Getting Started

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 signs in with their own account for full personalization (see Authentication Model for the shared-credential alternative). 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 app.

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.
• Microsoft Copilot: listed in the Copilot Studio marketplace.
• Perplexity: native connector for paid plans with Computer access.
• Claude Code: Anthropic's CLI, installed as a plugin (skills + MCP) or via claude mcp add.
• Codex: OpenAI's coding agent, installed as a plugin or via Custom MCP.
• Custom Connector: add ZoomInfo to any app that supports a custom MCP server.

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.

Next - run your first session. Paste this into your connected AI client to orient it and run your first real GTM action:

First GTM session

(Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI.)

I just connected ZoomInfo. Help me get real value from my ZoomInfo credits today - I want to spend them on the most valuable first thing to do. Don't run anything I haven't picked yet.

1. Call get_gtm_context - it's free (no credits). Use whatever it returns, plus my company name and email domain, to work out what we sell and who we target. Don't ask me, just figure it out.

2. Say it back in one line: "You're <Company>, selling <offering> to <ICP>." Check I agree. Once I confirm, save it by calling update_gtm_context so my GTM context is set for next time. If I'm not an admin, the save will fail - that's fine, just continue.

3. Offer me 3–4 concrete first actions grounded in my context - e.g. prep for a meeting this week, find companies matching our ICP, surface accounts showing buying intent, map the buying committee at a target account. Let me pick one, or tell you my own goal.

4. Only once I've chosen: tell me which ZoomInfo tools you'll run and roughly how many credits it'll cost. Go ahead - that's what they're for. Just tell me the cost before running so I stay in control.

Keep it fast. A quick, real win - not a tour and not a list I didn't ask for.

Try in ClaudeCopy prompt

New to ZoomInfo? Create a free account →

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.