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Insightly MCP Server
for AI Agents

Connect your AI agent to StackOne's Insightly MCP server and give it 64 MCP tools out of the box. Auth, tool execution, and security all managed.

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Insightly MCP Server
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64 Agent Actions

Create, read, update, and delete across Insightly — and extend your agent's capabilities with custom actions.

MCP Actions → Build Actions →

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Insightly MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Insightly tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Insightly call.

Tools Discovery →

What is the Insightly MCP Server?

A Insightly MCP server lets AI agents read and write Insightly data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Insightly MCP server ships with 64 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Insightly MCP Tools

Every action from Insightly's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

Contacts

  • Create Contact

    Creates a new contact in Insightly.

  • List Contacts

    Returns a paginated list of contacts.

  • Search Contacts

    Searches contacts by a single field name and value.

  • Get Contact

    Returns full details of a single contact by RECORD_ID.

  • Update Contact

    Updates an existing contact. CONTACT_ID in body identifies which contact.

  • Delete Contact

    Permanently deletes a contact by RECORD_ID.

Events

  • Create Event

    Creates a new calendar event in Insightly. START_DATE_UTC and END_DATE_UTC are required.

  • List Events

    Returns a paginated list of calendar events. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after_utc to filter by recent updates.

  • Get Event

    Returns full details of a single calendar event by EVENT_ID.

  • Update Event

    Updates an existing calendar event. EVENT_ID is sent in the body and identifies the record to update.

  • Delete Event

    Deletes a calendar event by EVENT_ID. Returns 202 Accepted on success.

Leads

  • Create Lead

    Creates a new lead in Insightly. LAST_NAME, LEAD_STATUS_ID, and LEAD_SOURCE_ID are required.

  • List Leads

    Returns a paginated list of leads.

  • Search Leads

    Searches leads by a single field name and value.

  • Get Lead

    Returns full details of a single lead by RECORD_ID.

  • Update Lead

    Updates an existing lead. LEAD_ID in body identifies which lead.

  • Delete Lead

    Permanently deletes a lead by RECORD_ID.

Notes

  • Create Note

    Creates a new note in Insightly, attached to a parent record (Contact, Lead, Opportunity, Organisation, or Project).

  • List Notes

    Returns a paginated list of notes. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after_utc to filter by recent updates.

  • Get Note

    Returns full details of a single note by NOTE_ID.

  • Update Note

    Updates an existing note. NOTE_ID is sent in the body and identifies the record to update.

  • Delete Note

    Deletes a note by NOTE_ID. Returns 202 Accepted on success.

Opportunities

  • List Opportunities

    Returns a paginated list of opportunities.

  • Search Opportunities

    Searches opportunities by a single field name and value.

Opportunitys

  • Create Opportunity

    Creates a new opportunity in Insightly.

  • Get Opportunity

    Returns full details of a single opportunity by RECORD_ID.

  • Update Opportunity

    Updates an existing opportunity. OPPORTUNITY_ID in body identifies which opportunity.

  • Delete Opportunity

    Permanently deletes an opportunity by RECORD_ID.

Organisations

  • Create Organisation

    Creates a new organisation in Insightly.

  • List Organisations

    Returns a paginated list of organisations.

  • Search Organisations

    Searches organisations by a single field name and value.

  • Get Organisation

    Returns full details of a single organisation by RECORD_ID.

  • Update Organisation

    Updates an existing organisation. ORGANISATION_ID in body identifies which organisation.

  • Delete Organisation

    Permanently deletes an organisation by RECORD_ID.

Pipeline Stages

  • List Pipeline Stages

    Returns a paginated list of pipeline stages.

  • Get Pipeline Stage

    Returns full details of a pipeline stage by STAGE_ID.

Pipelines

  • List Pipelines

    Returns a paginated list of pipelines.

  • Get Pipeline

    Returns full details of a pipeline by PIPELINE_ID.

Products

  • Create Product

    Creates a new product in Insightly. PRODUCT_NAME, DEFAULT_PRICE, and ACTIVE are required; provide other fields as needed.

