All Providers/Customer Relations/Insightly

Insightly

Insightly is a CRM platform that helps businesses manage customer relationships, sales, and project pipelines. Use it to improve client engagement and streamline business processes.

This Insightly MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

FIELDS

Official Website

Tools From This Provider (28)

Insightly List Activity Sets

Retrieve a list of activity sets used for managing recurring tasks or events in projects. Use this when you need to streamline repetitive project activities. It returns detailed information about...

Insightly List Contacts

Fetch a list of contacts from your database to manage client relationships effectively. Ideal for gaining a comprehensive view of client data or updating your records. This tool returns contact...

Insightly List Countries

Acquire a comprehensive list of countries for use in global business operations or client location management. This is useful for creating forms or reports that require country selection. The tool...

Insightly List Currencies

Obtain a list of currencies available for transacting business across different regions. Use this when setting up financial records or integrating with international clients. It provides currency...

Insightly List Emails

Access a list of emails to track client communication history or manage your contact outreach. Employ this when you need a detailed view of communication threads. It returns emails with contents,...

Insightly List Events

Retrieve a list of events to efficiently organize and manage your business calendar. This is beneficial when coordinating meetings or project milestones. The output includes event details like time,...

Insightly List Knowledge Article Categories

Fetch a list of knowledge article categories to categorize and manage your institutional knowledge effectively. Use this for organizing resources or training materials. It returns category names and...

Insightly List Knowledge Article Folders

Acquire a list of folders for organizing knowledge articles, enhancing your data management strategy. This is ideal when structuring how articles are stored and accessed. The tool returns folder...

Insightly List Knowledge Articles

List all knowledge articles to streamline access to important information or training materials. Ideal for maintaining current knowledge resources or making updates. Returns article titles, contents,...

Insightly List Lead Sources

Retrieve a list of lead sources to track and analyze the origins of your business leads. Use this for identifying effective marketing channels. It provides names and details of each lead source, with...

Insightly List Lead Statuses

Retrieve a list of lead statuses from your Insightly CRM to understand the different stages of your leads' lifecycle. Use this tool when you need to analyze or update lead workflow processes. It...

Insightly List Milestones

Retrieve a list of milestones from your project pipelines to track important deadlines and project progress. Ideal for project managers needing to overview project timelines. Returns detailed...

Insightly List Notes

Fetch a comprehensive list of notes linked to various records in your CRM account to keep track of communications and information. Use it to review past interactions or meetings. The endpoint returns...

Insightly List Opportunities

Access a list of sales opportunities stored in your CRM system to manage potential business deals efficiently. Use this tool to prioritize sales efforts and strategize closing deals. It provides...

Insightly List Opportunity Categories

Obtain a list of opportunity categories defined in your Insightly CRM for clear organization and sorting of sales deals. Use it to assign or analyze categories for current and potential deals. It...

Insightly List Opportunity State Reasons

Retrieve a list of reasons why sales opportunities are in their current state, helping to analyze sales outcomes in your CRM. Use this for understanding and categorizing the status reasons behind...

Insightly List Organisations

List all organizations in your Insightly CRM to manage business partnerships and client relationships effectively. Perfect for keeping track of client or vendor organizations. Returns detailed...

Insightly List Pipeline Stages

Get a list of stages in your CRM's various pipelines to track the progress of sales or project workflows. Useful for managers tracking task progressions. Returns complete details about each stage....

Insightly List Pipelines

Fetch all sales and project pipelines to analyze and manage workflow processes within your CRM. Use this when setting up new processes or reviewing current ones. It returns pipeline identifiers and...

Insightly List Project Categories

Retrieve a list of project categories from your Insightly account to organize projects by type or priority. This tool is useful for project managers looking to streamline project classification. It...

Insightly List Projects

Retrieve a list of projects from your Insightly CRM. Use this when you want to monitor or manage ongoing projects and their progress. It returns project details, filtered by parameters like...

Insightly List Prospects

Access a list of prospects stored in your Insightly system. Ideal for sales and marketing teams looking to follow up with potential clients. The endpoint provides prospect information with options to...

Insightly List Relationships

Obtain a comprehensive list of relationships between contacts and organizations in your CRM. Use this tool when analyzing or managing organizational connections. It provides relationship data that...

Insightly List Task Categories

List all task categories configured in your Insightly account to help organize tasks effectively. Use it to ensure tasks are consistently categorized for better project management. Returns task...

Insightly List Tasks

Fetch a collection of tasks from your CRM to track or modify task-related activities. It is particularly useful for project managers needing to oversee task statuses and deadlines. The endpoint...

Insightly List Team Members

Retrieve data on team members from your Insightly database. This is useful for HR or project leads wanting an overview of team composition. It provides detailed member information and can be narrowed...

Insightly List Teams

Access a list of all teams within your organization as recorded in Insightly. Use this to manage team structures or allocate resources efficiently. It provides team details and allows filtering using...

Insightly List Users

List all users in your Insightly account, helping administrators manage access and user roles. Use it to ensure all user accounts are active and up-to-date. It returns user information and can be...

Related Bundles (1)

Insightly Tools

Customer Relations

Insightly is a CRM platform that helps businesses manage customer relationships, sales, and project pipelines. Use it to improve client engagement and streamline business processes.

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

28

Quick Links

Official Website

Need Help?

Having trouble configuring Insightly? Check the available resources below.

Browse Other Providers

Insightly MCP Server - MCP Bundles • MCP Providers