INDIVIDUAL MCP TOOL

insightly_get_record

Fetch a single Contact, Organisation, Lead, Opportunity, Project, Task, Event or Note by id, with its custom fields, tags and links.

usefulapi.ionone authenticationAvailability not checked

LIVE ENDPOINT

https://insightly.usefulapi.io/mcp

No auth detected

Connect to this endpoint to inspect the live schema for insightly_get_record and invoke it with your own arguments.

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Inferred read-only · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.insightly-mcp]
url = "https://insightly.usefulapi.io/mcp"
enabled = true

Claude Code

.mcp.json

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

Claude Desktop

Settings → Connectors → Add custom connector

Name: insightly-mcp
Remote MCP URL: https://insightly.usefulapi.io/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

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

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

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

Generic MCP

Client-specific MCP configuration

{
  "name": "insightly-mcp",
  "transport": "streamable-http",
  "url": "https://insightly.usefulapi.io/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

insightly_get_current_user — Fetch the user the API key belongs to (USER_ID, name, email, admin flag).
insightly_list_users — List the users in the Insightly instance — needed to resolve OWNER_USER_ID / RESPONSIBLE_USER_ID.
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.
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_search_by_tag — List Contacts, Organisations, Leads, Opportunities or Projects carrying a tag.
insightly_list_pipelines — List the sales and project pipelines (PIPELINE_ID, name, whether for opportunities or projects).
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_list_lead_statuses — List the lead statuses defined in the instance (LEAD_STATUS_ID, name, type).