Merge Unified's ZoomInfo integration Merge Agent Handler's ZoomInfo MCP server

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ZoomInfo

Learn more about Merge Agent Handler

Available tools

search_companies

Search ZoomInfo for companies by criteria (name, industry, size, location, revenue). Returns matching companies with IDs for enrichment. If no results, try partial name match or website domain.

enrich_company

Get full company profile from ZoomInfo by ID, name, or website. Returns detailed firmographic data including size, revenue, industry, and location. Use search_companies first to find valid identifiers.

search_contacts

Search ZoomInfo for contacts by criteria (name, title, company, location). Returns matching contacts with IDs for enrichment. If no results, try broader filters or check spelling.

enrich_contact

Get full contact profile from ZoomInfo by ID, email, or name+company. Returns detailed data including email, phone, title, and company info. Use search_contacts first to find valid identifiers.

enrich_hashtags

Get a company's ZoomInfo hashtags: the attribute tags on its profile such as '#250plusoperations', each with a label and description. Use these to characterize an account beyond its firmographics. Requires companyid from searchcompanies. Returns every hashtag in one call.

enrich_corporate_hierarchy

Get corporate hierarchy for a company from ZoomInfo. Returns parent companies, subsidiaries, acquisitions, and ownership structure. Use search_companies to find valid company IDs.

get_company_insights_by_type

Get ZoomInfo GTM signals for up to 50 companies: funding rounds (zi.funding), leadership changes (zi.cxochange), intent spikes (zi.account-level-intent.spike), hiring, technology and more. Pass signaltypes to filter, or omit for all types. Requires companyids from searchcompanies. Use searchintent for topic-level intent search.

search_intent

Search for companies showing buyer intent. REQUIRES subscribed topics - use getintenttopics to list available topics, or contact your ZoomInfo admin.

enrich_intent

Get buyer intent signals for a specific company. Returns all intent topics the company is researching with signal strength. Use search_companies to find valid company IDs.

search_news

Search ZoomInfo for news articles globally by URL, date range, or categories. For company-specific news, use enrichnews instead. Use getnews_categories to see available category filters.

enrich_news

Get news articles for a specific company from ZoomInfo by company ID. Use search_companies first to find the ID.

enrich_org_charts

Get a company's org chart from ZoomInfo: contacts with their department, title and reporting tier, so you can see who sits above whom. Requires companyid from searchcompanies; pass department to scope it (use getsearchfields for valid departments). Supports paging and sorting by contactAccuracyScore or lastName.

find_similar_companies

Find companies similar to a reference company using ZoomInfo's lookalike model, for prospecting or territory planning. Give companyid (from searchcompanies) or companyname; omitting both fails. Optionally restrict to the same industry, country, revenue or employee range. Returns one ranked page, best match first; set pagesize to go above the default 25 (max 100).

get_contact_lookalikes

Find contacts similar to a reference person using ZoomInfo's lookalike model, to identify the equivalent buyer at another account. Requires referencepersonid from searchcontacts. Pass targetcompanyid (from searchcompanies) to search a different company. Returns one ranked page, best match first; set page_size to go above the default 25 (max 100).

get_contact_recommendations

Recommend which contacts to engage at a target company for a given sales motion, ranked by relevance. Requires companyid from searchcompanies and usecasetype: PROSPECTING for a new account, DEALACCELERATION for an open deal, RENEWALANDGROWTH for an existing customer. Use getcontactlookalikes instead to mirror a known contact. pagesize defaults to 25 (max 100).

search_scoops

Search ZoomInfo for business intelligence scoops globally by type, topic, date range, or industry. For company-specific scoops, use enrichscoops. Use getscoop_types for available type filters.

enrich_scoops

Get business intelligence scoops for a specific company from ZoomInfo. Returns funding events, executive changes, projects, and pain points. Use search_companies to find valid company IDs.

get_account_summary

Get ZoomInfo's AI-generated account summary for a company as markdown, covering its profile, recent signals and activity. Use this to brief yourself on an account before a call. Requires companyid from searchcompanies. Use askaccountsummary_question instead to ask one specific question about the account.

ask_account_summary_question

Ask ZoomInfo a natural-language question about a company and get an answer grounded in its account data, for example 'What are their recent funding events?'. Requires companyid from searchcompanies. Use getaccountsummary instead for a full markdown briefing on the account.

enrich_technologies

Get technology stack for a company from ZoomInfo by company ID. Returns technologies with category, vendor, and detection dates. Requires companyid - use searchcompanies first to find it.

get_usage

Get ZoomInfo API usage statistics including credits used and remaining. If unauthorized, verify your OAuth token is valid and has not expired.

get_search_fields

List available search fields for contact or company search. Use to understand which filters are available for searchcontacts and searchcompanies operations.

get_enrich_fields

List available output fields for contact or company enrichment. Use to specify which fields to return in enrichcontact and enrichcompany calls.

get_intent_topics

List available intent topics for searchintent. Returns topic IDs and names from your ZoomInfo subscription. Required before using searchintent.

get_scoop_types

List available scoop types for searchscoops. Returns type IDs for filtering business intelligence scoops. Use these IDs in searchscoops scoop_type parameter.

get_news_categories

List available news categories for searchnews. Returns category IDs for filtering news articles. Use these IDs in searchnews categories parameter.

validate_credential

Validate ZoomInfo credentials. Verifies credentials during setup.

