# Insightly AI connector guide

Connect Insightly data to AI agents with Combined. Explore activity sets, contacts, countries, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select Insightly.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- Start Date: required in the upstream source schema
- API Token: required in the upstream source schema

## Dataset reference

- activity_sets; key: ACTIVITYSET_ID
- contacts; key: CONTACT_ID; update field: DATE_UPDATED_UTC
- countries; key: COUNTRY_NAME
- currencies; key: CURRENCY_CODE
- emails; key: EMAIL_ID
- events; key: EVENT_ID; update field: DATE_UPDATED_UTC
- knowledge_article_categories; key: CATEGORY_ID; update field: DATE_UPDATED_UTC
- knowledge_article_folders; key: FOLDER_ID; update field: DATE_UPDATED_UTC
- knowledge_articles; key: ARTICLE_ID; update field: DATE_UPDATED_UTC
- lead_sources; key: LEAD_SOURCE_ID
- lead_statuses; key: LEAD_STATUS_ID
- milestones; key: MILESTONE_ID; update field: DATE_UPDATED_UTC
- notes; key: NOTE_ID; update field: DATE_UPDATED_UTC
- opportunities; key: OPPORTUNITY_ID; update field: DATE_UPDATED_UTC
- opportunity_categories; key: CATEGORY_ID
- opportunity_state_reasons; key: STATE_REASON_ID
- organisations; key: ORGANISATION_ID; update field: DATE_UPDATED_UTC
- pipelines; key: PIPELINE_ID
- pipeline_stages; key: STAGE_ID
- project_categories; key: CATEGORY_ID
- projects; key: PROJECT_ID; update field: DATE_UPDATED_UTC
- prospects; key: PROSPECT_ID; update field: DATE_UPDATED_UTC
- relationships; key: RELATIONSHIP_ID
- task_categories; key: CATEGORY_ID
- tasks; key: TASK_ID; update field: DATE_UPDATED_UTC
- team_members; key: MEMBER_USER_ID
- teams; key: TEAM_ID
- users; key: USER_ID; update field: DATE_UPDATED_UTC

This is the upstream connector reference, version 0.3.26. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my Insightly data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to activity_sets, contacts, countries, currencies, emails, events.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/insightly
- Full guide: https://www.trycombined.com/connectors/insightly