# Insightly MCP server

Page: https://mcpforgtm.com/tools/insightly
Category: CRM & Deal Management (CRM)
Last verified: 2026-10-22

## Server

- Endpoint: https://mcp.insightly.com/mcp
- Transport: unknown
- Auth: OAuth. Sign in with your Insightly email and password, Google, or Microsoft. SSO (such as Okta) isn't supported.
- Official docs: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server
- Status: Up · auth (daily check, checked 2026-10-31 10:28 PT)

## Works in

- Claude: Yes (source: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)
- ChatGPT: Yes (source: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)
- Claude Code: Yes (source: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)
- Cursor: Not confirmed
- GitHub Copilot: Not confirmed

Setup notes 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: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)

## What it can change

Access: Read + write (source: https://documentation.insightly.com/hc/en-us/articles/53666894886164-Security-Data-and-Privacy-for-the-Insightly-CRM-MCP-Server, checked 2026-10-22)

Write actions (source: https://documentation.insightly.com/hc/en-us/articles/53666894886164-Security-Data-and-Privacy-for-the-Insightly-CRM-MCP-Server, checked 2026-10-22):

- create records
- update records
- link related records

## Cost and credits

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: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)

## Plan required

Any Insightly plan, including the free trial (tier: any) (source: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)

## Setup

Self-serve. No admin step in the vendor's setup notes. (source: https://documentation.insightly.com/hc/en-us/articles/53666895075476-What-Is-the-Insightly-CRM-MCP-Server, checked 2026-10-22)

## Watch out

- It can change data (3 documented write actions). Approve each change.

## Admin and governance

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

- An admin must approve or enable the connection: Not confirmed
- Scopes or permissions can limit what it reaches: Yes (source: https://documentation.insightly.com/hc/en-us/articles/53666894886164-Security-Data-and-Privacy-for-the-Insightly-CRM-MCP-Server, checked 2026-10-22)
- Individual tools can be turned off: Not confirmed
- MCP activity shows in an audit log: Not confirmed

## What agents can use

- search and read records
- create records
- update records
- link related records
- view activities, notes and comments

## Useful for

AEs, SDRs, Sales leaders, RevOps

## Related MCP servers

- Attio (CRM & Deal Management): https://mcpforgtm.com/tools/attio.md
- Salesforce (CRM & Deal Management): https://mcpforgtm.com/tools/salesforce.md
- Pipedrive (CRM & Deal Management): https://mcpforgtm.com/tools/pipedrive.md
- Close (CRM & Deal Management): https://mcpforgtm.com/tools/close.md
- Reevo (CRM & Deal Management): https://mcpforgtm.com/tools/reevo.md

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"Not confirmed" means the vendor's docs don't settle the question. It doesn't mean no.
Source of these facts: StackMCP, an independent directory of official MCP servers (https://mcpforgtm.com/about).