Microsoft Copilot
How to connect ZoomInfo MCP to Microsoft Copilot via the Copilot Studio marketplace.
Rowan BaileySenior Director, ProductOverview
ZoomInfo is listed in the Microsoft Copilot Studio marketplace. Once added to an agent, Copilot can invoke ZoomInfo tools automatically based on your prompts, grounding responses in live GTM intelligence.
Setup
Open your agent in Copilot Studio
Select the agent you want to connect ZoomInfo to.
Add a tool
Click Add tool and choose Model Context Protocol.
Select ZoomInfo GTM MCP
Scroll to the bottom of the tile list and select ZoomInfo GTM MCP.
Authenticate
Sign in with your ZoomInfo credentials when prompted. OAuth is handled automatically.
Verify the connection
Start a new conversation with the agent and ask: "What ZoomInfo tools do you have access to?"
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.
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.