The Insightly connector lets your AI agent act in each user's Insightly account. Each user connects their own Insightly username and password once, and Scalekit sends it with every call, so your agent never handles credentials. It comes with 108 tools.
- Tools
- 108
- What they doRead · write · destructive
- 72 · 28 · 872 read28 write8 destructive
- Users sign in with
- API key
Setup
Install the SDK
Terminal window npm install @scalekit-sdk/node dotenvTerminal window pip install scalekit-sdk-python python-dotenvSet your credentials
Add your Scalekit credentials to your
.envfile. Find values in app.scalekit.com > Developers > API Credentials..env SCALEKIT_ENVIRONMENT_URL=<your-environment-url>SCALEKIT_CLIENT_ID=<your-client-id>SCALEKIT_CLIENT_SECRET=<your-client-secret>Create the Insightly connection
In AgentKit > Connections, create an Insightly connection. The name you give it is the
connection_nameyour code passes. See Configure connections.
Tools
Pass the exact name toexecute_toolinsightly_get_contactRetrieve one contact from Insightly by ID.Read-onlyGet Contact
Retrieve one contact from Insightly by ID. Returns the full contact record (names, emails, phones, addresses, organisation link, owner and dates). Use this when you already have the contact ID.
Inputs
idintegerrequired- Numeric ID of the contact to retrieve.
insightly_get_current_userRetrieve the Insightly user that owns the connected API key.Read-onlyGet Current User
Retrieve the Insightly user that owns the connected API key. Returns the user record with USER_ID, name, email and timezone. Use this to learn whose identity the API calls run as, for example to assign a record to yourself.
Inputs
This tool takes no inputs.
insightly_get_custom_fieldsRetrieve the custom field definitions for one Insightly object type.Read-onlyGet Custom Fields
Retrieve the custom field definitions for one Insightly object type. Returns an array of custom field metadata with FIELD_NAME, label, type, order and allowed options. Use this to find the FIELD_NAME to send in custom_fields when creating or updating a record.
Inputs
object_namestringrequired- Insightly object whose custom fields to describe, for example Contacts, Organisations, Leads, Opportunities, Projects or Tasks.
insightly_get_emailRetrieve one logged email from Insightly by ID.Read-onlyGet Email
Retrieve one logged email from Insightly by ID. Returns the email record with sender, recipients, subject, body, links and dates. Use this when you already have the email ID.
Inputs
idintegerrequired- Numeric ID of the email to retrieve.
insightly_get_eventRetrieve one event from Insightly by ID.Read-onlyGet Event
Retrieve one event from Insightly by ID. Returns the full event record (title, location, start and end times, owner). Use this when you already have the event ID.
Inputs
idintegerrequired- Numeric ID of the event to retrieve.
insightly_get_instanceRetrieve details about the connected Insightly instance.Read-onlyGet Instance
Retrieve details about the connected Insightly instance. Returns instance information such as name, plan and whether the latest version is enabled. Use this to check instance capabilities before using Products, Price Books or Quotes.
Inputs
This tool takes no inputs.
insightly_get_leadRetrieve one lead from Insightly by ID.Read-onlyGet Lead
Retrieve one lead from Insightly by ID. Returns the full lead record (names, email, status, source, rating, owner and dates). Use this when you already have the lead ID.
Inputs
idintegerrequired- Numeric ID of the lead to retrieve.
insightly_get_noteRetrieve one note from Insightly by ID.Read-onlyGet Note
Retrieve one note from Insightly by ID. Returns the note record with NOTE_ID, TITLE, BODY and dates. Use this when you already have the note ID.
Inputs
idintegerrequired- Numeric ID of the note to retrieve.
insightly_get_opportunityRetrieve one opportunity from Insightly by ID.Read-onlyGet Opportunity
Retrieve one opportunity from Insightly by ID. Returns the full opportunity record (name, state, bid amount, probability, pipeline stage, owner and dates). Use this when you already have the opportunity ID.
Inputs
idintegerrequired- Numeric ID of the opportunity to retrieve.
insightly_get_opportunity_state_historyRetrieve the history of state changes and reasons for one Insightly opportunity.Read-onlyGet Opportunity State History
Retrieve the history of state changes and reasons for one Insightly opportunity. Returns an array of state records with state, reason and date changed. Use this to audit when and why an opportunity was won, lost or reopened.
Inputs
idintegerrequired- Numeric ID of the opportunity whose state history to retrieve.
insightly_get_organisationRetrieve one organisation from Insightly by ID.Read-onlyGet Organisation
Retrieve one organisation from Insightly by ID. Returns the full organisation record (name, website, background, owner and dates). Use this when you already have the organisation ID.
Inputs
idintegerrequired- Numeric ID of the organisation to retrieve.
insightly_get_productRetrieve one product from Insightly by ID.Read-onlyGet Product
Retrieve one product from Insightly by ID. Returns the full product record. Use this when you already have the PRODUCT_ID. Only available on instances using the latest Insightly version.
Inputs
idintegerrequired- Numeric ID of the product to retrieve.
insightly_get_projectRetrieve one project from Insightly by ID.Read-onlyGet Project
Retrieve one project from Insightly by ID. Returns the full project record (name, status, details, dates, owner and pipeline stage). Use this when you already have the project ID.
Inputs
idintegerrequired- Numeric ID of the project to retrieve.
insightly_get_quoteRetrieve one quote from Insightly by ID.Read-onlyGet Quote
Retrieve one quote from Insightly by ID. Returns the full quote record. Use this when you already have the QUOTE_ID. Only available on instances using the latest Insightly version.
Inputs
idintegerrequired- Numeric ID of the quote to retrieve.
insightly_get_taskRetrieve one task from Insightly by ID.Read-onlyGet Task
Retrieve one task from Insightly by ID. Returns the full task record (title, status, priority, due date, owner and links). Use this when you already have the task ID.
Inputs
idintegerrequired- Numeric ID of the task to retrieve.
insightly_get_userRetrieve one Insightly user by ID.Read-onlyGet User
Retrieve one Insightly user by ID. Returns the user record with name, email, timezone, role and active flag. Use this when you already have a USER_ID.
