Integration
Connect Urable to Insightly
When Completed Job fires in Urable, your agent runs Add contact to organisation in Insightly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Urable and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Urable can start in Insightly
When Completed Job in Urable
then Add contact to organisation in Insightly
When New Customer in Urable
then Create contact in Insightly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Urable and Insightly
Triggers and actions 9 triggers ยท 35 actions
Trigger
Completed JobTriggers when a job in Urable is marked completed.
Trigger
Fulfilled OrderTriggers when an order in Urable is marked fulfilled.
Trigger
New CustomerTriggers when a new customer is added in Urable.
Trigger
New EventTriggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable.
Trigger
New JobTriggers when a new job is created in Urable.
Trigger
New or Updated CustomerTriggers when a customer is added or an existing customer's details change in Urable.
Trigger
New or Updated EventTriggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable.
Trigger
New or Updated JobTriggers when a job is created or updated in Urable.
Trigger
Paid OrderTriggers when an order in Urable is marked paid, newest paid first.
Action
List customersReturns the customers in your Urable account, optionally only those matching an email address.
Action
Add contact to organisationLink a contact to an organisation by updating the contact's ORGANISATION_ID.
Action
Create contactCreate a new contact in Insightly.
Action
Create eventCreate a new calendar event in Insightly.
Action
Create leadCreate a new lead in Insightly.
Action
Create noteCreate a new note in Insightly.
Action
Create opportunityCreate a new opportunity in Insightly.
Action
Create organisationCreate a new organisation in Insightly.
Action
Create projectCreate a new project in Insightly.
Action
Create taskCreate a new task in Insightly.
Action
Delete contactDelete a contact by its CONTACT_ID.
Action
Delete leadDelete a lead by its LEAD_ID.
Action
Delete opportunityDelete an opportunity by its OPPORTUNITY_ID.
Action
Delete organisationDelete an organisation by its ORGANISATION_ID.
Action
Get contactRetrieve a single contact by its CONTACT_ID.
Action
Get eventRetrieves a single Insightly calendar event by its id, including its custom field values and links.
Action
Get leadRetrieve a single lead by its LEAD_ID.
Action
Get noteRetrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
Action
Get opportunityRetrieve a single opportunity by its OPPORTUNITY_ID.
Action
Get organisationRetrieve a single organisation by its ORGANISATION_ID.
Action
Get projectRetrieve a single project by its PROJECT_ID.
Action
Get taskRetrieve a single task by its TASK_ID.
Action
List contactsList contacts (paged) ordered by date.
Action
List leadsList leads (paged).
Action
List opportunitiesList opportunities (paged).
Action
List organisationsList organisations (paged).
Action
List projectsList projects (paged).
Action
List tasksList tasks (paged).
Action
List usersList Insightly users (useful for resolving owner/responsible user IDs).
Action
Search contactsSearch contacts by a single field value (e.g. email_address).
Action
Update contactUpdate an existing contact in Insightly.
Action
Update leadUpdate an existing lead in Insightly.
Action
Update opportunityUpdate an existing opportunity in Insightly.
Action
Update organisationUpdate an existing organisation in Insightly.
Action
Update taskUpdate an existing task in Insightly.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Urable and Insightly, answered
What can start an automation from Urable?
Any of Urable's 9 triggers in the catalog, including Completed Job, New Customer, New Event and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Urable?
Any of Insightly's 34 actions, including Create contact, Create event, Create lead and Create note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Insightly to Urable?
Insightly has no triggers in the catalog today, so automations start in Urable. If you need the other direction, ask: your agent reads Insightly's API documentation and adds it.
Do I have to build a connector for Urable or Insightly?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Urable and Insightly without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.