Insightly connector for AI agents

Tools your CRM agent reaches for on Insightly, scoped per user.

CALL ANY TOOL

108 tools for CRM in Insightly: search and update contacts, leads, organisations, and opportunities, change pipeline stages and states, and manage projects, tasks, events, notes, and tags.

insightly_add_contact_note

Add contact note

Add a note to one contact in Insightly. Returns the created note record including its NOTE_ID. Use this to log a call, meeting or comment against a contact; use insightly_update_note to edit a note later.

Parameters

Name

Type

Required

Description

integer

Required

Numeric ID of the contact to attach the note to.

title

string

Required

Short title of the note (max 255 characters).

body

string

Optional

Text body of the note.

insightly_add_lead_tag

Add lead tag

insightly_add_organisation_note

Add organisation note

insightly_create_contact

Create contact

Create a new contact in Insightly. Returns the created contact record including its new CONTACT_ID. Use this to add a contact; use update_contact to change an existing one.

Parameters

Name

Type

Required

Description

first_name

string

Required

First (given) name of the person (max 255 characters).

address_mail_city

string

Optional

The city of the mailing address (max 255 characters).

address_mail_country

string

Optional

The country of the mailing address (max 255 characters).

address_mail_postcode

string

Optional

The postcode of the mailing address (max 128 characters).

address_mail_state

string

Optional

The state of the mailing address (max 255 characters).

address_mail_street

string

Optional

The street of the mailing address (max 255 characters).

address_other_city

string

Optional

The city of the other address (max 255 characters).

address_other_country

string

Optional

The country of the other address (max 255 characters).

address_other_postcode

string

Optional

The postcode of the other address (max 128 characters).

address_other_state

string

Optional

The state of the other address (max 255 characters).

address_other_street

string

Optional

The street of the other address (max 255 characters).

assistant_name

string

Optional

Name of the person's assistant (max 255 characters).

background

string

Optional

Free-text background or description of the record (max 4000 characters).

custom_fields

array

Optional

Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].

date_of_birth

string

Optional

Date of birth as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.

email_address

string

Optional

Primary email address (max 255 characters).

email_opted_out

boolean

Optional

Set true if the person has opted out of marketing email.

last_name

string

Optional

Last (family) name of the person (max 255 characters).

organisation_id

integer

Optional

Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.

owner_user_id

integer

Optional

Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.

phone

string

Optional

Primary business phone number (max 255 characters).

phone_assistant

string

Optional

Phone number of the person's assistant (max 255 characters).

phone_fax

string

Optional

Fax number (max 255 characters).

phone_home

string

Optional

Home phone number (max 255 characters).

phone_mobile

string

Optional

Mobile phone number (max 255 characters).

phone_other

string

Optional

Other phone number (max 255 characters).

salutation

string

Optional

Courtesy title shown before the name, such as Mr, Ms or Dr (max 50 characters).

social_facebook

string

Optional

Facebook profile URL (max 255 characters).

social_linkedin

string

Optional

LinkedIn profile URL (max 255 characters).

social_twitter

string

Optional

Twitter/X profile URL or handle (max 255 characters).

title

string

Optional

Job title of the person, or the title of the record (max 255 characters).

insightly_create_opportunity

Create opportunity

Create a new opportunity in Insightly. Returns the created opportunity record including its new OPPORTUNITY_ID. Use this to add a opportunity; use update_opportunity to change an existing one.

Parameters

Name

Type

Required

Description

opportunity_name

string

Required

Name of the opportunity (max 255 characters).

actual_close_date

string

Optional

Date the opportunity actually closed, as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.

bid_amount

number

Optional

Monetary value of the opportunity bid, as a number.

bid_currency

string

Optional

Three-letter currency code for the bid amount (max 20 characters). List supported codes with insightly_list_currencies.

bid_duration

integer

Optional

Duration of the bid, expressed in units of the bid type (for example hours when the type is Per Hour).

bid_type

string

Optional

How the bid is priced, for example Fixed Bid or Per Hour (max 20 characters).

category_id

integer

Optional

Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).

custom_fields

array

Optional

forecast_close_date

string

Optional

Expected close date, as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.

image_url

string

Optional

URL of an image or logo for the record.

opportunity_details

string

Optional

Free-text details about the opportunity (max 4000 characters).

opportunity_state

string

Optional

Current state of the opportunity, for example OPEN, WON, LOST, ABANDONED or SUSPENDED (max 20 characters).

organisation_id

integer

Optional

Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.

owner_user_id

integer

Optional

Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.

probability

integer

Optional

Probability of winning the opportunity as a whole-number percentage from 0 to 100.

responsible_user_id

integer

Optional

Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.

insightly_delete_contact

Delete contact

insightly_delete_opportunity

Delete opportunity

insightly_get_contact

Get contact

insightly_get_email

Get email

insightly_get_lead

Get lead

insightly_get_opportunity_state_history

Get opportunity state history

insightly_get_project

Get project

insightly_list_contact_emails

List contact emails

insightly_list_contacts

List contacts

insightly_list_events

List events

insightly_list_lead_statuses

List lead statuses

insightly_list_milestones

List milestones

insightly_list_opportunity_emails

List opportunity emails

insightly_list_opportunity_tasks

List opportunity tasks

insightly_list_organisations

List organisations

insightly_list_products

List products

insightly_list_projects

List projects

insightly_list_task_categories

List task categories

insightly_search_contacts

Search contacts

insightly_search_events

Search events

insightly_search_opportunities

Search opportunities

insightly_search_projects

Search projects

insightly_update_contact

Update contact

Update an existing contact in Insightly by ID. Returns the updated contact record. Use this to change a contact you already have an ID for; use create_contact to add a new one. Fields that are left empty are not sent.

