MCP Server Tools Reference

The Insites MCP Server provides tools for managing contacts, companies, and instances on your Insites instance. When you describe what you want to do in plain language, Claude automatically selects the appropriate tool.

Contact Management

get_contacts

Retrieves contacts from your CRM with support for pagination, sorting, and search.

Returns: A paginated list of contacts matching the search criteria.

Example prompt: Find all contacts with the last name Smith

create_contact

Creates a new contact in your CRM. An email address is required.

Returns: The newly created contact data.

Example prompt: Create a new contact for john.doe@example.com with the name John Doe

update_contact

Updates an existing contact. The contact UUID is required to identify which contact to update.

Returns: The updated contact data.

Example prompt: Update the phone number for contact with email jane@example.com

Company Management

get_companies

Retrieves companies from your CRM with support for pagination, sorting, and search.

Returns: A paginated list of companies matching the search criteria.

Example prompt: Show me all companies

create_company

Creates a new company in your CRM. A company name is required.

Returns: The newly created company data.

Example prompt: Create a new company called Acme Corp

update_company

Updates an existing company. The company UUID is required to identify which company to update.

Returns: The updated company data.

Instance Management

create_instance

Creates a new Insites instance. This runs a multi-step workflow that validates the subdomain, creates the database record, and triggers the instance provisioning process.

Returns: Workflow results showing the status of each step in the creation process.

Example prompt: Create me a new instance with the name of My New Instance

Note: Instance creation currently supports the staging environment with a free tier billing plan.

Troubleshooting

INSITES_INSTANCE_URL is not set

Ensure all environment variables are correctly set in the Claude Desktop configuration file. Restart Claude Desktop after making any changes.

Request Failed Errors

Check the following:

• Your internet connection is active
• The INSITES_INSTANCE_URL is accessible in a browser
• The API key is valid and has the correct permissions

Import Errors for requests Library

Ensure the requests package is installed in your virtual environment:

source venv/bin/activate
pip install requests

Server Not Showing Up in Claude Desktop

• Verify the JSON configuration file has no syntax errors (missing commas, brackets)
• Confirm all file paths in the config are absolute and correct
• Restart Claude Desktop completely
• Check Claude Desktop logs for error messages

Git Pull Fails

• Check for uncommitted local changes: git status
• Stash your changes before pulling: git stash
• Pull the latest: git pull origin master
• Reapply your changes: git stash pop