Inputs
idintegerrequired- Numeric ID of the user to retrieve.
insightly_list_contact_emailsList the emails linked to one contact in Insightly.Read-onlyList Contact Emails
List the emails linked to one contact in Insightly. Returns an array of email records with sender, recipients, subject, body and dates. Use this to read the email history of a contact; use insightly_search_emails to search across all records.
Inputs
idintegerrequired- Numeric ID of the contact whose emails to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_contact_notesList the notes attached to one contact in Insightly.Read-onlyList Contact Notes
List the notes attached to one contact in Insightly. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to read the notes on a contact; use insightly_search_notes to find notes across all records.
Inputs
idintegerrequired- Numeric ID of the contact whose notes to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_contact_tasksList the tasks linked to one contact in Insightly.Read-onlyList Contact Tasks
List the tasks linked to one contact in Insightly. Returns an array of task records with title, status, due date and owner. Use this to see open work on a contact; use insightly_search_tasks to search all tasks.
Inputs
idintegerrequired- Numeric ID of the contact whose tasks to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_contactsList contacts in Insightly, one page at a time.Read-onlyList Contacts
List contacts in Insightly, one page at a time. Returns an array of contact records (names, emails, phones, addresses, organisation link, owner and dates); use skip and top to page. Use this to browse everything. Use insightly_search_contacts to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_countriesList the countries supported by Insightly.Read-onlyList Countries
List the countries supported by Insightly. Returns an array of country names. Use this to pick a valid country value for address fields.
Inputs
This tool takes no inputs.
insightly_list_currenciesList the currencies supported by Insightly.Read-onlyList Currencies
List the currencies supported by Insightly. Returns an array of currencies with code and symbol. Use this to pick a valid BID_CURRENCY for an opportunity.
Inputs
This tool takes no inputs.
insightly_list_emailsList emails stored in Insightly, one page at a time.Read-onlyList Emails
List emails stored in Insightly, one page at a time. Returns an array of email records with sender, recipients, subject, body and dates. Use this to browse logged emails; use insightly_search_emails to filter them.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_eventsList events in Insightly, one page at a time.Read-onlyList Events
List events in Insightly, one page at a time. Returns an array of event records (title, location, start and end times, owner); use skip and top to page. Use this to browse everything. Use insightly_search_events to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_lead_emailsList the emails linked to one lead in Insightly.Read-onlyList Lead Emails
List the emails linked to one lead in Insightly. Returns an array of email records with sender, recipients, subject, body and dates. Use this to read the email history of a lead; use insightly_search_emails to search across all records.
Inputs
idintegerrequired- Numeric ID of the lead whose emails to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_lead_notesList the notes attached to one lead in Insightly.Read-onlyList Lead Notes
List the notes attached to one lead in Insightly. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to read the notes on a lead; use insightly_search_notes to find notes across all records.
Inputs
idintegerrequired- Numeric ID of the lead whose notes to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_lead_sourcesList the lead sources defined in Insightly.Read-onlyList Lead Sources
List the lead sources defined in Insightly. Returns an array of lead sources with LEAD_SOURCE_ID and name. Use this to find the LEAD_SOURCE_ID required when creating a lead.
Inputs
This tool takes no inputs.
insightly_list_lead_statusesList the lead statuses defined in Insightly.Read-onlyList Lead Statuses
List the lead statuses defined in Insightly. Returns an array of lead statuses with LEAD_STATUS_ID and name. Use this to find the LEAD_STATUS_ID required when creating a lead.
Inputs
This tool takes no inputs.
insightly_list_lead_tasksList the tasks linked to one lead in Insightly.Read-onlyList Lead Tasks
List the tasks linked to one lead in Insightly. Returns an array of task records with title, status, due date and owner. Use this to see open work on a lead; use insightly_search_tasks to search all tasks.
Inputs
idintegerrequired- Numeric ID of the lead whose tasks to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_leadsList leads in Insightly, one page at a time.Read-onlyList Leads
List leads in Insightly, one page at a time. Returns an array of lead records (names, email, status, source, rating, owner and dates); use skip and top to page. Use this to browse everything. Use insightly_search_leads to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_milestonesList project milestones in Insightly.Read-onlyList Milestones
List project milestones in Insightly. Returns an array of milestones with MILESTONE_ID, title, due date and project. Use this to find the MILESTONE_ID to attach a task to.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_notesList notes in Insightly, one page at a time.Read-onlyList Notes
List notes in Insightly, one page at a time. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to browse all notes; use insightly_search_notes to filter them.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_opportunitiesList opportunities in Insightly, one page at a time.Read-onlyList Opportunities
List opportunities in Insightly, one page at a time. Returns an array of opportunity records (name, state, bid amount, probability, pipeline stage, owner and dates); use skip and top to page. Use this to browse everything. Use insightly_search_opportunities to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_opportunity_categoriesList the opportunity categories defined in Insightly.Read-onlyList Opportunity Categories
List the opportunity categories defined in Insightly. Returns an array of categories with CATEGORY_ID and name. Use this to find the CATEGORY_ID for creating or updating an opportunity.
Inputs
This tool takes no inputs.
insightly_list_opportunity_emailsList the emails linked to one opportunity in Insightly.Read-onlyList Opportunity Emails
List the emails linked to one opportunity in Insightly. Returns an array of email records with sender, recipients, subject, body and dates. Use this to read the email history of a opportunity; use insightly_search_emails to search across all records.
Inputs
idintegerrequired- Numeric ID of the opportunity whose emails to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_opportunity_notesList the notes attached to one opportunity in Insightly.Read-onlyList Opportunity Notes
List the notes attached to one opportunity in Insightly. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to read the notes on a opportunity; use insightly_search_notes to find notes across all records.
Inputs
idintegerrequired- Numeric ID of the opportunity whose notes to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_opportunity_productsList the products (line items) attached to one Insightly opportunity.Read-onlyList Opportunity Products
List the products (line items) attached to one Insightly opportunity. Returns an array of line items with product, quantity, price and total. Use this to see what an opportunity includes. Only available on instances using the latest Insightly version.
