A powerful sales intelligence and CRM integration that enables AI agents to manage organizations, pipelines, and activities directly within the Insites platform.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install insites
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install insites using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Insites Integration for AI Agents?
Insites is a premier sales intelligence platform designed to help businesses identify, track, and convert potential customers through data-driven insights. By leveraging this skill within the Openclaw Skills ecosystem, developers can empower AI agents to interact with companies, contacts, and market trends without manual data entry.
The integration is built on the Membrane framework, which abstracting the complexities of authentication and credential refreshing. This allows sales and marketing teams to automate lead generation workflows and pipeline management, ensuring that CRM data is always actionable and up-to-date.
Insites Integration for AI Agents Use Cases
- Automating the creation of new sales activities and tasks based on lead interactions.
- Syncing company and contact data between external sources and the Insites CRM.
- Monitoring sales pipelines by retrieving and updating opportunities programmatically.
- Generating sales intelligence reports by querying datasets and charts via AI agents.
- Streamlining lead management for high-growth sales teams using Openclaw Skills.
How Insites Integration for AI Agents Works
- The AI agent initializes the connection using the Membrane CLI to handle OAuth or API key authentication.
- A secure connection is established to the Insites API, with Membrane managing server-side credential storage.
- The agent searches for specific actions (e.g., list-opportunities or create-contact) based on the user's natural language intent.
- Actions are executed with JSON parameters, and the agent processes the structured output to fulfill the request.
- For custom requirements, the agent can use proxy requests to hit specialized Insites API endpoints while maintaining secure auth headers.
Insites Integration for AI Agents Setup
First, install the Membrane CLI globally to enable Openclaw Skills to communicate with the platform:
npm install -g @membranehq/cli@latest
Next, authenticate your agent (replace <agentType> with openclaw):
membrane login --tenant --clientName=openclaw
Create a connection to your Insites instance:
membrane connection ensure "https://insites.com/" --json
If the state is CLIENT_ACTION_REQUIRED, follow the uiUrl provided in the output to complete the setup.
Insites Integration for AI Agents Data Schema & Taxonomy
The Insites skill organizes data into several core entities managed through the CRM and Pipeline modules:
| Entity | Description | Key Fields |
|---|---|---|
| Organization/Company | Business entities tracked for sales. | UUID, Name, Domain, Industry |
| Contact | Individual stakeholders within organizations. | UUID, Email, Phone, Role |
| Opportunity | Potential deals within the sales pipeline. | UUID, Value, Stage, Close Date |
| Activity/Task | Logged interactions and follow-ups. | UUID, Type, Description, Due Date |
| Dataset | Raw sales intelligence data for reporting. | Name, Metadata, Record Count |
Insites Integration for AI Agents Advanced Features
- Natural Language Intent Discovery: Use the
action list --intentcommand to find the most relevant API mappings for complex sales workflows. - Transparent Proxying: Execute raw API calls to Insites with automatic header injection and credential refresh using the
membrane requestcommand. - Headless Environment Support: Full CLI-based login flow for remote servers and automated CI/CD pipelines.
- Multi-Agent Interoperability: Share connections across different agent types to maintain a unified source of truth for Openclaw Skills.
SKILL.md
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