> ## Documentation Index > Fetch the complete documentation index at: https://docs.alysio.ai/llms.txt > Use this file to discover all available pages before exploring further. # Gainsight > Connect Alysio to Gainsight using Access Key and Instance URL ## Overview The Gainsight integration allows Alysio to securely connect with your Gainsight instance to access customer success data and operational workflows. Once connected, Alysio can retrieve companies (accounts), users, CTAs (Calls to Action), activity timeline entries, and scoreboards from Gainsight. This enables revenue and customer success teams to analyze customer health, track engagement activity, and manage CTAs directly through the Alysio platform using natural language queries. The integration allows teams to combine Gainsight customer success intelligence with CRM data, revenue signals, and automated workflows across their revenue stack. Unlike some integrations, Gainsight does not use OAuth authentication for this connection. Instead, authentication is performed using an API access key and instance URL. *** ## Supported Data and Capabilities The Gainsight integration enables Alysio to access several key customer success objects. ### Current User Retrieve the currently authenticated Gainsight user. This information is commonly used when assigning ownership of CTAs. *** ### Companies (Accounts) Retrieve and search company records stored within Gainsight. Users can list companies using filters, select specific fields, and apply pagination or sorting parameters. Object metadata can also be retrieved to identify available company fields. *** ### Users Retrieve Gainsight users and associated metadata. This allows Alysio to identify users who can be assigned to CTAs or associated with activity records. *** ### CTAs (Calls to Action) Create, update, and retrieve CTAs used for managing customer success workflows. The integration supports: Listing CTAs\ Creating new CTAs\ Updating existing CTAs CTA configuration metadata can also be retrieved, including valid values for status, priority, and type. *** ### Activity Timeline Retrieve activity timeline entries associated with accounts or users. This allows teams to review engagement activity and customer interactions within Gainsight. *** ### Scoreboards Retrieve scoreboard metrics and customer health indicators. Scoreboards can be queried with filters and selected fields. *** ## Authentication The Gainsight integration uses API credentials rather than OAuth authentication. To connect Gainsight to Alysio, users must provide the following credentials. Access Key\ Instance URL The Access Key authenticates API requests, while the Instance URL ensures requests are directed to the correct Gainsight tenant. Example instance URL [https://yourcompany.gainsightcloud.com](https://yourcompany.gainsightcloud.com) *** ## Credential Handling The Gainsight Access Key and Instance URL are securely stored as part of the integration configuration within Alysio. Each organization maintains its own credentials, ensuring that API requests remain isolated per tenant. Because Gainsight does not use OAuth tokens for this integration, there is no automatic token refresh process. If the Access Key is rotated or the instance URL changes, the integration must be updated within the Alysio workspace. If the integration is disconnected, Gainsight functionality will be unavailable until valid credentials are provided again. *** ## Required Credentials | Credential | Purpose | | ------------ | --------------------------------------------------------- | | Access Key | Authenticates all API requests to Gainsight | | Instance URL | Specifies the Gainsight tenant receiving the API requests | These credentials should be treated as sensitive authentication information and stored securely. *** ## MCP Tools The Gainsight MCP provides tools that allow Alysio to retrieve customer success data and manage CTAs through natural language prompts. *** ### gainsight\_current\_user\_info Returns the currently authenticated Gainsight user. Example prompts Who am I in Gainsight\ Get the current user for CTA owner *** ### gainsight\_company\_object\_info Returns metadata describing the Company object and available fields. Example prompts What fields does the Company object contain\ Describe the Gainsight Company object *** ### gainsight\_list\_account Lists company records using selectable fields and filters. Example prompts List our Gainsight accounts\ Find companies by lifecycle stage *** ### gainsight\_user\_object\_info Returns metadata describing the User object. Example prompts What fields exist on the User object\ Describe Gainsight users *** ### gainsight\_list\_user Lists Gainsight users and their associated metadata. Example prompts List Gainsight users\ Get user IDs for CTAs *** ### gainsight\_cta\_object\_info Returns metadata describing the CTA object and its available fields. Example prompts What fields exist on the CTA object\ Describe CTA schema *** ### gainsight\_cockpit\_cta\_config Returns CTA configuration metadata including valid status, priority, and type options. Example prompts Show CTA status options\ What CTA priorities exist *** ### gainsight\_create\_cta Creates a new CTA within Gainsight. Example prompts Create a CTA for Acme Corp\ Add a new call to action CTA creation typically requires fields such as name, ownerId, accountId, typeId, statusId, priorityId, and dueDate. *** ### gainsight\_cta\_list Retrieves CTAs with optional filters and selected fields. Example prompts List open CTAs\ Show CTAs for this account *** ### gainsight\_update\_cta Updates an existing CTA using its unique identifier. Example prompts Update this CTA status\ Change CTA due date *** ### gainsight\_activity\_timeline\_object\_info Returns metadata describing the Activity Timeline object. Example prompts Describe the Activity Timeline object\ What fields exist in activity timeline *** ### gainsight\_list\_activity\_timeline Lists activity timeline entries associated with accounts or users. Example prompts Show activity timeline for this account\ List timeline entries for this user *** ### gainsight\_scoreboard\_object\_info Returns metadata describing the Scoreboard object. Example prompts Describe the Scoreboard object\ What fields exist for scoreboards *** ### gainsight\_scoreboard\_list Lists scoreboard metrics and customer health indicators. Example prompts List our scoreboards\ Show scoreboard data *** ## App Behavior Alysio retrieves Gainsight data on demand when users request customer success information or initiate actions involving Gainsight objects. There is no background synchronization between Alysio and Gainsight. Instead, API requests are executed in real time when users query account data, retrieve activity records, or create or update CTAs. All requests are sent to the configured Gainsight instance using the stored access key. *** ## Example Workflow User asks Create a CTA for Acme Corp due next week. Alysio routes the request to the Gainsight MCP. The MCP retrieves available fields using gainsight\_cta\_object\_info and CTA configuration options using gainsight\_cockpit\_cta\_config. It retrieves the account ID using gainsight\_list\_account and owner ID using gainsight\_current\_user\_info. The system sends a request to the Gainsight API to create the CTA. Gainsight returns the result and Alysio confirms the action in the conversation interface. *** ## Troubleshooting ### Gainsight Not Connected The integration has not been configured. Solution\ Navigate to Settings → Integrations and provide the Access Key and Instance URL. *** ### Authentication Error The access key may be invalid, expired, or revoked. Solution\ Generate a new access key within Gainsight and update the integration credentials in Alysio. *** ### Incorrect Instance URL Requests may fail if the Gainsight instance URL is incorrect. Solution\ Confirm the correct tenant URL within Gainsight administration and update the connection. *** ### Invalid Field or Identifier Requests may fail if an invalid field name or identifier is used. Solution\ Retrieve valid metadata using the appropriate \_object\_info tools before querying or modifying records. *** ## Support For assistance configuring or troubleshooting the Gainsight integration, contact [support@alysio.ai](mailto:support@alysio.ai) Your Alysio onboarding or account team can also assist with integration setup and configuration.