What Is the Insightly CRM MCP Server?

You can now connect your AI assistant to Insightly and work your CRM straight from the conversation window.

ℹ️ Ready to connect? Jump to the setup steps ▶

Ask in plain language for what you need, and the assistant looks it up, checks it against your pipeline, or makes the change. No technical background is required.

If you can write a prompt in your AI assistant, you can use the MCP Server. Connect your account, then ask for what you need the way you'd ask a colleague.

How to connect

The Insightly CRM MCP Server works with AI assistants that support the Model Context Protocol (MCP) and OAuth sign-in, including Claude, ChatGPT, and Microsoft Copilot. The setup guides below cover those three. Assistants that require manual OAuth setup aren't supported yet.

ℹ️ Subject to HIPAA? The Insightly CRM MCP Server is not currently covered by Insightly's Business Associate Agreement. If your organization is subject to HIPAA, do not use the MCP Server with protected health information. For questions about HIPAA and Insightly, contact legal@unbounce.com.

Before you get started

• You need an active Insightly account and an active account with the AI assistant you want to connect.
• MCP access is included on every Insightly plan, including the free trial. No add-on or upgrade required.
• The assistant connects using your own Insightly login and only has access to what you can already see and do in Insightly. See Security, Data, and Privacy for the Insightly CRM MCP Server for details.
• Sign in with your Insightly email and password, or your Google or Microsoft login. SSO sign-in, such as Okta, is not supported yet.

ℹ️ Working with lots of records? The MCP Server acts on one record at a time. There is no bulk create or update, and no per-request cap beyond the record limits of your Insightly plan. For large changes, build the list with the assistant and apply it with Insightly's import tools. See Best practices below.

Whichever assistant you use, a few things are true once you've signed in:

ℹ️ The assistant acts as you. It works through your own Insightly login and respects your existing role and permissions. If you don't have access to a record or object directly in Insightly, you won't have access to it through the assistant either.

ℹ️ You can only connect to one Insightly instance at a time. If you need to work in a different instance, disconnect and reconnect to switch.

ℹ️ If the connection stops working, disconnect the Insightly connector in your assistant's settings and connect it again. Turning it off and on within a chat isn't enough.

ℹ️ Keep your custom field and object descriptions accurate. Your AI assistant reads the description of each custom object and custom field to understand what it's for. Review the descriptions for your custom objects and fields before you start, and update any that may be vague or outdated.

What you can do

Show up prepared, every time

Ask for a brief on an upcoming call and get the account's contacts, open and won opportunities, and recent activity pulled together in one place.

Example: "Give me a one-page brief on Gainesville Creative: the org record, contacts and their roles, every open and won opportunity, and the last 10 activities."

If you've connected your calendar too, ask by meeting instead of by name:

Example: "Build me a brief for my call with Gainesville Creative tomorrow."

Create focus across your accounts

Ask which opportunities deserve a closer look this week, based on the fields you already track in Insightly.

Example: "Which opportunities closing in the next 90 days are still at an early stage? List each with its stage, owner, and close date."

You can also ask about lead performance by channel:

Example: "Which lead source actually produced the most revenue last quarter, not just the most leads? Break it down by source and total the won amount."

If you've connected your email, start the day by asking what needs your attention:

Example: "What's in my inbox that actually needs me today?"

If you've connected Slack, catch up on channels without scrolling through everything:

Example: "What did I miss in my channels today?"

You can also review new leads by source and status:

Example: "Which leads came in from a webinar or gated content in the last two weeks? List them with the owner, lead status, and how many days since they came in, oldest first."

Turn insight into action

Ask what's working in your won and lost deals, which competitors show up most often, or which accounts are ready for a reference request.

Example: "Pull our lost deals from the last 90 days where the reason was pricing or product fit. Summarize the main themes and give me a few examples."

Example: "Find won accounts that agreed to be a reference, and show me the ones closest in fit to a mid-market consulting company that uses Insightly Marketing. Rank the best fits and give a rationale."

Connecting other tools

The MCP Server works on Insightly data alone. If you also connect other tools you use to run your business, such as Google Calendar, Gmail, Zoom, Slack, Gong, or Asana, the assistant can combine that context with your Insightly data automatically. Which tools you connect, if any, is up to you.

What it can't do

The MCP Server can't delete Insightly records, and it can't change system or administrative settings. It's built for querying and analyzing the data you've already captured.

It also works at the record level, not the report level. It can search, read, and summarize the records you point it at, but it doesn't run Insightly Reports or Dashboards. For questions like counts or groupings, the assistant works them out from the records it retrieves, which is quick for targeted questions and slower if you ask it to go through everything at once.

Confirmation before an update or addition is written to your CRM is handled by your AI assistant, not by Insightly. Claude and ChatGPT prompt for confirmation, and settings within the assistant can affect this.

When you ask a question, your AI assistant requests CRM data from Insightly to answer it, and that data is handled under your AI provider's terms.

Availability

MCP access is included on every Insightly plan, including the free trial. There's no add-on and no upgrade required.

Best practices

• Start with a single record before asking for a wider change. The assistant works one record at a time, so it's easy to check the result before you go further.
• Always review changes the assistant proposes before confirming them.
• Be specific about which account, opportunity, or object you mean.

Disconnecting

You can disconnect the Insightly connector from within your AI assistant's settings. Disconnecting stops the assistant using the connection, but does not immediately revoke the underlying authorization on Insightly's side. The refresh token expires after 30 days. To end a user's access immediately, for example when they leave your organization, an admin can disable or delete the user in Insightly.

Frequently asked questions