Connect Insightly to Claude.
Connecting Insightly to Claude through Menza lets you put questions to your contacts, organisations, leads, opportunities, projects, tasks, quotes directly in Claude. Menza reads it live through the official Insightly API, so Claude answers from current numbers, not a stale copy. Turn it into insights and answers in seconds — no exports, no dashboards — and it's read-only, so nothing in Insightly is ever changed.
- 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.
Menza watches your Insightly data and surfaces what's worth knowing the moment it spots it — the margins, stockouts, and trends you'd otherwise dig for. Read-only: it answers and flags, never changes your data.
Menzajust now12 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.
Menza6m agoLead conversion improved to 19% this quarter, but leads from events convert at just 6%. Event leads also wait four times longer for a first follow-up task than inbound leads do.
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.