ae-cs-handoff

ae-cs-handoff is a skill for Claude Code from Zoominfo/zoominfo-mcp-plugin. It costs 123 tokens per session (788 once invoked), scanned A, original, MIT.

A sales-to-customer-success handoff brief. It collects what was promised during sales, what success means, who is involved, and how the customer prefers to work.

In plain words
What is it for?
Use it after a sale to summarize the account, review important sales conversations, and document requirements, commitments, and stakeholders.
Why use it?
It gives the customer success manager the needed context instead of making them start with an unfamiliar account.

Skill for Claude Code

Written for Claude Code: $ARGUMENTS substitution.

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

Good fit Use it after a sale to summarize the account, review important sales conversations, and document requirements, commitments, and stakeholders.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff
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 ae-cs-handoff
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 ae-cs-handoff

README.md
[![agentmods](https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff/github.svg)](https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff)
Your own site
<a href="https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff"><img src="https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff/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 ae-cs-handoff

Your own site · 80×15
<a href="https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff"><img src="https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/ae-cs-handoff.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 123 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 788 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 $0.00123 $0.00788
Opus 5 $0.00062 $0.00394
Sonnet 5 $0.00025 $0.00158
Haiku 4.5 $0.00012 $0.00079

Measured 12d ago against content hash a5dbc967efb3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

ae-cs-handoff 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 12d 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/ae-cs-handoff/SKILL.md · 47 lines

How it starts

The opening of the file, as written. The whole thing — 47 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AE-to-CS Handoff Brief

Capture what was promised, what success looks like, and who the people are — so the CSM starts from context, not a cold account.

Prerequisites

browse_engagements (timeline) requires an active calendar/email/meeting integration; conversation_intelligence (the deep read) requires at least one connected source and consumes AI credits, as do account_research and contact_research. If no conversation data exists, build the structural handoff from research and flag that the conversational detail (requirements, working style) is missing, 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.
  • Context (optional) — the product sold, deal size, go-live timing, anything the CSM specifically needs.

Workflow

  1. Resolve the account. Use the ZoomInfo ID directly, or resolve a name/domain via search_companies.
  2. Build the timeline. Call browse_engagements (account-scoped) for the sales-cycle engagements; identify the few that carry the most signal (discovery, key demos, negotiation, commitments). Limit to roughly the 2-4 highest-signal engagements — each gets its own conversation_intelligence call in step 3, which costs AI credits, so do not fan out across the whole timeline. Keep their engagement IDs.
  3. Deep-read the key engagements in parallel. Run conversation_intelligence on those engagement IDs (one CI call per engagement) for stated requirements and success criteria, commitments made to the customer, decision-makers and how they like to work, and any sensitivities. Pull account_research and contact_research for the structural picture. CI sees only the last few engagements, so anchor on the key ones rather than expecting full history.
  4. Assemble the handoff. Synthesize a CSM-ready brief. Distinguish what was promised (must be honored) from what was aspirational. Attribute each requirement and commitment to the conversation it came from. Do not invent commitments.

Read the full file on GitHub · 47 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. 12d ago First seen · 47 lines · 123 tokens per session scan A a5dbc967efb3

Subscribe to this mod's changes

ae-cs-handoff is a skill published in the GitHub repository Zoominfo/zoominfo-mcp-plugin (7 stars, last pushed 8d ago), licensed MIT. It adds 123 tokens to every session and 788 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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