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.

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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.

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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.

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Users

Retrieve Gainsight users and associated metadata.

This allows Alysio to identify users who can be assigned to CTAs or associated with activity records.

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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.

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Activity Timeline

Retrieve activity timeline entries associated with accounts or users.

This allows teams to review engagement activity and customer interactions within Gainsight.

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Scoreboards

Retrieve scoreboard metrics and customer health indicators.

Scoreboards can be queried with filters and selected fields.

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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

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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.

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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.

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MCP Tools

The Gainsight MCP provides tools that allow Alysio to retrieve customer success data and manage CTAs through natural language prompts.

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gainsight_current_user_info

Returns the currently authenticated Gainsight user.

Example prompts

Who am I in Gainsight
Get the current user for CTA owner

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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

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gainsight_list_account

Lists company records using selectable fields and filters.

Example prompts

List our Gainsight accounts
Find companies by lifecycle stage

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gainsight_user_object_info

Returns metadata describing the User object.

Example prompts

What fields exist on the User object
Describe Gainsight users

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gainsight_list_user

Lists Gainsight users and their associated metadata.

Example prompts

List Gainsight users
Get user IDs for CTAs

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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

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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

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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.

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gainsight_cta_list

Retrieves CTAs with optional filters and selected fields.

Example prompts

List open CTAs
Show CTAs for this account

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gainsight_update_cta

Updates an existing CTA using its unique identifier.

Example prompts

Update this CTA status
Change CTA due date

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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

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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

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gainsight_scoreboard_object_info

Returns metadata describing the Scoreboard object.

Example prompts

Describe the Scoreboard object
What fields exist for scoreboards

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gainsight_scoreboard_list

Lists scoreboard metrics and customer health indicators.

Example prompts

List our scoreboards
Show scoreboard data

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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.

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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.

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Troubleshooting

Gainsight Not Connected

The integration has not been configured.

Solution
Navigate to Settings → Integrations and provide the Access Key and Instance URL.

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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.

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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.

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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.

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Support

For assistance configuring or troubleshooting the Gainsight integration, contact

[e-mail]

Your Alysio onboarding or account team can also assist with integration setup and configuration.