GTM AI
GTM AIby ZoomInfo

Getting Started

What you need before connecting ZoomInfo to your AI tool.

·Rowan BaileyRowan BaileySenior Director, Product

Requirements

Before connecting, confirm you have:

  • A ZoomInfo subscription. Any package (Sales, Copilot, Studio, ZI Lite) qualifies.
  • Bulk data credits. MCP uses bulk data credits, not recurring monthly credits. Contact your admin or ZoomInfo representative if you're unsure whether bulk credits are enabled on your account.
  • Your own ZoomInfo login. Each user must authenticate individually. Admin-only seats (which have no data access by design) cannot use MCP.
  • An MCP-compatible AI tool. See Clients for setup guides, or build your own with the Custom Integration guide.
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No specific AI tier required

You need a ZoomInfo subscription to authenticate, but no particular tier of Claude, ChatGPT, or other AI tool is required beyond what that platform needs for MCP support.

MCP Server URL

All clients connect to the same endpoint:

https://mcp.zoominfo.com/mcp

Choosing a Client

See the Clients section for step-by-step setup guides:

  • Claude: listed in the Claude connector marketplace
  • ChatGPT: listed in the ChatGPT app marketplace
  • Custom Integration: for engineering teams building their own AI tools

Verifying Your Connection

Once connected, start a new session and ask:

"What ZoomInfo tools do you have access to?"

The model will list all available tools from the Tools reference. If tools aren't appearing, try disconnecting and reconnecting your ZoomInfo account in the client's connector settings, and check tool-level permissions on the connector settings page.

Authentication Model

Each user connects using their own ZoomInfo credentials. This is intentional. A large part of what makes tools like Account Research valuable is context scoped to the individual user: their accounts, CRM relationships, and conversation history.

Centralized authentication (one admin authenticating for all users) is technically possible but not recommended. Any user-level personalization is lost when a shared credential is used.

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