Inputs
idintegerrequired- Numeric ID of the opportunity whose products to list.
insightly_list_opportunity_state_reasonsList the reasons available for changing an opportunity's state in Insightly.Read-onlyList Opportunity State Reasons
List the reasons available for changing an opportunity's state in Insightly. Returns an array of reasons with STATE_REASON_ID, reason text and the state they apply to. Use this to find the STATE_REASON_ID for insightly_update_opportunity_state.
Inputs
This tool takes no inputs.
insightly_list_opportunity_tasksList the tasks linked to one opportunity in Insightly.Read-onlyList Opportunity Tasks
List the tasks linked to one opportunity in Insightly. Returns an array of task records with title, status, due date and owner. Use this to see open work on a opportunity; use insightly_search_tasks to search all tasks.
Inputs
idintegerrequired- Numeric ID of the opportunity whose tasks to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_organisation_emailsList the emails linked to one organisation in Insightly.Read-onlyList Organisation Emails
List the emails linked to one organisation in Insightly. Returns an array of email records with sender, recipients, subject, body and dates. Use this to read the email history of a organisation; use insightly_search_emails to search across all records.
Inputs
idintegerrequired- Numeric ID of the organisation whose emails to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_organisation_notesList the notes attached to one organisation in Insightly.Read-onlyList Organisation Notes
List the notes attached to one organisation in Insightly. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to read the notes on a organisation; use insightly_search_notes to find notes across all records.
Inputs
idintegerrequired- Numeric ID of the organisation whose notes to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_organisation_tasksList the tasks linked to one organisation in Insightly.Read-onlyList Organisation Tasks
List the tasks linked to one organisation in Insightly. Returns an array of task records with title, status, due date and owner. Use this to see open work on a organisation; use insightly_search_tasks to search all tasks.
Inputs
idintegerrequired- Numeric ID of the organisation whose tasks to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_organisationsList organisations in Insightly, one page at a time.Read-onlyList Organisations
List organisations in Insightly, one page at a time. Returns an array of organisation records (name, website, background, owner and dates); use skip and top to page. Use this to browse everything. Use insightly_search_organisations to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_pipeline_stagesList the pipeline stages configured in Insightly.Read-onlyList Pipeline Stages
List the pipeline stages configured in Insightly. Returns an array of stages with STAGE_ID, PIPELINE_ID, STAGE_NAME and order. Use this to find stage IDs before moving an opportunity or project with the update_*_stage tools.
Inputs
This tool takes no inputs.
insightly_list_pipelinesList the sales and project pipelines configured in Insightly.Read-onlyList Pipelines
List the sales and project pipelines configured in Insightly. Returns an array of pipelines with PIPELINE_ID, name and the object type they apply to. Use this to find pipeline IDs; use insightly_list_pipeline_stages for the stages inside them.
Inputs
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_productsList products in Insightly, one page at a time.Read-onlyList Products
List products in Insightly, one page at a time. Returns an array of product records with PRODUCT_ID, name and pricing. Use this to browse products. Only available on instances using the latest Insightly version.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_project_categoriesList the project categories defined in Insightly.Read-onlyList Project Categories
List the project categories defined in Insightly. Returns an array of categories with CATEGORY_ID and name. Use this to find the CATEGORY_ID for creating or updating a project.
Inputs
This tool takes no inputs.
insightly_list_project_notesList the notes attached to one project in Insightly.Read-onlyList Project Notes
List the notes attached to one project in Insightly. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to read the notes on a project; use insightly_search_notes to find notes across all records.
Inputs
idintegerrequired- Numeric ID of the project whose notes to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_project_tasksList the tasks linked to one project in Insightly.Read-onlyList Project Tasks
List the tasks linked to one project in Insightly. Returns an array of task records with title, status, due date and owner. Use this to see open work on a project; use insightly_search_tasks to search all tasks.
Inputs
idintegerrequired- Numeric ID of the project whose tasks to list.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_list_projectsList projects in Insightly, one page at a time.Read-onlyList Projects
List projects in Insightly, one page at a time. Returns an array of project records (name, status, details, dates, owner and pipeline stage); use skip and top to page. Use this to browse everything. Use insightly_search_projects to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_quotesList quotes in Insightly, one page at a time.Read-onlyList Quotes
List quotes in Insightly, one page at a time. Returns an array of quote records with QUOTE_ID, name and pricing. Use this to browse quotes. Only available on instances using the latest Insightly version.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_relationshipsList the relationship types defined between records in Insightly.Read-onlyList Relationships
List the relationship types defined between records in Insightly. Returns an array of relationships with RELATIONSHIP_ID and forward and reverse labels. Use this to understand how contacts and organisations can be linked.
Inputs
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_task_categoriesList the task categories defined in Insightly.Read-onlyList Task Categories
List the task categories defined in Insightly. Returns an array of categories with CATEGORY_ID and name. Use this to find the CATEGORY_ID for creating or updating a task.
Inputs
This tool takes no inputs.
insightly_list_tasksList tasks in Insightly, one page at a time.Read-onlyList Tasks
List tasks in Insightly, one page at a time. Returns an array of task records (title, status, priority, due date, owner and links); use skip and top to page. Use this to browse everything. Use insightly_search_tasks to filter by a field value.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_teamsList the teams defined in Insightly.Read-onlyList Teams
List the teams defined in Insightly. Returns an array of teams with TEAM_ID, name and members. Use this to find team IDs, for example for a task's assigned team.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_list_usersList the users on the Insightly instance.Read-onlyList Users
List the users on the Insightly instance. Returns an array of users with USER_ID, name, email, role and active flag. Use this to find user IDs for owner and responsible-user fields; use insightly_search_users to filter by field.
Inputs
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_search_contactsSearch contacts in Insightly by one field value and/or last-updated date.Read-onlySearch Contacts
Search contacts in Insightly by one field value and/or last-updated date. Returns an array of matching contact records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find contacts by a known value. Use insightly_list_contacts to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_contacts_by_tagSearch contacts in Insightly by tag name.Read-onlySearch Contacts By Tag
Search contacts in Insightly by tag name. Returns an array of contact records that carry the tag. Use this when you know a tag name; use search_contacts to filter by a field value.
