Connect-MCP

Insightly MCP by usefulapi

io.usefulapi/insightly · v1.11.1

Read and write Insightly contacts, organisations, leads, opportunities, tasks and notes.

MCPremoteno credentialsCRM & salesTasks & projectsKnowledge & docs

Reported outcomes

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Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 21 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 83/100

What it does: 21 tools · 10 read, 11 write (incl. delete/pay) · CRM & sales, Tasks & projects, Knowledge & docs

Test call insightly_get_current_user: needs a key: HTTP 401 (941 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +5
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://insightly.usefulapi.io/mcp

Tools

21 tools listed at last check
  • insightly_get_current_user Fetch the user the API key belongs to (USER_ID, name, email, admin flag). A cheap way to confirm the key and pod are right, and to get your own id for owner fields. Insightly: GET /Users/Me.
  • insightly_list_users List the users in the Insightly instance — needed to resolve OWNER_USER_ID / RESPONSIBLE_USER_ID. Insightly: GET /Users.
  • insightly_list_records List records of one type — Contacts, Organisations, Leads, Opportunities, Projects, Tasks, Events or Notes — optionally filtered by one field value and/or last-updated time. With field_name + field_value (both required together) or updated_after_utc this uses GET /<Object>/Search; otherwise GET /<Ob
  • insightly_get_record Fetch a single Contact, Organisation, Lead, Opportunity, Project, Task, Event or Note by id, with its custom fields, tags and links. Insightly: GET /<Object>/{id}.
  • insightly_list_record_activity List the Notes, Tasks or Events attached to one Contact, Organisation, Lead, Opportunity or Project — the activity history of that record. Insightly: GET /<Object>/{id}/Notes | Tasks | Events.
  • insightly_search_by_tag List Contacts, Organisations, Leads, Opportunities or Projects carrying a tag. Insightly: GET /<Object>/SearchByTag?tagName=.
  • insightly_list_pipelines List the sales and project pipelines (PIPELINE_ID, name, whether for opportunities or projects). Insightly: GET /Pipelines.
  • insightly_list_pipeline_stages List every pipeline stage (STAGE_ID, PIPELINE_ID, name, order) — map an opportunity's or project's STAGE_ID to a stage name. Insightly: GET /PipelineStages.
  • insightly_list_lead_statuses List the lead statuses defined in the instance (LEAD_STATUS_ID, name, type). Insightly: GET /LeadStatuses.
  • insightly_list_lead_sources List the lead sources defined in the instance (LEAD_SOURCE_ID, name). Insightly: GET /LeadSources.
  • insightly_create_contact Create a contact (first_name is required). Insightly: POST /Contacts.
  • insightly_update_contact Update a contact. Only the fields you pass are changed (v3.1 partial update). Insightly: PUT /Contacts with CONTACT_ID.
  • insightly_create_organisation Create an organisation (company). Insightly: POST /Organisations.
  • insightly_update_organisation Update an organisation. Only the fields you pass are changed. Insightly: PUT /Organisations with ORGANISATION_ID.
  • insightly_create_lead Create a lead (last_name is required). Insightly's schema also marks lead_status_id and lead_source_id as required — get valid ids from insightly_list_lead_statuses / insightly_list_lead_sources. Insightly: POST /Leads.
  • insightly_update_lead Update a lead. Only the fields you pass are changed. Insightly: PUT /Leads with LEAD_ID.
  • insightly_create_opportunity Create a sales opportunity (opportunity_name is required). Insightly: POST /Opportunities.
  • insightly_update_opportunity Update an opportunity's value, probability, dates, owner or details. Only the fields you pass are changed. Insightly: PUT /Opportunities with OPPORTUNITY_ID.
  • insightly_create_task Create a task (title is required). Insightly requires OWNER_USER_ID and COMPLETED on a task: if owner_user_id is omitted it is filled with the API key's own user (via GET /Users/Me), and completed defaults to false. Insightly: POST /Tasks.
  • insightly_update_task Update a task — mark it completed, change due date, status, assignee or details. Only the fields you pass are changed. Insightly: PUT /Tasks with TASK_ID.
  • insightly_add_note Add a note (title + body) to a Contact, Organisation, Lead, Opportunity or Project. Insightly: POST /<Object>/{id}/Notes.

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