KosmoKrator

sales

Insightly CRM MCP Integration for OpenAI Agents SDK

Connect Insightly CRM to OpenAI Agents SDK through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

7 functions 6 read 1 write Bearer token auth
Submit Insightly CRM feedback View package source

Connect Insightly CRM to OpenAI Agents SDK

Attach KosmoKrator integration tools to OpenAI Agents SDK workflows through a local MCP gateway.

Start the KosmoKrator MCP gateway locally and point the OpenAI Agents SDK MCP tool at that process or wrapper. The gateway is local, scoped to this integration, and starts with --write=deny so OpenAI Agents can inspect read-capable tools without receiving write access by default.

Insightly CRM MCP Config for OpenAI Agents SDK

Use headless JSON commands for CI-style execution and MCP for agent tool discovery.

{
  "mcpServers": {
    "kosmokrator-insightly": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=insightly",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=insightly --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Insightly CRM instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Insightly CRM Tools Visible to OpenAI Agents

OpenAI Agents sees stable MCP tool names generated from the Insightly CRM integration catalog.

MCP toolSource functionTypeDescription
integration__insightly__insightly_list_contacts insightly.insightly_list_contacts Read 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.
integration__insightly__insightly_get_contact insightly.insightly_get_contact Read Get detailed information about a single Insightly contact by ID. Returns all contact fields including addresses, emails, phones, and linked organizations.
integration__insightly__insightly_create_contact insightly.insightly_create_contact Write 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.
integration__insightly__insightly_list_opportunities insightly.insightly_list_opportunities Read 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.
integration__insightly__insightly_get_opportunity insightly.insightly_get_opportunity Read Get detailed information about a single Insightly opportunity by ID. Returns all opportunity fields including amount, stage, pipeline, and linked contacts.
integration__insightly__insightly_list_projects insightly.insightly_list_projects Read 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.
integration__insightly__insightly_get_current_user insightly.insightly_get_current_user Read Get the profile of the currently authenticated Insightly user. Returns user name, email, account info, and timezone settings. Useful for verifying API connectivity.

Related Insightly CRM Pages

Insightly CRM CLIUse direct JSON commands instead of MCP discovery. Insightly CRM MCPFull gateway reference and MCP tool names. KosmoKrator for OpenAI AgentsClient-level gateway setup.