Insightly MCP by usefulapi

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Docs, sheets & office work

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

https://insightly.usefulapi.io/mcp

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

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

{
  "servers": {
    "insightly": {
      "type": "http",
      "url": "https://insightly.usefulapi.io/mcp"
    }
  }
}

https://insightly.usefulapi.io/mcp

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain 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 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 / /Search; other

• 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 / /{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 / /{id}/Notes | Tasks | Events.

• insightly_search_by_tag

  List Contacts, Organisations, Leads, Opportunities or Projects carrying a tag. Insightly: GET / /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 / /{id}/Notes.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 12 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 21 tool descriptions and found no hidden instructions to the AI

Compared with others in Docs, sheets & office worki

• More stars than 0% of the other 2169 servers in this category
• Published to the registry more recently than 95% of the other 2169 servers in this category
• Basic checks equal to or better than 100% of the other 2169 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

README from the maker

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