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How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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FAQs on using Merge's ZoomInfo MCP server

What is a ZoomInfo MCP?

It's an MCP server that gives your agents direct access to ZoomInfo's B2B intelligence platform via tools. Your agents can invoke these tools to search and enrich company profiles, qualify contacts, surface buyer intent signals, analyze technology stacks, and more.

ZoomInfo offers an official MCP server, but you can also use one from a third-party platform, like Merge Agent Handler.

How can I use the ZoomInfo MCP server?

The use cases naturally depend on the agent you've built, but here are a few common ones:

Inbound lead enrichment: When a form submission arrives in a CRM or marketing tool, an agent calls ZoomInfo to enrich the contact and company record with verified firmographics and technographic details before routing the lead to the right sales rep

Intent-based outreach sequencing: When a company registers buyer intent signals on a relevant topic in ZoomInfo, an agent identifies key contacts at that account, adds them to a sequencing tool, and notifies the assigned rep in Slack with a summary of the buying signal

Pre-call account briefing: Before a scheduled discovery call, an agent pulls the target company's ZoomInfo profile including recent news, tech stack, and corporate hierarchy, then formats a one-page briefing for the rep to review

Weekly TAM gap analysis: On a recurring schedule, an agent queries ZoomInfo for companies matching an ideal customer profile, cross-references them against existing CRM accounts, and flags net-new matches for the SDR team to prioritize

What are popular tools for ZoomInfo's MCP server?

Here are some of the most commonly used tools:

search_companies: searches ZoomInfo for companies matching filters like industry, employee count, location, or revenue range. Use this when an agent needs to build a target account list or identify prospects that fit a specific firmographic profile

enrich_company: returns detailed firmographic data for a specific company, including revenue, headcount, industry classification, and corporate hierarchy. Call this when an agent needs to qualify an inbound account or populate a CRM record with verified company data

search_contacts: finds contacts at ZoomInfo-tracked companies based on job title, seniority, department, or geography. Good for workflows that need to surface the right buyers or decision-makers before an outreach sequence begins

enrich_contact: retrieves verified contact details for a specific person, including email, phone, and professional background. Helpful when an agent is preparing a personalized outreach record or syncing a contact into a sales engagement tool

search_intent: returns companies currently showing research activity on specified intent topics, ranked by signal strength. Use this when an agent needs to identify accounts actively evaluating a category and trigger timely outreach before competitors do

enrich_technologies: returns the technology vendors and products a company uses, pulled from ZoomInfo's technographic database. Useful for agents that qualify fit based on existing tech stack or flag accounts that represent a displacement opportunity

What makes Merge Agent Handler's ZoomInfo MCP server better than alternative ZoomInfo MCP servers?

ZoomInfo ships its own official MCP server, but running it through Merge Agent Handler gives revenue and security teams better control over how that intelligence is accessed:

Enterprise-grade security and DLP: Merge Agent Handler includes built-in data loss prevention controls that let you block or redact sensitive fields before they reach an agent. For ZoomInfo, this means you can prevent contact details, intent scores, company financials, and technographic data from being exposed to agents that don't specifically require them

Managed authentication and credentials: Merge stores and manages your ZoomInfo API credentials on your behalf. You never embed API keys in agent configuration or rebuild your auth setup when credentials are rotated

Real-time observability and audit trail: Every tool call against ZoomInfo is captured with timestamp, tool name, query parameters, and response data. Sales ops and security teams can see exactly which accounts or contacts an agent accessed without writing any custom logging

Tool Packs and controlled access: Tool Packs let you bundle specific ZoomInfo tools with tools from other connectors into a single MCP endpoint, scoped to a specific use case. An agent gets exactly the tools it needs, nothing more

How can I start using Merge Agent Handler's ZoomInfo MCP server?

You can take the following steps:

1. Create or log into your Merge Agent Handler account and navigate to Tool Packs (collections of connector tools scoped to a specific use case).

2. Create a new Tool Pack, then find and enable the ZoomInfo connector. Choose tools that match your workflow: search_companies and search_contacts cover prospecting and discovery, while enrich_company, enrich_contact, and search_intent are needed for agents that qualify or act on account data.

3. Add a Registered User inside the Tool Pack. This is the identity context under which your agent operates. Merge generates a unique MCP URL scoped to this user once it's created.

4. From the Registered User detail page, authenticate ZoomInfo by entering your API credentials. Merge stores and manages those credentials going forward.

5. Copy the MCP URL from the Tool Pack detail page and generate an API key from Settings. You'll need both to connect your agent.

6. Add the MCP server to your agent or IDE using the MCP URL and API key. Your ZoomInfo tools are now accessible through that endpoint.