Tracker › CRM
Insightly + Claude / ChatGPT
Insightly runs an official MCP server for Claude and ChatGPT. It's included on every Insightly plan, and it can create and update records but not delete them. It also works with Microsoft Copilot.
Every field below was confirmed in vendor docs on Nov 2, 2026.
| Category | CRM |
|---|---|
| Built by the vendor? | Yes |
| Claude | Custom connector (paste URL) Add https://mcp.insightly.com/mcp as a custom connector, then sign in with OAuth. On Claude Team and Enterprise, an Owner adds it first. |
| ChatGPT | Custom app (developer mode) Add the MCP URL as a custom app in developer mode, then sign in with OAuth. Writes need ChatGPT Business or Enterprise. On Plus and Pro it may be read-only. |
| Setup type | Self-install (URL) |
| Read-only or read/write | Read/write Creates and updates records. No deletes, no settings changes, and no bulk create or update. |
| Admin setup needed? | Depends On Claude Team and Enterprise, an Owner has to add the connector before members can use it. |
| Plan / requirements | Included on every Insightly plan, including the free trial. SSO (Okta) sign-in isn't supported yet. ChatGPT writes need Business or Enterprise. |
| MCP / connector URL | https://mcp.insightly.com/mcp (OAuth) |
| Last verified | Nov 2, 2026 |
Sources
- Insightly Help: What is the Insightly CRM MCP Server?
- Insightly Help: Security, data and privacy for the Insightly CRM MCP Server
- Insightly: MCP server
Vendors change these integrations often. Always check the vendor's docs before you roll anything out to your team. See a mistake? Tell us.
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