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 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:
| Mode | Parameters | Tokens | Use |
|---|---|---|---|
| Compressed (default) | none | ~1,000 | Session grounding. User summary plus org overview. |
| Detailed | detailed: true | ~3,000-5,000 | Full 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:
(Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI. Use the tool schema or CLI help for supported commands.) I just connected ZoomInfo. Help me complete the job below. 1. Read my saved business context with get_gtm_context, or the CLI equivalent. This read is free. Use the returned offerings, ICP, and role to frame the work. If context is missing, continue with the information we have. Save changes only if I explicitly ask; a first briefing does not require updating shared business context. 2. Prepare a connected account briefing. Ask me only which company or domain to brief if I haven't named one. Use the account and decision already in this conversation when available. Connect the account's available CRM history, including stage and status, with recent customer conversations and external buying signals. Use Account Research, and add Browse Engagements, Conversation Intelligence, or company signals when the briefing needs more evidence. Return a short briefing: where things stand, what changed, what remains unresolved, and one recommended next action. Cite the source and date for each material fact when returned. Distinguish the recommendation from the evidence. 3. Before calling a tool, check its schema or documented inputs rather than guessing at parameters. Ask only for missing inputs, in a single message, then name the tools and give a credit estimate if supported by their documentation. Label it as an estimate: actual charges depend on records and work done. Ask for approval once before paid research, then complete the selected job. If a tool call comes back "No approval received" or a similar permission response, say so plainly, name the tool, and continue with the remaining steps. Don't retry the same call hoping for a different result, and don't invent an approval that didn't happen. Include a source-coverage note of no more than 3 lines. Separate an unavailable or unauthorized source from a successful search with no matching records. If connection status is unknown, say so. Never infer "no customer history" from an empty result. Continue with available evidence and identify what is missing; use https://gtm.ai/guides/connect-customer-context for source setup. Recommend CRM changes as drafts. Applying them requires an available, separately connected CRM workflow and my authorization. Do not claim a CRM update was made by ZoomInfo research tools.
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