Getting Started

Start here

Three minutes from "nothing" to "agent answering with ZoomInfo data".

1. Pick your client. Claude or ChatGPT for the fastest path (no code, marketplace install). Claude Code, Codex, or your own integration if you want a custom MCP app.
2. Run the install command. Each client has a one-step setup in its dedicated guide below.
3. Authenticate. Sign in with your ZoomInfo account when the OAuth prompt opens.
4. Verify. Start a new session and ask: "What ZoomInfo tools do you have?" The model will list every connected tool.
5. Go. Paste the prompt below into your connected AI client to run your first GTM session.

First GTM session

(Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI.)

I just connected ZoomInfo. Help me get real value from my ZoomInfo credits today - I want to spend them on the most valuable first thing to do. Don't run anything I haven't picked yet.

1. Call get_gtm_context - it's free (no credits). Use whatever it returns, plus my company name and email domain, to work out what we sell and who we target. Don't ask me, just figure it out.

2. Say it back in one line: "You're <Company>, selling <offering> to <ICP>." Check I agree. Once I confirm, save it by calling update_gtm_context so my GTM context is set for next time. If I'm not an admin, the save will fail - that's fine, just continue.

3. Offer me 3–4 concrete first actions grounded in my context - e.g. prep for a meeting this week, find companies matching our ICP, surface accounts showing buying intent, map the buying committee at a target account. Let me pick one, or tell you my own goal.

4. Only once I've chosen: tell me which ZoomInfo tools you'll run and roughly how many credits it'll cost. Go ahead - that's what they're for. Just tell me the cost before running so I stay in control.

Keep it fast. A quick, real win - not a tour and not a list I didn't ask for.

Try in ClaudeCopy prompt

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Why GTM.AI

General-purpose AI fails at GTM work because it has no grounding in live B2B reality. It doesn't know what companies are actively hiring, which accounts are showing intent signals, who just changed jobs, or how contacts at the same account are actually related. It hallucinates org charts and produces generic outreach.

GTM.AI is the context layer that fixes this. It connects AI tools to ZoomInfo's B2B intelligence: 100M+ companies, 600M+ contacts, a living context graph of signals and relationships, and, for teams already using ZoomInfo, first-party context from your own CRM and conversation history. The result is AI that can do real GTM work.

These docs cover the integration layer that brings it into your workflow: the ZoomInfo MCP server, the tools available through it, how credits are consumed, and how to connect and configure any MCP-compatible client.

Explore the docs