{ "name": "ZoomInfo MCP", "description": "ZoomInfo Context Agents use the context graph to connect customer history, company changes, and normalized CRM stage and status. Results depend on connected sources and access permissions.", "version": "3.0", "url": "https://gtm.ai", "documentationUrl": "https://docs.gtm.ai/docs/connect-to-zoominfo-mcp", "provider": { "organization": "ZoomInfo", "url": "https://www.zoominfo.com" }, "supportedInterfaces": [ { "protocol": "mcp", "transport": "http", "url": "https://mcp.zoominfo.com/mcp" } ], "defaultInputModes": [ "text/plain" ], "defaultOutputModes": [ "application/json", "text/plain" ], "capabilities": { "streaming": false, "pushNotifications": false, "stateTransitionHistory": false }, "skills": [ { "id": "zoominfo-account-health", "name": "Account Health", "description": "Read where an account's health is heading from recent conversations, backed by an engagement timeline and a research snapshot, every claim tied to evidence.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Risk read before a QBR or renewal conversation", "Churn-risk check on a quiet strategic account", "Sentiment trend review across a book of business" ] }, { "id": "zoominfo-account-relationship-recap", "name": "Account Relationship Recap", "description": "Recap where things stand with an account from recent conversations, with a read on whether the relationship is warming, steady, or cooling, tied to evidence.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Relationship read before a check-in or account review", "Trajectory check after an executive change", "Expansion-readiness read on a healthy account" ] }, { "id": "zoominfo-account-research", "name": "Account Research", "description": "Produce a full intelligence brief on a target account, framed by the specific decision you're prepping for. Combines firmographics, CRM context, intent, news, scoops, and a similar-company cohort into a TL;DR-led brief.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Pre-call brief before a discovery, QBR, or executive briefing", "Inbound account triage with a specific routing decision to make", "Competitive deal prep where displacement angles matter" ] }, { "id": "zoominfo-ae-cs-handoff", "name": "AE-to-CS Handoff", "description": "Build an AE-to-CS handoff brief that captures what was promised, how the customer defined success, and who the people are, drawn from the sales conversations.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Post-sale transition brief when a deal closes", "CSM onboarding for a newly assigned account", "Clean handoff after a complex multi-stakeholder deal" ] }, { "id": "zoominfo-build-list", "name": "Build List", "description": "Describe your target audience in plain language and get a structured, exportable table of matching contacts or companies from ZoomInfo's database.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Build a targeted outreach list for a new territory or campaign", "Generate account lists matching a specific ICP for ABM programs", "Export a filtered contact list into your CRM or sequencing tool" ] }, { "id": "zoominfo-buying-committee", "name": "Buying Committee", "description": "Map the buying committee at a target account. Identifies decision-makers, prioritizes who to engage, surfaces gaps, and flags multi-thread risk in a scannable brief led by a TL;DR.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Late-stage deal mapping where single-threaded risk is real", "Renewal prep after a champion change", "Cold prospecting into a target ICP account" ] }, { "id": "zoominfo-call-coaching", "name": "Call Coaching", "description": "Coach a rep on a specific call with candid feedback on discovery quality, objection handling, and talk dynamics, grounded in moments from the call.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Self-review after a discovery call", "Manager coaching on a rep's recorded call", "Diagnosing where a stalled deal lost momentum" ] }, { "id": "zoominfo-call-recap", "name": "Call Recap", "description": "Turn a recent call into a compact recap with a summary, decisions made, action items with owners, and open questions, drawn from what was actually said.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Post-call writeup right after a meeting", "Action-items-only list for follow-up", "Manager-facing summary for a deal review" ] }, { "id": "zoominfo-commitment-ledger", "name": "Commitment Ledger", "description": "Build a two-sided ledger of what your team promised, what the account promised, and what is still outstanding across recent conversations.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Accountability check before sending a follow-up", "Confirming what a prospect still owes you", "Auditing contract-related promises after a negotiation call" ] }, { "id": "zoominfo-company-intent-monitor", "name": "Company Intent Monitor", "description": "Pull a single account's recent buyer-intent topics and assess which ones align with your offerings and ICP before you prioritize the account.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Reading intent before prioritizing an account", "Checking whether a target is researching a category you sell", "Weighting a topic-specific angle for outreach" ] }, { "id": "zoominfo-company-news-monitor", "name": "Company News Monitor", "description": "Deliver a fast, grouped digest of a single account's recent news and business events, each with a one-line \"so what\" and the items worth acting on.