Inputs
tag_namestringrequired- Name of the tag to filter on.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_search_emailsSearch emails stored in Insightly by field value and/or last-updated date.Read-onlySearch Emails
Search emails stored in Insightly by field value and/or last-updated date. Returns an array of email records with sender, recipients, subject, body and dates. Use this to find logged emails; use insightly_get_email for one email by ID.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_eventsSearch events in Insightly by one field value and/or last-updated date.Read-onlySearch Events
Search events in Insightly by one field value and/or last-updated date. Returns an array of matching event records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find events by a known value. Use insightly_list_events to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_leadsSearch leads in Insightly by one field value and/or last-updated date.Read-onlySearch Leads
Search leads in Insightly by one field value and/or last-updated date. Returns an array of matching lead records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find leads by a known value. Use insightly_list_leads to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_leads_by_tagSearch leads in Insightly by tag name.Read-onlySearch Leads By Tag
Search leads in Insightly by tag name. Returns an array of lead records that carry the tag. Use this when you know a tag name; use search_leads to filter by a field value.
Inputs
tag_namestringrequired- Name of the tag to filter on.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_search_notesSearch notes across all Insightly records by field value and/or last-updated date.Read-onlySearch Notes
Search notes across all Insightly records by field value and/or last-updated date. Returns an array of note records with NOTE_ID, TITLE, BODY and dates. Use this to find notes without knowing the parent record; use the list_*_notes tools to read the notes of one record.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_opportunitiesSearch opportunities in Insightly by one field value and/or last-updated date.Read-onlySearch Opportunities
Search opportunities in Insightly by one field value and/or last-updated date. Returns an array of matching opportunity records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find opportunities by a known value. Use insightly_list_opportunities to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_opportunities_by_tagSearch opportunities in Insightly by tag name.Read-onlySearch Opportunities By Tag
Search opportunities in Insightly by tag name. Returns an array of opportunity records that carry the tag. Use this when you know a tag name; use search_opportunities to filter by a field value.
Inputs
tag_namestringrequired- Name of the tag to filter on.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_search_organisationsSearch organisations in Insightly by one field value and/or last-updated date.Read-onlySearch Organisations
Search organisations in Insightly by one field value and/or last-updated date. Returns an array of matching organisation records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find organisations by a known value. Use insightly_list_organisations to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_organisations_by_tagSearch organisations in Insightly by tag name.Read-onlySearch Organisations By Tag
Search organisations in Insightly by tag name. Returns an array of organisation records that carry the tag. Use this when you know a tag name; use search_organisations to filter by a field value.
Inputs
tag_namestringrequired- Name of the tag to filter on.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_search_projectsSearch projects in Insightly by one field value and/or last-updated date.Read-onlySearch Projects
Search projects in Insightly by one field value and/or last-updated date. Returns an array of matching project records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find projects by a known value. Use insightly_list_projects to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_projects_by_tagSearch projects in Insightly by tag name.Read-onlySearch Projects By Tag
Search projects in Insightly by tag name. Returns an array of project records that carry the tag. Use this when you know a tag name; use search_projects to filter by a field value.
Inputs
tag_namestringrequired- Name of the tag to filter on.
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
insightly_search_tasksSearch tasks in Insightly by one field value and/or last-updated date.Read-onlySearch Tasks
Search tasks in Insightly by one field value and/or last-updated date. Returns an array of matching task records; filtering needs both field_name and field_value, and updated_after_utc can be used alone. Use this to find tasks by a known value. Use insightly_list_tasks to browse without a filter.
Inputs
briefboolean- When true, returns only top-level fields and leaves out nested data such as links, tags and custom fields, which makes large lists faster. Omit for the full record.
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_search_usersSearch Insightly users by field value and/or last-updated date.Read-onlySearch Users
Search Insightly users by field value and/or last-updated date. Returns an array of matching users with USER_ID, name, email and active flag. Use this to look up a user by email or name; use insightly_list_users to list everyone.
Inputs
field_namestring- Name of the field to filter on, such as EMAIL_ADDRESS or LAST_NAME for contacts, or a custom field name such as Region__c. Must be sent together with field_value.
field_valuestring- Value the field must match. Must be sent together with field_name.
skipinteger- Number of records to skip, for paging. Combine with top: skip=100 and top=100 returns the second page of 100.
topinteger- Maximum number of records to return in one response. Use with skip to page through results.
updated_after_utcstring- Return only records updated on or after this UTC date-time, in the form YYYY-MM-DDTHH:MM:SSZ.
insightly_add_contact_noteAdd a note to one contact in Insightly.WriteAdd Contact Note
Add a note to one contact in Insightly. Returns the created note record including its NOTE_ID. Use this to log a call, meeting or comment against a contact; use insightly_update_note to edit a note later.
Inputs
idintegerrequired- Numeric ID of the contact to attach the note to.
titlestringrequired- Short title of the note (max 255 characters).
bodystring- Text body of the note.
insightly_add_contact_tagAdd a tag to one contact in Insightly.WriteAdd Contact Tag
Add a tag to one contact in Insightly. Returns the tag that was added. Use this to label a contact; use insightly_list_tags to see existing tag names.
Inputs
idintegerrequired- Numeric ID of the contact to tag.
tag_namestringrequired- Name of the tag to add. The tag is created if it does not exist yet.
insightly_add_lead_noteAdd a note to one lead in Insightly.WriteAdd Lead Note
Add a note to one lead in Insightly. Returns the created note record including its NOTE_ID. Use this to log a call, meeting or comment against a lead; use insightly_update_note to edit a note later.
Inputs
idintegerrequired- Numeric ID of the lead to attach the note to.
titlestringrequired- Short title of the note (max 255 characters).
bodystring- Text body of the note.
insightly_add_lead_tagAdd a tag to one lead in Insightly.WriteAdd Lead Tag
Add a tag to one lead in Insightly. Returns the tag that was added. Use this to label a lead; use insightly_list_tags to see existing tag names.
