Insites Docs Developers guide AI and AutomationAI and Automation Overview

AI and Automation Overview

Last updated on April 06, 2026.

Insites provides a suite of AI tools that connect AI assistants directly to your instance. Deploy files, manage data, and automate workflows through natural conversation instead of navigating terminals and admin interfaces.

What You Will Find Here

  • CloudShell - Connect Claude Desktop or Claude Code to your Insites instance via the Model Context Protocol (MCP). Deploy files, fetch logs, and manage environment variables using natural language. The fastest way to work with your instance from your development environment.
  • AI Studio - A web-based AI assistant built into the Instance Admin. Manage your CRM data, query your instance, and perform multi-step operations through conversation. Powered by Google Gemini.
  • MCP Server - A standalone MCP server that connects Claude to your CRM and instance management tools. Search contacts, manage companies, and create instances through natural language.

Which Tool Should You Use?

ToolBest ForRuns In
CloudShellDevelopers deploying and managing codeClaude Desktop / Claude Code
AI StudioIIA users managing data conversationallyInstance Admin (browser)
MCP ServerCRM and instance management via AIClaude Desktop

All three tools use the Model Context Protocol (MCP), an open standard that enables AI assistants to interact securely with external services. Your data stays on your instance and credentials are managed locally.

Have a suggestion for this page?

Didn't quite find what you are looking for or have feedback on how we can make the content better then we would love to hear from you. Please provide us feedback and we will get back to you shortly.