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account-relationship-recap

Skill

Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving. Identify the account by ZoomInfo company ID (preferred) or by name or domain (triggers a lookup). Blends account_research for deal and firmographic context with company-scoped conv

0Automation

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/account-relationship-recap

What is account-relationship-recap?

Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving. Identify the account by ZoomInfo company ID (preferred) or by name or domain (triggers a lookup). Blends account_research for deal and firmographic context with company-scoped conversation_intelligence for what has actually been said recently. Use when someone asks "where are we with Acme", "how is the relationship trending", "recap our recent conversations with this account", or wants a relationship read before a check-in. Reasons over the last few engagements only.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~148 tokens of context used while enabled, before you invoke anything

Documentation

README · ~2 min read

Account Relationship Recap

Where we stand with an account, read from recent conversations: the current state, and the direction it is moving.

Prerequisites

Company-scoped conversation_intelligence requires at least one connected email or meeting source; account_research and conversation_intelligence consume AI credits (browse_engagements, used for optional cadence, is free). If no conversation data exists for the account, produce the account_research-based read and note that conversation context was unavailable, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

  • Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via search_companies.
  • Lens (optional) — e.g. "renewal risk", "expansion", "post-exec-change". Frames the recap.

Workflow

  1. Resolve the company. Use the ZoomInfo ID directly; otherwise resolve a name/domain via search_companies and confirm an ambiguous match before spending credits.

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