Update GTM Context
Write changes to the GTM context your AI uses about your organization. Synthesizes unstructured content into structured offerings, personas, segments, and competitors, or makes direct edits to existing records. Consumes AI action credits.
Rowan BaileySenior Director, Product
Overview
Hand the AI a battlecard and get structured GTM context back. Update GTM Context is the write companion to GTM Context: it reads raw material like a product brief or an interview transcript, distills the concepts inside, and files them against the right records. It also handles direct edits when you just want to archive a competitor or rename a segment.
What You'll Get
Structured records created or updated across whichever object types your material touches:
| Object | Captures |
|---|---|
| Company overview | Name, elevator pitch, description, strategic priorities, custom fields |
| Offerings | Products and services, value propositions, pain points, proof points, custom fields |
| Buyer personas | Roles, objectives, pain points, priorities, custom fields |
| Ideal customer profiles | Segments, company profile criteria, technologies used, custom fields |
| Competitors | Products, strengths, weaknesses, win/loss reasons, custom fields |
When source material includes something that fits no standard field, the agent creates a custom field rather than dropping it. Past examples include "integration timeline," "budget cycle," and "decision maker."
Best For
- Loading a competitive battlecard into GTM context
- Building buyer personas out of customer interview transcripts
- Keeping ICP definitions current as segmentation shifts
- Housekeeping: archiving a stale competitor, renaming a segment
To read your current context rather than change it, use GTM Context.
How It Works
The tool runs in two modes.
Synthesis
Supply a query describing your intent plus sourceMaterial, which can be battlecard text, a product brief, a transcript, or a brain dump. The agent reads the source, distills the GTM concepts, deduplicates against what already exists, and writes structured updates. One call can touch several object types. A competitive battlecard usually carries competitor intelligence, offering differentiation, and persona pain points all at once, and each concept routes to the record where it belongs.
Direct edit
Supply a query alone. The agent acts on existing records. Archive a competitor, rename a segment, restate an elevator pitch.
Technical Details
Credits
Update GTM Context uses AI action credits, charged in proportion to the work done. Each call runs a context agent that analyzes the input, deduplicates against existing context, and writes the changes. Consumption scales with how much content is analyzed and how many records are touched. See Credits & Billing.
Requirements
The authenticated user must be a ZoomInfo admin. Standard users can read their GTM context but cannot modify it.
Parameters
| Parameter | Required | Description |
|---|---|---|
query | Yes | Natural language instruction framing the intent and scope of the update. |
sourceMaterial | No | Raw content to analyze. Limit ~2,000 words per call. For larger documents, break the work into multiple calls with scoped queries targeting different sections. |
Automatic Tool Selection
The AI reaches for this tool when you supply new material to load, or issue a direct change. For complex inputs the orchestrator may chain GTM Context to read current state, this tool to apply the change, then GTM Context again to verify. Longer source material gets chunked. Anything beyond roughly 2,000 words is split across several calls, each scoped to a different section, because tighter scope produces better synthesis than one overloaded call.
Architecture
Every record created or updated through this tool is tagged with its MCP provenance, which keeps agent-written GTM context distinguishable from manual entries.
Example Prompts
"Here's our latest competitive battlecard against 6sense. Update our GTM context with the win/loss reasons and product comparisons."
"Create buyer personas from these three customer interview transcripts."
"Archive the Lusha competitor record."
"Rename our 'Enterprise SaaS' ICP segment to 'Enterprise Software' and refresh the description."
In a first-time onboarding flow
Step 2 of the onboarding prompt below calls update_gtm_context to persist a user's confirmed company / offering / ICP so future sessions skip re-orientation:
(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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