InsightlyAPIintegration&MCPserver
Deliver real-time CRM faster, close sales deals sooner, and scale without an integration backlog.
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Add Insightly and 22 other pre-built CRM integrations
Real-time data to fuel countless CRM use cases
Power AI copilots, insights, predictive analysis, and automation with a modern integration infrastructure that scales alongside you.
crm
Learn MoreGenerate Leads
Automate capturing leads and keep CRM information up-to-date.
crm
Learn MoreGenerate Insights
Pull CRM data to generate insights about customer behavior and preferences.
crm
Learn MoreScore Leads
Analyze CRM data to automatically score and prioritize leads.
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Unified API
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Unified MCP
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CRM Event
CRM Company
CRM Lead
HRIS Group
HRIS Employee
CRM Contact
CRM Pipeline
CRM Deal
Passthrough
CRM Event
CRM Company
CRM Lead
HRIS Group
HRIS Employee
CRM Contact
CRM Pipeline
CRM Deal
Passthrough
Your customer's data
on Insightly
Unified API data-models and methods
591 Unified MCP tools
create a deal18 parameters
list all deals4 parameters
retrieve a deal2 parameters
update a deal19 parameters
remove a deal2 parameters
create a contact14 parameters
list all contacts4 parameters
retrieve a contact2 parameters
update a contact15 parameters
remove a contact2 parameters
create a company17 parameters
list all companies4 parameters
retrieve a company2 parameters
update a company18 parameters
remove a company2 parameters
list all events7 parameters
create a lead15 parameters
list all leads4 parameters
retrieve a lead2 parameters
update a lead16 parameters
remove a lead2 parameters
list all pipelines3 parameters
retrieve a pipeline2 parameters
create an employee32 parameters
list all employees4 parameters
retrieve an employee2 parameters
update an employee33 parameters
remove an employee2 parameters
create a group9 parameters
list all groups3 parameters
retrieve a group2 parameters
update a group10 parameters
remove a group2 parameters
gets a list of records7 parameters
updates a record3 parameters
adds a record3 parameters
gets a record5 parameters
deletes a record5 parameters
gets a record's translation in a specific language7 parameters
updates a record's translation in a specific language7 parameters
adds a translation for a record in a specific language7 parameters
gets a filtered list of records10 parameters
gets a list of activity sets5 parameters
gets a single activity set3 parameters
updates a comment 1 parameter
deletes a comment3 parameters
gets a comment's file attachments7 parameters
adds a file attachment to a comment3 parameters
gets a list of forum comments5 parameters
updates a forum comment 1 parameter
adds a forum comment 1 parameter
gets a forum comment3 parameters
gets a follow state for a forum comment3 parameters
start following a forum comment3 parameters
stop following a forum comment3 parameters
generates a new merge document6 parameters
gets a filtered list of forum comments8 parameters
gets a list of forums5 parameters
updates a forum 1 parameter
adds a forum 1 parameter
gets a forum3 parameters
gets a list of forum posts of a forum3 parameters
updates a forum post of a forum3 parameters
adds a forum post to a forum3 parameters
gets a follow state for a forum3 parameters
start following a forum3 parameters
stop following a forum3 parameters
generates a new merge document6 parameters
gets a filtered list of forums8 parameters
gets a list of forum posts5 parameters
updates a forum post 1 parameter
adds a forum post 1 parameter
gets a forum post3 parameters
gets a list of forum comments of a forum post3 parameters
updates a forum comment of a forum post3 parameters
adds a forum comment to a forum post3 parameters
gets a follow state for a forum post3 parameters
start following a forum post3 parameters
stop following a forum post3 parameters
generates a new merge document6 parameters
gets a filtered list of forum posts8 parameters
gets a list of contacts5 parameters
updates a contact 1 parameter
adds a contact 1 parameter
gets a contact3 parameters
deletes a contact3 parameters
adds an activity set to a contact7 parameters
gets a contact's dates3 parameters
updates a contact's dates8 parameters
gets a list of a contact's emails8 parameters
gets a contact's events8 parameters
gets a contact's file attachments7 parameters
adds a file attachment to a contact3 parameters
