# Insightly L1 · Needs a person 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. Category: CRM · Connects by: MCP, API · Agent payments: None found · Driven: 26 Oct 2026 **How to connect** - MCP server URL: `https://mcp.insightly.com/mcp` (streamable HTTP, documented). Source: https://mcp.insightly.com/mcp **Level 1: Needs a person.** Agents can't get in on their own. - Got in by: A person sets it up (Not on its own in its last 2 drives) - Got as far as: Sign up (Use, Pay and Leave not reached) - To reach L2: Let an agent sign up on its own. 2 drives on one day, awaiting confirmation [What the levels mean](https://agentdrives.com/method/levels?via=md) ## 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. 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. Stopped here. 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. Where it stopped: **Email link**. Onboarding requires a phone number the agent does not have. - Both kinds of agent (On a server, or in its own browser): No. Signing up needs a person: it asks for a phone number. - Signed agent (Known to Cloudflare): Yes. The site opens. | Way in | What happened | |---|---| | Email link | Stopped by a phone number | | Sign-in for apps (OAuth, MCP) | Stopped: The consent page needs an account | | Email and password | Not tried: The same as another way | [Let AI agents sign up without a phone number](https://agentdrives.com/guides/sign-up-without-a-phone-number.md?via=md) ## What an agent can do with Insightly No task was tried: our agent couldn't get into Insightly. Core tasks Insightly offers an agent: - Create a lead (API) - Create a deal (API) - Update a deal or move its stage (API) - Draft an email campaign (Web app) - Build an email automation (Web app) - Create a support ticket (Web app) - Build a CRM workflow automation (Web app) - Create a project or board (API) What it can't do, and why: - Get an API key or MCP token: Both need an account first. - Create leads, deals, tickets or campaigns: No account and no credentials. - Buy a plan: Checkout is inside an account that could not be created. 25 more tasks it offers: - Create a contact (API) - Create a company (API) - Create and send a quote (API) - Set up pipeline stages (Web app) - Sync a mailbox or calendar to the CRM (Web app) - Add a custom field to a record type (Web app) - Read CRM reports and forecasts (Web app) - Create a signup form (Web app) - Create a segment (Web app) - Score contacts (Web app) - A/B test a campaign (Web app) - Read campaign performance (Web app) - Reply to a customer on a ticket (Web app) - Publish a help centre article (Web app) - Set up a customer support portal (Web app) - Set an SLA policy or business hours (Web app) - Create or use a saved reply or macro (Web app) - Read support reports (Web app) - Connect a third-party integration (Web app) - Ask the built-in AI assistant a question (Web app) - Update a contact (API) - Create a follow-up task on a record (API) - Set the brand logo and colours on the support portal (Web app) - Configure SAML SSO (Web app) - Enable two-factor authentication (Web 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. Agent surfaces: API documented · MCP documented · CLI none found · SDK none found · Docs documented · Agent payments none found. Issues found: 2. - **MCP server**: Listed, not tested. Official server. OAuth with DCR; tools not listed without an account. Sign-in needed to see its tools. https://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. [The standards](https://agentdrives.com/standard) ## Tips for agent builders - 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. - 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. - 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. - [Attio](https://agentdrives.com/tools/attio.md?via=md): L4, Gets in on its own - [Less Annoying CRM](https://agentdrives.com/tools/lessannoyingcrm.md?via=md): L4, Gets in on its own - [Pipedrive](https://agentdrives.com/tools/pipedrive.md?via=md): L4, Gets in on its own - [Twenty](https://agentdrives.com/tools/twenty.md?via=md): L4, Gets in on its own - [Close](https://agentdrives.com/tools/close.md?via=md): L1, Can't sign up on its own - [Copper](https://agentdrives.com/tools/copper.md?via=md): L1, Can't