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Catching up on an account before a touchpoint", "Filtering for a single event type like leadership changes", "Spotting a funding or expansion event that opens outreach" ] }, { "id": "zoominfo-competitor-analysis", "name": "Competitor Analysis", "description": "Produce a fact-led competitive intel brief on one or more competitors. Combines ZoomInfo firmographics, scoops, intent, and exec data with web search for sentiment and head-to-head comparisons, anchored on your defined positioning.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Quarterly competitive review for leadership", "AE prep before a head-to-head bake-off", "Enablement content for a competitive deal cohort" ] }, { "id": "zoominfo-contact-relationship-recap", "name": "Contact Relationship Recap", "description": "Recap where you stand with one person across recent conversations, classify their posture toward you, and read whether the relationship is warming or cooling.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Reading an individual relationship before reaching out", "Confirming whether a champion is still engaged", "Checking if sentiment cooled after a specific meeting" ] }, { "id": "zoominfo-daily-brief", "name": "Daily Brief", "description": "Get a per-meeting rundown of your day: where each account stands, the one outcome to drive, follow-ups to close, and who is in the room.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "A morning rundown before back-to-back calls", "Prepping a filtered slice of the day, like customer meetings only", "Catching a renewal clock or slipping deal across the schedule" ] }, { "id": "zoominfo-decision-process-mapper", "name": "Decision Process Mapper", "description": "Reconstruct how a prospect actually buys from what they said on recent calls: criteria, steps, timeline, and who signs off, with every gap marked unknown.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Qualify an active deal against MEDDIC before a forecast review", "Confirm who signs off before building a mutual action plan", "Catch a new rep up on a deal's real buying process" ] }, { "id": "zoominfo-draft-follow-up", "name": "Draft Follow-Up", "description": "Draft a post-call follow-up email from what was actually said: a one-line thanks, a short recap, and next steps with owners and dates.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Recap a discovery call minutes after it ends", "Confirm next steps and owners after a multi-stakeholder meeting", "Draft a warmer or more formal follow-up for a specific recipient" ] }, { "id": "zoominfo-email-thread-summarizer", "name": "Email Thread Summarizer", "description": "Collapse a long email thread into where it stands, what was decided, and what is still open, with each point attributed to who said it.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Catch up on a long back-and-forth before replying", "Pull the decisions out of a sprawling stakeholder chain", "Find what a client still needs from you across a thread" ] }, { "id": "zoominfo-engagement-timeline", "name": "Engagement Timeline", "description": "Build a chronological timeline of meetings and emails with an account or contact, split by type and participant, ready to drill into any engagement.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Review the relationship history before a call", "Check how often a team has engaged an account this year", "Spot a stakeholder who has gone quiet on an active deal" ] }, { "id": "zoominfo-enrich-company", "name": "Enrich Company", "description": "Look up a company's full profile by name, domain, ticker, or ZoomInfo ID — firmographics, financials, corporate structure, and growth signals in one place.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Qualify and score an inbound account before routing to sales", "Populate CRM fields for a net-new account", "Research a target account before a discovery call" ] }, { "id": "zoominfo-enrich-contact", "name": "Enrich Contact", "description": "Look up a person's full professional profile by email, name and company, LinkedIn URL, or phone number — title, department, contact details, and accuracy score.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Find verified contact details for a prospect before outreach", "Validate and enrich a contact record in your CRM", "Identify a person's current role and reporting level" ] }, { "id": "zoominfo-exec-brief", "name": "Exec Brief", "description": "Produce a one-page pre-call brief for an executive joining cold: who the account is, why now, where the deal stands, the move to make, and the landmines.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Brief a VP joining an account call cold", "Prep an SVP dropping into a renewal conversation", "Hand an exec a two-minute read before an escalation call" ] }, { "id": "zoominfo-find-similar", "name": "Find Similar", "description": "Find companies or contacts similar to a reference entity using ZoomInfo's ML-powered similarity model — ranked lookalikes for TAM analysis, territory expansion, and prospecting.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Identify lookalike accounts that match your best customers", "Find similar personas at a target account for multi-threading", "Expand into adjacent verticals or geographies using your ICP as a seed" ] }, { "id": "zoominfo-meeting-prep", "name": "Meeting Prep", "description": "Prepare for an upcoming meeting with a tight, decision-ready brief — relationship posture per attendee, ranked talking points, discovery questions, a 30-minute agenda, and what NOT to do.