Microsoft Copilot

How to connect ZoomInfo MCP to Microsoft Copilot via the Copilot Studio marketplace.

June 17, 2026·

Andres PerezSenior Director, Product Management

Overview

ZoomInfo is listed in the Microsoft Copilot Studio marketplace. Add it as a tool to an agent and Copilot can invoke ZoomInfo tools automatically based on your prompts, grounding responses in live GTM intelligence. Build the agent once and it works wherever your Copilot agents run: Microsoft Dynamics, Excel, Word, Microsoft Teams, and other Copilot destinations.

Setup

Open or create an agent

In Copilot Studio, open the agent you want to connect ZoomInfo to, or create one first.

Add ZoomInfo under Tools

Open the agent's Tools, find ZoomInfo's native connector under Model Context Protocol, and select it.

Create the connection

Choose Create to establish the connection. This triggers the ZoomInfo OAuth flow.

Authenticate

Sign in with your ZoomInfo credentials when prompted; SSO is supported. Then choose Add and configure. The ZoomInfo tools load into the agent.

Verify the connection

Start a new conversation with the agent and ask: "What ZoomInfo tools do you have access to?"

Next - run your first session. Once the tile is connected, paste this into your Copilot agent. 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 3–4 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.

New to ZoomInfo?

How Copilot Selects Tools

Copilot reasons over the ZoomInfo tool descriptions and picks the right tool for each request. You don't need to name the tool. To steer it, be specific in your prompt or say "use ZoomInfo to..." before your request.

Ask "Research Acme Corp" and Copilot invokes Account Research. Ask for VPs of Sales at companies like Salesforce and it chains Find Similar Companies into Search Contacts. Enrichment calls batch up to 25 records.

New ZoomInfo tools become available automatically. Copilot refreshes the tool list at the start of each agent session.

Troubleshooting

Can't find the tile: the ZoomInfo GTM MCP tile sits at the bottom of the Model Context Protocol list in Copilot Studio. If it doesn't appear, refresh the page.

Authentication errors: confirm you're using your personal ZoomInfo credentials. Admin-only ZoomInfo accounts cannot authenticate to MCP.

Connection issue on first use: if the agent reports a connection problem the first time it reaches for ZoomInfo, open the connection and click Connect, then Submit. Retry your prompt once the handshake completes.

Tools aren't appearing: start a new session with the agent. Copilot refreshes the tool list at the beginning of each session.

Credit errors: MCP requires bulk data credits. Contact your ZoomInfo admin or account team if you're unsure whether bulk credits are enabled.

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