Microsoft Copilot
How to connect ZoomInfo MCP to Microsoft Copilot via the Copilot Studio marketplace.
Andres PerezSenior Director, Product ManagementOverview
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?"
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.