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How to Build Audiences and Lists Inside Claude with ZoomInfo MCP

The complete guide to audience and list building using ZoomInfo's MCP integration inside Claude. Covers basic searches, intent signals, and multi-step research workflows.

·14 min read

Audience and list building has traditionally meant toggling between your CRM, a data provider, a spreadsheet, and your email client. ZoomInfo's MCP integration inside Claude collapses all of that into a single conversational workspace. Describe what you're looking for in plain English. Claude executes multi-step research workflows using ZoomInfo's full database, then formats the results however you need them.

This guide walks through exactly what's possible, based on the actual tools available inside Claude when ZoomInfo MCP is connected.

What Is MCP and Why Does It Matter for Audience and List Building?

MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude connect directly to external tools and data sources. Connect ZoomInfo's MCP server to Claude and you get real-time access to ZoomInfo's business intelligence database: over 100 million company profiles and 600 million professional contacts.

Instead of navigating ZoomInfo's UI to run searches, apply filters, export lists, and then manually analyze the results, you describe what you need. Claude handles tool orchestration behind the scenes: chaining ZoomInfo API calls, applying filters, and delivering results in whatever format works best.

The shift: you go from operating a tool to delegating a task.

The ZoomInfo Tools Available Inside Claude

When the ZoomInfo MCP is connected, Claude gets access to thirteen tools. Understanding the core ones helps you write better prompts and get more out of the integration.

1. Lookup (Reference Data)

This is the foundation tool. Before Claude can search for "VP-level contacts at mid-market SaaS companies in Boston," it needs to know the exact values ZoomInfo uses for management levels, metro regions, industries, and employee count ranges. The Lookup tool retrieves these standardized values.

What it covers:

  • Management levels (C-Suite, VP, Director, Manager, etc.)
  • Metro regions (e.g., "Boston-Cambridge-Newton, MA-NH")
  • Industries and industry codes
  • Employee count ranges
  • Revenue ranges
  • Job functions and departments
  • Technology vendors, products, and categories
  • Company types, rankings, and more

You don't need to know ZoomInfo's internal taxonomy. Just describe what you want in natural language, and Claude translates your intent into the right lookup values before running a search.

2. Search Companies

Find companies matching specific firmographic criteria. You can filter by industry, location, employee count, revenue, growth rate, funding history, technology stack, and dozens of other attributes.

Example: Search Companies

Find SaaS companies in the Bay Area with 200-500 employees that use HubSpot

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Example: Search Companies

Show me Series B startups in fintech with over 50% employee growth in the last year

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Example: Search Companies

Find public companies in manufacturing with revenue above $500M

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3. Search Contacts

Find individual professionals by name, title, company, seniority, department, location, and more. This is where targeted list building happens.

Example: Search Contacts

Find VPs of Engineering at cybersecurity companies in New York

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Example: Search Contacts

Search for Chief Revenue Officers at companies with 1,000-5,000 employees

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Example: Search Contacts

Find marketing directors at companies using Salesforce in the healthcare industry

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4. Enrich Companies

Takes a company you already know about (by name, domain, or ZoomInfo ID) and returns a comprehensive profile: full description, financials, employee count, tech stack, corporate hierarchy, funding history, and contact information.

Example: Enrich Companies

Enrich Stripe, Plaid, and Brex for me. I want to compare their size and funding.

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Example: Enrich Companies

Pull the full company profile for snowflake.com

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5. Enrich Contacts

Same concept, but for people. Give Claude an email address, name + company, or ZoomInfo ID and get back a full professional profile including job history, contact details, accuracy scores, and company context.

Example: Enrich Contacts

Enrich these five contacts and tell me which ones have the highest accuracy scores

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6. Find Similar Companies

Provide a reference company and get back a ranked list of up to 100 similar companies, scored by a machine learning model that analyzes industry, revenue, employee count, and other firmographic signals.

Example: Find Similar Companies

I just closed a deal at Snowflake. Find me 20 lookalike accounts.

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Example: Find Similar Companies

Show me companies that look like HubSpot but are smaller, under 500 employees

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7. Find Similar Contacts

Provide a reference person and get back contacts with similar profiles. You can optionally constrain results to a specific target company, which is powerful for multi-threading into accounts.

Example: Find Similar Contacts

Who at Amazon looks like the VP of Data Engineering I sold to at Netflix?

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Example: Find Similar Contacts

Find contacts similar to our champion at Salesforce, but at Microsoft

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8. Contact Recommendations

Get AI-powered, ranked recommendations of who to contact at a target company, based on your past ZoomInfo activity. Three use cases:

Prospecting (List Building)

Recommendations based on contacts you've previously viewed, copied, or exported on the ZoomInfo platform.

Deal Acceleration

Contacts similar to those in your closed-won CRM opportunities, focused on new business.

