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skills/recommend-contacts/SKILL.md
4.7 KB · Oct 6, 2026 · 18:03 UTC
--- name: recommend-contacts description: Get AI-powered contact recommendations at a target company based on your ZoomInfo interaction history. Provide a company name or domain and optionally a use case. --- # Recommended Contacts Get ML-ranked contact recommendations at a target company, personalized to your ZoomInfo usage and CRM data. ## Input The user will provide via `$ARGUMENTS`: - A company name, domain, or ZoomInfo company ID (required) - Optionally: a use case — "prospecting", "deal acceleration", or "renewal" (defaults to PROSPECTING) - Optionally: how many results they want (defaults to 25, max 100) ## Workflow 1. **Lookup metadata first** — before calling any other MCP tool, use `lookup` to load reference data for any fields relevant to the request. Use the returned `id` values (not display names) in all subsequent API calls. This ensures accurate parameter resolution and result interpretation. 2. **Resolve the company** if the user provided a name or domain: - Use `search_companies` with `companyName` or `companyWebsite` to find the company — use lookup `id` values for any filters. - Extract the ZoomInfo company ID from the result. 3. **Enrich the company** using `enrich_companies` with the resolved `companyId` to get firmographic context (industry, size, revenue, business model). This context is used to interpret the recommendations. 4. **Map the use case** to the correct enum value: - "prospecting" or default → `PROSPECTING` (based on contacts you've viewed, copied, or exported on the ZoomInfo platform; has cold-start support) - "deal acceleration" or "new business" → `DEAL_ACCELERATION` (based on contacts in closed-won CRM opportunities for new business) - "renewal", "growth", or "expansion" → `RENEWAL_AND_GROWTH` (based on contacts in closed-won CRM opportunities for renewals) 5. **Get recommendations** using `get_recommended_contacts` with: - `ziCompanyId`: the resolved ZoomInfo company ID - `useCaseType`: the mapped enum value - `pageSize`: user-specified count or 25 6. **Enrich the top contacts** using `enrich_contacts` on the top 10 results (batch of 10) to get full contact details including email, direct phone, and accuracy scores. ## Output Format ### Target Company One-line summary: [Company Name] — [Industry], [Employee Count] employees, [Revenue], [HQ Location] ### Use Case State which use case was used and what it means: - **PROSPECTING**: "Recommendations based on contacts similar to those you've recently viewed, copied, or exported in ZoomInfo." - **DEAL_ACCELERATION**: "Recommendations based on contact patterns from your CRM's closed-won new business deals." - **RENEWAL_AND_GROWTH**: "Recommendations based on contact patterns from your CRM's closed-won renewal deals." ### Recommended Contacts | Rank | Name | Title | Department | Management Level | Email | Direct Phone | Accuracy | Score | |------|------|-------|------------|-----------------|-------|-------------|----------|-------| | 1 | | | | | | | | | | 2 | | | | | | | | | For each contact, use the `meta` field from the recommendation response to explain WHY they were recommended. The meta describes the reference person the recommendation was based on. Present this as a "Why Recommended" note below the table or as an additional column. ### Recommendation Analysis Group the recommended contacts by pattern: - **By Department**: Which departments are most represented? (e.g., "8 of 25 are in Sales, 6 in Marketing") - **By Seniority**: What management levels dominate? (e.g., "Heavily weighted toward Director and VP") - **By Function**: What job functions appear most? (e.g., "Strong signal toward revenue-facing roles") Use the resolved lookup values to categorize accurately — do not guess department or management level labels. ### Engagement Priority Rank the top 5 contacts to engage first, with reasoning: - Who has the highest combined relevance (recommendation score) and reachability (accuracy score)? - Who is the likely entry point vs. the likely decision-maker? - Suggested outreach sequence ### Next Steps - Use `/zoominfo:enrich-contact` to deep-dive on any specific person - Use `/zoominfo:find-buyers` if you need to filter by specific persona criteria beyond what recommendations provide - If recommendations are sparse, note that PROSPECTING recommendations improve as you use ZoomInfo more (view, copy, export contacts). DEAL_ACCELERATION and RENEWAL_AND_GROWTH require CRM integration. ### Important Notes on Scores - The `score` (general similarity) and `reRankingScore` (propensity-adjusted) are not directly comparable to each other - Higher scores indicate stronger fit but do not guarantee response rates - Recommendations refresh daily based on your latest platform and CRM activity
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