Insightly MCP server

What the model can do

Insightly CRM: contacts, and searches over contacts, opportunities and leads by a field value or by what changed recently, a project by id, and pipelines with their stages; can add a note or a tag to a record, a contact, an organisation, a task or an event, create an opportunity, mark one won or lost, move it to another pipeline stage or delete it, and complete or edit a task.

Reads

• insightly_list_contactsContacts in Insightly, a page at a time, with each record's own fields (names, email, title, dates…).
• insightly_search_contactsFind Insightly contacts whose field equals a value (field_name LAST_NAME, EMAIL_ADDRESS…), and/or that changed after a date.
• insightly_search_opportunitiesFind Insightly opportunities (deals) whose field equals a value (e.g. OPPORTUNITY_STATE = OPEN), and/or that changed after a date.
• insightly_search_leadsFind Insightly leads whose field equals a value (e.g. LEAD_RATING = 5).
• insightly_get_projectOne Insightly project by its numeric id, with its own fields (name, status, dates…).
• insightly_list_pipeline_stagesInsightly pipelines and their stages in order (STAGE_ID, STAGE_NAME, PIPELINE_ID).

Acts, when you ask

These change something in Insightly. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• insightly_create_opportunityCreates an opportunity (deal) in Insightly.
• insightly_set_opportunity_stateChanges an Insightly opportunity's state: won, lost, abandoned, suspended, or open again, optionally with a reason.
• insightly_move_opportunity_stageMoves an Insightly opportunity to another pipeline stage (stage ids from insightly_list_pipeline_stages).
• insightly_create_eventAdds a calendar event in Insightly for the connection's user, with a start and end (UTC).
• insightly_add_tagTags an Insightly contact, organisation, opportunity, lead or project, by its numeric id.
• insightly_update_taskCompletes or reopens an Insightly task, or changes its title, due date or details.
• insightly_delete_opportunityPermanently deletes an Insightly opportunity by its numeric id (the API offers no restore).
• insightly_add_noteAdds a note to an Insightly contact, organisation, opportunity, lead or project, by its numeric id.
• insightly_create_contactAdds a contact to Insightly.
• insightly_create_organisationAdds an organisation (company) to Insightly by name.
• insightly_create_taskCreates an open task in Insightly owned by the connection's user, optionally due on a date and tied to an opportunity or project.

Connect it

First connect Insightly on Dashboard → Connections, then add Memtro to your client once. The Insightly tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Insightly connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which open opportunities changed since Monday?
• › What do we hold on the contact with email priya.sharma@brightwave.co.uk?
• › Which leads are rated 5?
• › What is the status of project 4471?
• › Mark the Northwind renewal opportunity as won

Questions

Is this an official Insightly MCP server?

No. It is Memtro's MCP server with Memtro's Insightly connector behind it: the connector reads Insightly through its API with the credentials you connect on Dashboard → Connections, and Insightly publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Insightly?

Only when you ask, and only what it has been granted: add a note to a contact, organisation, opportunity, lead or project; add a contact; add an organisation; create a task owned by the connection's user; create an opportunity; mark an opportunity won, lost, abandoned, suspended or open again; move an opportunity to another pipeline stage; add a calendar event; tag a contact, organisation, opportunity, lead or project; complete, reopen or edit a task's title, due date or details; delete an opportunity permanently. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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