# Getting Started

> What you need before connecting ZoomInfo to your AI tool.

**Date:** 2026-03-19  
**Source:** https://gtm.ai/docs/mcp/getting-started

---

## Requirements

Before connecting, confirm you have:

- **A ZoomInfo subscription.** Any package (Sales, Copilot, Studio, ZI Lite) qualifies.
- **Bulk data credits.** MCP uses bulk data credits, not recurring monthly credits. Contact your admin or ZoomInfo representative if you're unsure whether bulk credits are enabled on your account.
- **Your own ZoomInfo login.** Each user must authenticate individually. Admin-only seats (which have no data access by design) cannot use MCP.
- **An MCP-compatible AI tool.** See [Clients](/docs/mcp/clients) for setup guides, or build your own with the [Custom Integration](/docs/mcp/clients/custom) guide.

> **No specific AI tier required**
>
> You need a ZoomInfo subscription to authenticate, but no particular tier of Claude, ChatGPT, or other AI tool is required beyond what that platform needs for MCP support.

## MCP Server URL

All clients connect to the same endpoint:

```
https://mcp.zoominfo.com/mcp
```

## Choosing a Client

See the [Clients](/docs/mcp/clients) section for step-by-step setup guides:

- [Claude](/docs/mcp/clients/claude): listed in the Claude connector marketplace.
- [ChatGPT](/docs/mcp/clients/chatgpt): listed in the ChatGPT app marketplace.
- [Microsoft Copilot](/docs/mcp/clients/microsoft-copilot): listed in the Copilot Studio marketplace.
- [Perplexity](/docs/mcp/clients/perplexity): native connector for paid plans with Computer access.
- [Claude Code](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code): Anthropic's CLI, registered via `claude mcp add`.
- [Codex](/guides/how-to-connect-to-zoominfo-mcp-in-codex): OpenAI's coding agent, added via Custom MCP settings.
- [Custom Integration](/docs/mcp/clients/custom): for engineering teams building their own AI tools.

## Verifying Your Connection

Once connected, start a new session and ask:

> *"What ZoomInfo tools do you have access to?"*

The model will list all available tools from the [Tools reference](/docs/mcp/tools). If tools aren't appearing, try disconnecting and reconnecting your ZoomInfo account in the client's connector settings, and check tool-level permissions on the connector settings page.

## Authentication Model

Each user connects using their own ZoomInfo credentials. This is intentional. A large part of what makes tools like Account Research valuable is context scoped to the individual user: their accounts, CRM relationships, and conversation history.

**Centralized authentication** (one admin authenticating for all users) is technically possible but not recommended. Any user-level personalization is lost when a shared credential is used.