KosmoKrator

productivity

Insightly CRM MCP, CLI, and Lua Integration for AI Agents

Insightly CRM integration docs for AI agents: MCP gateway setup, Insightly CRM CLI commands, Lua API reference, credentials, and function schemas.

Insightly CRM for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Agent Surfaces

Insightly CRM CLIHeadless setup, JSON output, direct function calls. Insightly CRM MCPExpose selected tools to local MCP clients. Insightly CRM LuaAgent-facing namespace and Lua reference. FeedbackReport missing tools, auth issues, or bad metadata.

Machine-Readable Metadata

integration_slug
insightly
route_slug
insightly
package
insightly
auth_strategy
basic_api_key
cli_setup_supported
true
cli_runtime_supported
true
mcp_gateway_supported
true
lua_supported
true

Function Catalog

FunctionTypeParametersDescription
insightly.insightly_create_contact Write write 4 Create a new contact in Insightly CRM. Provide contact details such as first name, last name, email, and phone. Returns the created contact with its new ID.
insightly.insightly_create_event Write write 0 Create Event via Insightly.
insightly.insightly_create_lead Write write 0 Create Lead via Insightly.
insightly.insightly_create_note_comment Write write 0 Create Note Comment via Insightly.
insightly.insightly_create_opportunity Write write 0 Create Opportunity via Insightly.
insightly.insightly_create_organization Write write 0 Create Organization via Insightly.
insightly.insightly_create_project Write write 0 Create Project via Insightly.
insightly.insightly_create_task Write write 0 Create Task via Insightly.
insightly.insightly_create_task_category Write write 0 Create Task Category via Insightly.
insightly.insightly_create_team Write write 0 Create Team via Insightly.
insightly.insightly_create_team_member Write write 0 Create Team Member via Insightly.
insightly.insightly_delete_contact Write write 0 Delete Contact via Insightly.
insightly.insightly_delete_event Write write 0 Delete Event via Insightly.
insightly.insightly_delete_lead Write write 0 Delete Lead via Insightly.
insightly.insightly_delete_note Write write 0 Delete Note via Insightly.
insightly.insightly_delete_note_comment Write write 0 Delete Note Comment via Insightly.
insightly.insightly_delete_opportunity Write write 0 Delete Opportunity via Insightly.
insightly.insightly_delete_organization Write write 0 Delete Organization via Insightly.
insightly.insightly_delete_project Write write 0 Delete Project via Insightly.
insightly.insightly_delete_task Write write 0 Delete Task via Insightly.
insightly.insightly_delete_task_category Write write 0 Delete Task Category via Insightly.
insightly.insightly_delete_team Write write 0 Delete Team via Insightly.
insightly.insightly_delete_team_member Write write 0 Delete Team Member via Insightly.
insightly.insightly_get_activity_set Read read 0 Get Activity Set via Insightly.
insightly.insightly_get_contact Read read 1 Get detailed information about a single Insightly contact by ID. Returns all contact fields including addresses, emails, phones, and linked organizations.
insightly.insightly_get_current_user Read read 0 Get the profile of the currently authenticated Insightly user. Returns user name, email, account info, and timezone settings. Useful for verifying API connectivity.
insightly.insightly_get_event Read read 0 Get Event via Insightly.
insightly.insightly_get_instance Read read 0 Get Instance via Insightly.
insightly.insightly_get_lead Read read 0 Get Lead via Insightly.
insightly.insightly_get_note Read read 0 Get Note via Insightly.
insightly.insightly_get_opportunity Read read 1 Get detailed information about a single Insightly opportunity by ID. Returns all opportunity fields including amount, stage, pipeline, and linked contacts.
insightly.insightly_get_organization Read read 0 Get Organization via Insightly.
insightly.insightly_get_pipeline Read read 0 Get Pipeline via Insightly.
insightly.insightly_get_pipeline_stage Read read 0 Get Pipeline Stage via Insightly.
insightly.insightly_get_project Read read 0 Get Project via Insightly.
insightly.insightly_get_task Read read 0 Get Task via Insightly.
insightly.insightly_get_task_category Read read 0 Get Task Category via Insightly.
insightly.insightly_get_team Read read 0 Get Team via Insightly.
insightly.insightly_get_team_member Read read 0 Get Team Member via Insightly.