gets a follow state for a contact3 parameters
start following a contact3 parameters
stop following a contact3 parameters
gets a contact's image3 parameters
deletes a contact's image3 parameters
updates a contact's image5 parameters
gets a contact's custom image field5 parameters
deletes a contact's custom image field5 parameters
updates a contact's custom image field7 parameters
gets a contact's links3 parameters
updates a link12 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a list of notes of a contact3 parameters
updates a note of a contact3 parameters
adds a note to a contact3 parameters
deletes a note of a contact5 parameters
gets a contact's notes8 parameters
updates a note of a contact9 parameters
adds a note to a contact8 parameters
gets a contact's tags3 parameters
updates a contact's tags4 parameters
adds a tag to a contact4 parameters
deletes a tag from a contact3 parameters
gets a list of a contact's tasks8 parameters
gets a filtered list of contacts8 parameters
gets a list of contacts filtered by tags6 parameters
gets a list of countries used by insightly
gets a list of currencies used by insightly
gets a list of custom fields2 parameters
gets a custom field by name4 parameters
gets a list of custom objects
gets a custom object by object name3 parameters
gets a list of document templates5 parameters
gets a document template3 parameters
gets a filtered list of document templates8 parameters
gets a list of emails5 parameters
gets an email3 parameters
deletes an email3 parameters
gets an email's comments7 parameters
adds a comment to an email5 parameters
gets an email's file attachments7 parameters
gets a follow state for an email3 parameters
start following an email3 parameters
stop following an email3 parameters
gets an email's links3 parameters
adds a link12 parameters
deletes a link5 parameters
gets an email's tags3 parameters
updates an email's tags4 parameters
adds a tag to an email4 parameters
deletes a tag from an email3 parameters
gets a filtered list of emails8 parameters
gets a list of emails filtered by tags6 parameters
gets a list of events5 parameters
updates an event 1 parameter
adds an event 1 parameter
gets an event3 parameters
deletes an event3 parameters
gets an event's custom image field5 parameters
deletes an event's custom image field5 parameters
updates an event's custom image field7 parameters
gets an event's links3 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a filtered list of events8 parameters
gets a file attachment4 parameters
deletes a file attachment3 parameters
gets a list of file categories4 parameters
updates a file category5 parameters
adds a file category5 parameters
gets a file category3 parameters
deactivates a file category3 parameters
gets a list of followed records for the user5 parameters
gets a list of forum categories5 parameters
gets a forum category3 parameters
gets a follow state for a forum category3 parameters
start following a forum category3 parameters
stop following a forum category3 parameters
gets a filtered list of forum categories8 parameters
gets the instance
gets a list of knowledge articles5 parameters
updates a knowledge article 1 parameter
adds a knowledge article 1 parameter
gets a knowledge article3 parameters
deletes a knowledge article3 parameters
gets a follow state for a knowledge article3 parameters
start following a knowledge article3 parameters
stop following a knowledge article3 parameters
gets a knowledge article's custom image field5 parameters
deletes a knowledge article's custom image field5 parameters
updates a knowledge article's custom image field7 parameters
generates a new merge document6 parameters
gets a knowledge article's tags3 parameters
updates a knowledge article's tags4 parameters
adds a tag to a knowledge article4 parameters
deletes a tag from a knowledge article3 parameters
gets a knowledge article's translation in a specific language5 parameters
updates a knowledge article's translation in a specific language5 parameters
adds a translation for a knowledge article in a specific language5 parameters
gets a filtered list of knowledge articles8 parameters
gets a list of knowledge articles filtered by tags6 parameters
gets a list of knowledge article categories5 parameters
updates a knowledge article category 1 parameter
adds a knowledge article category 1 parameter
gets a knowledge article category3 parameters
generates a new merge document6 parameters
gets a filtered list of knowledge article categories8 parameters
gets a list of knowledge article folders5 parameters
