> ## 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.

# Marketo

> Connect Alysio to Marketo using Client ID, Client Secret, Endpoint URL, and Identity URL

## Overview

The Marketo integration allows Alysio to securely connect to a Marketo instance in order to retrieve marketing automation data including leads, activities, lists, programs, and campaigns.

Once connected, users can query lead data, analyze marketing activity, explore list membership, retrieve program details, and review campaign information using natural language inside Alysio.

Unlike some integrations that rely on OAuth authorization, the Marketo integration uses client credentials authentication with Marketo’s REST API. Users connect their Marketo instance by providing the required credentials and API endpoints through the Alysio integration settings.

This integration enables revenue and marketing teams to combine Marketo data with CRM, outreach, and support systems within the Alysio platform.

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## Supported Data and Capabilities

The Marketo integration supports access to several key marketing automation objects.

### Leads

Retrieve lead records and lead metadata stored in Marketo.

Supported operations include:

Retrieving lead schema and searchable fields\
Querying leads using filters\
Retrieving leads by email address\
Retrieving leads by Marketo lead ID

Lead schema discovery is recommended before performing lead queries.

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### Activities

Retrieve activity records associated with leads.

Activities may include email engagement, form submissions, program activity, and other tracked interactions.

Activity retrieval requires a paging token and valid activity type identifiers.

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### Lists

Retrieve static lists and list membership.

Supported operations include:

Listing static lists\
Retrieving leads within a list

Lists are commonly used to track campaign segments or marketing cohorts.

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### Programs

Retrieve marketing programs configured in Marketo.

Programs may represent marketing initiatives, campaign structures, or lifecycle tracking workflows.

Programs can be retrieved using identifiers, names, or tags.

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### Campaigns

Retrieve campaign records stored in Marketo.

Campaigns may include marketing automation flows and program-based campaigns associated with marketing programs.

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### Paging

Retrieve paging tokens required for activity queries and other paginated endpoints.

Paging tokens allow Alysio to retrieve activity data incrementally.

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## Authentication

The Marketo integration uses client credential authentication rather than OAuth.

Users connect their Marketo instance by providing the following credentials:

Client ID\
Client Secret\
Endpoint URL\
Identity URL

These values are entered through the Alysio Settings → Integrations panel when connecting the Marketo integration.

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## Gathering Your Credentials

The required credentials can be found in the Marketo administration interface.

### Client ID

Admin → Integration → LaunchPoint → View Details → Client ID

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### Client Secret

Admin → Integration → LaunchPoint → View Details → Client Secret

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### Endpoint URL

Admin → Integration → Web Services → REST API section

Example format

[https://123-ABC-456.mktorest.com/rest](https://123-ABC-456.mktorest.com/rest)

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### Identity URL

Admin → Integration → Web Services → REST API section

Example format

[https://123-ABC-456.mktorest.com/identity](https://123-ABC-456.mktorest.com/identity)

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## Required Credentials

| Credential    | Purpose                                                   |
| ------------- | --------------------------------------------------------- |
| Client ID     | Identifies the Marketo application for API authentication |
| Client Secret | Used with the client ID to obtain API access tokens       |
| Endpoint URL  | Base URL used for Marketo REST API requests               |
| Identity URL  | Used to request access tokens for API authentication      |

All four values are required for the Marketo integration to function.

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## Credential Handling

The Client ID, Client Secret, Endpoint URL, and Identity URL are securely stored as part of the Marketo integration configuration.

Alysio uses the Identity URL and client credentials to obtain an API access token before sending requests to the Marketo REST API through the Endpoint URL.

Each tenant maintains their own credential configuration, ensuring requests are isolated to the correct Marketo instance.

If credentials are rotated or the Marketo instance changes, the integration must be updated within Settings → Integrations.

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## MCP Tools

The Marketo MCP provides several tools that allow Alysio to retrieve marketing automation data.

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### marketo\_get\_leads\_schema

Retrieves the Marketo lead schema including field metadata and searchable fields.

Example prompts

What lead fields can I query\
Show Marketo lead schema

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### marketo\_get\_leads

Retrieves leads using specified filters and fields.

Example prompts

Find leads with this email domain\
List leads matching this filter

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### marketo\_get\_lead\_by\_email

Retrieves a lead using an email address.

Example prompts

Get lead for [john@company.com](mailto:john@company.com)\
Find lead by email

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### marketo\_get\_lead\_by\_id

Retrieves a lead using the Marketo lead ID.

Example prompts

Show lead 12345\
Get lead by ID

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### marketo\_get\_activity\_types

Retrieves activity types available within the Marketo instance.

Example prompts

What activity types are available\
Show Marketo activity types

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### marketo\_get\_leads\_activity

Retrieves lead activity records.

Example prompts

Show activity for these leads\
List activity for this campaign

Activity queries require a paging token and activity type identifiers.

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### marketo\_get\_static\_list

Retrieves static lists configured in Marketo.

Example prompts

Show static lists\
List marketing lists

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### marketo\_get\_list\_by\_lead

Retrieves leads within a specific list.

Example prompts

Who is in this list\
Show leads in list 456

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### marketo\_get\_programs\_list

Retrieves marketing programs.

Example prompts

List our programs\
Find program by name

Programs can also be filtered by tags or status.

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### marketo\_get\_campaign

Retrieves campaign records.

Example prompts

Show campaign 789\
List marketing campaigns

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### get\_paging\_token

Retrieves a paging token for use in paginated queries.

Example prompts

Get paging token for activities\
Create paging token for activity export

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## App Behavior

Marketo API calls are executed on demand when users request marketing data through Alysio.

There is no background synchronization between Alysio and Marketo. Instead, API requests are executed in real time using the stored credentials and Marketo endpoint configuration.

The system dynamically resolves the correct Marketo instance URL from the stored Endpoint URL.

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## Example Workflow

User asks

Get lead activity for leads in our Q1 list

Alysio routes the request to the Marketo MCP.

The MCP retrieves the list ID using marketo\_get\_static\_list.

A paging token is retrieved using get\_paging\_token.

Activity types are retrieved using marketo\_get\_activity\_types.

The MCP retrieves activity records using marketo\_get\_leads\_activity.

The Marketo API returns the activity data.

Alysio presents the results in the chat interface.

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## Troubleshooting

### Marketo Not Connected

The required credentials have not been entered.

Solution\
Navigate to Settings → Integrations and enter the Client ID, Client Secret, Endpoint URL, and Identity URL.

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### Authentication Error

The Client ID or Client Secret may be invalid.

Solution\
Verify credentials in Admin → Integration → LaunchPoint and update the integration connection.

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### Incorrect Endpoint URL

Requests may fail if the endpoint URL or identity URL is incorrect.

Solution\
Verify both URLs under Admin → Integration → Web Services → REST API section.

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### Invalid Lead Query

Lead queries may fail if the filter type or fields are not valid.

Solution\
Call marketo\_get\_leads\_schema first to retrieve valid field names and searchable attributes.

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### Activity Retrieval Errors

Activity queries require a paging token and activity type identifiers.

Solution\
Call get\_paging\_token and marketo\_get\_activity\_types before retrieving activity data.

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## Support

For assistance configuring or troubleshooting the Marketo integration, contact

[support@alysio.ai](mailto:support@alysio.ai)

For Marketo REST API documentation, refer to Admin → Integration → Web Services in the Marketo dashboard or the Marketo developer documentation.