Microsoft Copilot security directory

Insightly

Published by Microsoft

High risk

Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly's tightly integrated CRM & project management features to close new business, track post sale customer interactions & drive repeat purchases.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Can permanently delete data: This connector can erase records, files, or accounts. Once deleted the data may be unrecoverable - even an accidental request can cause permanent loss.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 19 tools or capabilities.

  • Add contact
  • Add lead
  • Add organization
  • Add project
  • Add task
  • Delete contact
  • Delete lead
  • Delete project
  • Delete task
  • Follow a task
  • List contacts
  • List leads
  • List projects
  • List tasks
  • List users
  • Update contact
  • Update lead
  • Update project
  • Update task

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