mutual-action-plan
Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversation_intelligence scoped to individual calls to pull open items, agreed next steps, owners, and the timelines discussed. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build a mutual action plan for Acme", "turn our last calls into a MAP", "what are the next steps and dates on both sides", or needs a close or onboarding plan. Evidence-based: it plans only what was discussed and asks for the target date if one was not stated.
Install
With your agent
Install OMGSkills skill "zoominfo/zoominfo-mcp-plugin:skills/mutual-action-plan" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/mutual-action-plan ~/.claude/skills/mutual-action-planFrom README
Mutual Action Plan Turn the commitments and timelines from recent calls into a single shared plan: who does what, by when, on both sides, toward an agreed goal. Prerequisites browseengagements (to find the calls) is free but requires an active calendar/meeting integration; conversationintelligence (to read them) requires at least one connected meeting or email source and consumes AI credits (minimum 9 per call), and this skill calls it once per key engagement, so the spend scales with how many calls you deep-read. accountresearch (optional deal context) consumes AI credits. If no conversation data exists, say so rather than inventing a plan. Input Provided via $ARGUMENTS: Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via searchcompanies. Goal & target date (ask if it matters and was not given) — the close date, go-live, or objective the plan drives toward. Do not assume it; if the plan needs a date that was never discussed, ask the user.
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