Can I use Insightly CRM as a CLI?

Yes. KosmoKrator exposes a Insightly CRM CLI through kosmo integrations:call and the provider shortcut command. Commands can return JSON for scripts, CI, and coding agents.

Can I expose Insightly CRM through MCP?

Yes. The KosmoKrator MCP gateway can expose selected Insightly CRM tools to clients such as Claude Code, Cursor, Codex, and other MCP-compatible tools.

Where are Insightly CRM credentials stored?

Insightly CRM credentials are configured in KosmoKrator's local integration settings and reused by CLI, Lua, and MCP gateway surfaces.

Can I deny write access for Insightly CRM MCP tools?

Yes. Start the gateway with --write=deny for read-only clients, or use ask/allow only for trusted workspaces.

sales

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.

7 functions 6 read 1 write Bearer token auth

Submit Insightly CRM feedback View package source

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.

Machine-Readable Metadata

integration_slug: insightly
route_slug: insightly
package: insightly
auth_strategy: bearer_token Bearer token
cli_setup_supported: true
cli_runtime_supported: true
mcp_gateway_supported: true
lua_supported: true
supports_multi_account: true

Quick Links

Lua APIAgent-facing namespace and function reference. Insightly CRM CLIHeadless setup and direct function calls. Insightly CRM MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.

Insightly CRM MCP Client Matrix

Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Insightly CRM.

Insightly CRM CLI Matrix

Use these pages for direct Insightly CRM CLI workflows in scripts, CI, cron, and agent wrappers.

CI Insightly CRM CLI for CI. Cron Jobs Insightly CRM CLI for cron jobs. Shell Scripts Insightly CRM CLI for shell scripts. Headless Automation Insightly CRM CLI for headless automation. Coding Agents Insightly CRM CLI for coding agents.

Function Catalog

Function	Type	Parameters	Description
`insightly.insightly_list_contacts`	Read `read`	3	List contacts from Insightly CRM. Returns contact records with names, emails, phones, and organization info. Use top/skip for pagination and search to filter by name or email.
`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_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_list_opportunities`	Read `read`	3	List opportunities from Insightly CRM. Returns opportunity records with names, amounts, stages, and pipeline info. Use top/skip for pagination and status to filter by opportunity state.
`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_list_projects`	Read `read`	3	List projects from Insightly CRM. Returns project records with names, statuses, dates, and linked records. Use top/skip for pagination and status to filter by project state.
`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.