FAQ & Troubleshooting

Yes. Create a free account and you get 1,000 data credits and 1,000 AI credits, with no credit card required. Those credits work with MCP, the GTM CLI, and the API. See Credits & Billing.

No. MCP respects your existing package entitlements. You access the same data through your AI tool that you'd access in the ZoomInfo web app. Different packages return different fields, and this is enforced at the API level.

Don't share logins. Context agents like Account Research personalize their answers to the signed-in user: your accounts, your CRM relationships, and your ZoomInfo activity. A shared login loses all of that. Each person should sign in with their own ZoomInfo credentials.

No. MCP is built for interactive work in an AI tool. It doesn't write to your CRM or run bulk exports and batch enrichment pipelines. It can write to ZoomInfo itself: Upsert Audience saves audiences, and admins can update GTM context. For exports and pipelines, use the ZoomInfo web app, the REST API, the GTM CLI, or your existing automation integrations, and see CLI, MCP, or API for how to split the work between them. Many teams use all three.

MCP fits a person asking a question inside an AI tool they already use. The GTM CLI fits scripts, cron jobs, and agent workloads where token budget matters, since it used about a third of MCP's tokens on GTM Bench v1. The REST API fits application code. Many teams run all three, drawing on the same credit pool. The CLI, MCP, or API guide covers the decision, the benchmark data, and the cost model.

No. New tools are automatically available at the start of your next session. The AI client calls the tool list on each new session and receives an up-to-date set of tools.

Yes. Most MCP clients let you enable or disable individual tools in the connector settings. You can also influence tool selection by specifying which tool you want in your prompt.

Yes. Install the ZoomInfo plugin from Anthropic's official marketplace to get the MCP server and the bundled GTM skills in one command, or add just the server with claude mcp add. Authentication is OAuth, with no developer app to create. See Claude Code setup.

Yes. Install the ZoomInfo plugin from the Codex Plugin Directory to get the MCP server and the bundled GTM skills in one step. If your build doesn't expose plugins, add a Custom MCP entry pointing at https://mcp.zoominfo.com/mcp over Streamable HTTP instead. See Codex setup.

Check which credits your account has. MCP can't draw from recurring monthly credits, which some older subscriptions carry. Free accounts use bulk data credits, which work. If your subscription only has monthly credits, ask your ZoomInfo admin to enable bulk data credits. See Which credits MCP uses.

No. Records Under Management (RUM) is respected across all ZoomInfo surfaces. Once a record is enriched anywhere in the platform, it won't be charged again for 12 months regardless of which surface accesses it next.

Yes. Admins can set data credit and AI credit limits per user in the Admin Portal. These limits are enforced when users connect through MCP.

Viewing data in ZoomInfo Copilot doesn't use data credits. Enriching via MCP does, because the data is pulled into the AI tool's context (equivalent to an export). If the record was already enriched by someone in your organization within the past 12 months, RUM applies and no credit is charged.

Try disconnecting and reconnecting your ZoomInfo account in your AI client's connector settings. If the issue persists, contact ZoomInfo support with your user ID.

Most 401s come from a stale session. Log out of ZoomInfo in the connector settings and log back in. If the error persists, verify you're using a supported AI client, that your credentials are correct, and that the login is your personal ZoomInfo account rather than a shared or admin-only one.

ZoomInfo is listed in the ChatGPT app marketplace. Open Apps in the side panel and search for "ZoomInfo." If it doesn't appear, try refreshing the page or starting a new session. See the ChatGPT setup guide for full instructions.

Start a new session. Tool lists are refreshed at session start. Ask the model: "What ZoomInfo tools do you have access to?" to confirm what's available. If a tool is missing, verify your ZoomInfo package includes the underlying data (e.g., intent data requires Intent Topics to be configured in your subscription).

The AI model will tell you. You can also tell ZoomInfo what was missing: ask your AI to submit feedback, which calls the Submit Feedback tool, or run gtm feedback submit from the GTM CLI. Requests feed directly into the tool roadmap.