GTM Context

Returns the authenticated user's role plus the GTM context their AI needs about the organization: offerings, buyer personas, ICP segments, and competitors. Free to use.

·Rowan BaileyRowan BaileySenior Director, Product

Overview

Tell the AI who you are and what you sell, once. Everything after it lands better. GTM Context returns your role plus your organization's offerings, buyer personas, ICP segments, and competitors, which is the grounding every other tool already assumes you provided. Account Research covers a target company and Contact Research covers a prospect. This one covers your side of the keyboard.

What You'll Get

The user

  • Name, title, and company
  • A one-sentence role summary

The organization

  • Company elevator pitch and strategic priorities
  • Offerings
  • Buyer personas
  • ICP segments
  • Competitors

Best For

  • Grounding a session before any research begins
  • Getting search results already scoped to your ICP and personas
  • Refreshing your memory on how your organization positions against a competitor
  • Onboarding a new AI client to your GTM setup

To change any of this rather than read it, use Update GTM Context.

How It Works

Identity is resolved from authentication, so the tool takes no parameters. Two response modes control depth:

ModeParametersTokensUse
Compressed (default)none~1,000Session grounding. User summary plus org overview.
Detaileddetailed: true~3,000-5,000Full profiles for every record.

Compressed mode returns a name, description, and ID for each offering, persona, segment, and competitor. Detailed mode expands every one of those into a full profile carrying pain points, value propositions, segment criteria, and competitor analysis. Custom sections your tenant defines are excluded from both.

Technical Details

Credits

Free. GTM Context consumes no credits. It serves context your tenant has already defined in ZoomInfo. See Credits & Billing.

Automatic Tool Selection

The AI calls GTM Context early in a session to anchor everything downstream. Search Contacts then scopes results to your target persona, Search Companies scopes to your ICP, and Account Research frames sharper queries knowing what you sell and who you compete with. Skip it and those tools return unqualified results you have to assess by hand.

Example Prompts

"What does my organization sell and who do we target?"

"Give me a full read on our GTM context before I start researching accounts."

"Who are our top competitors and what's our positioning against each?"

"Remind me which ICP segments we prioritize this year."

In a first-time onboarding flow

get_gtm_context is the first tool the AI calls in the onboarding prompt below. It grounds the whole session before any credit-consuming 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.
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