usefulapi.io/mcp"
    }
  }
}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Insightly credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/insightly/

On first connect you'll provide your Insightly API key and pod (User Settings → API). They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

Tool	Type	What it does
insightly_get_current_user	read	Get the current user
insightly_list_users	read	List users
insightly_list_records	read	List or search records
insightly_get_record	read	Get one record
insightly_list_record_activity	read	List a record's notes, tasks or events
insightly_search_by_tag	read	Find records by tag
insightly_list_pipelines	read	List pipelines
insightly_list_pipeline_stages	read	List pipeline stages
insightly_list_lead_statuses	read	List lead statuses
insightly_list_lead_sources	read	List lead sources
insightly_create_contact	write	Create a contact
insightly_update_contact	write	Update a contact
insightly_create_organisation	write	Create an organisation
insightly_update_organisation	write	Update an organisation
insightly_create_lead	write	Create a lead
insightly_update_lead	write	Update a lead
insightly_create_opportunity	write	Create an opportunity
insightly_update_opportunity	write	Update an opportunity
insightly_create_task	write	Create a task
insightly_update_task	write	Update a task
insightly_add_note	write	Add a note to a record
insightly_usage_status	meta	Usage status (free-tier meter)
insightly_request_feature	meta	Request a missing feature
insightly_upgrade	meta	Upgrade to Pro (unlimited*)
insightly_cancel_subscription	meta	Cancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with insightly_upgrade (it returns a Stripe Checkout link). Cancel any time with insightly_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running insightly_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by Insightly.