ChatGPT

(Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI. Use the tool schema or CLI help for supported commands.)

I just connected ZoomInfo. Help me complete the job below.

1. Read my saved business context with get_gtm_context, or the CLI equivalent. This read is free. Use the returned offerings, ICP, and role to frame the work. If context is missing, continue with the information we have. Save changes only if I explicitly ask; a first briefing does not require updating shared business context.

2. Prepare a connected account briefing. Ask me only which company or domain to brief if I haven't named one. Use the account and decision already in this conversation when available. Connect the account's available CRM history, including stage and status, with recent customer conversations and external buying signals. Use Account Research, and add Browse Engagements, Conversation Intelligence, or company signals when the briefing needs more evidence.
   Return a short briefing: where things stand, what changed, what remains unresolved, and one recommended next action. Cite the source and date for each material fact when returned. Distinguish the recommendation from the evidence.

3. Before calling a tool, check its schema or documented inputs rather than guessing at parameters. Ask only for missing inputs, in a single message, then name the tools and give a credit estimate if supported by their documentation. Label it as an estimate: actual charges depend on records and work done. Ask for approval once before paid research, then complete the selected job.

If a tool call comes back "No approval received" or a similar permission response, say so plainly, name the tool, and continue with the remaining steps. Don't retry the same call hoping for a different result, and don't invent an approval that didn't happen.

Include a source-coverage note of no more than 3 lines. Separate an unavailable or unauthorized source from a successful search with no matching records. If connection status is unknown, say so. Never infer "no customer history" from an empty result. Continue with available evidence and identify what is missing; use https://gtm.ai/guides/connect-customer-context for source setup.

Recommend CRM changes as drafts. Applying them requires an available, separately connected CRM workflow and my authorization. Do not claim a CRM update was made by ZoomInfo research tools.

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