Inputs
idintegerrequired- Numeric ID of the lead to tag.
tag_namestringrequired- Name of the tag to add. The tag is created if it does not exist yet.
insightly_add_opportunity_noteAdd a note to one opportunity in Insightly.WriteAdd Opportunity Note
Add a note to one opportunity in Insightly. Returns the created note record including its NOTE_ID. Use this to log a call, meeting or comment against a opportunity; use insightly_update_note to edit a note later.
Inputs
idintegerrequired- Numeric ID of the opportunity to attach the note to.
titlestringrequired- Short title of the note (max 255 characters).
bodystring- Text body of the note.
insightly_add_opportunity_tagAdd a tag to one opportunity in Insightly.WriteAdd Opportunity Tag
Add a tag to one opportunity in Insightly. Returns the tag that was added. Use this to label a opportunity; use insightly_list_tags to see existing tag names.
Inputs
idintegerrequired- Numeric ID of the opportunity to tag.
tag_namestringrequired- Name of the tag to add. The tag is created if it does not exist yet.
insightly_add_organisation_noteAdd a note to one organisation in Insightly.WriteAdd Organisation Note
Add a note to one organisation in Insightly. Returns the created note record including its NOTE_ID. Use this to log a call, meeting or comment against a organisation; use insightly_update_note to edit a note later.
Inputs
idintegerrequired- Numeric ID of the organisation to attach the note to.
titlestringrequired- Short title of the note (max 255 characters).
bodystring- Text body of the note.
insightly_add_organisation_tagAdd a tag to one organisation in Insightly.WriteAdd Organisation Tag
Add a tag to one organisation in Insightly. Returns the tag that was added. Use this to label a organisation; use insightly_list_tags to see existing tag names.
Inputs
idintegerrequired- Numeric ID of the organisation to tag.
tag_namestringrequired- Name of the tag to add. The tag is created if it does not exist yet.
insightly_add_project_noteAdd a note to one project in Insightly.WriteAdd Project Note
Add a note to one project in Insightly. Returns the created note record including its NOTE_ID. Use this to log a call, meeting or comment against a project; use insightly_update_note to edit a note later.
Inputs
idintegerrequired- Numeric ID of the project to attach the note to.
titlestringrequired- Short title of the note (max 255 characters).
bodystring- Text body of the note.
insightly_add_project_tagAdd a tag to one project in Insightly.WriteAdd Project Tag
Add a tag to one project in Insightly. Returns the tag that was added. Use this to label a project; use insightly_list_tags to see existing tag names.
Inputs
idintegerrequired- Numeric ID of the project to tag.
tag_namestringrequired- Name of the tag to add. The tag is created if it does not exist yet.
insightly_create_contactCreate a new contact in Insightly.WriteCreate Contact
Create a new contact in Insightly. Returns the created contact record including its new CONTACT_ID. Use this to add a contact; use update_contact to change an existing one.
Inputs
first_namestringrequired- First (given) name of the person (max 255 characters).
address_mail_citystring- The city of the mailing address (max 255 characters).
address_mail_countrystring- The country of the mailing address (max 255 characters).
address_mail_postcodestring- The postcode of the mailing address (max 128 characters).
address_mail_statestring- The state of the mailing address (max 255 characters).
address_mail_streetstring- The street of the mailing address (max 255 characters).
address_other_citystring- The city of the other address (max 255 characters).
address_other_countrystring- The country of the other address (max 255 characters).
address_other_postcodestring- The postcode of the other address (max 128 characters).
address_other_statestring- The state of the other address (max 255 characters).
address_other_streetstring- The street of the other address (max 255 characters).
assistant_namestring- Name of the person's assistant (max 255 characters).
backgroundstring- Free-text background or description of the record (max 4000 characters).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
date_of_birthstring- Date of birth as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
email_addressstring- Primary email address (max 255 characters).
email_opted_outboolean- Set true if the person has opted out of marketing email.
last_namestring- Last (family) name of the person (max 255 characters).
organisation_idinteger- Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
phonestring- Primary business phone number (max 255 characters).
phone_assistantstring- Phone number of the person's assistant (max 255 characters).
phone_faxstring- Fax number (max 255 characters).
phone_homestring- Home phone number (max 255 characters).
phone_mobilestring- Mobile phone number (max 255 characters).
phone_otherstring- Other phone number (max 255 characters).
salutationstring- Courtesy title shown before the name, such as Mr, Ms or Dr (max 50 characters).
social_facebookstring- Facebook profile URL (max 255 characters).
social_linkedinstring- LinkedIn profile URL (max 255 characters).
social_twitterstring- Twitter/X profile URL or handle (max 255 characters).
titlestring- Job title of the person, or the title of the record (max 255 characters).
insightly_create_eventCreate a new event in Insightly.WriteCreate Event
Create a new event in Insightly. Returns the created event record including its new EVENT_ID. Use this to add a event; use update_event to change an existing one.
Inputs
end_date_utcstringrequired- Event end date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
start_date_utcstringrequired- Event start date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
all_dayboolean- Set true for an all-day event.
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
detailsstring- Free-text details or description (max 4000 characters).
locationstring- Location of the event (max 255 characters).
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
reminder_date_utcstring- Reminder date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
titlestring- Job title of the person, or the title of the record (max 255 characters).
insightly_create_leadCreate a new lead in Insightly.WriteCreate Lead
Create a new lead in Insightly. Returns the created lead record including its new LEAD_ID. Use this to add a lead; use update_lead to change an existing one.
Inputs
last_namestringrequired- Last (family) name of the person (max 255 characters).
lead_source_idintegerrequired- Numeric ID of the lead source. Find IDs with insightly_list_lead_sources.
lead_status_idintegerrequired- Numeric ID of the lead status. Find IDs with insightly_list_lead_statuses.
address_citystring- Address city.
address_countrystring- Address country.
address_postcodestring- Address postcode.
address_statestring- Address state.
address_streetstring- Address street.
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
emailstring- Email address of the lead (max 255 characters).
email_opted_outboolean- Set true if the person has opted out of marketing email.
employee_countinteger- Number of employees at the lead's company.
faxstring- Fax number (max 255 characters).
first_namestring- First (given) name of the person (max 255 characters).
industrystring- Industry of the lead's company (max 128 characters).
lead_descriptionstring- Free-text description of the lead (max 4000 characters).
lead_ratinginteger- Numeric rating of the lead, such as 1 (cold) to 5 (hot).
mobilestring- Mobile phone number (max 255 characters).
organisation_namestring- Name of the organisation or company (max 255 characters).
