First-party app
Insightly

Insightly

Manage Insightly contacts, organisations, opportunities and leads.

stable Customer Relationship Management

About

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.

App id
io.w6w.insightly
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Insightly 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.

Build with Insightly

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.

Create Contact

contact-create

Create a contact.

Delete Contact

contact-delete

Permanently delete a contact. Insightly has no trash to recover it from.

Get Contact

contact-get

Fetch a single contact by ID.

List Contacts

contact-get-many

List contacts, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).

Update Contact

contact-update

Change a contact's fields. Only the ones you set are touched.

Create Lead

lead-create

Create a lead.

Delete Lead

lead-delete

Permanently delete a lead. Insightly has no trash to recover it from.

Get Lead

lead-get

Fetch a single lead by ID.

List Leads

lead-get-many

List leads, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).

Update Lead

lead-update

Change a lead's fields. Only the ones you set are touched.

Create Opportunity

opportunity-create

Create an opportunity.

Delete Opportunity

opportunity-delete

Permanently delete an opportunity. Insightly has no trash to recover it from.

Get Opportunity

opportunity-get

Fetch a single opportunity by ID.

List Opportunities

opportunity-get-many

List opportunities, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).

Update Opportunity

opportunity-update

Change an opportunity's fields. Only the ones you set are touched.

Create Organisation

organisation-create

Create an organisation.

Delete Organisation

organisation-delete

Permanently delete an organisation. Insightly has no trash to recover it from.

Get Organisation

organisation-get

Fetch a single organisation by ID.

List Organisations

organisation-get-many

List organisations, optionally filtered by a field name/value (uses Insightly's Search endpoint when a filter field is set).

Update Organisation

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>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Contact

    perform
    contact-create
  • Get Contact

    read
    contact-get
  • List Contacts

    search
    contact-get-many
  • Update Contact

    perform
    contact-update
  • Create Lead

    perform
    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.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { 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);
Install the CLI
npm install -g @w6w/cli
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.

What the agent gets

Credentials it can't read

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.

A tool surface scoped to the caller

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.

A durable workflow in one call

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.

Health-aware discovery

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).

Request MCP access

Health checks

Insightly declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Insightly platform status

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.

dependency

Pod reachable

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.

quota

API rate-limit headroom

Daily per-instance allowance remaining, read off the X-RateLimit-* headers on the whoami probe.