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Matrix / CRM & Deal Management / Insightly

Insightly MCP server

CRM & Deal Management · remote · Up · auth · Docs + endpoint checked 2026-10-22

Insightly has an official hosted MCP server at https://mcp.insightly.com/mcp. It uses OAuth. Sign in with your Insightly email and password, Google, or Microsoft. SSO (such as Okta) isn't supported. Agents can use: search and read records, create records, update records. Last checked 2026-10-31 10:28 PT: Up · auth.

Works in
ClaudeChatGPTClaude Code
Sources: Claude · ChatGPT · Claude Code, checked 2026-10-22
Access
Read + write
Credits
No credits
Plan
Any Insightly plan, including the free trial
Setup
Self-serve
No admin step in the vendor's setup notes. Source: documentation.insightly.com, checked 2026-10-22
Useful for
AEs, SDRs, Sales leaders, RevOps

Insightly MCP endpoint and transport

https://mcp.insightly.com/mcp
Transport
unknown
Docs
Official Insightly MCP docs

Connect Insightly without code

Insightly's docs confirm it works in Claude and ChatGPT. You don't need a terminal or a config file. Check Insightly's docs first: some vendors give you a personal URL or an API key to use in place of the plain endpoint.

Claude (web and desktop app)

If Insightly shows up when you browse connectors in Claude, connect it from there instead. That skips steps 2 to 4.

  1. In Claude, open Customize → Connectors.
  2. Click + Add, then Add custom connector.
  3. Name it “Insightly”, paste the server URL https://mcp.insightly.com/mcp, and click Continue.
  4. Review the sign-in settings Claude detected and click Add.
  5. Click Connect and sign in to Insightly. Then ask Claude something like “What can the Insightly connector do?”

On Team and Enterprise plans, an Owner adds the connector first under Organization settings → Connectors → Add → Custom → Web. Each person then connects it from Customize → Connectors. Free plans can add one custom connector.

Steps from the Claude Help Center: support.claude.com, checked 2026-10-16

ChatGPT

If Insightly has its own plugin in ChatGPT's directory, install that instead.

  1. Go to chatgpt.com/plugins.
  2. Select +, then Add custom MCP server. If you don't see it, your plan or workspace settings may not allow custom servers, so ask your workspace admin.
  3. Enter a name and description. Under Connection, paste the server URL https://mcp.insightly.com/mcp.
  4. Set up sign-in, read the warning, and select I understand and want to continue.
  5. Select Create as a plugin. In a new chat, type @ and pick Insightly.
Steps from the OpenAI developer docs: developers.openai.com, checked 2026-10-16
From Insightly's docs: Claude: add it as a custom connector (Settings > Connectors > Add > Add custom connector). Free Claude plans allow only one custom connector. On Team and Enterprise, an Owner must add Insightly first. ChatGPT: Insightly's steps add it as a custom app in Developer Mode on a paid plan. Insightly says updating records needs Business or Enterprise, and Plus and Pro may only support reading. Microsoft Copilot: add it as an MCP tool on a Copilot Studio agent.Source: documentation.insightly.com, checked 2026-10-22

Developer setup (Claude Code, Cursor)

Add this to .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Remove the // comment line if your client requires strict JSON.

{
  "mcpServers": {
    "insightly": {
      "url": "https://mcp.insightly.com/mcp"
    }
  }
}
  1. Add the endpoint to your client config (above), or as a custom connector in Claude.
  2. Complete the OAuth sign-in. In Claude Code, run /mcp and pick the server.
  3. Test it with a prompt like: “List the tools the Insightly MCP server exposes.”

Insightly MCP authentication

OAuth. Sign in with your Insightly email and password, Google, or Microsoft. SSO (such as Okta) isn't supported.

Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

What it can change

Read + write Some Insightly MCP tools change data, not just read it.

Things it can do in your Insightly account:

Source: documentation.insightly.com, checked 2026-10-22

Review each change before you approve it, especially anything that sends messages or edits records other people rely on.

Cost and credits

No credits

Included on every plan, including the free trial, at no extra cost. No per-request cap beyond the record limits of your Insightly plan.

Source: documentation.insightly.com, checked 2026-10-22

Plan required

Any Insightly plan, including the free trial

Source: documentation.insightly.com, checked 2026-10-22

Admin and governance

Controls Insightly itself provides. Settings inside Claude or ChatGPT aren't counted here.

What the Insightly MCP server can do

Insightly MCP status

Up · auth HTTP 401 · 211 ms · checked 2026-10-31 10:28 PT. Full status and history.

Insightly MCP FAQ

What is the Insightly MCP server URL?

https://mcp.insightly.com/mcp

How does Insightly MCP authenticate?

OAuth. Sign in with your Insightly email and password, Google, or Microsoft. SSO (such as Okta) isn't supported.

Which apps does Insightly MCP work with?

Insightly's docs confirm it works in Claude, ChatGPT and Claude Code. Other apps aren't confirmed in the docs yet.

Can I use Insightly in Claude or ChatGPT without code?

Yes. Insightly's docs confirm it works in Claude and ChatGPT. Add it as a connector in the app settings and sign in. No terminal or config file needed.

Can the Insightly MCP server change my data?

Yes. Some tools change data, for example: create records, update records, link related records. Review each change before you approve it.

Does Insightly MCP use credits?

No credits. Included on every plan, including the free trial, at no extra cost. No per-request cap beyond the record limits of your Insightly plan.

What Insightly plan do I need for MCP?

Any Insightly plan, including the free trial.

Is the Insightly MCP server official?

Yes. It's documented on documentation.insightly.com, last checked 2026-10-22.

Related MCP servers

Build a recipe with Insightly: add your other tools and get a prompt for your assistant.

See all CRM tools with official MCP servers.

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