insightly.insightly_get_user Read read 0 Get User via Insightly.
insightly.insightly_list_activity_sets Read read 0 List Activity Sets via Insightly.
insightly.insightly_list_contacts Read read 4 List contacts from Insightly CRM. Returns contact records with names, emails, phones, and organization info. Use top/skip for pagination.
insightly.insightly_list_countries Read read 0 List Countries via Insightly.
insightly.insightly_list_currencies Read read 0 List Currencies via Insightly.
insightly.insightly_list_custom_fields Read read 0 List Custom Fields via Insightly.
insightly.insightly_list_events Read read 0 List Events via Insightly.
insightly.insightly_list_lead_sources Read read 0 List Lead Sources via Insightly.
insightly.insightly_list_lead_statuses Read read 0 List Lead Statuses via Insightly.
insightly.insightly_list_leads Read read 0 List Leads via Insightly.
insightly.insightly_list_note_comments Read read 0 List Note Comments via Insightly.
insightly.insightly_list_notes Read read 0 List Notes via Insightly.
insightly.insightly_list_opportunities Read read 4 List opportunities from Insightly CRM. Returns opportunity records with names, amounts, stages, and pipeline info. Use top/skip for pagination.
insightly.insightly_list_opportunity_categories Read read 0 List Opportunity Categories via Insightly.
insightly.insightly_list_organizations Read read 0 List Organizations via Insightly.
insightly.insightly_list_permissions Read read 0 List Permissions via Insightly.
insightly.insightly_list_pipeline_stages Read read 0 List Pipeline Stages via Insightly.
insightly.insightly_list_pipelines Read read 0 List Pipelines via Insightly.
insightly.insightly_list_project_categories Read read 0 List Project Categories via Insightly.
insightly.insightly_list_projects Read read 4 List projects from Insightly CRM. Returns project records with names, statuses, dates, and linked records. Use top/skip for pagination.
insightly.insightly_list_tags Read read 0 List Tags via Insightly.
insightly.insightly_list_task_categories Read read 0 List Task Categories via Insightly.
insightly.insightly_list_tasks Read read 0 List Tasks via Insightly.
insightly.insightly_list_team_members Read read 0 List Team Members via Insightly.
insightly.insightly_list_teams Read read 0 List Teams via Insightly.
insightly.insightly_list_users Read read 0 List Users via Insightly.
insightly.insightly_search_contacts Read read 0 Search Contacts via Insightly.
insightly.insightly_search_contacts_by_tag Read read 0 Search Contacts By Tag via Insightly.
insightly.insightly_search_custom_fields Read read 0 Search Custom Fields via Insightly.
insightly.insightly_search_events Read read 0 Search Events via Insightly.
insightly.insightly_search_leads Read read 0 Search Leads via Insightly.
insightly.insightly_search_leads_by_tag Read read 0 Search Leads By Tag via Insightly.
insightly.insightly_search_notes Read read 0 Search Notes via Insightly.
insightly.insightly_search_opportunities Read read 0 Search Opportunities via Insightly.
insightly.insightly_search_opportunities_by_tag Read read 0 Search Opportunities By Tag via Insightly.
insightly.insightly_search_organizations Read read 0 Search Organizations via Insightly.
insightly.insightly_search_organizations_by_tag Read read 0 Search Organizations By Tag via Insightly.
insightly.insightly_search_projects Read read 0 Search Projects via Insightly.
insightly.insightly_search_projects_by_tag Read read 0 Search Projects By Tag via Insightly.
insightly.insightly_search_users Read read 0 Search Users via Insightly.
insightly.insightly_update_contact Write write 0 Update Contact via Insightly.
insightly.insightly_update_event Write write 0 Update Event via Insightly.
insightly.insightly_update_lead Write write 0 Update Lead via Insightly.
insightly.insightly_update_note Write write 0 Update Note via Insightly.
insightly.insightly_update_opportunity Write write 0 Update Opportunity via Insightly.
insightly.insightly_update_organization Write write 0 Update Organization via Insightly.
insightly.insightly_update_project Write write 0 Update Project via Insightly.
insightly.insightly_update_task Write write 0 Update Task via Insightly.
insightly.insightly_update_task_category Write write 0 Update Task Category via Insightly.
insightly.insightly_update_team Write write 0 Update Team via Insightly.