Insightly
Service domainCRM
Arcade Optimized
Arcade.dev tools for interacting with Insightly
Author:Arcade
Version:
0.1.0Auth:No authentication required
29tools
29require secrets
Insightly is a CRM platform; this toolkit gives Arcade agents full read/write access to contacts, leads, organizations, opportunities, projects, tasks, notes, and pipelines inside an Insightly account.
Capabilities
- Record management — Create and update core CRM objects (contacts, leads, organizations, opportunities, projects, tasks) with upsert-style tools that create on missing ID and update on presence.
- Lead conversion — Convert qualified leads into contacts and organizations (with optional opportunity), carrying over key fields and notes in a single orchestrated workflow.
- Search and lookup — Query any object type by name, email, domain, status, pipeline, stage, owner, or date range; retrieve individual records by ID.
- Activity and pipeline intelligence — Fetch a record's recent notes and open tasks in one call, roll up a user's open deals and tasks, and get a per-stage forecast summary for any pipeline.
- Reference data — List pipelines, pipeline stages, lead statuses/sources, and account users to resolve human-readable names to the IDs that write operations require.
- Note logging — Attach notes to any single CRM record; search notes account-wide or per-record with date and owner filters.
Secrets
INSIGHTLY_API_KEY
The API key that authenticates every request to the Insightly REST API. Retrieve it from your Insightly account under User Settings → API Key (accessible via your avatar in the top-right corner of the Insightly UI). The key is tied to the user account that generated it, so all actions are attributed to that user — use a dedicated service or admin account in production. Insightly's own documentation on locating the key: Insightly API Authentication.
INSIGHTLY_API_URL
The base URL for the Insightly API endpoint (e.g., https://api.na1.insightly.com/v3.1). The correct URL depends on the data-residency region your Insightly account was provisioned in (North America, Europe, Australia, etc.). Find your region's base URL in User Settings → API within Insightly, or in the Insightly API documentation. Supply the full versioned base URL without a trailing slash.
Store both secrets in the Arcade secrets manager: https://docs.arcade.dev/en/guides/create-tools/tool-basics/create-tool-secrets — or add them directly at https://api.arcade.dev/dashboard/auth/secrets.
Available tools(29)
29 of 29 tools
Operations
Behavior
| Tool name | Description | Secrets | |
|---|---|---|---|
Convert a qualified lead into a contact (when the lead names a person), an organization
(when the lead names one), and optionally an opportunity, then mark the lead converted.
The lead's name, email, phone, and title carry onto the contact, and its name/phone/website
onto the organization. A lead with only a last name becomes a contact under that name, since
Insightly stores a single-name person in the contact's first-name field. Insightly leaves the
lead's notes on the lead, so by default they are copied onto the new contact (or organization).
Fails if the lead has already been converted. Conversion is several creates followed by the
final lead update; it is not idempotent, so if a later step fails the lead stays unconverted
and any records already created remain. Check the lead in Insightly before retrying a failed
conversion so a retry does not duplicate records. | 2 | ||
Log a note against one CRM record. Provide exactly one record id to attach it to. | 2 | ||
Retrieve a single contact by its identifier. | 2 | ||
Return the identity of the authenticated Insightly user (the "who am I" for this account).
Call this first to confirm who actions will be attributed to. | 2 | ||
Retrieve a single lead by its identifier. | 2 | ||
Roll up one user's open deals and open tasks in a single call.
Defaults to the caller (the authenticated user), so "what's on my plate" is one read instead
of a separate pipeline summary and task search. The summed open-deal value covers every
matched deal, not just the returned window. | 2 | ||
Retrieve a single opportunity by its identifier. | 2 | ||
Retrieve a single organization by its identifier. | 2 | ||
Retrieve a single project by its identifier. | 2 | ||
Gather one record's recent notes and open tasks in one call, plus the deal stage.
Provide exactly one record id. Use this single call to prepare for a call or recap an
account instead of running separate note and task searches. When the record is an
opportunity, the response also carries that deal's current stage, state, and value; when
it is a project, it carries the project's parent opportunity and that deal's organization
so a delivery kickoff brief is one read; when it is a contact or organization, the response
also carries the opportunities and delivery projects that touch the account. | 2 | ||
Retrieve a single task by its identifier. | 2 | ||
List the account's configured lead statuses and lead sources so a natural-language
status or source name maps to the id that save_lead expects. | 2 | ||
List the configured pipelines, optionally filtered to opportunity or project pipelines. | 2 | ||
List a pipeline's stages in their defined order, so stage moves target real stages. | 2 | ||
List the users in the account, for attributing and assigning records. | 2 | ||
Create or update a contact. Omit contact_id to create (a first or last name is required). | 2 | ||
Create or update a lead. Omit lead_id to create a new lead (supply a last name, an
organization name, or both). | 2 | ||
Create or update an opportunity, including advancing its stage and recording won/lost.
Omit opportunity_id to create (a name is required). A new opportunity created without a
pipeline_id and stage_id is left unplaced: it still rolls up in the forecast under the
"(no stage)" bucket but cannot advance through a stage-based pipeline, so set pipeline_id
and stage_id together when you know the deal's pipeline and stage. | 2 | ||
Create or update an organization. Omit organization_id to create (a name is required). | 2 | ||
Create or update a delivery project, including advancing its stage.
Omit project_id to create (a name is required). | 2 | ||
Create or update a task, optionally linked to a deal, project, contact, or org.
Omit task_id to create (a title is required). | 2 | ||
Find contacts by name, email, or organization. Returns the account's default order. | 2 | ||
Find leads by name, email, conversion state, or status. Returns the account's default
order. | 2 | ||
Read notes most recently created first within the scanned window, account-wide or for one
record.
Omit every record id for an account-wide activity feed (combine owner_user_id and the
created_after / created_before window for a standup-style recap), or provide exactly one
record id to read the notes on that single record. Date bounds are inclusive.
Notes are gathered by scanning the collection up to a ceiling and ordering that scanned set
most-recently-created first; when scan_truncated is true the scan stopped before reaching the
whole collection, so the newest notes may lie beyond the scanned window. Narrow with a record
id, owner, or a created_after / created_before window to bring the result within that window. | 2 | ||
Find opportunities by name, state, pipeline, or organization. Returns the default order. | 2 |
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