account-relationship-recap

account-relationship-recap is a skill for Claude Code from Zoominfo/zoominfo-mcp-plugin. It costs 122 tokens per session (693 once invoked), scanned A, original, MIT.

A company-relationship summary based on recent conversations and company research. It focuses on how the relationship is changing, such as renewal risk or expansion opportunities.

In plain words
What is it for?
It is for recapping a company's deal status, history, stakeholders, recent discussions, and relationship direction using a ZoomInfo company ID, name, or domain.
Why use it?
It brings scattered account information and conversation history into one current view, while noting when conversation data is unavailable.

Skill for Claude Code

Written for Claude Code: $ARGUMENTS substitution.

Part of the zoominfo plugin — 35 skills, 1 MCP server shipped together

Good fit It is for recapping a company's deal status, history, stakeholders, recent discussions, and relationship direction using a ZoomInfo company ID, name, or domain.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add Zoominfo/zoominfo-mcp-plugin --skill account-relationship-recap
Clone the repo
git clone --depth 1 https://github.com/Zoominfo/zoominfo-mcp-plugin

Made for: Claude Code.

Or install zoominfo, the plugin that ships this one along with the rest of its 35 skills, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for account-relationship-recap

README.md
[![agentmods](https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap/github.svg)](https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap)
Your own site
<a href="https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap"><img src="https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for account-relationship-recap

Your own site · 80×15
<a href="https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap"><img src="https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/account-relationship-recap.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 122 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 693 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00122 $0.00693
Opus 5 $0.00061 $0.00347
Sonnet 5 $0.00024 $0.00139
Haiku 4.5 $0.00012 $0.00069

Measured 11d ago against content hash e88a508be8f4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

account-relationship-recap scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/account-relationship-recap/SKILL.md · 45 lines

How it starts

The opening of the file, as written. The whole thing — 45 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.
  2. Read the relationship. Run account_research (deal status, history, stakeholders) and company-scoped conversation_intelligence in parallel. Ask CI what has been discussed recently, how sentiment and engagement have shifted, which threads are open, and whether new people have entered the conversation. Keep CI scoped to this one account; it cannot search by topic or count mentions, and sees only the last few engagements.
  3. Anchor cadence (optional). If useful, call browse_engagements (company-scoped, -chronological) for the recent engagement cadence and the gap since last contact.
  4. Synthesize the trajectory. Decide whether the relationship is warming, steady, or cooling, and say why with evidence. Tie every claim to a source (CI, account_research, CRM). Do not assert momentum or risk the data does not support.

Output Format

Where we stand — [Company]

Trajectory — one line: warming / steady / cooling, with the evidence in a clause.

Recent conversations — 3-5 bullets on what has actually been discussed lately (from CI, with source meetings).

Read the full file on GitHub · 45 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 45 lines · 122 tokens per session scan A e88a508be8f4

Subscribe to this mod's changes

account-relationship-recap is a skill published in the GitHub repository Zoominfo/zoominfo-mcp-plugin (7 stars, last pushed 7d ago), licensed MIT. It adds 122 tokens to every session and 693 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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