Parameters

Name

Type

Required

Description

first_name

string

Required

First (given) name of the person (max 255 characters).

integer

Required

Numeric ID of the contact to update.

address_mail_city

string

Optional

The city of the mailing address (max 255 characters).

address_mail_country

string

Optional

The country of the mailing address (max 255 characters).

address_mail_postcode

string

Optional

The postcode of the mailing address (max 128 characters).

address_mail_state

string

Optional

The state of the mailing address (max 255 characters).

address_mail_street

string

Optional

The street of the mailing address (max 255 characters).

address_other_city

string

Optional

The city of the other address (max 255 characters).

address_other_country

string

Optional

The country of the other address (max 255 characters).

address_other_postcode

string

Optional

The postcode of the other address (max 128 characters).

address_other_state

string

Optional

The state of the other address (max 255 characters).

address_other_street

string

Optional

The street of the other address (max 255 characters).

assistant_name

string

Optional

Name of the person's assistant (max 255 characters).

background

string

Optional

Free-text background or description of the record (max 4000 characters).

custom_fields

array

Optional

date_of_birth

string

Optional

Date of birth as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.

email_address

string

Optional

Primary email address (max 255 characters).

email_opted_out

boolean

Optional

Set true if the person has opted out of marketing email.

last_name

string

Optional

Last (family) name of the person (max 255 characters).

organisation_id

integer

Optional

Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.

owner_user_id

integer

Optional

Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.

phone

string

Optional

Primary business phone number (max 255 characters).

phone_assistant

string

Optional

Phone number of the person's assistant (max 255 characters).

phone_fax

string

Optional

Fax number (max 255 characters).

phone_home

string

Optional

Home phone number (max 255 characters).

phone_mobile

string

Optional

Mobile phone number (max 255 characters).

phone_other

string

Optional

Other phone number (max 255 characters).

salutation

string

Optional

Courtesy title shown before the name, such as Mr, Ms or Dr (max 50 characters).

social_facebook

string

Optional

Facebook profile URL (max 255 characters).

social_linkedin

string

Optional

LinkedIn profile URL (max 255 characters).

social_twitter

string

Optional

Twitter/X profile URL or handle (max 255 characters).

title

string

Optional

Job title of the person, or the title of the record (max 255 characters).

insightly_update_note

Update note

insightly_update_organisation

Update organisation

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Insightly tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["insightly"], toolNames: [
    "insightly_search_opportunities",
    "insightly_update_opportunity_state",
    "insightly_add_opportunity_note"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Mark the Contoso annual plan opportunity as won and add a note" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["insightly"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Mark the Contoso annual plan opportunity as won and add a note" }],
  tools,
});

// Execute the tool call with the user's vaulted Insightly API key
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["insightly"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Mark the Contoso annual plan opportunity as won and add a note" }],
  tools,
});

// Tool call runs with the user's vaulted Insightly API key
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["insightly"] }, pageSize: 100,
});

const agent = new Agent({
  name: "crm_agent",
  model: "gemini-2.5-pro",
  instruction: "Insightly tools scoped to this user",
  tools,
});

await agent.run("Mark the Contoso annual plan opportunity as won and add a note");

Try these prompts

Copy any prompt into your agent. Each maps directly to a Insightly tool. Click to copy, paste into your agent, done.

Contacts and leads

Copy the prompt

Copied

Find contacts at contoso.com in Insightly.

Copy the prompt

Copied

Create a lead for Maria Lopez from Fabrikam.

Copy the prompt

Copied

List the leads tagged webinar-oct.

Opportunities

Copy the prompt

Copied

Which opportunities are in the Proposal stage?

Copy the prompt

Copied

Mark the Contoso annual plan opportunity as won.

Copy the prompt

Copied

Add a note to the Northwind opportunity summarizing today's call.

Projects and tasks

Copy the prompt

Copied

List the open tasks linked to the Fabrikam organisation.

Copy the prompt

Copied

Create a task to send the Northwind proposal by Friday.

Copy the prompt

Copied

Move the Contoso onboarding project to the next pipeline stage.

SEE HOW AUTH WORKS

Each user connects their own Insightly API key once, and Scalekit sends it with every call. Keys stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

Insightly

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Insightly

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Insightly

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Insightly

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other CRM and sales connectors.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

GTM and RevOps Teams

Deal intelligence agent

Pulls recent Gong calls, scores deal risk with an LLM, cross-references the record in Attio, and DMs each owner their at-risk deals in Slack. Every read is scoped to that rep's own access.

GTM and RevOps Teams

Revenue forecast commentary

Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Insightly API key looks fine in a demo. In production every record change looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared key
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Insightly today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Insightly as the user or through a shared API key?

As the user. Each user connects their own Insightly API key once, and Scalekit sends it with every call. Audit logs attribute every record change and note to that user, not a shared service account.

Where is the Insightly API key stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. To rotate it, the user reconnects with a new API key. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in Insightly?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example read and search tools without insightly_delete_opportunity or insightly_delete_contact, which delete records from the CRM. Scalekit also enforces scope checks before every API call.

What happens when a user revokes Insightly access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Which Insightly instance does the agent work on?

The instance the user's Insightly API key belongs to. insightly_get_current_user returns the user that owns the key, and insightly_get_instance returns the instance name and plan. Every record the agent reads or changes is in that instance.