Insightly Launches CRM MCP

Insightly, a provider of CRM solutions for growing businesses, today launched the Insightly CRM MCP Server, which connects customer and prospect data held in Insightly directly with compatible artificial intelligence assistants like Claude, ChatGPT, and others.

Once connected, teams can use simple prompts to see where leads, deals, and projects stand; generate account briefs and targeted lists; and identify which tasks and next steps to prioritize from within their AI assistants.

The Insightly CRM MCP Server lets users access their CRM data and add the latest context from other connected apps. Users can query Insightly CRM data through Claude, ChatGPT or another compatible AI assistant using plain-language prompts. They can work with CRM data alone or add context from other connected apps.

"Growing businesses need a clear, complete view of their customers to make confident decisions and build stronger relationships," said Steve Oriola, CEO of Insightly, in a statement. "With the Insightly CRM MCP Server, teams can use the AI assistant of their choice to ask questions of their CRM data in plain language and quickly get answers. Insightly remains the trusted source of truth, while AI makes that information easier to access, understand and act upon."

With the Insightly CRM MCP Server, teams can do the following:

• See which new leads have not been worked and identify stalled deals, understand what is expected to close, and surface projects or tasks that are behind schedule.
• Always have the right data on hand and find gaps in lead data by pulling targeted lists and generating account briefs.
• Let CRM data guide go-to-market decisions by identifying which sources produce pipeline and revenue and determine which customer segments convert best, uncovering common themes in won and lost deals.