marketo_create_or_update_lead

Instructions

Implementation Reference

• src/index.ts:286-313 (registration)

  Registration of the 'marketo_create_or_update_lead' tool on the MCP server via server.tool(). Defines the tool name, description, schema, and handler.

  server.tool(
    'marketo_create_or_update_lead',
    'Bulk create or update leads (upsert). Accepts an array of lead records with standard and custom fields. Deduplicates by lookupField (default: email). Max 300 leads per call.',
    {
      input: z.array(
        z.object({
          email: z.string().email(),
          firstName: z.string().optional(),
          lastName: z.string().optional(),
          company: z.string().optional(),
          title: z.string().optional(),
          phone: z.string().optional(),
          address: z.string().optional(),
          city: z.string().optional(),
          state: z.string().optional(),
          zipCode: z.string().optional(),
          country: z.string().optional(),
          website: z.string().optional(),
          customFields: z.record(z.string(), z.any()).optional(),
        })
      ),
      lookupField: z.enum(['email', 'id', 'cookie']).optional(),
      partitionName: z.string().optional(),
    },
    tool(async ({ input, lookupField = 'email', partitionName }) =>
      makeApiRequest('/rest/v1/leads.json', 'POST', { input, lookupField, partitionName })
    )
  );

• src/index.ts:310-312 (handler)

  The actual handler function for the tool. Makes a POST request to Marketo's /rest/v1/leads.json endpoint with the input leads, lookupField, and partitionName parameters via makeApiRequest.

  tool(async ({ input, lookupField = 'email', partitionName }) =>
    makeApiRequest('/rest/v1/leads.json', 'POST', { input, lookupField, partitionName })
  )

• src/index.ts:289-309 (schema)

  Zod schema definitions for the tool's input parameters: input (array of lead objects with standard fields and optional customFields), lookupField (enum: email/id/cookie), and partitionName (optional string).

  {
    input: z.array(
      z.object({
        email: z.string().email(),
        firstName: z.string().optional(),
        lastName: z.string().optional(),
        company: z.string().optional(),
        title: z.string().optional(),
        phone: z.string().optional(),
        address: z.string().optional(),
        city: z.string().optional(),
        state: z.string().optional(),
        zipCode: z.string().optional(),
        country: z.string().optional(),
        website: z.string().optional(),
        customFields: z.record(z.string(), z.any()).optional(),
      })
    ),
    lookupField: z.enum(['email', 'id', 'cookie']).optional(),
    partitionName: z.string().optional(),
  },

• src/index.ts:23-53 (helper)

  The makeApiRequest helper function that executes the actual HTTP request. It obtains a Bearer token via TokenManager, then makes the axios call to the Marketo API endpoint.

  async function makeApiRequest(
    endpoint: string,
    method: string,
    data?: any,
    contentType: string = 'application/json'
  ) {
    const token = await tokenManager.getToken();
    const headers: Record<string, string> = {
      Authorization: `Bearer ${token}`,
    };
  
    if (contentType) {
      headers['Content-Type'] = contentType;
    }
  
    try {
      const response = await axios({
        url: `${MARKETO_BASE_URL}${endpoint}`,
        method,
        data:
          contentType === 'application/x-www-form-urlencoded'
            ? new URLSearchParams(data).toString()
            : data,
        headers,
      });
      return response.data;
    } catch (error: any) {
      console.error('API request failed:', error.response?.data || error.message);
      throw error;
    }
  }

• src/index.ts:55-74 (helper)

  The 'tool' wrapper helper that wraps the handler to return a formatted response object with content array for the MCP protocol, including error handling.

  function tool<T>(handler: (args: T) => Promise<unknown>) {
    return async (args: T) => {
      try {
        const response = await handler(args);
        return {
          content: [{ type: 'text' as const, text: JSON.stringify(response, null, 2) }],
        };
      } catch (error: any) {
        return {
          content: [
            {
              type: 'text' as const,
              text: `Error: ${error.response?.data?.message || error.message}`,
            },
          ],
          isError: true,
        };
      }
    };
  }