updates a knowledge article folder 1 parameter
adds a knowledge article folder 1 parameter
gets a knowledge article folder3 parameters
generates a new merge document6 parameters
gets a filtered list of knowledge article folders8 parameters
gets a list of leads5 parameters
updates a lead 1 parameter
adds a lead 1 parameter
gets a lead3 parameters
deletes a lead3 parameters
adds an activity set to a lead7 parameters
gets a list of a lead's emails8 parameters
gets a lead's events8 parameters
gets a lead's file attachments7 parameters
adds a file attachment to a lead3 parameters
gets a follow state for a lead3 parameters
start following a lead3 parameters
stop following a lead3 parameters
gets a lead's image3 parameters
deletes a lead's image3 parameters
updates a lead's image5 parameters
gets a lead's custom image field5 parameters
deletes a lead's custom image field5 parameters
updates a lead's custom image field7 parameters
gets the email address to use for linking with the lead3 parameters
gets a lead's links3 parameters
updates a link12 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a list of notes of a lead3 parameters
updates a note of a lead3 parameters
adds a note to a lead3 parameters
deletes a note of a lead5 parameters
gets a lead's notes8 parameters
updates a note of a lead9 parameters
adds a note to a lead8 parameters
gets a lead's tags3 parameters
updates a lead's tags4 parameters
adds a tag to a lead4 parameters
deletes a tag from a lead3 parameters
gets a list of a lead's tasks8 parameters
gets a filtered list of leads8 parameters
gets a list of leads filtered by tags6 parameters
gets a list of lead sources4 parameters
updates a lead source5 parameters
adds a lead source5 parameters
deletes a lead source2 parameters
gets a list of lead statuses5 parameters
updates a lead status6 parameters
adds a lead status6 parameters
deletes a lead status2 parameters
adds a structured custom event8 parameters
gets a list of marketing visits4 parameters
gets a list of marketing visits by prospect6 parameters
gets a list of milestones5 parameters
gets a milestone3 parameters
gets a filtered list of milestones8 parameters
gets a list of notes5 parameters
updates a note 1 parameter
gets a note3 parameters
deletes a note3 parameters
gets a list of comments of a note3 parameters
updates a comment of a note3 parameters
deletes a comment of a note5 parameters
gets a note's comments7 parameters
adds a comment to a note5 parameters
gets a note's file attachments7 parameters
adds a file attachment to a note3 parameters
gets a follow state for a note3 parameters
start following a note3 parameters
stop following a note3 parameters
gets a note's links3 parameters
adds a link12 parameters
deletes a link5 parameters
gets a filtered list of notes8 parameters
gets a list of opportunities5 parameters
updates an opportunity 1 parameter
adds an opportunity 1 parameter
gets an opportunity3 parameters
deletes an opportunity3 parameters
adds an activity set to an opportunity7 parameters
gets a list of an opportunity's emails8 parameters
gets an opportunity's events8 parameters
gets an opportunity's file attachments7 parameters
adds a file attachment to an opportunity3 parameters
gets a follow state for an opportunity3 parameters
start following an opportunity3 parameters
stop following an opportunity3 parameters
gets an opportunity's image3 parameters
deletes an opportunity's image3 parameters
updates an opportunity's image5 parameters
gets an opportunity's custom image field5 parameters
deletes an opportunity's custom image field5 parameters
updates an opportunity's custom image field7 parameters
gets the email address to use for linking with the opportunity3 parameters
gets an opportunity's links3 parameters
updates a link12 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a list of notes of an opportunity3 parameters
updates a note of an opportunity3 parameters
adds a note to an opportunity3 parameters
deletes a note of an opportunity5 parameters
gets an opportunity's notes8 parameters
updates a note of an opportunity9 parameters
adds a note to an opportunity8 parameters
gets a list of opportunity products of an opportunity3 parameters
updates an opportunity product of an opportunity18 parameters
adds an opportunity product to an opportunity18 parameters
deletes an opportunity product of an opportunity5 parameters
changes current pipeline for the opportunity5 parameters
clears pipeline for the opportunity3 parameters
changes current pipeline stage for the opportunity5 parameters
