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Connectors / Sales · HTTP Connector
Automate Insightly with Tray.ai
Insightly is a CRM for tracking contacts, organizations, leads and opportunities, with project management for delivering work after a deal closes.
What can you do with Insightly on Tray.ai?
Insightly is a CRM for tracking contacts, organizations, leads and opportunities, with project management for delivering work after a deal closes. Tray.ai connects to Insightly through the HTTP Connector, so your workflows can call the Insightly API alongside the rest of your stack.
- Search contacts in Insightly before a new web lead is added, so sales avoids duplicates.
- List opportunities each week and post the pipeline summary to your sales channel.
- Get a project from Insightly and share its status with the customer success team.
- Connects through
- HTTP Connector
- Authentication
- Basic authentication
- Base URL
- https://api.{pod}.insightly.com/v3.1
Set it up
Connect Insightly to Tray.ai
Each step uses Insightly's own API details, from its documentation.
Step 1
Save Insightly's username and password
Save the credentials Insightly gives you as a Tray.ai authentication. The HTTP Client sends them as basic auth. They stay out of the workflow and out of the logs.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.{pod}.insightly.com/v3.1 as the base URL. Or paste a cURL example from Insightly's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List contacts”
It's one of 12 documented actions, under Contacts. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Search contacts” and “Get a contact” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
Give your AI agents Insightly tools
Build an MCP server on Insightly in Agent Gateway and choose which actions your agents can call. Every call runs with access control and an audit trail. How Agent Gateway works
- List contacts
- List organizations
- List leads
- List opportunities
- List projects
- Search contacts
- Get a contact
- Search organizations
What the Insightly API covers
5 resources and 12 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Contacts
- List contacts
- Search contacts
- Get a contact
Organizations
- List organizations
- Search organizations
- Get an organization
Leads
- List leads
- Search leads
Opportunities
- List opportunities
- Search opportunities
Projects
- List projects
- Get a project
Checked against Insightly's own documentation on 2026-10-22
How Tray.ai makes this work
Insightly plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 10,100+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Insightly — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Insightly actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Insightly data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More sales apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every sales connector →
Frequently asked questions
What can a Tray.ai workflow do in Insightly?
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The Insightly API documents 12 actions across 5 resources (Contacts, Organizations, Leads, Opportunities, Projects). For example: List contacts; List organizations; List leads. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Insightly?
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The Insightly API uses basic authentication. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See Insightly working against your stack.
We'll walk through a tailored demo with your systems plugged in.
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