> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Insightly

> 64 actions available for Insightly through StackOne. Use via Actions RPC, Toolset SDK, MCP, or A2A.

<div className="not-prose" style={{ display: 'flex', alignItems: 'center', gap: '12px', marginBottom: '24px' }}>
  <img src="https://stackone-logos.com/api/insightly/filled/png" alt="Insightly" className="connector-page-icon" style={{ width: '48px', height: '48px', borderRadius: '10px', padding: '2px' }} />

  <div>
    <div style={{ fontSize: '24px', fontWeight: '600' }}>Insightly</div>
    <div className="connector-page-subtitle" style={{ fontSize: '14px' }}>64 actions · 1 auth method</div>

    <div style={{ display: 'flex', flexWrap: 'wrap', gap: '6px', marginTop: '8px' }}>
      <span className="connector-page-tag-preview" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>Preview</span>
      <span className="connector-page-category-tag" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>CRM</span>
    </div>
  </div>
</div>

## Authentication

<Columns cols={2}>
  <Card title="API Key">
    Uses HTTP Basic auth with the personal API key as the username and an empty password. The pod (e.g. na1, eu1) is part of...

    Guides: [Connector Profile](/connectors/insightly/guides/connector-profile/api-key), [Link Account](/connectors/insightly/guides/link-account/api-key)
  </Card>
</Columns>

<div className="connector-meta-library-section">
  <div className="connector-meta-library-title">Actions</div>

  <div className="connector-actions-controls not-prose" data-connector-actions-controls>
    <div className="connector-actions-controls__row">
      <input type="search" className="connector-actions-search" data-connector-actions-search placeholder="Search actions" aria-label="Search actions" />
    </div>
  </div>

  <div className="meta-library-count" data-connector-actions-count>64 actions</div>