Renewal & Growth

Contacts similar to those in closed-won opportunities, focused on expansion.

Example: Contact Recommendations

Who should I reach out to at Snowflake for a prospecting motion?

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Example: Contact Recommendations

Based on my past deals, who are the top 10 contacts to target at Microsoft?

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9. Search Intent

Find companies showing active buying intent for specific topics. Each result includes a signal score (60-100) and an audience strength rating (A through E). Powerful when combined with firmographic filters. Layer these to find accounts that match your ICP and are actively in-market.

Example: Search Intent

Find companies with high intent signals for "Data Integration" in the last 30 days, with a signal score above 80

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Example: Search Intent

Which mid-market companies are showing buying intent for CRM software?

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10. Enrich Intent

Get intent signals for a specific company you already know. Provide a company and up to 50 topics, and get back signal scores and audience strength for each.

Example: Enrich Intent

Is Snowflake showing any intent signals for data integration or ETL tools?

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11. Account Research

A high-level research tool that answers natural language questions about a company by combining ZoomInfo data with your CRM and conversation history. Best for call prep, deal reviews, and account orientation.

Example: Account Research

What's going on with Databricks? Give me the full picture before my meeting tomorrow.

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12. Contact Research

The person-level equivalent of Account Research. Combines ZoomInfo profile data with CRM history for meeting prep, outreach planning, or general orientation.

Example: Contact Research

Who is Sarah Chen at Stripe? What's her background and how engaged are we?

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Audience and List Building Workflows: From Prompt to Pipeline

Here's where it gets practical. Below are the most common audience and list building workflows and exactly how to execute them inside Claude.

Build a Targeted Account List

Try this workflow

Find 25 mid-market SaaS companies in the Northeast US with 200-1,000 employees, growing headcount by at least 20% year-over-year, that use Salesforce.

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Claude will chain together Lookup calls (to resolve "mid-market," "Northeast," "SaaS," employee ranges, and Salesforce as a tech product), then run a Company Search with all the right filters applied.

Build a Contact List for Outbound

Try this workflow

At each of those companies, find the VP of Sales or Chief Revenue Officer. I need their name, title, company, email, and phone if available.

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Claude takes the company results from the previous step, runs Contact Searches filtered by management level and job function, and compiles the results.

Research a Target Account

Try this workflow

I'm preparing for a meeting with Databricks. Give me a full company profile, their tech stack, recent funding, employee growth trends, and recommend the top 5 people I should be talking to there.

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Claude will run an Enrich Company call, then a Contact Recommendations call, and synthesize everything into a briefing.

Expand from a Closed Deal (Lookalike List Building)

Try this workflow

We just closed Figma. Find 30 companies that look like Figma, then for each one, find the Head of IT or VP of Engineering.

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Claude runs Find Similar Companies using Figma as the reference, then iterates through results with Contact Searches.

Build an Intent-Based Target List

Try this workflow

Find companies showing high buying intent for "Data Integration" in the last 30 days with a signal score above 75. Filter to mid-market companies with 200-1,000 employees. Then find the VP of Data or Head of Engineering at each one.

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Claude runs Lookup for the intent topic, then Search Intent with firmographic filters, then Contact Searches at each company. This combines behavioral signals (who is actively researching) with firmographic fit (who matches your ICP).

Multi-thread into an Account

Try this workflow

My main contact at Stripe is Sarah Chen, VP of Data. Find me 5 other people at Stripe with a similar persona I should also be engaging.

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Claude uses Find Similar Contacts, constraining results to Stripe's company ID, to identify additional stakeholders.

Using Claude's Output Tools for Audience and List Building

Finding the data is half the job. Claude can also format and deliver results in multiple ways, right inside the same conversation.

Interactive Tables with Artifacts

When Claude returns search results, you can ask it to display them as a React artifact with a sortable, filterable table. Especially useful for:

  • Comparing 20+ companies side-by-side on firmographic attributes
  • Sorting contacts by accuracy score, seniority, or company size
  • Scanning a target list before deciding who to reach out to
Try this workflow

Show those results as a sortable table. Include company name, employee count, revenue, industry, and 1-year growth rate.

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Claude will generate a React component with an interactive data table rendered directly in the conversation. You can sort columns, scan the data visually, and then decide your next move.

Artifacts work well for iterative sessions. Ask Claude to "add a column for..." or "filter this down to just companies above $50M revenue" and it regenerates the table in place.

Spreadsheet Exports

When you need to take your list out of Claude and into your CRM, outreach tool, or share it with your team, ask for a spreadsheet.

Try this workflow

Export that contact list as an Excel file with columns for name, title, company, email, phone, and LinkedIn URL.

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Claude will generate a .xlsx file you can download directly.

Email Drafting

Once you've identified your targets and researched their companies, Claude can draft personalized outreach using the context it just gathered. Claude has a built-in message composition tool that generates ready-to-send emails.

