Connect Insightly to Claude.
Give Claude live, read-only access to your Insightly data — turn it into insights and answers straight from the chat.
- Reads crm & sales data
- Generates insights from Insightly
- Connects via the official API
Paste your Insightly API key to connect — it's encrypted and never shown to the AI. or book a demo
How to connect Insightly to Claude.
Three steps, no pipeline to build and no data to export.
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In Claude, open Settings → Connectors and add Menza as an MCP server.
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Authorise the Insightly connection so Menza can read your Insightly data on your behalf.
Paste your Insightly API key to connect — it's encrypted and never shown to the AI.
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Ask Claude to work with your Insightly data — it queries Menza live and answers in the chat.
Ready in minutes — connect Insightly now.
Menza working with Insightly.
Ask in Claude and Menza reads your live Insightly data to answer in seconds — read-only, so nothing in Insightly is ever changed.
ClaudeInsightly connected via MenzaWhat's happening in my Insightly data right now — anything I should know?
Read live Insightly data12 opportunities worth $148,000 have had no activity in 21+ days — half sit in the proposal stage.
Nine belong to two owners, and most stalled right after the quote was sent.
I'm reading this live through the official Insightly API via Menza — read-only, so nothing in Insightly is ever changed.
Put Menza between Claude and Insightly.
Is my Insightly data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Insightly + Claude questions, answered.
How do I connect Insightly to Claude?
Add Menza as an MCP server in Claude, authorise the Insightly connection once, then ask Claude to work with your Insightly data. Menza handles the Insightly API calls for you — there's nothing to export and no pipeline to maintain.
What can Claude do with my Insightly data through Menza?
Menza turns your Insightly data into live insights and answers — reading it directly through the API. It's read-only: Menza never writes back to Insightly, so nothing there is ever changed.
Is my Insightly data safe?
Yes. Your Insightly credentials are encrypted at rest and never shown to the AI. Menza only accesses what you grant it and is read-only by default, with any actions gated behind your approval.