Insightly MCP Server
for AI Agents
Connect your AI agent to StackOne's Insightly MCP server and give it 77 MCP tools out of the box. Auth, tool execution, and security all managed.
StackOne 
Coverage
77 Agent Actions
Agents can read, write and delete in Insightly. Extend your agent's capabilities with custom 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, with 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 77 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 StackOne action for Insightly, ready for your agent. Read, write and delete, scoped to exactly what you need.
Contacts
- Add Contact
Creates a new contact in Insightly.
- Get Contacts
Returns a paginated list of contacts.
- 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
- Add Event
Creates a new calendar event in Insightly. START_DATE_UTC and END_DATE_UTC are required.
- 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.
- 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.
Lead Sources
- Add Lead Source
Creates a new lead source definition in the Insightly tenant.
- Get Lead Sources
Returns all lead source definitions configured in the Insightly tenant.
Leads
- Add Lead
Creates a new lead in Insightly. LAST_NAME, LEAD_STATUS_ID, and LEAD_SOURCE_ID are required.
- Get Leads
Returns a paginated list of leads.
- 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
- Add Note
Creates a new note in Insightly, attached to a parent record (Contact, Lead, Opportunity, Organisation, or Project).
- 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.
- 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.
Opportunitys
- Add 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
- Add Organisation
Creates a new organisation in Insightly.
- Get Organisations
Returns a paginated list of organisations.
- 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
- Get Pipeline Stages
Returns a paginated list of pipeline stages.
- Get Pipeline Stage
Returns full details of a pipeline stage by STAGE_ID.
Pipelines
- Get Pipelines
Returns a paginated list of pipelines.
- Get Pipeline
Returns full details of a pipeline by PIPELINE_ID.
Products
- Add Product
Creates a new product in Insightly. PRODUCT_NAME, DEFAULT_PRICE, and ACTIVE are required; provide other fields as needed.
- Get Products
Use this for unfiltered browsing of products. For exact-match filtering by a specific field value, use get_products_filtered.
- 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
- Add Project
Creates a new project in Insightly. PROJECT_NAME and STATUS are required; provide other fields as needed.
- 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 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
- Add Task
Creates a new task in Insightly. TITLE, COMPLETED, and OWNER_USER_ID are required; provide other fields as needed.
- 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 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.
Teams
- Add Team
Creates a team and returns its server-minted TEAM_ID.
- Get Teams
Returns a paginated list of teams, including each team's TEAM_ID.
Users
- Get Users
Returns a paginated list of users in the Insightly instance.
- Get User
Returns full details of a user by USER_ID.
Other (23)
- Add Lead Status
Creates a new lead status definition in the Insightly tenant.
- Get Activity Sets
Returns a paginated list of activity sets with the activities each one schedules.
- Get Contacts (Filtered)
Searches contacts by a single field name and value.
- 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 Lead Statuses
Returns all lead status definitions configured in the Insightly tenant.
- Get Leads (Filtered)
Searches leads by a single field name and value.
- Get Milestones
Returns project milestones, each with its MILESTONE_ID.
- Get Opportunities
Returns a paginated list of opportunities.
- Get Opportunities (Filtered)
Searches opportunities by a single field name and value.
- Get Opportunity Categories
Returns the opportunity categories configured in the tenant, each with its CATEGORY_ID.
- Get Organisations (Filtered)
Searches organisations by a single field name and value.
- Get Products (Filtered)
Search products by a specific field name and value with offset pagination.
- Get Projects (Filtered)
Search projects by a specific field name and value with offset pagination.
- 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 (Filtered)
Search tasks by a specific field name and value with offset pagination.
- Get Task Categories
Returns the task categories configured in the tenant, each with its CATEGORY_ID.
- Get Current User
Returns the authenticated user's record.
- Update Opportunity Pipeline
Puts an opportunity into a pipeline at a chosen stage.
- Update Opportunity Pipeline Stage
Moves an opportunity to another stage of its current pipeline.
Insightly AI Agent Use Cases
Connect your AI agent to Insightly and help your team scale the sales operations they run by hand today.
Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.
ViewUse StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.
ViewUse StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.
ViewSet Up Your Insightly MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Insightly in under 10 lines of code.
Agent Frameworks
JSON{
"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>"
]
}
}
}Check More CRM MCP Servers
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Platform Resources
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.
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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
MCP vs A2A: Architecture, Security, and When to Use Each
MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What Hundreds of Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building hundreds of connectors that serve both, here's when each approach wins.
14 min read
Insightly MCP Server FAQ
Does StackOne have a Insightly MCP server?
Insightly MCP server vs direct API integration: what's the difference?
How does Insightly authentication work for AI agents?
origin_owner_id.Are Insightly MCP tools vulnerable to prompt injection?
What is the context bloat of a Insightly agent and how do I avoid it?
Can I limit which actions my Insightly agent can access?
Can I create custom agent actions for my Insightly MCP server?
When should I NOT use a Insightly MCP server?
What AI frameworks and AI clients does the StackOne Insightly MCP server support?
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.