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Insightly Launches CRM MCP Server to Bring Customer Data Into AI Assistants

  • New Insightly CRM MCP Server connects CRM data with AI assistants including Claude and ChatGPT
  • The MCP helps growing businesses keep deals and projects moving, access the latest data from their CRM and other connected apps, and spot patterns to guide how they go to market through natural-language prompts

SAN FRANCISCO, CALIFORNIA — OCTOBER 20, 2026 — As AI assistants become part of how teams stay connected to their customer data and make decisions, Insightly, a leading provider of flexible, scalable CRM solutions for growing businesses, today launched the Insightly CRM MCP Server. The new server connects customer and prospect data held in Insightly directly with compatible AI assistants including Claude, ChatGPT, and others.

Once connected, teams can use simple prompts to see where leads, deals and projects stand; generate account briefs and targeted lists; and identify which tasks and next steps to prioritize to keep customer relationships moving forward—all from within their AI assistant.

The launch addresses growing demand for connected data and actionable insights. According to research conducted by Unbounce Go-to-Market Solutions in partnership with Ascend 2, 44% of respondents identified data integration/AI-driven insights as among the tools or platforms most critical to improving performance over the last year. The Insightly CRM MCP Server gives teams a practical way to bring customer data into their AI workflows and use it to inform everyday decisions.

Customer information often lives across contacts, task lists, and other sales tools, making it difficult to quickly see what needs attention. Getting a complete picture of an account, reviewing pipeline health, finding leads that need follow-up or understanding what is overdue can require navigating multiple records and manually assembling the relevant context.

The Insightly CRM MCP Server gives teams a simpler way to access their CRM data and add the latest context from the other connected apps their teams rely on, which ensures that the CRM remains the system of record.

“Growing businesses need a clear, complete view of their customers to make confident decisions and build stronger relationships,” said Steve Oriola, CEO of Insightly and Unbounce. “With the Insightly CRM MCP Server, teams can use the AI assistant of their choice to ask questions of their CRM data in plain language and quickly get answers. Insightly remains the trusted source of truth, while AI makes that information easier to access, understand and act upon.”

With the Insightly CRM MCP Server, teams can:

  • Keep every deal and project moving by seeing which new leads have not been worked, and identify stalled deals, understand what is expected to close and surface projects or tasks that are behind schedule.
  • Always have the right data on hand and find gaps in lead data by pulling targeted lists and generating account briefs with the information teams need to move a relationship forward.
  • Let CRM data guide go-to-market decisions by identifying which sources produce pipeline and revenue, and determine which customer segments convert best, uncovering common themes in won and lost deals.

Users can query Insightly CRM data through Claude, ChatGPT or another compatible AI assistant using plain-language prompts. They can work with CRM data alone or add context from other connected apps their teams rely on, helping them act with the latest relevant information.

The Insightly CRM MCP Server is available now in all Insightly plans. More information can be found here.

About Insightly

Insightly, by Unbounce go-to-market solutions, is the flexible, affordable CRM that teams love. It’s designed to elevate the customer experience by aligning sales, marketing, and service in one place. Easy to use, simple to customize, and built to scale, it solves the everyday pain points that legacy CRMs often overlook. With powerful insights shared across all teams, Insightly CRM helps organizations sell smarter, grow faster, and build lasting customer relationships. Today, it’s trusted by thousands of users worldwide.