Practical guides for building GTM AI
In-depth technical guides for connecting tools, building audiences, and deploying AI-powered workflows.
CLI, MCP, or API: Choosing How to Connect ZoomInfo to Your Stack
ZoomInfo exposes the same data three ways through one backend. The CLI runs in your shell, MCP puts the data inside an AI tool, and the API puts it inside code you write. What each one is, what the benchmark data says about cost and tokens, and how to choose.
Read guideGetting Started with the GTM CLI
Query ZoomInfo's go-to-market data from your terminal. Install the GTM CLI, sign in with one browser command, and pipe companies, contacts, intent, and research into jq, CSV, or your data pipeline. Plus when to reach for the CLI over MCP or the API.
Read guideHow to Build Company & Contact Lists Inside Claude with ZoomInfo's MCP
The complete guide to building company and contact lists using ZoomInfo's MCP integration inside Claude. Covers searches, intent signals, enrichment, and multi-step research workflows.
Read guideMCP or API: Choosing How to Connect ZoomInfo to Your Stack
ZoomInfo exposes the same data through a hosted MCP server and a REST API. MCP puts that data inside an AI tool a person is already using. The API puts it inside code you write. How to choose, what each costs, and why most teams run both.
Read guideGTM AI Context Starts with a Data Foundation
Context graphs are having a moment, but most GTM AI is still expensive autocomplete. The reason is the data underneath: 18 Cisco records, three spellings of the same buyer, and no record of why any deal moved. What it takes to fix the foundation, and what a real GTM context graph stores.
Read guideBuilding Audiences: MCP and API
Build ZoomInfo audiences two ways: conversationally through the MCP tools, or programmatically through the REST API. Covers the data model, worked examples on both paths, credits, and failure modes.
Read guideHow to Build Your Own App on the ZoomInfo MCP
Build a custom agent or integration on ZoomInfo's hosted MCP server: register an app for credentials, authenticate, connect a client, and call the tools. Covers app creation in the Developer Portal or the ZoomInfo app's API/MCP tab.
Read guideConnect Customer Context
Bring CRM history, customer conversations, and business context into your agent's first account briefing.
Read guideGTM Bench v1: Specialist Retrieval vs. Web Research
Measuring how much a structured data tool helps an AI agent on B2B research tasks.
Read guideHow to Connect ZoomInfo to Claude Using MCP
Step-by-step setup guide for connecting ZoomInfo's MCP integration to Claude. Covers authentication, verification, and troubleshooting.
Read guideUser Sign-In vs Service Account: Choosing How Your App Authenticates to ZoomInfo
ZoomInfo's MCP server supports two ways to authenticate. User-level OAuth reaches each person's own context; Client Credentials runs as a single service identity. When to use each, with the tradeoffs.
Read guideHow to Connect ZoomInfo to Claude Code
Install the ZoomInfo plugin in Claude Code to get the hosted MCP server plus our GTM skills in one command, then authenticate over OAuth. Or add just the MCP server by hand.
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