  <div className="not-prose meta-library-table-container" data-connector-actions-table>
    <div className="connector-meta-library-grid" style={{ gridTemplateColumns: '200px 1fr' }}>
      <div className="connector-meta-library-row">
        <div className="meta-library-grid-header-cell">Action</div>
        <div className="meta-library-grid-header-cell">Description</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_contacts" data-action-label="List Contacts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Contacts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_contacts" aria-label="Copy insightly_list_contacts"><code className="connector-page-code">insightly\_list\_contacts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of contacts.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_contacts" data-action-label="Search Contacts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Contacts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_contacts" aria-label="Copy insightly_search_contacts"><code className="connector-page-code">insightly\_search\_contacts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Searches contacts by a single field name and value.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_contact" data-action-label="Get Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_contact" aria-label="Copy insightly_get_contact"><code className="connector-page-code">insightly\_get\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single contact by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_contact" data-action-label="Create Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_contact" aria-label="Copy insightly_create_contact"><code className="connector-page-code">insightly\_create\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new contact in Insightly.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_contact" data-action-label="Update Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_contact" aria-label="Copy insightly_update_contact"><code className="connector-page-code">insightly\_update\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing contact. CONTACT\_ID in body identifies which contact.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_contact" data-action-label="Delete Contact" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Contact</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_contact" aria-label="Copy insightly_delete_contact"><code className="connector-page-code">insightly\_delete\_contact</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently deletes a contact by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_countries" data-action-label="List Countries" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Countries</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_countries" aria-label="Copy insightly_list_countries"><code className="connector-page-code">insightly\_list\_countries</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns the static list of countries used by Insightly addresses.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_currencies" data-action-label="List Currencies" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Currencies</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_currencies" aria-label="Copy insightly_list_currencies"><code className="connector-page-code">insightly\_list\_currencies</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns the static list of currencies supported by Insightly.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_events" data-action-label="List Events" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Events</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_events" aria-label="Copy insightly_list_events"><code className="connector-page-code">insightly\_list\_events</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of calendar events. Use top/skip for offset pagination, brief for lightweight payloads, and upd...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_event" data-action-label="Get Event" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Event</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_event" aria-label="Copy insightly_get_event"><code className="connector-page-code">insightly\_get\_event</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single calendar event by EVENT\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_event" data-action-label="Create Event" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Event</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_event" aria-label="Copy insightly_create_event"><code className="connector-page-code">insightly\_create\_event</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new calendar event in Insightly. START\_DATE\_UTC and END\_DATE\_UTC are required.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_event" data-action-label="Update Event" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Event</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_event" aria-label="Copy insightly_update_event"><code className="connector-page-code">insightly\_update\_event</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing calendar event. EVENT\_ID is sent in the body and identifies the record to update.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_event" data-action-label="Delete Event" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Event</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_event" aria-label="Copy insightly_delete_event"><code className="connector-page-code">insightly\_delete\_event</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Deletes a calendar event by EVENT\_ID. Returns 202 Accepted on success.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_lead_sources" data-action-label="List Lead Sources" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Lead Sources</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_lead_sources" aria-label="Copy insightly_list_lead_sources"><code className="connector-page-code">insightly\_list\_lead\_sources</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns all lead source definitions configured in the Insightly tenant.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_lead_statuses" data-action-label="List Lead Statuses" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Lead Statuses</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_lead_statuses" aria-label="Copy insightly_list_lead_statuses"><code className="connector-page-code">insightly\_list\_lead\_statuses</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns all lead status definitions configured in the Insightly tenant.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_leads" data-action-label="List Leads" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Leads</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_leads" aria-label="Copy insightly_list_leads"><code className="connector-page-code">insightly\_list\_leads</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of leads.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_leads" data-action-label="Search Leads" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Leads</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_leads" aria-label="Copy insightly_search_leads"><code className="connector-page-code">insightly\_search\_leads</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Searches leads by a single field name and value.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_lead" data-action-label="Get Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_lead" aria-label="Copy insightly_get_lead"><code className="connector-page-code">insightly\_get\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single lead by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_lead" data-action-label="Create Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_lead" aria-label="Copy insightly_create_lead"><code className="connector-page-code">insightly\_create\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new lead in Insightly. LAST\_NAME, LEAD\_STATUS\_ID, and LEAD\_SOURCE\_ID are required.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_lead" data-action-label="Update Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_lead" aria-label="Copy insightly_update_lead"><code className="connector-page-code">insightly\_update\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing lead. LEAD\_ID in body identifies which lead.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_lead" data-action-label="Delete Lead" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Lead</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_lead" aria-label="Copy insightly_delete_lead"><code className="connector-page-code">insightly\_delete\_lead</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently deletes a lead by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_notes" data-action-label="List Notes" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Notes</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_notes" aria-label="Copy insightly_list_notes"><code className="connector-page-code">insightly\_list\_notes</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of notes. Use top/skip for offset pagination, brief for lightweight payloads, and updated\_after...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_note" data-action-label="Get Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_note" aria-label="Copy insightly_get_note"><code className="connector-page-code">insightly\_get\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single note by NOTE\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_note" data-action-label="Create Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_note" aria-label="Copy insightly_create_note"><code className="connector-page-code">insightly\_create\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new note in Insightly, attached to a parent record (Contact, Lead, Opportunity, Organisation, or Project).</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_note" data-action-label="Update Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_note" aria-label="Copy insightly_update_note"><code className="connector-page-code">insightly\_update\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing note. NOTE\_ID is sent in the body and identifies the record to update.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_note" data-action-label="Delete Note" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Note</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_note" aria-label="Copy insightly_delete_note"><code className="connector-page-code">insightly\_delete\_note</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Deletes a note by NOTE\_ID. Returns 202 Accepted on success.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_opportunities" data-action-label="List Opportunities" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Opportunities</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_opportunities" aria-label="Copy insightly_list_opportunities"><code className="connector-page-code">insightly\_list\_opportunities</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of opportunities.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_opportunities" data-action-label="Search Opportunities" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Opportunities</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_opportunities" aria-label="Copy insightly_search_opportunities"><code className="connector-page-code">insightly\_search\_opportunities</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Searches opportunities by a single field name and value.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_opportunity" data-action-label="Get Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_opportunity" aria-label="Copy insightly_get_opportunity"><code className="connector-page-code">insightly\_get\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single opportunity by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_opportunity" data-action-label="Create Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_opportunity" aria-label="Copy insightly_create_opportunity"><code className="connector-page-code">insightly\_create\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new opportunity in Insightly.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_opportunity" data-action-label="Update Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_opportunity" aria-label="Copy insightly_update_opportunity"><code className="connector-page-code">insightly\_update\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing opportunity. OPPORTUNITY\_ID in body identifies which opportunity.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_opportunity" data-action-label="Delete Opportunity" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Opportunity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_opportunity" aria-label="Copy insightly_delete_opportunity"><code className="connector-page-code">insightly\_delete\_opportunity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently deletes an opportunity by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_organisations" data-action-label="List Organisations" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Organisations</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_organisations" aria-label="Copy insightly_list_organisations"><code className="connector-page-code">insightly\_list\_organisations</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of organisations.