Insightly now connects its CRM to AI assistants such as Claude and ChatGPT through MCP, according to a post on its LinkedIn page. Users can run conversational prompts to keep deals and projects moving and pull the latest CRM data.
Insightly gives three examples. An account brief shows the buying committee, projects in progress and a suggested next step. A win/loss analysis summarizes themes in win and loss notes and shows which competitors appear most often. A reference search surfaces customers with recent activity and their close dates.
The MCP connection is included in every Insightly plan at no additional cost.