changes current price book for the opportunity3 parameters
updates an opportunity state8 parameters
gets the history of states and reasons for an opportunity3 parameters
gets an opportunity's tags3 parameters
updates an opportunity's tags4 parameters
adds a tag to an opportunity4 parameters
deletes a tag from an opportunity3 parameters
gets a list of an opportunity's tasks8 parameters
gets a filtered list of opportunities8 parameters
gets a list of opportunities filtered by tags6 parameters
gets a list of opportunity categories4 parameters
updates an opportunity category5 parameters
adds an opportunity category5 parameters
gets an opportunity category3 parameters
deactivates an opportunity category3 parameters
gets a list of opportunity products5 parameters
gets an opportunity product3 parameters
gets an opportunity product's custom image field5 parameters
deletes an opportunity product's custom image field5 parameters
updates an opportunity product's custom image field7 parameters
gets a filtered list of opportunity products8 parameters
gets a list of opportunity state reasons4 parameters
gets a list of organisations5 parameters
updates an organisation 1 parameter
adds an organisation 1 parameter
gets an organisation3 parameters
deletes an organisation3 parameters
adds an activity set to an organisation7 parameters
gets an organisation's dates3 parameters
updates an organisation's dates8 parameters
gets an organisation's email domains3 parameters
updates an organisation's email domains5 parameters
gets a list of an organisation's emails8 parameters
gets an organisation's events8 parameters
gets an organisation's file attachments7 parameters
adds a file attachment to an organisation3 parameters
gets a follow state for an organisation3 parameters
start following an organisation3 parameters
stop following an organisation3 parameters
gets an organisation's image3 parameters
deletes an organisation's image3 parameters
updates an organisation's image5 parameters
gets an organisation's custom image field5 parameters
deletes an organisation's custom image field5 parameters
updates an organisation's custom image field7 parameters
gets an organisation's links3 parameters
updates a link12 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a list of notes of an organisation3 parameters
updates a note of an organisation3 parameters
adds a note to an organisation3 parameters
deletes a note of an organisation5 parameters
gets an organisation's notes8 parameters
updates a note of an organisation9 parameters
adds a note to an organisation8 parameters
gets an organisation's tags3 parameters
updates an organisation's tags4 parameters
adds a tag to an organisation4 parameters
deletes a tag from an organisation3 parameters
gets a list of an organisation's tasks8 parameters
gets a filtered list of organisations8 parameters
gets a list of organisations filtered by tags6 parameters
gets the permissions for a user
gets a list of pipelines4 parameters
gets a pipeline3 parameters
gets a list of pipeline stages4 parameters
gets a pipeline stage3 parameters
gets a list of price books5 parameters
updates a price book 1 parameter
adds a price book 1 parameter
gets a price book3 parameters
gets a follow state for a price book3 parameters
start following a price book3 parameters
stop following a price book3 parameters
generates a new merge document6 parameters
gets a list of price book entries of a price book3 parameters
updates a price book entry of a price book14 parameters
adds a price book entry to a price book14 parameters
deletes a price book entry of a price book5 parameters
gets a filtered list of price books8 parameters
gets a list of price book entries5 parameters
gets a price book entry3 parameters
gets a price book entry's custom image field5 parameters
deletes a price book entry's custom image field5 parameters
updates a price book entry's custom image field7 parameters
gets a filtered list of price book entries8 parameters
gets a list of products5 parameters
updates a product 1 parameter
adds a product 1 parameter
gets a product3 parameters
deletes a product3 parameters
gets a follow state for a product3 parameters
start following a product3 parameters
stop following a product3 parameters
gets a product's image3 parameters
deletes a product's image3 parameters
updates a product's image5 parameters
gets a product's custom image field5 parameters
deletes a product's custom image field5 parameters
updates a product's custom image field7 parameters
