Insightly lets AI assistants read your customer records directly

Insightly has launched a new link that lets AI assistants read the customer records you keep in its system. The company calls it a CRM MCP Server. In plain terms, you could ask an assistant about a contact or a deal instead of searching for it yourself.

What it is

Insightly is a customer management system, often called a CRM. It stores contacts, deals and notes in one place. The new link uses MCP, a shared standard that lets AI assistants connect to outside apps. Because it is a common standard, one kind of connection can work with many assistants.

Who it affects

Anyone who keeps customers in Insightly could be touched by this. The likely benefit is time saved on lookups, such as finding a past note or checking where a deal stands. Customer records often hold names, contact details and private notes, so the change also raises privacy questions.

What is not known yet

The material available does not say what the feature costs, when it reaches all users, or which AI assistants it works with. It also does not explain whether an assistant can only read records or can also change them. Those details matter and are worth confirming with Insightly.

What to do

• Check what an assistant can see and change before connecting real customer data.
• Review your privacy and access settings in Insightly first.
• Consider testing with sample records before using live ones.