AgentDrives

Insightly

insightly.com

Insightly is a CRM with a large documented API and an official MCP server for AI assistants.

Can an AI agent use Insightly? No. Our agent couldn't get into Insightly on its own.

Visit Insightly Follow changes

Category

CRM

Connects by

MCP, API

Agent payments

None found

Driven 26 Oct 2026

From finding it to leaving

What an agent managed without a person, at each step.

  1. Find

    Stopped

    No docs it can act on.

  2. Get in

    Stopped here
    Stopped

    Can't sign up. The trial sign-up takes an email and sends a verification link, then onboarding step 1 requires a phone number ("Your phone number must be filled out."); our agent has none, so no account was created.

  3. Use

    Not reached

    Tasks need an account.

  4. Pay

    Not reached

    Buying needs an account.

  5. Leave

    Not reached

    Nothing to cancel or delete.

Getting in

None of the 3 ways in worked without a person.

Let AI agents sign up without a phone number

Where it stopped

Email link

Onboarding requires a phone number the agent does not have.

  • Both kinds of agentOn a server, or in its own browserNoSigning up needs a person: it asks for a phone number.
  • Signed agentKnown to CloudflareYesThe site opens.

Every way in

Way inWhat happenedWhy
Email linkStopped by a phone number
Sign-in for apps (OAuth, MCP)StoppedThe consent page needs an account
Email and passwordNot triedThe same as another way

What an agent can do with Insightly

No task was tried: our agent couldn't get into Insightly.

Core tasks Insightly offers an agent

  • offered, not tried
  • Create a leadAPI
  • Create a dealAPI
  • Update a deal or move its stageAPI
  • Draft an email campaignWeb app
  • Build an email automationWeb app
  • Create a support ticketWeb app
  • Build a CRM workflow automationWeb app
  • Create a project or boardAPI
  • Get an API key or MCP tokenBoth need an account first.
  • Create leads, deals, tickets or campaignsNo account and no credentials.
  • Buy a planCheckout is inside an account that could not be created.
25 more tasks it offers
  • Create a contactAPI
  • Create a companyAPI
  • Create and send a quoteAPI
  • Set up pipeline stagesWeb app
  • Sync a mailbox or calendar to the CRMWeb app
  • Add a custom field to a record typeWeb app
  • Read CRM reports and forecastsWeb app
  • Create a signup formWeb app
  • Create a segmentWeb app
  • Score contactsWeb app
  • A/B test a campaignWeb app
  • Read campaign performanceWeb app
  • Reply to a customer on a ticketWeb app
  • Publish a help centre articleWeb app
  • Set up a customer support portalWeb app
  • Set an SLA policy or business hoursWeb app
  • Create or use a saved reply or macroWeb app
  • Read support reportsWeb app
  • Connect a third-party integrationWeb app
  • Ask the built-in AI assistant a questionWeb app
  • Update a contactAPI
  • Create a follow-up task on a recordAPI
  • Set the brand logo and colours on the support portalWeb app
  • Configure SAML SSOWeb app
  • Enable two-factor authenticationWeb app

Surface audit: 531 documented operations, 2 run, 1 passed, 529 blocked (sandbox or plan limits).

How an agent connects

MCP, API and OpenAPI found.

The standards

  • MCP server

    Listed, not tested

    Official server. OAuth with DCR; tools not listed without an account. Sign‑in needed to see its tools.

    mcp.insightly.com/mcp

    1 tool across its docs

  • API

    Listed, not tested

    REST v3.1, HTTP Basic with an API key, 527 operations.

    527 operations across its docs

  • OpenAPI

    Yes

    Swagger 2.0, no securityDefinitions.

  • CLI

    None found

  • SDK

    None found

  • llms.txt

    None found

  • Agent payments

    None found

    The checkout wasn't reached: Plus, $29 a month.

  • Docs

    Couldn't be read

    The docs couldn't be read on this drive.

Tips for agent builders

From this drive

3 tips
  1. Read the API at https://api.{pod}.insightly.com/v3.1/Help and the Swagger at /v3.1/swagger/docs/v3.1; send the key … as the Basic username with an empty password.
  2. For the MCP server, register a client at https://login.insightly.com/register and run the code flow with PKCE S256 and resource=https://mcp.insightly.com/mcp.
  3. The trial sign-up needs a phone number at onboarding: have one before you start.

How Insightly compares

In CRM

4 of the 13 products we drove in CRM are higher; 8 others share L1.

ProductLevelFind to leave
AttioL4Find: On its own, Get in: On its own, Use: On its own, Pay: Partly, Leave: On its own.
Less Annoying CRML4Find: On its own, Get in: On its own, Use: On its own, Pay: Card checkout, Leave: On its own.
PipedriveL4Find: On its own, Get in: On its own, Use: On its own, Pay: Not reached, Leave: On its own.
TwentyL4Find: On its own, Get in: On its own, Use: On its own, Pay: Partly, Leave: On its own.
CloseL1Find: On its own, Get in: Stopped, Use: Not reached, Pay: Not reached, Leave: Not reached.
CopperL1Find: On its own, Get in: Stopped, Use: Not reached, Pay: Not reached, Leave: Not reached.
folkL1Find: On its own, Get in: Stopped, Use: Not reached, Pay: Not reached, Leave: On its own.
InsightlyL1Find: Stopped, Get in: Stopped, Use: Not reached, Pay: Not reached, Leave: Not reached.
All 13 in CRM

Sorted by level, then work done, then time to the first call. How we rank

For the team behind Insightly

Agents get stuck at Find and Get in. Prove Insightly is yours, then see where each issue is, read your safety findings and ask for a free drive after a fix. How to fix each one comes with the Audit.

7 things to fix for agents

Agent blockers: 1 foundAgent surfaces: 1 issue foundSafety review: 2 issues found

  1. FindBlocks agents
  2. Get inBlocks agents
  3. UseNot reached
  4. PayNot reached
  5. LeaveNot reached

Claim Insightly, freeWhat a drive covers

On our standard

14 criteria, each against the other CRM products we measured on it.

All 14 criteria
How each criterion is graded

Where Insightly fits

Category
Wall
Standards
  • MCPtools an agent can call
  • OpenAPIits API, described
Steps
Rivals

Every earlier drive is in the history. Data under CC BY 4.0.

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Questions people ask about Insightly

Can an AI agent sign up for Insightly on its own?
No. Sign-up: needs a human. The trial sign-up takes an email and sends a verification link, then onboarding step 1 requires a phone number ("Your phone number must be filled out."); our agent has none, so no account was created.
Does Insightly have an MCP server, and can an agent connect to it?
Yes. Insightly has an official MCP server. The server signs an agent in with OAuth. A new agent can't get in on its own: in the drive of 26 Oct 2026, our agent stopped at sign up (it needs a person).

Cite this page

The page as a reference, in plain text, APA and BibTeX.

Cite this
Plain
AgentDrives, “Insightly: AI agent test drive”, 26 October 2026, https://agentdrives.com/tools/insightly. CC BY 4.0.
APA
AgentDrives. (2026, October 26). Insightly: AI agent test drive. https://agentdrives.com/tools/insightly
BibTeX
@misc{agentdrives_insightly_2026,
  author = {{AgentDrives}},
  title = {Insightly: AI agent test drive},
  year = {2026},
  month = oct,
  url = {https://agentdrives.com/tools/insightly},
  note = {Agent test drive, CC BY 4.0},
}

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