generates a new merge document6 parameters
gets a list of price book entries of a product3 parameters
updates a price book entry of a product14 parameters
adds a price book entry to a product14 parameters
deletes a price book entry of a product5 parameters
gets a filtered list of products8 parameters
gets a list of project categories4 parameters
updates a project category5 parameters
adds a project category5 parameters
gets a project category3 parameters
deactivates a project category3 parameters
gets a list of projects5 parameters
updates a project 1 parameter
adds a project 1 parameter
gets a project3 parameters
deletes a project3 parameters
adds an activity set to a project7 parameters
gets a list of a project's emails8 parameters
gets a project's events8 parameters
gets a project's file attachments7 parameters
adds a file attachment to a project3 parameters
gets a follow state for a project3 parameters
start following a project3 parameters
stop following a project3 parameters
gets a project's image3 parameters
deletes a project's image3 parameters
updates a project's image5 parameters
gets a project's custom image field5 parameters
deletes a project's custom image field5 parameters
updates a project's custom image field7 parameters
gets the email address to use for linking with the project3 parameters
gets a project's links3 parameters
updates a link12 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a list of a project's milestones3 parameters
updates a milestone13 parameters
adds a milestone13 parameters
deletes a milestone5 parameters
gets a list of notes of a project3 parameters
updates a note of a project3 parameters
adds a note to a project3 parameters
deletes a note of a project5 parameters
gets a project's notes8 parameters
updates a note of a project9 parameters
adds a note to a project8 parameters
changes current pipeline for the project5 parameters
clears pipeline for the project3 parameters
changes current pipeline stage for the project5 parameters
gets a project's tags3 parameters
updates a project's tags4 parameters
adds a tag to a project4 parameters
deletes a tag from a project3 parameters
gets a list of a project's tasks8 parameters
gets a filtered list of projects8 parameters
gets a list of projects filtered by tags6 parameters
gets a list of prospects5 parameters
updates a prospect 1 parameter
adds a prospect 1 parameter
gets a prospect3 parameters
deletes a prospect3 parameters
gets a follow state for a prospect3 parameters
start following a prospect3 parameters
stop following a prospect3 parameters
gets a prospect's custom image field5 parameters
deletes a prospect's custom image field5 parameters
updates a prospect's custom image field7 parameters
generates a new merge document6 parameters
gets a prospect's static list memberships3 parameters
updates a prospect's static list memberships3 parameters
adds a prospect to a static list4 parameters
removes a prospect from a static list3 parameters
gets a prospect's tags3 parameters
updates a prospect's tags4 parameters
adds a tag to a prospect4 parameters
deletes a tag from a prospect3 parameters
gets a filtered list of prospects8 parameters
gets a list of prospects filtered by tags6 parameters
gets a list of quotes5 parameters
updates a quote 1 parameter
adds a quote 1 parameter
gets a quote3 parameters
deletes a quote3 parameters
gets a follow state for a quote3 parameters
start following a quote3 parameters
stop following a quote3 parameters
gets a quote's custom image field5 parameters
deletes a quote's custom image field5 parameters
updates a quote's custom image field7 parameters
generates a new merge document6 parameters
gets a list of quote documents of a quote3 parameters
deletes a quote document of a quote5 parameters
gets a list of quote products of a quote3 parameters
updates a quote product of a quote19 parameters
adds a quote product to a quote19 parameters
deletes a quote product of a quote5 parameters
sync quote to an opportunity3 parameters
gets a filtered list of quotes8 parameters
gets a list of quote products5 parameters
gets a quote product3 parameters
gets a quote product's custom image field5 parameters
deletes a quote product's custom image field5 parameters
updates a quote product's custom image field7 parameters
gets a filtered list of quote products8 parameters
gets a list of relationships4 parameters
gets a list of tags used for a record type5 parameters
gets a list of task categories4 parameters
updates a task category5 parameters
adds a task category5 parameters
