Connect and configure ZoomInfo for Genie

Extend what Genie can do by connecting to the ZoomInfo remote Model Context Protocol (MCP) server. By enabling this connector, Genie can leverage ZoomInfo sales intelligence to perform account research, look up contact data, and analyze buying intent directly within your AI workflows. This gives sellers richer, real-time intelligence at every stage of the sales cycle, so they can prioritize the right accounts, personalize outreach, and close deals faster.

See how it looks

Key features

• Provide Genie with deep sales intelligence data to empower sellers
• Research accounts and contacts using real-time market data
• Configure tool access levels to match your company policies

Note: Genie capabilities depend on your organization’s AI Bundle tier. 
Professional tier includes chat, vision intelligence, conversation starters, and the company content agent. 
Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent. 
Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

You need this to succeed

The quick way

1. Navigate to Admin Settings, click Genie, then select Integrations.
2. Select the MCP Connectors tab.
3. Locate ZoomInfo and click Connect.
4. Once connected, click Authorize.
5. Configure the connection settings and click Save.

Do this step by step

You can quickly establish a remote MCP connection to ZoomInfo and define which specific capabilities are available to Genie.

Tip: Open Showpad and ZoomInfo Developer Portal side by side so you can easily copy and paste between them.

Connect ZoomInfo

In Showpad

1. Log in to the Admin App and click the gear icon to open Settings.
2. In the left menu, click Genie to expand the section and select Integrations.
3. Click the MCP Connectors tab. The tab displays:
   • Search: A search bar to browse all MCP servers (Connected and Not connected).
   • Connected: These are the remote MCP servers that have been connected. Note: Authorization may still be required.
   • Not connected: These are the remote MCP servers that have not been connected.
4. Locate the ZoomInfo card and click Connect.
5. Enter the Client ID and Client Secret from the ZoomInfo Developer Portal.
6. Click Connect.

In ZoomInfo Developer Portal

Note: These steps require you to create and configure your own ZoomInfo app. Showpad is developing a certified ZoomInfo connector to simplify this process. Once available, customers will be able to connect without these steps.

1. Sign in to the ZoomInfo Developer Portal, click Create App, and select MCP App.
2. Enter an App Integration Name for the integration and select Authorization Code as the authentication type.
3. In Sign-in redirect URIs, enter the Redirect URI as shown on the Connect ZoomInfo screen in Showpad.
4. Click Create.
5. Once your app is approved, click the three dot menu and select Edit.
6. Copy the Client ID and Client Secret and paste them into Showpad.

Authorize and configure the connection

1. Locate the ZoomInfo card in your Connected list and click Authorize. You’ll be prompted to log into ZoomInfo.

2. Once you’re logged into ZoomInfo, click the three dot menu on the ZoomInfo card in Showpad and select Configure. This lets you choose how Genie can use the ZoomInfo connection: 
   Use the filters at the top to define which capabilities to expose:

   Filter	Description
   All	Enables every available feature with no filtering.
   By Annotation	Enables features based on the type of action they perform. Read Only: This means the feature only retrieves information and can't change or delete anything. Idempotent: This means the action is safe to run more than once without causing extra changes. Filters can be combined; a count shows how many available methods match the selected criteria.
   By Tool	Choose features individually from a list rather than filtering by type.

   
   Below the filters, the matching features are listed with their names, short descriptions, and labels (such as "Read Only").

3. When you’ve finished your selection, click Save.

Create an agent

Once ZoomInfo is connected and authorized, create an agent to make it available to your users. The agent surfaces the ZoomInfo connection in Genie.

1. Select Agent Studio in the left menu.
2. On the Agents tab, click Create new.
3. Select Create custom agent.
4. Click Create.

5. Configure the agent:

   Tab	Description
   Details tab	Complete the following information: Name: Enter a descriptive name for the agent.  Description: Provide text to describe the agent. Agent instructions: Enter the agent's instructions.
   Tools tab	Enable the MCP Connectors option and select ZoomInfo.

6. Click Publish.
7. Confirm the agent creation by clicking Publish.
8. Click Close to return to the Agents tab.

Manage agent permissions

By default, agents are available to all users. To restrict access to specific teams or individuals, you can configure their permissions.

1. On the Agents tab, locate your new agent, and click the three dot menu.
2. Select Manage permissions.
3. Click Set Permissions.
4. Click Add users.
5. From here, you can add:
   • Users: Use the search bar to find individual users, then click Add. The added user(s) will be displayed in the panel on the right.
   • Groups: Use the search bar to find user groups, then click Add. The added group(s) will be displayed in the panel on the right.
6. When you’ve finished your selection, click Add.

Note: To revert the agent to being available to all users, click Reset permissions and confirm by clicking Reset.