  • List Products

    Use this for unfiltered or recently-updated browsing of products. For exact-match filtering by a specific field value, use search_products.

  • Search Products

    Search products by a specific field name and value with offset pagination.

  • Get Product

    Returns full details of a single product by PRODUCT_ID.

  • Update Product

    Updates an existing product. PRODUCT_ID in body identifies which product.

  • Delete Product

    Permanently deletes a product by PRODUCT_ID.

Projects

  • Create Project

    Creates a new project in Insightly. PROJECT_NAME and STATUS are required; provide other fields as needed.

  • List Projects

    Returns a paginated list of projects. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after_utc to filter by recent updates.

  • Search Projects

    Search projects by a specific field name and value with offset pagination.

  • Get Project

    Returns full details of a single project by PROJECT_ID.

  • Update Project

    Updates an existing project. PROJECT_ID is sent in the body and identifies the record to update.

  • Delete Project

    Deletes a project by PROJECT_ID. Returns 202 Accepted on success.

Tasks

  • Create Task

    Creates a new task in Insightly. TITLE, COMPLETED, and OWNER_USER_ID are required; provide other fields as needed.

  • List Tasks

    Returns a paginated list of tasks. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after_utc to filter by recent updates.

  • Search Tasks

    Search tasks by a specific field name and value with offset pagination.

  • Get Task

    Returns full details of a single task by TASK_ID.

  • Update Task

    Updates an existing task. TASK_ID is sent in the body and identifies the record to update.

  • Delete Task

    Deletes a task by TASK_ID. Returns 202 Accepted on success.

Users

  • List Users

    Returns a paginated list of users in the Insightly instance.

  • Get User

    Returns full details of a user by USER_ID.

Other (6)

  • List Countries

    Returns the static list of countries used by Insightly addresses.

  • List Currencies

    Returns the static list of currencies supported by Insightly.

  • List Lead Sources

    Returns all lead source definitions configured in the Insightly tenant.

  • List Lead Statuses

    Returns all lead status definitions configured in the Insightly tenant.

  • List Tags

    Returns tags attached to a specific Insightly record. Insightly has no global /Tags endpoint — tags are stored per record under the parent entity.

  • Get Current User

    Returns the authenticated user's record.

Insightly AI Agent Use Cases

Connect your AI agent to Insightly and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

View
SalesforceHubSpotPipedriveGongFirefliesGmailMicrosoft OutlookGoogle Calendar
Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

View
SalesforceHubSpotPipedriveZoho CRMCloseFreshsalesGmailOutlook
Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

View
SalesforceHubSpotOutreachSalesloftLemlistPipedriveCloseGmail
More Sales & CRM use cases

Set Up Your Insightly MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Insightly in under 10 lines of code.

MCP Clients

Claude Desktop setup guide
Claude Code setup guide
Cursor setup guide
Goose setup guide

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Platform Resources

MCP Code Mode: Keeping Tool Responses Out of Agent Context

Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.

11 min

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.

12 min

Insightly MCP Server FAQ

Does StackOne have a Insightly MCP server?
Yes. StackOne offers a hosted Insightly MCP server with 64 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Insightly MCP server vs direct API integration — what's the difference?
A Insightly MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Insightly. A Insightly MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Insightly at runtime. StackOne provides both.
How does Insightly authentication work for AI agents?
Insightly authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Insightly account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Insightly MCP tools vulnerable to prompt injection?
Yes — Insightly MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Insightly agent and how do I avoid it?
Context bloat happens when Insightly tool schemas and API responses eat your Insightly agent's memory, preventing it from reasoning effectively. A single Insightly query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Insightly agent can access?
Yes — you can limit which actions your Insightly agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Insightly MCP server?
Yes — you can create custom agent actions for your Insightly MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Insightly's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Insightly MCP server?
Skip a Insightly MCP server if your integration is purely software-to-software — direct Insightly API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Insightly actions at runtime.
What AI frameworks and AI clients does the StackOne Insightly MCP server support?
The StackOne Insightly MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.

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