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alexleventer

Marketo MCP Server

by alexleventer

marketo_create_or_update_lead

Create or update leads in Marketo by providing contact information, ensuring data accuracy and eliminating duplicate entries through automated synchronization.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
inputYes
lookupFieldNo
partitionNameNo

Implementation Reference

  • src/index.ts:449-493 (registration)
    Registration of the 'marketo_create_or_update_lead' tool, including inline input schema and handler function that sends a POST request to Marketo's /rest/v1/leads.json endpoint.
    server.tool(
      'marketo_create_or_update_lead',
      {
        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(),
      },
      async ({ input, lookupField = 'email', partitionName }) => {
        try {
          const data = {
            input,
            lookupField,
            partitionName,
          };
    
          const response = await makeApiRequest('/rest/v1/leads.json', 'POST', data);
    
          return {
            content: [{ type: 'text', text: JSON.stringify(response, null, 2) }],
          };
        } catch (error: any) {
          return {
            content: [
              { type: 'text', text: `Error: ${error.response?.data?.message || error.message}` },
            ],
          };
        }
      }
    );
  • The handler function for the tool, which prepares the lead data and makes an authenticated POST request to create or update leads via the Marketo Leads API.
    async ({ input, lookupField = 'email', partitionName }) => {
      try {
        const data = {
          input,
          lookupField,
          partitionName,
        };
    
        const response = await makeApiRequest('/rest/v1/leads.json', 'POST', data);
    
        return {
          content: [{ type: 'text', text: JSON.stringify(response, null, 2) }],
        };
      } catch (error: any) {
        return {
          content: [
            { type: 'text', text: `Error: ${error.response?.data?.message || error.message}` },
          ],
        };
      }
    }
  • Zod schema defining the input parameters: an array of lead objects with standard fields and optional custom fields, plus lookupField and partitionName.
    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(),
  • Helper function used by the tool to make authenticated API requests to Marketo using axios, handling token retrieval and content types.
    async function makeApiRequest(
      endpoint: string,
      method: string,
      data?: any,
      contentType: string = 'application/json'
    ) {
      const token = await tokenManager.getToken();
      const headers: any = {
        Authorization: `Bearer ${token}`,
      };
    
      if (contentType) {
        headers['Content-Type'] = contentType;
      }
    
      try {
        const response = await axios({
          url: `${MARKETO_BASE_URL}${endpoint}`,
          method: 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;
      }
    }
Behavior1/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Tool has no description.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness1/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Tool has no description.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Tool has no description.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Tool has no description.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose1/5

Does the description clearly state what the tool does and how it differs from similar tools?

Tool has no description.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Tool has no description.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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