Overview

Use the ZoomInfo connector to integrate ZoomInfo’s comprehensive B2B database with your AI assistant. This connection allows you to bring high-quality company and contact data directly into AI-powered conversations for personalized business intelligence.

With the connector, you can ask natural-language questions like:

Sales: “Find all VP-level contacts at tech companies in San Francisco with 100–500 employees.”
Marketing: “Show me fast-growing SaaS companies in the Northeast that raised funding in the last 2 years.”
Recruiting: “Identify senior engineering managers at Fortune 500 companies with LinkedIn profiles.”
Business Development: “Give me ZoomInfo’s competitor profiles with revenue and employee growth trends.”

Requirements

Before setup, make sure you meet the following:

ZoomInfo subscription: Co-Pilot, or legacy plan with API add-on
AI assistant subscription: A paid account (e.g., Claude Pro/Max/Team/Enterprise) that supports MCP (Model Context Protocol).
Compatible AI assistants: Claude and other MCP-enabled tools.
Authentication: Users must connect the assistant to the MCP using their ZoomInfo credentials.
Limits: Data usage follows ZoomInfo API limits and your subscription terms.

Supported Data

Contact Information

Names, job titles, emails, phone numbers
Departments, seniority, management levels
Company details, industries, experience
Validation dates, accuracy scores
Social media profiles, professional networks

Setup Instructions

Step 1: Configure Your AI Assistant

Open Settings > Connectors (or Integrations).
Add a new MCP server connection.
Enter ZoomInfo MCP server URL: https://mcp.zoominfo.com/mcp
Save the configuration.

Step 2: Authenticate with ZoomInfo

Select Connect to ZoomInfo in your AI assistant.
Log in with your ZoomInfo username/password.
Approve the requested permissions.
You’ll be redirected back once connected.

Using the Connector

Enable it in conversations: Turn on the ZoomInfo connector under Tools/Connectors in your AI assistant.
Ask natural questions like:
- “Find marketing directors at SaaS companies in the Bay Area.”
- “Get me detailed information about Zoom Video Communications.”
- “Show technology companies in Austin with 50–200 employees growing quickly.”
Review results:
- Contacts include accuracy scores.
- Companies show financial and leadership details.
- Use results to drive sales, recruiting, or research actions.

Best Practices

Be specific: Add job titles, locations, industries, and company sizes.
Use accuracy scores: Focus on higher-scoring contacts for better outreach.
Combine search + enrichment: Start broad, then request deep profiles.
Respect limits: Stay within your ZoomInfo API quota.
Verify data: Double-check critical info before big decisions.

Disconnecting the Connector

Go to Settings > Connectors in your AI assistant.
Select ZoomInfo.
Click Disconnect or Remove.
Confirm the action.

Data & Privacy

Encryption: All data uses HTTPS.
Authentication: OAuth2 with industry-standard security.
Permissions: The connector respects your ZoomInfo role-based access.
No permanent storage: AI assistants do not store ZoomInfo data.
Auditing: All usage is logged in ZoomInfo’s logging framework.

Troubleshooting

Can’t connect? Check credentials, server access, and permissions.
No results? Try broader queries. Verify subscription covers the data type. Check API usage limits.
Authentication issues? Re-authenticate. Clear cache/cookies. Ensure your ZoomInfo account is active.
Limited data? Verify subscription tier. Some datasets require higher plans.

Supported AI Assistants

The ZoomInfo connector works with any AI assistant that supports MCP, including:

Claude (Anthropic)
Coming soon: Other MCP-compatible AI tools including GPT