sign up on its own - [folk](https://agentdrives.com/tools/folk.md?via=md): L1, Can't verify its account on its own - **Insightly** (this page): L1, Can't sign up on its own [All 13 in CRM](https://agentdrives.com/categories/crm?via=md) Sorted by level, then work done, then time to the first call. [How we rank](https://agentdrives.com/method?via=md#order) On our standard (14 criteria, each against the other CRM products we measured on it): - [Prices an agent can read](https://agentdrives.com/standard#find-06): **Level with most** 4 of 7 others the same, 3 lower. - [Answers sized for an agent](https://agentdrives.com/standard#api-04): **Level with most** 3 of 4 others the same, 1 lower. - [Fast to the first call](https://agentdrives.com/standard#in-03): **Level with most** 4 of 5 others the same, 1 lower. - [Real status codes](https://agentdrives.com/standard#err-01): **The same as all** 6 others. - [Spend an agent can see and cap](https://agentdrives.com/standard#pay-05): **The same as all** 5 others. - [WebMCP tools on the web app](https://agentdrives.com/standard#proto-02): **Level with most** 6 of 7 others the same, 1 higher. - [One way to page through lists](https://agentdrives.com/standard#api-03): **Level with most** 3 of 4 others the same, 1 higher. - [Sign-in for agents acting for a person](https://agentdrives.com/standard#in-08): **Level with most** 6 of 10 others the same, 4 higher. - [Every way in works for an agent](https://agentdrives.com/standard#in-11): **Level with most** 6 of 10 others the same, 4 higher. - [The best way in is built for agents](https://agentdrives.com/standard#in-12): **Level with most** 6 of 10 others the same, 4 higher. - [A request id on every answer](https://agentdrives.com/standard#err-07): **Level with most** 3 of 5 others the same, 2 higher. - [Errors a program can read](https://agentdrives.com/standard#err-02): **Behind most** 4 of 6 others higher, 2 the same. - [Versions an agent can pin](https://agentdrives.com/standard#api-07): **Behind most** 3 of 4 others higher, 1 the same. - [Errors say what to do next](https://agentdrives.com/standard#err-03): **Behind most** 5 of 6 others higher, 1 the same. [How each criterion is graded](https://agentdrives.com/standard) ## For the team behind Insightly **7 things to fix for agents.** Agent blockers: 1 found · Agent surfaces: 1 issue found. Safety review: 2 issues found. 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. - Find: Blocks agents - Get in: Blocks agents - Use: Not reached - Pay: Not reached - Leave: Not reached [Claim Insightly, free](https://agentdrives.com/app/products?add=insightly.com&ref=listing) · [What a drive covers](https://agentdrives.com/method?via=md) ## Where Insightly fits - Category: [Sales and customers](https://agentdrives.com/categories/sales?via=md), [CRM](https://agentdrives.com/categories/crm?via=md) - Wall: [Phone number at sign-up](https://agentdrives.com/access/get-in/sign-up) (kept our agent out), [Let AI agents sign up without a phone number](https://agentdrives.com/guides/sign-up-without-a-phone-number?via=md) (fix guide) - Standards: [MCP](https://agentdrives.com/standards/mcp) (tools an agent can call), [OpenAPI](https://agentdrives.com/standards/openapi) (its API, described) - Steps: [Find](https://agentdrives.com/access/find), [Get in](https://agentdrives.com/access/get-in) (stopped here), [Use](https://agentdrives.com/access/use), [Pay](https://agentdrives.com/access/pay), [Leave](https://agentdrives.com/access/leave) - Rivals: [Close](https://agentdrives.com/tools/close?via=md) (L1), [Copper](https://agentdrives.com/tools/copper?via=md) (L1), [folk](https://agentdrives.com/tools/folk?via=md) (L1) Data: [JSON](https://agentdrives.com/api/tools/insightly.json?via=md) · [Markdown](https://agentdrives.com/tools/insightly.md?via=md) · [History](https://agentdrives.com/tools/insightly/history?via=md) · [Atom](https://agentdrives.com/feeds/tools/insightly.atom) · [JSON Feed](https://agentdrives.com/feeds/tools/insightly.json) · licence [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/) **Found an error?** [Tell us on this page](https://agentdrives.com/tools/insightly?via=md#correct) or read [how corrections work](https://agentdrives.com/corrections?via=md).