Skip to content
Insightly logo

Insightly MCP

CRM (Customer Relationship Management)

Use Insightly MCP to take action in your AI tools

Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.

Try in any AI platform
Zapier Agent Today
What can I help you with?
You Today
Create record in Insightly
Zapier Agent Today
Sure thing, I'll get right on it!
Action in progress...
Insightly logoCreate Record

Supported actions

Insightly logo

Create Record

Creates a Record

Insightly logo

Update Record

Updates a Record

Insightly logo

Find Record

Finds an existing Record

Use Insightly MCP with any AI assistant

Zapier Insightly MCP lets you connect Insightly's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.

Step 1: Generate your secure MCP URL

Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.

Step 2: Choose your Zapier Actions

Customize the specific actions your AI assistant can perform within Insightly. Select and scope actions to align with your Insightly workflows.

Cursor

Step 3: Connect with your tool of choice

Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.

Introducing the Zapier MCP integration

Why developers love Zapier MCP

  • No need to build or host your own APIs
  • Connect once, access 30,000+ Zapier actions
  • Secure, scoped access by default
  • Works across your favorite dev tools

Other apps that integrate with Zapier MCP

Google Sheets
Google, Spreadsheets
Integrate Mailchimp with InsightlyIntegrate Mailchimp with Insightly
Mailchimp
Marketing Automation
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly
PandaDoc
Documents
Integrate Typeform with InsightlyIntegrate Typeform with Insightly
Typeform
Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly
Calendly
Scheduling & Booking
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly
Gravity Forms
Forms & Surveys, WordPress
Integrate WPForms with InsightlyIntegrate WPForms with Insightly
WPForms
Forms & Surveys, WordPress
Integrate Squarespace Forms with InsightlyIntegrate Squarespace Forms with Insightly
Squarespace Forms
Forms & Surveys
Integrate Jotform with InsightlyIntegrate Jotform with Insightly
Jotform
Forms & Surveys
Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly
Google Sheets
Google, Spreadsheets
Integrate Mailchimp with InsightlyIntegrate Mailchimp with Insightly
Mailchimp
Marketing Automation
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly
PandaDoc
Documents
Integrate Typeform with InsightlyIntegrate Typeform with Insightly
Typeform
Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly
Calendly
Scheduling & Booking
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Sheets with InsightlyIntegrate Google Sheets with Insightly
Google Sheets
Google, Spreadsheets
Integrate Mailchimp with InsightlyIntegrate Mailchimp with Insightly
Mailchimp
Marketing Automation
Integrate PandaDoc with InsightlyIntegrate PandaDoc with Insightly
PandaDoc
Documents
Integrate Typeform with InsightlyIntegrate Typeform with Insightly
Typeform
Forms & Surveys
Integrate Calendly with InsightlyIntegrate Calendly with Insightly
Calendly
Scheduling & Booking
Integrate Gravity Forms with InsightlyIntegrate Gravity Forms with Insightly
Gravity Forms
Forms & Surveys, WordPress
Integrate WPForms with InsightlyIntegrate WPForms with Insightly
WPForms
Forms & Surveys, WordPress
Integrate Squarespace Forms with InsightlyIntegrate Squarespace Forms with Insightly
Squarespace Forms
Forms & Surveys
Integrate Jotform with InsightlyIntegrate Jotform with Insightly
Jotform
Forms & Surveys

Frequently Asked Questions

What is MCP?
Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 8,000+ integrations.
Is MCP Secure?
Yes, MCP endpoints include built-in authentication for secure, reliable connections.
How much does Zapier MCP cost?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan
Can I use Zapier MCP with any AI platform?
Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.
Can I build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
Explore documentation
How quickly can I get started?
You can set up your MCP endpoint and start running Actions in minutes.
How can I get a higher quota?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans
Can I use Zapier MCP with my Zapier Enterprise account?
Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.