gets a task category3 parameters
deactivates a task category3 parameters
gets a list of tasks5 parameters
updates a task 1 parameter
adds a task 1 parameter
gets a task3 parameters
deletes a task3 parameters
gets a list of comments of a task3 parameters
updates a comment of a task3 parameters
adds a comment to a task3 parameters
deletes a comment of a task5 parameters
gets a task's comments7 parameters
adds a comment to a task5 parameters
gets a follow state for a task3 parameters
start following a task3 parameters
stop following a task3 parameters
gets a task's custom image field5 parameters
deletes a task's custom image field5 parameters
updates a task's custom image field7 parameters
gets a task's links3 parameters
adds a link12 parameters
deletes a link5 parameters
generates a new merge document6 parameters
gets a filtered list of tasks8 parameters
gets a list of team members4 parameters
adds a new team member4 parameters
gets a team member3 parameters
deletes a team member3 parameters
gets a list of teams5 parameters
updates a team7 parameters
adds a team6 parameters
gets a team3 parameters
deletes a team3 parameters
adds a team member6 parameters
deletes a team member5 parameters
gets a list of tickets5 parameters
updates a ticket 1 parameter
adds a ticket 1 parameter
gets a ticket3 parameters
deletes a ticket3 parameters
gets a ticket's comments7 parameters
adds a comment to a ticket5 parameters
gets a follow state for a ticket3 parameters
start following a ticket3 parameters
stop following a ticket3 parameters
gets a ticket's custom image field5 parameters
deletes a ticket's custom image field5 parameters
updates a ticket's custom image field7 parameters
merges the ticket into another ticket4 parameters
generates a new merge document6 parameters
gets a ticket's tags3 parameters
updates a ticket's tags4 parameters
adds a tag to a ticket4 parameters
deletes a tag from a ticket3 parameters
gets a filtered list of tickets8 parameters
gets a list of tickets filtered by tags6 parameters
gets a list of users4 parameters
gets a user3 parameters
gets the user object for the calling user
gets a filtered list of users7 parameters
The modern Unified API platform, built differently
Real-time, pass-through
Every request hits the source API live. No caching, no sync jobs, no stale data — just on-demand API reads/writes with native and virtual webhooks for instant updates.
Zero-storage by design
We never store end-customer data. Traffic is stateless and regionalized (US/EU/AU), reducing compliance scope and eliminating data-at-rest risk.
One API, deeply normalized
370+ integrations, 23 categories... Unified objects, endpoints, scopes, and errors—plus raw payload passthrough when you need provider-specific fields.
Custom fields & objects
Go beyond shallow schemas. We support custom fields and read/write on custom objects (e.g., Salesforce) via unified metadata APIs.
AI-ready integrations
Built for AI products: real-time streams for RAG/embeddings and Unified MCP tools that securely grant LLMs controlled integration access.
Predictable pricing, no lock-in
Transparent usage-based pricing that scales with API volume—not customers. Own your credentials and migrate anytime.
Add an Insightly integration to your application in hours
1Test drive integrations
Effortlessly test API calls, explore endpoints, and try out the Insightly integration using synthetic data in our Sandbox environment.
2Authorize connections
Drop in our Authorization component with a single line of code. Your users can then connect and grant access to their Insightly data.
3Start making API calls
Use the Connection ID to interact with Insightly via our unified API. We handle maintenance and updates so you can focus on your product.
Seamless Auth, no extra work
Unified.to removes the complexity of authentication and authorization so you can focus on building your product, not managing auth flows. Our pre-built UI and flexible API handle everything in the background—no extra setup required.
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Integrate with all the major crm applications
Unified.to makes it possible to integrate once to a unified API to connect with all the applications your customers use, so you can train AI models, build advanced automation, and expand your market.
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Integrateonce,launchindays
With 370+ pre-built integrations and zero maintenance burden, Unified.to unlocks your team's integration potential, so you can unblock growth.