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Discovery call with named attendees and a clear outcome", "Renewal QBR after a champion change", "Demo or technical deep dive with a target persona" ] }, { "id": "zoominfo-mutual-action-plan", "name": "Mutual Action Plan", "description": "Turn commitments and timelines from recent calls into one shared, dated plan: who does what, by when, on both sides, toward an agreed goal.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Turn recent close-stage calls into a shared close plan", "Build an onboarding plan from a kickoff call", "Confirm the next steps and dates each side owns" ] }, { "id": "zoominfo-next-best-action", "name": "Next Best Action", "description": "Recommend the one or two moves most likely to advance a deal, grounded in the current conversation state and account context.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Decide the next move on a stalled deal", "Plan how to advance toward a technical evaluation", "Get an evidence-based recommendation before a call" ] }, { "id": "zoominfo-objection-blocker-tracker", "name": "Objection & Blocker Tracker", "description": "Track the open objections and blockers on a deal and how each has evolved across recent calls, ending with the items most likely to stall it.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Check open blockers before a forecast call", "See how a security or pricing concern has evolved", "Review unresolved objections before a next call" ] }, { "id": "zoominfo-personalize-email", "name": "Personalize Email", "description": "Generate one to three personalized email variants for a single prospect, tuned to the use case — cold outbound, follow-up, demo recap, re-engagement, renewal, expansion, or objection handling.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Cold outbound anchored on a fresh signal at the account", "Follow-up after a discovery call or demo", "Re-engagement on a stalled prospect with a new trigger" ] }, { "id": "zoominfo-qbr-prep", "name": "QBR Prep", "description": "Assemble a QBR pack: value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Prep for a quarterly business review", "Build a review pack focused on renewal runway", "Summarize what value landed and what the customer raised" ] }, { "id": "zoominfo-recommend-contacts", "name": "Recommend Contacts", "description": "Get AI-ranked contact recommendations at a target company, personalized to your ZoomInfo interaction history and CRM win patterns — with engagement priority guidance.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Identify the right contacts at a net-new account to engage first", "Surface key stakeholders at an open opportunity based on your win patterns", "Find expansion contacts at a renewal account before the contract cycle" ] }, { "id": "zoominfo-renewal-prep", "name": "Renewal Prep", "description": "Prepare for a renewal: the value case, risk handles, and stakeholder state, drawn from recent conversations and account research.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Build the case for an upcoming renewal", "Map the risks going into a renewal conversation", "Identify who holds the renewal and where the champion stands" ] }, { "id": "zoominfo-score-accounts", "name": "Score Accounts", "description": "Score and tier a list of accounts by ICP fit, intent, and trigger signals. Returns a composite 0–100 with explainable component breakdown, a specific \"why now\" per account, and the working weight set as a saveable filter.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Prioritizing an inbound or SDR-sourced account list", "Building a tiered ABM target list", "Territory planning across a large account universe" ] }, { "id": "zoominfo-score-leads", "name": "Score Leads", "description": "Tier leads as Hot, Warm, or Cold with a response-time SLA tuned to the use case. Returns per-axis breakdown, a specific \"why now\" per lead, and verified contact data for every Hot row.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Live inbound routing where speed-to-lead drives win rate", "MQL or PQL triage for SDR queues", "Event follow-up across a large attendee list" ] }, { "id": "zoominfo-tam-sizer", "name": "TAM Sizer", "description": "Size the total addressable market for an ICP against ZoomInfo's company database. Iteratively refine the firmographic and technographic filter set until the account universe matches intent, then save the working filter for use in other skills.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Sharpening an ICP definition for the first time", "Territory and capacity design across a defined market", "Investor-ready market sizing tied to a specific filter set" ] }, { "id": "zoominfo-tech-stack-snapshot", "name": "Tech Stack Snapshot", "description": "Produce a technographic snapshot for one or more companies — what tools they have tagged across CRM, marketing automation, data warehouse, BI, conversation intelligence, and intent / ABM. Surfaces displacement plays for competitive tools and integration angles for partners.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Pre-call discovery showing which tools the account has tagged", "Competitive battle card prep grounded in detected tooling", "Integration-partner research across a target account list" ] }, { "id": "zoominfo-why-now", "name": "Why Now", "description": "Build a timing case for reaching out to a company: the why-now thesis and specific hooks, each tying a real signal to one of your offerings.", "tags": [ "skill", "zoominfo", "b2b" ], "examples": [ "Find a reason to reach out to a target account now", "Build outbound hooks grounded in recent signals", "Confirm an account's timing before a call" ] } ] }