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
phonestring- Primary business phone number (max 255 characters).
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
salutationstring- Courtesy title shown before the name, such as Mr, Ms or Dr (max 50 characters).
titlestring- Job title of the person, or the title of the record (max 255 characters).
websitestring- Website URL (max 255 characters).
insightly_create_opportunityCreate a new opportunity in Insightly.WriteCreate Opportunity
Create a new opportunity in Insightly. Returns the created opportunity record including its new OPPORTUNITY_ID. Use this to add a opportunity; use update_opportunity to change an existing one.
Inputs
opportunity_namestringrequired- Name of the opportunity (max 255 characters).
actual_close_datestring- Date the opportunity actually closed, as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
bid_amountnumber- Monetary value of the opportunity bid, as a number.
bid_currencystring- Three-letter currency code for the bid amount (max 20 characters). List supported codes with insightly_list_currencies.
bid_durationinteger- Duration of the bid, expressed in units of the bid type (for example hours when the type is Per Hour).
bid_typestring- How the bid is priced, for example Fixed Bid or Per Hour (max 20 characters).
category_idinteger- Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
forecast_close_datestring- Expected close date, as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
image_urlstring- URL of an image or logo for the record.
opportunity_detailsstring- Free-text details about the opportunity (max 4000 characters).
opportunity_statestring- Current state of the opportunity, for example OPEN, WON, LOST, ABANDONED or SUSPENDED (max 20 characters).
organisation_idinteger- Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
probabilityinteger- Probability of winning the opportunity as a whole-number percentage from 0 to 100.
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
insightly_create_organisationCreate a new organisation in Insightly.WriteCreate Organisation
Create a new organisation in Insightly. Returns the created organisation record including its new ORGANISATION_ID. Use this to add a organisation; use update_organisation to change an existing one.
Inputs
organisation_namestringrequired- Name of the organisation or company (max 255 characters).
address_billing_citystring- Address billing city.
address_billing_countrystring- Address billing country.
address_billing_postcodestring- Address billing postcode.
address_billing_statestring- Address billing state.
address_billing_streetstring- Address billing street.
address_ship_citystring- Address ship city.
address_ship_countrystring- Address ship country.
address_ship_postcodestring- Address ship postcode.
address_ship_statestring- Address ship state.
address_ship_streetstring- Address ship street.
backgroundstring- Free-text background or description of the record (max 4000 characters).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
image_urlstring- URL of an image or logo for the record.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
phonestring- Primary business phone number (max 255 characters).
phone_faxstring- Fax number (max 255 characters).
social_facebookstring- Facebook profile URL (max 255 characters).
social_linkedinstring- LinkedIn profile URL (max 255 characters).
social_twitterstring- Twitter/X profile URL or handle (max 255 characters).
websitestring- Website URL (max 255 characters).
insightly_create_projectCreate a new project in Insightly.WriteCreate Project
Create a new project in Insightly. Returns the created project record including its new PROJECT_ID. Use this to add a project; use update_project to change an existing one.
Inputs
project_namestringrequired- Name of the project (max 255 characters).
statusstringrequired- Status of the record, for example NOT STARTED, IN PROGRESS, COMPLETED or DEFERRED (max 20 characters).
category_idinteger- Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).
completed_datestring- Completion date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
image_urlstring- URL of an image or logo for the record.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
project_detailsstring- Free-text details about the project (max 4000 characters).
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
started_datestring- Start date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
insightly_create_taskCreate a new task in Insightly.WriteCreate Task
Create a new task in Insightly. Returns the created task record including its new TASK_ID. Use this to add a task; use update_task to change an existing one.
Inputs
completedbooleanrequired- Whether the task is already completed. Send false for a new open task.
owner_user_idintegerrequired- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
titlestringrequired- Job title of the person, or the title of the record (max 255 characters).
assigned_team_idinteger- Numeric ID of the team assigned to the task. Find IDs with insightly_list_teams.
category_idinteger- Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
detailsstring- Free-text details or description (max 4000 characters).
due_datestring- Due date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
email_idinteger- Numeric ID of the email this task is linked to.
milestone_idinteger- Numeric ID of the project milestone this task belongs to. Find IDs with insightly_list_milestones.
opportunity_idinteger- Numeric ID of the opportunity this task belongs to. Find IDs with insightly_search_opportunities.
owner_visibleboolean- Whether the task is visible only to its owner.
parent_task_idinteger- Numeric ID of the parent task when creating a subtask.
percent_completeinteger- Task progress as a whole-number percentage from 0 to 100.
priorityinteger- Task priority as a number: 1 is low, 2 is normal and 3 is high.
project_idinteger- Numeric ID of the project this task belongs to. Find IDs with insightly_search_projects.
recurrencestring- Recurrence rule for the task (max 20 characters).
reminder_date_utcstring- Reminder date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
start_datestring- Start date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
statusstring- Status of the record, for example NOT STARTED, IN PROGRESS, COMPLETED or DEFERRED (max 20 characters).
insightly_update_contactUpdate an existing contact in Insightly by ID.WriteUpdate Contact
Update an existing contact in Insightly by ID. Returns the updated contact record. Use this to change a contact you already have an ID for; use create_contact to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
first_namestringrequired- First (given) name of the person (max 255 characters).
idintegerrequired- Numeric ID of the contact to update.
address_mail_citystring- The city of the mailing address (max 255 characters).
address_mail_countrystring- The country of the mailing address (max 255 characters).
address_mail_postcodestring- The postcode of the mailing address (max 128 characters).
address_mail_statestring- The state of the mailing address (max 255 characters).
address_mail_streetstring- The street of the mailing address (max 255 characters).
address_other_citystring- The city of the other address (max 255 characters).
address_other_countrystring- The country of the other address (max 255 characters).
address_other_postcodestring- The postcode of the other address (max 128 characters).
address_other_statestring- The state of the other address (max 255 characters).
address_other_streetstring- The street of the other address (max 255 characters).