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_organisations" data-action-label="Search Organisations" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Organisations</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_organisations" aria-label="Copy insightly_search_organisations"><code className="connector-page-code">insightly\_search\_organisations</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Searches organisations by a single field name and value.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_organisation" data-action-label="Get Organisation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Organisation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_organisation" aria-label="Copy insightly_get_organisation"><code className="connector-page-code">insightly\_get\_organisation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single organisation by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_organisation" data-action-label="Create Organisation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Organisation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_organisation" aria-label="Copy insightly_create_organisation"><code className="connector-page-code">insightly\_create\_organisation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new organisation in Insightly.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_organisation" data-action-label="Update Organisation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Organisation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_organisation" aria-label="Copy insightly_update_organisation"><code className="connector-page-code">insightly\_update\_organisation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing organisation. ORGANISATION\_ID in body identifies which organisation.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_organisation" data-action-label="Delete Organisation" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Organisation</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_organisation" aria-label="Copy insightly_delete_organisation"><code className="connector-page-code">insightly\_delete\_organisation</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently deletes an organisation by RECORD\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_pipeline_stages" data-action-label="List Pipeline Stages" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Pipeline Stages</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_pipeline_stages" aria-label="Copy insightly_list_pipeline_stages"><code className="connector-page-code">insightly\_list\_pipeline\_stages</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of pipeline stages.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_pipeline_stage" data-action-label="Get Pipeline Stage" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Pipeline Stage</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_pipeline_stage" aria-label="Copy insightly_get_pipeline_stage"><code className="connector-page-code">insightly\_get\_pipeline\_stage</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a pipeline stage by STAGE\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_pipelines" data-action-label="List Pipelines" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Pipelines</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_pipelines" aria-label="Copy insightly_list_pipelines"><code className="connector-page-code">insightly\_list\_pipelines</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of pipelines.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_pipeline" data-action-label="Get Pipeline" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Pipeline</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_pipeline" aria-label="Copy insightly_get_pipeline"><code className="connector-page-code">insightly\_get\_pipeline</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a pipeline by PIPELINE\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_products" data-action-label="List Products" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Products</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_products" aria-label="Copy insightly_list_products"><code className="connector-page-code">insightly\_list\_products</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Use this for unfiltered or recently-updated browsing of products. For exact-match filtering by a specific field value, u...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_products" data-action-label="Search Products" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Products</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_products" aria-label="Copy insightly_search_products"><code className="connector-page-code">insightly\_search\_products</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search products by a specific field name and value with offset pagination.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_product" data-action-label="Get Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_product" aria-label="Copy insightly_get_product"><code className="connector-page-code">insightly\_get\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single product by PRODUCT\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_product" data-action-label="Create Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_product" aria-label="Copy insightly_create_product"><code className="connector-page-code">insightly\_create\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new product in Insightly. PRODUCT\_NAME, DEFAULT\_PRICE, and ACTIVE are required; provide other fields as needed...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_product" data-action-label="Update Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_product" aria-label="Copy insightly_update_product"><code className="connector-page-code">insightly\_update\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing product. PRODUCT\_ID in body identifies which product.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_product" data-action-label="Delete Product" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Product</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_product" aria-label="Copy insightly_delete_product"><code className="connector-page-code">insightly\_delete\_product</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently deletes a product by PRODUCT\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_projects" data-action-label="List Projects" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Projects</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_projects" aria-label="Copy insightly_list_projects"><code className="connector-page-code">insightly\_list\_projects</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of projects. Use top/skip for offset pagination, brief for lightweight payloads, and updated\_af...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_projects" data-action-label="Search Projects" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Projects</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_projects" aria-label="Copy insightly_search_projects"><code className="connector-page-code">insightly\_search\_projects</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search projects by a specific field name and value with offset pagination.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_project" data-action-label="Get Project" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Project</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_project" aria-label="Copy insightly_get_project"><code className="connector-page-code">insightly\_get\_project</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single project by PROJECT\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_project" data-action-label="Create Project" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Project</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_project" aria-label="Copy insightly_create_project"><code className="connector-page-code">insightly\_create\_project</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new project in Insightly. PROJECT\_NAME and STATUS are required; provide other fields as needed.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_project" data-action-label="Update Project" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Project</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_project" aria-label="Copy insightly_update_project"><code className="connector-page-code">insightly\_update\_project</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing project. PROJECT\_ID is sent in the body and identifies the record to update.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_project" data-action-label="Delete Project" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Project</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_project" aria-label="Copy insightly_delete_project"><code className="connector-page-code">insightly\_delete\_project</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Deletes a project by PROJECT\_ID. Returns 202 Accepted on success.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_tags" data-action-label="List Tags" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Tags</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_tags" aria-label="Copy insightly_list_tags"><code className="connector-page-code">insightly\_list\_tags</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns tags attached to a specific Insightly record. Insightly has no global /Tags endpoint — tags are stored per recor...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_tasks" data-action-label="List Tasks" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Tasks</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_tasks" aria-label="Copy insightly_list_tasks"><code className="connector-page-code">insightly\_list\_tasks</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of tasks. Use top/skip for offset pagination, brief for lightweight payloads, and updated\_after...</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_search_tasks" data-action-label="Search Tasks" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Tasks</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_search_tasks" aria-label="Copy insightly_search_tasks"><code className="connector-page-code">insightly\_search\_tasks</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search tasks by a specific field name and value with offset pagination.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_task" data-action-label="Get Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_task" aria-label="Copy insightly_get_task"><code className="connector-page-code">insightly\_get\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a single task by TASK\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_create_task" data-action-label="Create Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_create_task" aria-label="Copy insightly_create_task"><code className="connector-page-code">insightly\_create\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Creates a new task in Insightly. TITLE, COMPLETED, and OWNER\_USER\_ID are required; provide other fields as needed.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_update_task" data-action-label="Update Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_update_task" aria-label="Copy insightly_update_task"><code className="connector-page-code">insightly\_update\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Updates an existing task. TASK\_ID is sent in the body and identifies the record to update.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_delete_task" data-action-label="Delete Task" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Delete Task</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_delete_task" aria-label="Copy insightly_delete_task"><code className="connector-page-code">insightly\_delete\_task</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Deletes a task by TASK\_ID. Returns 202 Accepted on success.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_list_users" data-action-label="List Users" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Users</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_list_users" aria-label="Copy insightly_list_users"><code className="connector-page-code">insightly\_list\_users</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns a paginated list of users in the Insightly instance.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_user" data-action-label="Get User" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get User</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_user" aria-label="Copy insightly_get_user"><code className="connector-page-code">insightly\_get\_user</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns full details of a user by USER\_ID.</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="insightly_get_current_user" data-action-label="Get Current User" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Current User</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="insightly_get_current_user" aria-label="Copy insightly_get_current_user"><code className="connector-page-code">insightly\_get\_current\_user</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Returns the authenticated user's record.</div>
      </div>
    </div>
  </div>
</div>

