Manage Insightly contacts, organisations, opportunities and leads.
Insightly ships in the w6w first-party pack. It declares 20 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.
io.w6w.insightlyInsightly is a CRM built around four core objects — Contacts, Organisations, Opportunities and Leads — and this app puts full create/read/update/delete on each of them behind a workflow.
Contacts and Organisations are the address book: create and edit either one, look a record up by ID, list or filter the collection by any field, and delete a record when it is no longer wanted. Opportunities carry a deal through Insightly’s pipeline — name, stage, bid amount and currency, forecast and actual close dates, the responsible user — and Leads carry a prospect before it becomes a Contact, with its own source and status.
Every list action doubles as a search: leave the filter empty for a plain paginated listing, or set a field name and value to use Insightly’s field-level Search endpoint instead — including a search by custom field, and a filter on when a record was last updated.
Insightly is multi-tenant across regional “pods” (na1, eu1, …) rather than one shared host, so the pod is part of the Connection, alongside the per-user API key found in the Insightly web app’s own User Settings.
Out of scope for now: file attachments, tags, links between records, projects, tasks, custom objects, and the pipeline/stage/pricebook administrative endpoints — all real Insightly API surfaces, left out to keep this app to the four objects a CRM workflow touches most.
Three routes to the same 20 actions. The Workflow tab is generated from Insightly's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.
contact-delete Permanently delete a contact. Insightly has no trash to recover it from.
contact-get-many List contacts, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).
lead-get-many List leads, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).
opportunity-delete Permanently delete an opportunity. Insightly has no trash to recover it from.
opportunity-get-many List opportunities, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).
opportunity-update Change an opportunity's fields. Only the ones you set are touched.
organisation-delete Permanently delete an organisation. Insightly has no trash to recover it from.
organisation-get-many List organisations, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).
organisation-update Change an organisation's fields. Only the ones you set are touched.
A workflow step names the app and the action, and the editor fills in the
connection when you pick one. This is the Step shape from the
workflow spec, carrying Insightly's real ids.
{
"manifestVersion": "2",
"name": "insightly-example",
"steps": [
{
"id": "contact-create",
"uses": {
"app": "io.w6w.insightly",
"action": "contact-create",
"connection": "conn_YOUR_CONNECTION_ID"
},
"with": {
"firstName": "<firstName>"
}
}
]
}contact-create contact-get contact-get-many contact-update lead-create +15 more actions available
Every app-specific value here is a blank you have to fill in. An
app action is reached through the connection that authenticates it, so the
address is a connection id, not the app id — and connections belong to your account,
so a public page cannot know yours. Create one for Insightly, then fill in
the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the
parameters that action declares. The call itself is real — the shape is transcribed
from the studio's own snippet builder, which prints the same kind of blanks — but
nothing in it is specific to Insightly. The Workflow tab is where this app's
real ids are.
npm install @w6w/sdkyarn add @w6w/sdkpnpm add @w6w/sdkdeno add npm:@w6w/sdkimport { W6wClient, isActionRun } from "@w6w/sdk";
// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();
const envelope = await client.run({
urn: "conn_YOUR_CONNECTION_ID",
action: "contact-create",
payload: {
firstName: "<value>",
// lastName: "<value>",
// salutation: "<value>",
// title: "<value>",
// emailAddress: "<value>",
// phone: "<value>",
// phoneMobile: "<value>",
// organisationId: "<value>",
// background: "<value>",
},
});
if (isActionRun(envelope)) console.log(envelope.value); npm install -g @w6w/cli w6w run conn_YOUR_CONNECTION_ID --action contact-create --payload '{"firstName":"<value>"}' Give an AI agent Insightly — without giving it Insightly's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.
One tool call{
"name": "w6w_invoke",
"arguments": {
"ref": "app:io.w6w.insightly#contact-create",
"input": {
"firstName": "<firstName>"
}
}
}
Every tool names its target with a single ref. The
app: form above doesn't name a connection at all — the
host resolves which of the caller's Insightly connections to sign
with, and refuses rather than guesses when the answer is ambiguous.
The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.
Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.
Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.
Insightly's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.
The MCP surface is part of the hosted platform. Insightly itself is MIT, and the runtime that executes it is source-available (FSL).
Insightly declares its own checks, so its health is a property of the app rather than something the host guesses at.
Atlassian Statuspage rollup for status.insightly.com, with per-component detail — the 'Insightly API' component is the one this app's actions depend on. Unauthenticated and unsigned.
Unauthenticated request to this connection's Insightly pod. A 401 passes — it proves the pod is serving; credential validity is the auth:api-key check's job. A DNS failure means the pod segment is wrong.
Daily per-instance allowance remaining, read off the X-RateLimit-* headers on the whoami probe.