Try this workflow

Draft a cold outreach email to Sarah Chen at Stripe. Reference their recent funding round and the data infrastructure team expansion. Keep it under 150 words.

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Claude generates the email in a dedicated message widget with a subject line, body, and an "Open in Mail" button. For high-stakes outreach, ask for multiple variants with different angles: "one version leading with a pain point, one leading with a peer reference."

Markdown Reports and Briefings

For account research, competitive analysis, or pre-meeting preparation, ask Claude to compile everything into a structured markdown document.

Try this workflow

Write up a one-page account briefing for my meeting with Databricks tomorrow. Include company overview, key contacts, recent news, and recommended talking points.

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Claude renders this as a clean markdown artifact you can copy, share, or export.

Prompting Tips for Better Results

Be specific about filters. Precision helps Claude translate your intent into the right ZoomInfo API parameters. Instead of "big tech companies," say "companies with 5,000+ employees in the Computer Software or Information Technology Services industries."

Chain your requests. Claude maintains full context within a conversation. Start with a company search, narrow it down, then pivot to contacts. Each step builds on the last:

  1. "Find cybersecurity companies in the US with 100-500 employees"
  2. "Filter that to just companies with 20%+ headcount growth"
  3. "Now find the CISO or VP of Security at each of those"
  4. "Enrich the top 10 contacts and show me their accuracy scores"
  5. "Export the ones with accuracy scores above 85 as a spreadsheet"
  6. "Draft a personalized email for the top 3"

Use batch operations. Enrich Companies and Enrich Contacts both support batches of up to 10 per call. Give Claude a list instead of asking one at a time.

Ask for recommendations over searches when possible. If your ZoomInfo account has usage history, Contact Recommendations is often more valuable than a raw search. It uses your past engagement patterns to surface contacts you're statistically more likely to convert.

Layer intent signals on firmographic searches. Use Search Intent to find companies actively researching your category, then filter by firmographic fit. Accounts that match your ICP and are actively in-market convert at higher rates.

Combine ZoomInfo data with web search. Claude also has web search capabilities. You can combine ZoomInfo's structured data with real-time web intelligence:

Example: Combined Workflow

Enrich Anthropic from ZoomInfo, then search the web for any recent product announcements or funding news from the last 30 days. Compile it all into a pre-call brief.

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Example: Full List Building Session

Here's what a real list building session looks like, end to end:

Define your target audience

You: "I sell data integration tools to mid-market companies. Find 20 companies in the data engineering space with 200-1,000 employees that use Snowflake."

Claude runs Lookup for industries, employee ranges, and Snowflake as a tech product. Runs Search Companies with all filters applied. Returns 20 companies with names, employee counts, revenue, and locations.

Visualize the results

You: "Great. Show that as a sortable table and add their 1-year growth rate."

Claude generates a React artifact with an interactive table. Columns: company name, industry, employees, revenue, location, growth rate. All sortable.

Find your buyers

You: "Love it. Now find the VP of Data Engineering or Head of Data Infrastructure at the top 10 by growth rate."

Claude runs Contact Searches across 10 companies, filtering for relevant titles and management levels. Returns contact names, titles, emails, and accuracy scores.

Enrich and activate

You: "Enrich the top 5 by accuracy score and draft a personalized outreach email for each."

Claude runs batch Enrich Contacts. Then generates 5 personalized emails using the message compose tool, each referencing the contact's company context, tech stack, and growth trajectory.

Export for your stack

You: "Export all the contacts as a spreadsheet I can upload to my outreach tool."

Claude generates a .xlsx file with all contact details, ready for download.

That entire workflow, which would traditionally involve 30-60 minutes of clicking between ZoomInfo, a spreadsheet, and an email drafting tool, takes a few minutes of conversation.

Getting Started

Check your requirements

You need a ZoomInfo subscription with bulk data credits and your own ZoomInfo login. See the full requirements.

Connect ZoomInfo MCP in Claude

Go to Settings → Connectors in Claude, find ZoomInfo, and authenticate with your credentials. The Claude setup guide has the full walkthrough.

Start prompting

Use any of the workflows described above. No API keys to manage, no code to write.

Describe the audience or list building task in natural language. Claude figures out which tools to call, in what order, and how to combine the results.

Takeaways

ZoomInfo's MCP integration turns Claude into a full audience and list building workstation. The thirteen tools cover the entire lifecycle: account identification, intent-based prioritization, contact discovery, enrichment, and personalized outreach.

Combined with Claude's native ability to generate interactive tables, spreadsheets, email drafts, and research documents, you get a workflow that's faster, more flexible, and more intelligent than switching between point solutions.

The biggest mental shift: stop thinking about which buttons to click and start thinking about what outcomes you want. Describe the end state, and let Claude figure out the steps.