Insightly
Automate Insightly CRM contacts, leads, opportunities, projects, and sales workflows.
Tools
| Name | Description |
|---|---|
create_recordCreate a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.) | Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.) |
update_recordUpdate an existing record's fields in a specified Insightly object | Update an existing record's fields in a specified Insightly object |
get_recordGet a record by ID from a specified Insightly object | Get a record by ID from a specified Insightly object |
delete_recordDelete a record by ID from a specified Insightly object | Delete a record by ID from a specified Insightly object |
find_recordsFind records in a specified Insightly object | Find records in a specified Insightly object |
Triggers
| Name | Description |
|---|---|
new_recordFires when a new record is created in Insightly (requires webhook setup) | Fires when a new record is created in Insightly (requires webhook setup) |
updated_recordFires when an existing record is updated in Insightly (requires webhook setup) | Fires when an existing record is updated in Insightly (requires webhook setup) |
deleted_recordFires when a record is deleted from Insightly | Fires when a record is deleted from Insightly |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('insightly', 'create_record', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'insightly',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Insightly to my app?
Use Weavz Hosted Connect for API Key authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does Insightly support?
Insightly supports 5 tools including Create Record, Update Record, Get Record, Delete Record, Find Records.
Can I use Insightly with AI agents?
Yes. Add Insightly to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect Insightly to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add Insightly as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Insightly tools exposed by that workspace.
Does Insightly work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Insightly work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with Insightly?
Insightly exposes 5 tools, including Create Record, Update Record, Get Record, Delete Record, Find Records. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can Insightly be used in stateful agent workflows?
Yes. Agents can combine Insightly tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does Insightly use?
Insightly uses API Key. Weavz stores credentials securely and uses them for authorized action execution.
How much does the Insightly integration cost?
The Insightly integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does Insightly support?
Insightly supports 3 triggers including New Record, Updated Record, Deleted Record.
Connect Insightly in minutes
Get 20,000 free action executions every month. No credit card required.