Insightly Sales & Contacts MCP server ​

The Insightly Sales & Contacts MCP server enables LLMs to interact with Insightly for sales-cycle record management through natural conversation. It provides tools to find and update contacts and organizations, capture and progress unqualified leads, convert qualified leads into contacts, and manage opportunities in the deal pipeline, without requiring direct interaction with the Insightly interface.

Uses ​

Use the Insightly Sales & Contacts MCP server to perform the following actions:

• List contacts and organizations by name or owner
• Retrieve a specific contact or opportunity
• Log new, unqualified leads and update their details as qualification progresses
• Convert a qualified lead into a contact, and optionally an organization and opportunity
• Register an already-qualified contact without going through lead qualification
• Search, review, and open sales opportunities in the deal pipeline
• Progress an existing opportunity's stage, amount, state, or owner
• Update any field on an existing contact record

Example prompts ​

Use the following example prompts to invoke Insightly Sales & Contacts MCP server tools:

• Find the contact for Amal Hassan at Acme Corp.
• Log Dana Ortiz from the conference as a new lead.
• Update the title on this lead to VP of Operations.
• Convert this lead into a contact and opportunity.
• Qualify this lead but don't open a deal yet.
• Add Cruz Nguyen as a contact, they're a referral.
• What deals do I have open?
• Show me Acme Corp opportunities in Negotiation.
• Open a $50,000 Acme Corp renewal closing September 30.
• Mark the Acme Corp deal as Won.

Insightly Sales & Contacts MCP server tools ​

The Insightly Sales & Contacts MCP server provides the following tools:

Install the Insightly Sales & Contacts MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

Insightly Sales & Contacts connection setup ​

How to use Insightly Sales & Contacts MCP server tools ​

Refer to the following sections for detailed information on available tools:

search_contacts tool ​

The search_contacts tool lists contacts by name or owner. Your LLM uses this tool to find a contact's ID.

Try asking:

• Find the contact for Amal Hassan.
• List contacts owned by Cruz Nguyen.
• Find the contact named Dana Ortiz.
• Show me the next page of contacts owned by Dana Ortiz.

get_contact tool ​

The get_contact tool retrieves a contact by ID. Your LLM uses this tool to review a contact's email, phone, linked organization, or opportunity IDs.

Try asking:

• Show me the full details for this contact.
• What organization is this contact linked to?
• Pull up Amal Hassan's contact record.
• What opportunities are linked to this contact?

create_contact tool ​

The create_contact tool adds a known or qualified contact. Your LLM uses this tool to register a referral or an already-qualified prospect without going through lead qualification.

Try asking:

• Add Cruz Nguyen as a contact, they're a referral.
• Create a contact for Dana Ortiz at Acme Corp.
• Register this person as a contact, no lead needed.
• Add a new contact and link them to Acme Corp.

update_contact tool ​

The update_contact tool updates fields on an existing contact. Your LLM uses this tool to change any field on a contact, such as a phone number, email address, or job title.

Try asking:

• Update the phone number on this contact.
• Change this contact's email address.
• Update Amal Hassan's title to VP of Sales.
• Correct the spelling of this contact's name.

search_organizations tool ​

The search_organizations tool lists organizations by name or owner. Your LLM uses this tool to find a specific organization, for example, to check whether a company already exists before creating a new record.

Try asking:

• Find the organization record for Acme Corp.
• List organizations owned by Cruz Nguyen.
• Confirm whether Acme Corp already exists as an organization.
• Show me the next page of organizations.

create_organization tool ​

The create_organization tool adds a new organization record. Your LLM uses this tool to create a company record when one doesn't already exist for a new contact or opportunity.

Try asking:

• Add Acme Corp as a new organization.
• Create a company record for this contact.
• Add a new organization owned by Dana Ortiz.
• Create an organization record before I link this deal.

search_leads tool ​

The search_leads tool lists leads by name, email, organization name, or owner. Your LLM uses this tool to find a lead's ID.

Try asking:

• Find the lead for Amal Hassan.
• Show me leads at Acme Corp.
• Find the lead with the email [email protected].
• Search for leads owned by Cruz Nguyen.

create_lead tool ​

The create_lead tool logs a new, unqualified lead. Your LLM uses this tool to capture a prospect from an event, inbound inquiry, or referral before there's enough information to qualify the lead.

Try asking:

• Log Dana Ortiz from the conference as a new lead.
• Add a new lead for Acme Corp, owned by Cruz Nguyen.
• Create a lead with just a last name and owner.
• Log this inbound inquiry as an unqualified lead.

update_lead tool ​

The update_lead tool updates fields on an existing lead. Your LLM uses this tool to correct a lead's details or move it through qualification statuses.

Try asking:

• Update the title on this lead to VP of Operations.
• Move this lead's status to Qualified.
• Correct the phone number on this lead.
• Update this lead's organization name.

convert_lead tool ​

The convert_lead tool converts a qualified lead into a contact, and optionally an organization and opportunity. Your LLM uses this tool when a lead is confirmed ready to move into an active sales process.

Try asking:

• Convert this lead into a contact and opportunity.
• Qualify this lead but don't open a deal yet.
• Convert this lead and link it to the existing Acme Corp organization.
• Move Amal Hassan's lead into an active deal.

search_opportunities tool ​

The search_opportunities tool lists opportunities by name, owner, state, or stage. Your LLM uses this tool to review open deals, deals in a specific stage, or deals owned by a specific rep.

Try asking:

• What deals do I have open?
• Show me Acme Corp opportunities in Negotiation.
• List opportunities owned by Cruz Nguyen.
• Find the opportunity named Acme Corp Renewal.

get_opportunity tool ​

The get_opportunity tool retrieves an opportunity by ID. Your LLM uses this tool to review a deal's amount, stage, and linked contact or organization.

Try asking:

• Show me the full details on this opportunity.
• What's the current stage on the Acme Corp deal?
• Who is this opportunity linked to?
• Pull up the details for this deal.

create_opportunity tool ​

The create_opportunity tool opens a new sales opportunity outside of lead conversion. Your LLM uses this tool to open a deal directly, without going through lead qualification first.

Try asking:

• Open a $50,000 Acme Corp renewal closing September 30.
• Create a new opportunity for this contact.
• Open a deal in the Negotiation stage.
• Add a new opportunity owned by Cruz Nguyen.

update_opportunity tool ​

The update_opportunity tool updates fields on an existing opportunity, including stage, amount, and state. Your LLM uses this tool to progress a deal through its pipeline or reassign its owner.

Try asking:

• Move this deal to Negotiation stage.
• Mark the Acme Corp deal as Won.
• Update the amount on this opportunity to $75,000.
• Reassign this opportunity to Cruz Nguyen.

Getting started ​

View and manage your MCP server tools in the Overview page Tools section. Tool management provides the following capabilities:

• Start tools
• Remove tools
• Edit tools
• Add tools
• Edit your LLM-facing MCP server description