## Getting Started

<Steps>
  <Step title="Create or Select a Project">
    Set up a new project or select an existing one. See the [Projects Guide](/guides/managing-projects).
  </Step>

  <Step title="Configure the Connector">
    Enable the connector and set up a connector profile in your project. See [Managing Connectors](/guides/explore-connectors).

    <Columns cols={2}>
      <Card title="Connector Profile" href="/connectors/insightly/guides/connector-profile/api-key" icon="https://stackone-logos.com/api/insightly/filled/png" horizontal>
        Insightly - API Key
      </Card>
    </Columns>
  </Step>

  <Step title="Link an Account">
    Connect an account using [StackOne Hub](/guides/embedding-stackone-hub) or [Auth Link](/guides/auth-link).

    <Columns cols={2}>
      <Card title="Link Account" href="/connectors/insightly/guides/link-account/api-key" icon="https://stackone-logos.com/api/insightly/filled/png" horizontal>
        Insightly - API Key
      </Card>
    </Columns>
  </Step>

  <Step title="Use Actions">
    Invoke actions using one of the methods below:

    * [MCP](/mcp/quickstart) – Model Context Protocol for AI assistants
    * [A2A](/a2a/quickstart) – Agent-to-Agent protocol
    * [AI Toolset (TypeScript)](/agents/typescript/introduction) – TypeScript SDK for AI agents
    * [AI Toolset (Python)](/agents/python/introduction) – Python SDK for AI agents
    * [Actions RPC](/platform/api-reference/actions/make-an-rpc-call-to-an-action) – Direct API calls
    * [Playground](/guides/playground) – Test actions in the dashboard
  </Step>
</Steps>