Claude Cowork

How to connect ZoomInfo MCP to Claude Cowork: install the ZoomInfo plugin to bring the hosted server plus our GTM skills into Anthropic's knowledge-work agent.

June 17, 2026·

Rowan BaileySenior Director, Product

Overview

Claude Cowork is Anthropic's agentic AI for knowledge work. You give it a goal and it works across your computer, local files, and connected apps to return a finished deliverable, which makes it a natural fit for GTM research, list building, and account prep. ZoomInfo ships as a plugin in Anthropic's official marketplace, so one command brings the hosted MCP server and our GTM skills into Cowork. Authentication is OAuth, with no developer app to register and no client secret to paste.

Cowork runs in the Claude desktop app and is available on any paid Claude plan.

Setup

Install the plugin

From your terminal, run:

bash

claude plugin install zoominfo@claude-plugins-official

The plugin lives in Anthropic's official marketplace, so there's no marketplace to add first.

Connect and sign in

Open Cowork's connectors, select zoominfo, and choose Authenticate. Cowork opens your browser to the ZoomInfo login.

Authenticate

Sign in with your normal credentials or SSO. When the browser hands you back, ZoomInfo shows as connected and every tool and skill is live.

Verify the connection

Give Cowork a task that needs ZoomInfo data, like "Research Acme Corp and draft a one-page account brief." It pulls live data and returns the finished document.

📝

Enterprise plugin marketplaces

If your organization runs a private plugin marketplace, an admin can publish the ZoomInfo plugin there so it installs without the command above. Check with your Claude workspace admin if you don't see it.

Next - run your first session. Once Cowork can see ZoomInfo, paste this to kick off a first session. It orients from your GTM context and only runs after you approve:

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 concrete first actions grounded in my context, using our named ZoomInfo skills:
   • Run **Meeting Prep** for an upcoming call - decision-ready brief with talking points
   • Run **Account Research** on a target company - firmographics, signals, buying committee
   • Run **Build List** to find companies matching our ICP - ranked, exportable

If none of those fit, I can also ask for any of our other named skills. 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.

New to ZoomInfo?

What the Plugin Adds

The plugin bundles the hosted MCP server at https://mcp.zoominfo.com/mcp plus a set of GTM skills, prewritten workflows that turn the underlying tools into finished output: account briefs, target lists, buying-committee maps, lead scores, meeting prep, and more. Describe the outcome you want and Cowork selects the skill that fits, then works the task end to end.

For the full skill list, see the Claude Code setup guide, which uses the same plugin.

How Cowork Uses ZoomInfo

Cowork reads the ZoomInfo tool and skill descriptions and picks what fits the goal you set. Because Cowork runs multi-step work on its own, a single prompt can chain several ZoomInfo calls: find similar companies, pull the buying committee, enrich the contacts, then assemble the result into a document or spreadsheet on your machine.

Research tools and skills synthesize large payloads before returning a summary, which keeps long-running tasks manageable. Each enrichment record consumed counts against your bulk data credits, the same as every other client.

Troubleshooting

claude plugin install can't find the plugin: update the Claude desktop app to a recent version. Older builds predate plugin support and the official marketplace.

ZoomInfo won't authenticate: re-open the connector and trigger Authenticate again. If the browser never opened, check that nothing is blocking your default browser from launching.

Cowork doesn't use ZoomInfo: confirm the connector shows as connected. Naming ZoomInfo in your prompt ("use ZoomInfo to research this account") biases Cowork toward the connector when a task could be answered other ways.

The connection stops working after a few hours: your ZoomInfo session may have expired. Reconnect to refresh it.

Credit errors on enrichment or research calls: MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled, not recurring monthly credits.

What's Next

For the coding-agent sibling that uses the same plugin, see Claude Code. For the full tool reference, see the MCP Tools documentation.

PreviousClaude Code Next Codex