Insightly for Cowork

Description

Insightly for Cowork adds a CRM & Sales intelligence layer to your AI business stack. Every action you take through Claude makes it smarter about your crm & sales workflows.

One more layer, compounding returns

Each plugin you install teaches Claude more about how your business works. Insightly for Cowork connects your crm & sales data so Claude can pull insights, take actions, and automate tasks — all in natural language.

What it does

12+ specialized tools that cover everything you need:

• insightly_test_connection — Test the connection to Insightly.
• insightly_list_contacts — List contacts.
• insightly_get_contact — Get a specific contact by ID.
• insightly_create_contact — Create a new contact.
• insightly_list_organisations — List organizations.
• insightly_list_opportunities — List opportunities.
• insightly_create_opportunity — Create a new opportunity.
• insightly_list_projects — List projects.
• insightly_create_project — Create a new project.
• insightly_list_tasks — List tasks.
• insightly_create_task — Create a new task.
• insightly_search — Search contacts by name or email.

Commands

• /insightly-list — List Insightly content and status
• /insightly-setup — Configure Insightly connection

Example commands

• “Show me my recent Insightly content”
• “Create a new page in Insightly”
• “Search Insightly for meeting notes”
• “Set up my Insightly connection”

How it works

Install the plugin, connect your Insightly account, and start working through conversation. The more you use it alongside your other plugins, the more Claude understands your complete business context.

Perfect for

• Solo creators building an AI-powered business layer by layer
• Small teams that want Claude to understand their full tool stack
• Anyone who wants their AI to get smarter with every plugin installed