# account-relationship-recap

> Claude/Codex skill by [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars · Updated 2026-09-30

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.

## Install

```sh
git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/account-relationship-recap ~/.claude/skills/account-relationship-recap
```

## From README

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 conversationintelligence requires at least one connected email or meeting source; accountresearch and conversationintelligence consume AI credits (browseengagements, used for optional cadence, is free). If no conversation data exists for the account, produce the accountresearch-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 searchcompanies. Lens (optional) — e.g. "renewal risk", "expansion", "post-exec-change". Frames the recap. Workflow Resolve the company. Use the ZoomInfo ID directly; otherwise resolve a name/domain via searchcompanies and confirm an ambiguous match before spending credits. Read the relationship.

## Links

- HTML page: https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-relationship-recap/
- GitHub: https://github.com/Zoominfo/zoominfo-mcp-plugin
- Author: [@zoominfo](https://omgskills.com/library/zoominfo/index.md)

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