Insightly
If you're running a small to midsize business on Insightly's CRM, this skill lets Claude interact with your contacts, deals, projects, tasks, and custom objects without you wrestling with API credentials. Built on Membrane's framework, so auth and token refresh happen automatically in the background. The skill covers the core Insightly entities sales and project teams actually use day to day. When pre-built actions don't cover your edge case, you can proxy raw requests directly to the Insightly API with authentication already injected. Straightforward for standard CRM operations, though you'll want to search available actions first since the documentation is more about the Membrane CLI workflow than Insightly-specific gotchas.
- skills.sh installs
- 150
- GitHub stars
- 272
- last updated
- Aug 21, 2026
Install
$ npx -y skills add membranedev/application-skills --skill insightly --agent claude-codeInstalls into .claude/skills of the current project.
Files
Insightly
Insightly is a CRM and sales platform that helps businesses manage their customer relationships and sales processes. It's primarily used by sales, marketing, and project management teams in small to medium-sized businesses.
Official docs: https://api.insightly.com/v3.1/Help
Insightly Overview
- Contact
- Event
- Lead
- Opportunity
- Organization
- Project
- Task
- User
- Insightly Custom Object
- Record
- Relationship
Use action names and parameters as needed.
Working with Insightly
This skill uses the Membrane CLI to interact with Insightly. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.
Install the CLI
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli@latest
Authentication
membrane login --tenant --clientName=<agentType>
This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.
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- Repository
- github.com/membranedev/application-skills
- First seen
- Jun 3, 2026
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