# Quickstart

> Connect ZoomInfo to your AI app over MCP: what you need, which client to pick, and how to run your first account briefing.

**Date:** 2026-09-25  
**Source:** https://gtm.ai/docs/mcp/getting-started

---

## Choose Your Access Path

New builders can [start free](/start-building) with 1,000 data credits and 1,000 AI credits, issued once at signup. No credit card is required, and those credits work with MCP. See [pricing](/pricing) for usage and top-ups.

Existing ZoomInfo customers sign in with their current login and draw on their organization's credits. Any package qualifies: Sales, Copilot, Studio, or ZI Lite. Not sure how many credits you have? Your ZoomInfo admin can check in the Admin Portal.

> **Building your own app?**
>
> If you signed up through gtm.ai, register your app in the API/MCP tab of the ZoomInfo app. Existing customers use the Developer Portal, which needs a DevPortal subscription assigned by your ZoomInfo admin. See [How to Build a Custom App](/guides/how-to-build-a-custom-mcp-app). For terminal access, use the [GTM CLI](/docs/cli).

## Requirements

- **Your own ZoomInfo login.** Results reflect your account access and customer relationships. Admin-only seats, which have no data access, can't use MCP.
- **Credits.** Enrichment uses data credits and research uses AI credits. Some older subscriptions carry recurring monthly credits, which MCP can't draw from; see [Which credits MCP uses](/docs/mcp/credits#which-credits-mcp-uses).
- **An [MCP-compatible client](/docs/mcp/clients).** ZoomInfo doesn't require any particular AI subscription tier.
- **Connected customer sources (optional).** To include CRM and conversation history, your organization connects those sources and grants you access. Follow [Connect Customer Context](/guides/connect-customer-context).

## MCP Server URL

All clients connect to the same endpoint:

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

## Choose a Client

Each client has a step-by-step setup page.

**AI assistants**
- [Claude](/docs/mcp/clients/claude): listed in the Claude connector marketplace.
- [ChatGPT](/docs/mcp/clients/chatgpt): listed in the ChatGPT app marketplace.
- [Claude Cowork](/docs/mcp/clients/claude-cowork): Anthropic's agent for knowledge work, installed as the ZoomInfo plugin.
- [Perplexity](/docs/mcp/clients/perplexity): native connector for paid plans with Computer access.
- [Gemini Spark](/docs/mcp/clients/gemini-spark): custom connected app for Google's personal agent in the Gemini apps.
- [Slack](/docs/mcp/clients/slack): install the ZoomInfo app, then turn on ZoomInfo MCP in Slack AI.

**Coding agents**
- [Claude Code](/docs/mcp/clients/claude-code): installed as a plugin (skills and MCP) or with `claude mcp add`.
- [Codex](/docs/mcp/clients/codex): installed as a plugin or as a custom MCP server.
- [Cursor](/docs/mcp/clients/cursor): connects through the `mcp-remote` bridge, which handles the browser sign-in.

**Enterprise platforms**
- [Microsoft Copilot](/docs/mcp/clients/microsoft-copilot): listed in the Copilot Studio marketplace.
- [Amazon Quick](/docs/mcp/clients/amazon-quick): native action connector, published to your organization.
- [Gemini Enterprise](/docs/mcp/clients/gemini-enterprise): native connector, added as a data store in the Google Cloud console.

**Anything else**
- [Custom Connector](/docs/mcp/clients/custom): add ZoomInfo to any app that supports a custom MCP server.

## Verify Your Connection

Once connected, start a new session and ask:

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

The model lists the tools described in the [Tools reference](/docs/mcp/tools). If none appear, disconnect and reconnect ZoomInfo in the client's connector settings, then check that individual tools aren't switched off there.

## Get Your First Account Briefing

Paste this into your connected AI client. It asks which company to brief, then combines available CRM history, customer conversations, and external signals into a briefing with a recommended next action, dated evidence, and any source gaps. It asks before spending credits.

## Authentication Model

Sign in with your own ZoomInfo credentials. Account Research uses the accounts, CRM relationships, and conversation history available to the signed-in user.

A shared login loses that personalization. Each colleague should sign in separately so results reflect their own customer access and relationships.

## What's Next

- Browse the [Tools reference](/docs/mcp/tools) to see what your agent can call.
- Check [Credits & Billing](/docs/mcp/credits) before you enrich large lists.
- Read [Security & Data](/docs/mcp/security) for what ZoomInfo sees and how admins control access.