Insightly Integration
Live

Insightly CRM
on a live graph.

Native Insightly connector with integration-insightly graph module — contacts, opportunities, and projects traverse live via REST alongside email, Slack, and docs for cited CRM context.

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Federation path

Insightly joins
your full stack.

Insightly
Gyri graph
CRM · comms · docs
What connects

Insightly data
in your graph.

Data

Contacts

Data

Opportunities

Data

Projects

Data

Live keyword search

Auto-provisions graph module: integration-insightly — live API types install when you connect credentials.

The problem

Insightly alone
is not enough.

01

CRM siloed from comms

Insightly holds pipeline and projects — but scope and pricing decisions happen in Gmail and Slack, invisible to opportunity records.

02

Projects disconnected from deals

Delivery projects live in Insightly while renewal risk signals sit in support tickets and email — no multihop join without exports.

03

No cited agent context

Insightly views cannot answer cross-stack questions with claim-level links to the exact email or Slack message.

With Gyri

Federated, cited,
agent-ready.

Live graph module

CRM entities on the graph

integration-insightly installs insightly_*_live remote types — agents query live Insightly REST data with keyword search delegates.

Cross-source joins

Opportunity → email → Slack

Multihop queries link Insightly opportunities to Gmail threads, Slack pricing threads, and Notion playbooks.

Project context

Delivery + revenue together

Join Insightly projects to CRM opportunities and support themes for cited handoff and renewal briefs.

MCP agents

Agents read Insightly

Claude and Cursor traverse the same cited Insightly graph as RevOps and CS teams.

Gyri think verbs

26 MCP think verbs —
not API wrappers.

Insightly federates into one graph. Agents orient with recall and ground, capture with reflect, and commit with promote — the full epistemic lifecycle via MCP think.

think verb=recall

Semantic orient — load prior cited conclusions before you re-derive from scratch.

think verb=ground

FTS-only orient on live federated CRM, email, and Slack — zero embed cost.

think verb=consider

Classify novelty against the workspace corpus before you commit a thesis.

think verb=reflect

Capture drafts, tensions, and questions as typed thoughts on the graph.

think verb=traverse

Multihop GraphQL in one think call — deal → contact → email → ticket.

think verb=fetch

Hydrate full rows by ref when search or traverse surfaced the right node.

think verb=promote

Gated commit — draft thought → durable cited insight the whole team recalls.

think verb=wish

Natural-language buildout — queue workspace types, connectors, and workflows.

Full catalog via MCP think verb=catalog · Why Gyri think verbs beat API wrappers → · MCP for Claude & Cursor

Use cases

Built for
GTM operators.

Renewal prep

Join Insightly opportunity stage with email commitments and Slack escalation threads — cited executive brief.

Project handoff

Link won opportunities to active Insightly projects and federated doc deliverables.

Pipeline risk

Surface stale opportunities with silent email and rising support ticket themes.

Works with

Federate alongside
native connectors.

HubSpot
Slack
Notion
Pipedrive
Setup

Connect in
minutes.

API key and pod region (e.g. na1) in Settings → Integrations.

1. Start a free trial at app.gyri.io · 2. Open Settings → Integrations · 3. Run your first federated query with cited answers.

Connect Insightly Setup guide

Connect Insightly to Gyri.

Free trial — API key + pod, auto graph module, cited federated answers.

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