sales
Insightly CRM MCP Integration for Vercel AI SDK
Connect Insightly CRM to Vercel AI SDK through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.
Connect Insightly CRM to Vercel AI SDK
Use KosmoKrator as a local integration gateway for Vercel AI SDK agents and scripts.
Create an MCP client that starts or connects to the KosmoKrator gateway for the selected integration. The gateway is local, scoped to this integration, and starts with
--write=deny so Vercel AI SDK can inspect read-capable tools without receiving write access by default.
Insightly CRM MCP Config for Vercel AI SDK
Prefer CLI JSON calls when a workflow only needs one deterministic integration operation.
{
"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
Expose only Insightly CRM instead of a broad multi-service tool list.
Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.
Start read-only, then opt into ask or allow for trusted workspaces.
Insightly CRM Tools Visible to Vercel AI SDK
Vercel AI SDK sees stable MCP tool names generated from the Insightly CRM integration catalog.
| MCP tool | Source function | Type | Description |
|---|---|---|---|
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. |