Insightly

Live 74 Actions 2 Events

Insightly Integration for AI Agents

Connect your AI agent to 74 Insightly actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 2 events to subscribe to.

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Insightly AI Agent Actions

74 production-ready actions for your agent to do more on Insightly.

Read the Insightly docs

74 Actions

Get Contacts - Returns a paginated list of contacts.

Get Contacts (Filtered) - Searches contacts by a single field name and value.

Get Contact - Returns full details of a single contact by RECORD_ID.

Add Contact - Creates a new contact in Insightly.

Update Contact - Updates an existing contact. CONTACT_ID in body identifies which contact.

Delete Contact - Permanently deletes a contact by RECORD_ID.

Get Countries - Returns the static list of countries used by Insightly addresses.

Get Currencies - Returns the static list of currencies supported by Insightly.

Get Custom Fields - Returns the custom-field metadata defined on the tenant for one object type, including each field's FIELD_NAME.

Get Emails - Returns a paginated list of email records, including each EMAIL_ID.

Get 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.

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

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.

Get Lead Sources - Returns all lead source definitions configured in the Insightly tenant.

Add Lead Source - Creates a new lead source definition in the Insightly tenant.

Get Lead Statuses - Returns all lead status definitions configured in the Insightly tenant.

Add Lead Status - Creates a new lead status definition in the Insightly tenant.

Get Leads - Returns a paginated list of leads.

Get Leads (Filtered) - Searches leads by a single field name and value.

Get Lead - Returns full details of a single lead by RECORD_ID.

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

Update Lead - Updates an existing lead. LEAD_ID in body identifies which lead.

Delete Lead - Permanently deletes a lead by RECORD_ID.

Get Milestones - Returns project milestones, each with its MILESTONE_ID.

Get 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.

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

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.

Get Opportunities - Returns a paginated list of opportunities.

Get Opportunities (Filtered) - Searches opportunities by a single field name and value.

Get Opportunity - Returns full details of a single opportunity by RECORD_ID.

Add Opportunity - Creates a new opportunity in Insightly.

Update Opportunity - Updates an existing opportunity. OPPORTUNITY_ID in body identifies which opportunity.

Delete Opportunity - Permanently deletes an opportunity by RECORD_ID.

Get Opportunity Categories - Returns the opportunity categories configured in the tenant, each with its CATEGORY_ID.

Get Organisations - Returns a paginated list of organisations.

Get Organisations (Filtered) - Searches organisations by a single field name and value.

Get Organisation - Returns full details of a single organisation by RECORD_ID.

Add Organisation - Creates a new organisation in Insightly.

Update Organisation - Updates an existing organisation. ORGANISATION_ID in body identifies which organisation.

Delete Organisation - Permanently deletes an organisation by RECORD_ID.

Get Pipeline Stages - Returns a paginated list of pipeline stages.

Get Pipeline Stage - Returns full details of a pipeline stage by STAGE_ID.

Get Pipelines - Returns a paginated list of pipelines.

Get Pipeline - Returns full details of a pipeline by PIPELINE_ID.

Get Products - Use this for unfiltered browsing of products. For exact-match filtering by a specific field value, use get_products_filtered.

Get Products (Filtered) - Search products by a specific field name and value with offset pagination.

Get Product - Returns full details of a single product by PRODUCT_ID.

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

Update Product - Updates an existing product. PRODUCT_ID in body identifies which product.

Delete Product - Permanently deletes a product by PRODUCT_ID.

Get 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.

Get Projects (Filtered) - Search projects by a specific field name and value with offset pagination.

Get Project - Returns full details of a single project by PROJECT_ID.

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

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.

Get Project Categories - Returns the project categories configured in the tenant, each with its CATEGORY_ID.

Get Tags - Returns the tags attached to one specific Insightly record. Insightly also exposes an account-wide GET /Tags listing, which this action does not cover — use this one when you already know the parent record.

Get 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.

Get Tasks (Filtered) - Search tasks by a specific field name and value with offset pagination.

Get Task - Returns full details of a single task by TASK_ID.

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

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.

Get Task Categories - Returns the task categories configured in the tenant, each with its CATEGORY_ID.

Get Teams - Returns a paginated list of teams, including each team's TEAM_ID.

Add Team - Creates a team and returns its server-minted TEAM_ID.

Get Users - Returns a paginated list of users in the Insightly instance.

Get User - Returns full details of a user by USER_ID.

Get Current User - Returns the authenticated user's record.

Insightly Webhook Events

2 real-time Insightly events your AI agent can subscribe to.

Webhooks for AI agents Read the Insightly docs

2 Events

Active Check Responds to a manual connectivity test when the webhook URL is called with `?event=ping` or with no request body. Insightly has no verification handshake, so this exists purely so an admin can confirm the endpoint is reachable before wiring up a workflow.
Insightly Webhook Processes inbound Insightly Workflow Automation webhook events.

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.

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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.

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Outbound Prospecting

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

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More Sales & CRM use cases

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Integration Infrastructure for Insightly AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Insightly MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Insightly action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."