assistant_namestring- Name of the person's assistant (max 255 characters).
backgroundstring- Free-text background or description of the record (max 4000 characters).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
date_of_birthstring- Date of birth as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
email_addressstring- Primary email address (max 255 characters).
email_opted_outboolean- Set true if the person has opted out of marketing email.
last_namestring- Last (family) name of the person (max 255 characters).
organisation_idinteger- Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
phonestring- Primary business phone number (max 255 characters).
phone_assistantstring- Phone number of the person's assistant (max 255 characters).
phone_faxstring- Fax number (max 255 characters).
phone_homestring- Home phone number (max 255 characters).
phone_mobilestring- Mobile phone number (max 255 characters).
phone_otherstring- Other phone number (max 255 characters).
salutationstring- Courtesy title shown before the name, such as Mr, Ms or Dr (max 50 characters).
social_facebookstring- Facebook profile URL (max 255 characters).
social_linkedinstring- LinkedIn profile URL (max 255 characters).
social_twitterstring- Twitter/X profile URL or handle (max 255 characters).
titlestring- Job title of the person, or the title of the record (max 255 characters).
insightly_update_eventUpdate an existing event in Insightly by ID.WriteUpdate Event
Update an existing event in Insightly by ID. Returns the updated event record. Use this to change a event you already have an ID for; use create_event to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
end_date_utcstringrequired- Event end date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
idintegerrequired- Numeric ID of the event to update.
start_date_utcstringrequired- Event start date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
all_dayboolean- Set true for an all-day event.
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
detailsstring- Free-text details or description (max 4000 characters).
locationstring- Location of the event (max 255 characters).
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
reminder_date_utcstring- Reminder date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
titlestring- Job title of the person, or the title of the record (max 255 characters).
insightly_update_leadUpdate an existing lead in Insightly by ID.WriteUpdate Lead
Update an existing lead in Insightly by ID. Returns the updated lead record. Use this to change a lead you already have an ID for; use create_lead to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the lead to update.
last_namestringrequired- Last (family) name of the person (max 255 characters).
lead_source_idintegerrequired- Numeric ID of the lead source. Find IDs with insightly_list_lead_sources.
lead_status_idintegerrequired- Numeric ID of the lead status. Find IDs with insightly_list_lead_statuses.
address_citystring- Address city.
address_countrystring- Address country.
address_postcodestring- Address postcode.
address_statestring- Address state.
address_streetstring- Address street.
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
emailstring- Email address of the lead (max 255 characters).
email_opted_outboolean- Set true if the person has opted out of marketing email.
employee_countinteger- Number of employees at the lead's company.
faxstring- Fax number (max 255 characters).
first_namestring- First (given) name of the person (max 255 characters).
industrystring- Industry of the lead's company (max 128 characters).
lead_descriptionstring- Free-text description of the lead (max 4000 characters).
lead_ratinginteger- Numeric rating of the lead, such as 1 (cold) to 5 (hot).
mobilestring- Mobile phone number (max 255 characters).
organisation_namestring- Name of the organisation or company (max 255 characters).
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
phonestring- Primary business phone number (max 255 characters).
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
salutationstring- Courtesy title shown before the name, such as Mr, Ms or Dr (max 50 characters).
titlestring- Job title of the person, or the title of the record (max 255 characters).
websitestring- Website URL (max 255 characters).
insightly_update_noteUpdate the title and body of an existing Insightly note.WriteUpdate Note
Update the title and body of an existing Insightly note. Returns the updated note record. Use this to edit a note you already have an ID for; use the add_*_note tools to create one.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the note to update.
titlestringrequired- Title of the note (max 255 characters).
bodystring- Text body of the note.
insightly_update_opportunityUpdate an existing opportunity in Insightly by ID.WriteUpdate Opportunity
Update an existing opportunity in Insightly by ID. Returns the updated opportunity record. Use this to change a opportunity you already have an ID for; use create_opportunity to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the opportunity to update.
opportunity_namestringrequired- Name of the opportunity (max 255 characters).
actual_close_datestring- Date the opportunity actually closed, as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
bid_amountnumber- Monetary value of the opportunity bid, as a number.
bid_currencystring- Three-letter currency code for the bid amount (max 20 characters). List supported codes with insightly_list_currencies.
bid_durationinteger- Duration of the bid, expressed in units of the bid type (for example hours when the type is Per Hour).
bid_typestring- How the bid is priced, for example Fixed Bid or Per Hour (max 20 characters).
category_idinteger- Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
forecast_close_datestring- Expected close date, as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
image_urlstring- URL of an image or logo for the record.
opportunity_detailsstring- Free-text details about the opportunity (max 4000 characters).
opportunity_statestring- Current state of the opportunity, for example OPEN, WON, LOST, ABANDONED or SUSPENDED (max 20 characters).
organisation_idinteger- Numeric ID of the Insightly organisation this record belongs to. Find IDs with insightly_search_organisations.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
probabilityinteger- Probability of winning the opportunity as a whole-number percentage from 0 to 100.
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
insightly_update_opportunity_stageMove an Insightly opportunity to a different pipeline stage.WriteUpdate Opportunity Stage
Move an Insightly opportunity to a different pipeline stage. Returns the pipeline stage change that was applied. Use this to advance a opportunity through its pipeline; use insightly_list_pipeline_stages to find stage IDs. Use insightly_update_opportunity_state to mark it won or lost.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the opportunity to move to another pipeline stage.
stage_idintegerrequired- Numeric ID of the pipeline stage to move to. Find IDs with insightly_list_pipeline_stages.
insightly_update_opportunity_stateChange the state of an Insightly opportunity, for example to WON or LOST, with an optional reason.WriteUpdate Opportunity State
Change the state of an Insightly opportunity, for example to WON or LOST, with an optional reason. Returns the new state record with the date of the change. Use this to close or reopen an opportunity; use insightly_update_opportunity_stage to move it between pipeline stages.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the opportunity whose state to change.
statestringrequired- New state of the opportunity, for example OPEN, WON, LOST, ABANDONED or SUSPENDED.
state_reason_idinteger- Numeric ID of the reason for the state change. Find IDs with insightly_list_opportunity_state_reasons.
