CRM and sales · Available
Insightly for Claude, ChatGPT and Copilot
Insightly follows a customer past the sale into delivery, and mcpbizapps lets Claude, ChatGPT or Copilot answer across both: opportunities by stage, leads still Open, organizations with live projects, milestones running late. Sales and delivery views stay separate where you want them. A win above $25,000 needs the sales manager before its project is created. A guided pilot covers the pipeline through to delivery.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask Insightly?
Questions from sales manager, project manager, sales rep and others, answered from live Insightly data and only for the people allowed to see them.
Records it works with
- Opportunities
- Leads
- Contacts
- Organizations
- Projects
- Tasks
- Pipelines
- Sales manager
“Which opportunities in the Proposal stage have a forecast close date this month and a probability above 60%?”
- Project manager
“Which projects created from won opportunities last month have overdue milestones?”
- Sales rep
“Which leads from our website form are still Open after three days?”
- Account manager
“What opportunities and projects do we have with Alder & Finch Architects?”
- Operations director
“How many projects are in each pipeline stage, and who is responsible for each?”
- Business owner
“What was our win rate on opportunities this quarter compared with last?”
Changes, governed
What the assistant can prepare in Insightly
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to Insightly under a named person.
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Mark an opportunity as won and create its delivery project
Wins above $25,000 need the sales manager to approve before the project is created.
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Convert a lead into a contact, organization and opportunity
Reps convert their own leads on their own confirmation.
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Reassign open tasks on a project to a new owner
Reassigning more than 10 tasks needs the project manager to approve.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for Insightly
Insightly turns a won opportunity into project work, so a win marked by mistake can start a project nobody sold. Wins above $25,000 wait for the sales manager. Reassigning more than 10 project tasks goes to the project manager. Sales reps can be kept out of delivery records, and every request has a name attached.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the Insightly records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How Insightly gets connected
We connect Insightly for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the Insightly questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your Insightly administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
Insightly questions
Can the assistant see both opportunities and projects in Insightly?
Yes, for roles you allow. A sales rep might only see opportunities, while a project manager sees the projects that came from them. Account managers often get both so they can answer customers in one place.
Can it turn a won opportunity into a project?
It prepares the project with its pipeline and first tasks. The person confirms, and larger wins go to a manager before the project exists. Delivery leads can later see who asked for the project and who signed off on it.
Does it work with Insightly custom fields?
Yes. Custom fields on leads, opportunities and projects are mapped in the pilot, so questions using your own field names reach the right data. Roles can also hide custom fields, such as internal margin, from people who do not need them.
Does mcpbizapps keep a copy of our Insightly data?
No. When someone asks a question, mcpbizapps reads the answer live from Insightly through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
Insightly is a trademark of its owner. mcpbizapps is not affiliated with Insightly; the name describes the connection only.
Related
Often connected alongside Insightly
Part of Sales and customer service: Pipeline, outreach, support, success and field work.
Start
Bring Insightly into your AI assistant
Tell us how your team uses Insightly, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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