# Insightly MCP server

Source: https://agentic-cmms.klementine.xyz/integrations/insightly

> Give AI agents access to Insightly opportunities, projects and organisations, so your team can follow each customer from won deal to finished install.

Insightly is a CRM that keeps sales and delivery close together. Teams track leads, organisations, contacts and opportunities, and when a deal is won they can turn it into a project with its own tasks and milestones. That suits businesses that sell an installation, a fit-out or a service contract and then have to deliver it.

The link between sale and delivery is useful, but checking it still means opening records one by one. When a customer calls about an install, someone has to find the opportunity, the project, the open tasks and the notes. An AI agent connected through Agentic CMMS does that lookup in one step and can add context from your maintenance and finance systems.

## What your AI agent can do with Insightly

- **Track a win into delivery.** "The Ashcombe Studios opportunity was won last month. What stage is its project at, and which tasks are late?"
- **List open opportunities by pipeline.** "Show opportunities in the Service Contracts pipeline with a forecast close date this quarter."
- **Read an organisation's record.** "What do we know about Lowther Estates: contacts, opportunities, projects and recent notes?"
- **Assign a task.** "Create a task for Dan to confirm the commissioning date with Fairfield Bakery, due Friday."
- **Check milestones.** "Which project milestones are due next week across all customers?"
- **Update an opportunity.** "Set the probability on the Burnside Pumps opportunity to 70 per cent and add a note on the pricing call."
- **Find people.** "Who are the contacts at Merrow Hospital, and which of them signed the last contract?"

## Insightly with your other systems

A finished project in Insightly is the start of an asset's life. These connections follow it.

- Check that every installation project in Insightly has matching assets and a maintenance plan in [MPulse](/integrations/mpulse).
- Compare Insightly project tasks with the detailed work plan your engineers keep in [Asana](/integrations/asana).
- Find the handover pack and drawings for a customer site in [Dropbox](/integrations/dropbox).
- See which completed projects still have unpaid invoices in [Xero](/integrations/xero).

## From sale to site to service

For installers and engineering contractors, the risk sits in the handover: a deal is won, a project is delivered, and the maintenance contract is forgotten. An agent that reads Insightly next to your maintenance system can show which customers have no service plan after an install.

The agent helps with the return journey too. When a maintenance contract comes up for renewal, it can pull the original opportunity, the installation project and the service history together, so the account manager starts the conversation with a full record of what you delivered.

Each person approves their own agent with read-only or read and write access. Owners and admins choose which roles may use each Insightly tool, and every call goes into the activity log.

## Questions and answers

### Can Claude follow an Insightly opportunity into its project?

Yes. The agent reads the opportunity, the project created from it and the tasks and milestones on that project, so you see the whole path from sale to delivery.

### Can the agent create tasks in Insightly?

With read and write access it can create a task, link it to an organisation, opportunity or project, and assign it to a teammate.

### How is customer data protected when an agent reads Insightly?

Your Insightly credentials are encrypted and never shown to the agent. Each person approves their own agent, and every call is recorded in a tamper-evident activity log.