insightly_update_organisationUpdate an existing organisation in Insightly by ID.WriteUpdate Organisation
Update an existing organisation in Insightly by ID. Returns the updated organisation record. Use this to change a organisation you already have an ID for; use create_organisation to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the organisation to update.
organisation_namestringrequired- Name of the organisation or company (max 255 characters).
address_billing_citystring- Address billing city.
address_billing_countrystring- Address billing country.
address_billing_postcodestring- Address billing postcode.
address_billing_statestring- Address billing state.
address_billing_streetstring- Address billing street.
address_ship_citystring- Address ship city.
address_ship_countrystring- Address ship country.
address_ship_postcodestring- Address ship postcode.
address_ship_statestring- Address ship state.
address_ship_streetstring- Address ship street.
backgroundstring- Free-text background or description of the record (max 4000 characters).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
image_urlstring- URL of an image or logo for the record.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
phonestring- Primary business phone number (max 255 characters).
phone_faxstring- Fax number (max 255 characters).
social_facebookstring- Facebook profile URL (max 255 characters).
social_linkedinstring- LinkedIn profile URL (max 255 characters).
social_twitterstring- Twitter/X profile URL or handle (max 255 characters).
websitestring- Website URL (max 255 characters).
insightly_update_projectUpdate an existing project in Insightly by ID.WriteUpdate Project
Update an existing project in Insightly by ID. Returns the updated project record. Use this to change a project you already have an ID for; use create_project to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the project to update.
project_namestringrequired- Name of the project (max 255 characters).
statusstringrequired- Status of the record, for example NOT STARTED, IN PROGRESS, COMPLETED or DEFERRED (max 20 characters).
category_idinteger- Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).
completed_datestring- Completion date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
image_urlstring- URL of an image or logo for the record.
owner_user_idinteger- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
project_detailsstring- Free-text details about the project (max 4000 characters).
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
started_datestring- Start date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
insightly_update_project_stageMove an Insightly project to a different pipeline stage.WriteUpdate Project Stage
Move an Insightly project to a different pipeline stage. Returns the pipeline stage change that was applied. Use this to advance a project through its pipeline; use insightly_list_pipeline_stages to find stage IDs.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the project to move to another pipeline stage.
stage_idintegerrequired- Numeric ID of the pipeline stage to move to. Find IDs with insightly_list_pipeline_stages.
insightly_update_taskUpdate an existing task in Insightly by ID.WriteUpdate Task
Update an existing task in Insightly by ID. Returns the updated task record. Use this to change a task you already have an ID for; use create_task to add a new one. Fields that are left empty are not sent.
- Idempotent
Inputs
completedbooleanrequired- Whether the task is already completed. Send false for a new open task.
idintegerrequired- Numeric ID of the task to update.
owner_user_idintegerrequired- Numeric Insightly user ID of the user who owns the record. Find user IDs with insightly_list_users.
titlestringrequired- Job title of the person, or the title of the record (max 255 characters).
assigned_team_idinteger- Numeric ID of the team assigned to the task. Find IDs with insightly_list_teams.
category_idinteger- Numeric ID of the record category. Find IDs with the matching category list tool (insightly_list_opportunity_categories, insightly_list_project_categories or insightly_list_task_categories).
custom_fieldsarray- Custom field values to set. Each entry names a custom field (the FIELD_NAME from insightly_get_custom_fields, such as CUSTOM_FIELD_1__c) and gives its value. Example: [{"FIELD_NAME": "Region__c", "FIELD_VALUE": "EMEA"}].
detailsstring- Free-text details or description (max 4000 characters).
due_datestring- Due date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
email_idinteger- Numeric ID of the email this task is linked to.
milestone_idinteger- Numeric ID of the project milestone this task belongs to. Find IDs with insightly_list_milestones.
opportunity_idinteger- Numeric ID of the opportunity this task belongs to. Find IDs with insightly_search_opportunities.
owner_visibleboolean- Whether the task is visible only to its owner.
parent_task_idinteger- Numeric ID of the parent task when creating a subtask.
percent_completeinteger- Task progress as a whole-number percentage from 0 to 100.
priorityinteger- Task priority as a number: 1 is low, 2 is normal and 3 is high.
project_idinteger- Numeric ID of the project this task belongs to. Find IDs with insightly_search_projects.
recurrencestring- Recurrence rule for the task (max 20 characters).
reminder_date_utcstring- Reminder date-time in UTC in the form YYYY-MM-DD HH:MM:SS.
responsible_user_idinteger- Numeric Insightly user ID of the user responsible for the record. Find user IDs with insightly_list_users.
start_datestring- Start date as a UTC date-time string in the form YYYY-MM-DD HH:MM:SS.
statusstring- Status of the record, for example NOT STARTED, IN PROGRESS, COMPLETED or DEFERRED (max 20 characters).
insightly_delete_contactDelete a contact from Insightly by ID.DestructiveDelete Contact
Delete a contact from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the contact should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the contact to delete.
insightly_delete_eventDelete a event from Insightly by ID.DestructiveDelete Event
Delete a event from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the event should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the event to delete.
insightly_delete_leadDelete a lead from Insightly by ID.DestructiveDelete Lead
Delete a lead from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the lead should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the lead to delete.
insightly_delete_noteDelete a note from Insightly by ID.DestructiveDelete Note
Delete a note from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the note should be removed.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the note to delete.
insightly_delete_opportunityDelete a opportunity from Insightly by ID.DestructiveDelete Opportunity
Delete a opportunity from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the opportunity should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the opportunity to delete.
insightly_delete_organisationDelete a organisation from Insightly by ID.DestructiveDelete Organisation
Delete a organisation from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the organisation should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the organisation to delete.
insightly_delete_projectDelete a project from Insightly by ID.DestructiveDelete Project
Delete a project from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the project should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the project to delete.
insightly_delete_taskDelete a task from Insightly by ID.DestructiveDelete Task
Delete a task from Insightly by ID. Returns an empty success response when the delete is accepted. Use this only when the task should be removed; the delete cannot be undone from the API.
- Idempotent
Inputs
idintegerrequired- Numeric ID of the task to delete.
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