io.usefulapi/insightly

up checked 2026-11-11T15:37:26.466Z

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Publisher-provided title

Insightly MCP by usefulapi

Publisher-provided description

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

Summary by lookupd

Reads and writes CRM records in Insightly: contacts, organisations, leads, opportunities, tasks and notes, plus pipelines and users.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http insightly https://insightly.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add insightly --url https://insightly.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (21 tools)

Publisher-provided text

• 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 fie
• 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-
• 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>/{i
• 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 /<Obje
• 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_stat
• 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 use
• 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.

Details

• Version: 1.37.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 649 ms
• First indexed: 2026-11-01T10:05:00.049Z
• Last seen in registry: 2026-11-11T00:17:27.913Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/insightly/

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