Microsoft Copilot

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

Last updated September 25, 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 starts from your saved GTM context and asks before it spends credits:

First GTM session

(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.

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 10 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: check which credits your account has. MCP can't draw from recurring monthly credits, which some older subscriptions carry; free accounts and bulk data credits work. See Which credits MCP uses.

What's Next

For what each tool returns and costs, see the Tools reference. Admins controlling access and credit limits should read Security & Data.

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