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engagement-timeline

Skill

Build a timeline of engagements (meetings and emails) with an account or contact over a date range. Identify the account or contact by ZoomInfo ID (preferred), or by name or domain (triggers a lookup), or omit both to time-line your own recent engagements. Defaults to the last 90 days and can slide

0Communication

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/engagement-timeline

What is engagement-timeline?

Build a timeline of engagements (meetings and emails) with an account or contact over a date range. Identify the account or contact by ZoomInfo ID (preferred), or by name or domain (triggers a lookup), or omit both to time-line your own recent engagements. Defaults to the last 90 days and can slide the window further back for a longer history. Returns a chronological timeline, a breakdown by engagement type, and a participant list with per-person engagement counts — and keeps each engagement's ID in context so you can immediately double-click any one to ask what was discussed. Use when someone asks "when did we last meet with X", "how often have we engaged this account", "show me the history with this contact", or wants a relationship timeline before a call.

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

~192 tokens of context used while enabled, before you invoke anything

Documentation

README · ~3 min read

Engagement Timeline

Build a timeline of meetings and emails with an account or contact, then let the user double-click any engagement to see what was discussed.

Prerequisites

browse_engagements reads from the calendar, email, and meeting providers connected to ZoomInfo. It requires at least one active calendar, email, or meeting integration in the workspace. If nothing is connected, browse_engagements returns no results — say so plainly and point the user to their ZoomInfo admin rather than implying there has been no contact.

browse_engagements is free (no credits). The optional double-click step uses conversation_intelligence, which consumes AI credits.

Input

Provided via $ARGUMENTS:

  • Scope — one of:
    • An account: ZoomInfo company ID (preferred), or a company name/domain (resolve via search_companies).
    • A contact: ZoomInfo contact ID (preferred), or a name + company (resolve via search_contacts).

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