ZoomInfo

ZoomInfo Account Summary API

The Account Summary API from ZoomInfo — 2 operation(s) for account summary.

GitHub OpenAPI
Business capability
Account Management BC-410.20

Operations 2

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /copilot/v1/companies/{companyId}/account-summary Get a company's account summary · Get Account Summary #
Ask an LLM
“What does the account summary say about a company I'm selling to?”
“Can I pull a ready-made account overview for one target company in ZoomInfo?”
Tell an agent
Get the account summary for company {companyId}.
Show me the account overview ZoomInfo has written for {companyId}.
POST /copilot/v1/companies/{companyId}/account-summary/actions/ask Ask a question about a company's account summary · Ask Account Summary Question #
Ask an LLM
“Can I ask a follow-up question about a company's account summary?”
“How do I get an answer to a specific question about one account's summary?”
Tell an agent
Ask the account summary for company {companyId}: {question}
Using the account summary of {companyId}, answer {question}

Documentation

📖
Documentation
https://docs.zoominfo.com
📖
APIReference
https://docs.zoominfo.com/reference/api-overview

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/zoominfo/refs/heads/main/openapi/zoominfo-account-summary-api-openapi.yml

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OpenAPI Specification

zoominfo-account-summary-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Copilot API V1 Account Summary API
  version: '1.0'
  contact:
    name: ZoomInfo Customer Support
    email: help@zoominfo.com
  description: Copilot API for interacting with the Copilot related services.
servers:
- url: https://api.zoominfo.com/gtm
  description: Base URL for the Copilot API
security:
- OAuth2Auth: []
tags:
- name: Account Summary
paths:
  /copilot/v1/companies/{companyId}/account-summary:
    get:
      operationId: AccountSummaryInterface_getAccountSummary
      summary: Get Account Summary
      description: Retrieve the account summary for a specific company.
      parameters:
      - name: companyId
        in: path
        required: true
        description: The unique identifier of the company
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: Success
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/AccountSummaryResponse'
        '401':
          description: Unauthorized
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '403':
          description: Forbidden
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '404':
          description: Not Found
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '429':
          description: Too Many Requests
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
      tags:
      - Account Summary
      security:
      - OAuth2Auth:
        - api:account-summary:read
      x-api-roles:
      - fea:asu
  /copilot/v1/companies/{companyId}/account-summary/actions/ask:
    post:
      operationId: AccountSummaryInterface_askAccountSummaryQuestion
      summary: Ask Account Summary Question
      description: Ask a question about the account summary of a specific company.
      parameters:
      - name: companyId
        in: path
        required: true
        description: The unique identifier of the company
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: Success
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/AccountSummaryQuestionResponse'
        '400':
          description: Bad Request
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '401':
          description: Unauthorized
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '403':
          description: Forbidden
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '404':
          description: Not Found
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
        '429':
          description: Too Many Requests
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorResponseModel'
      tags:
      - Account Summary
      requestBody:
        required: true
        content:
          application/vnd.api+json:
            schema:
              $ref: '#/components/schemas/AccountSummaryQuestionRequest'
        description: The request body containing the question details.
      security:
      - OAuth2Auth:
        - api:account-summary:read
      x-additional-content-types:
      - application/json
      x-api-roles:
      - fea:cai
components:
  schemas:
    AccountSummaryQuestion:
      type: object
      required:
      - id
      - type
      - attributes
      properties:
        id:
          type: string
          description: The unique identifier for the resource
        type:
          type: string
          description: The type of the resource
          default: AccountSummaryQuestion
          pattern: AccountSummaryQuestion
        attributes:
          allOf:
          - $ref: '#/components/schemas/AccountSummaryQuestionAttributes'
          description: The attributes defining the resource
      description: Represents a question and answer about account-related data.
    AccountSummaryQuestionAttributes:
      type: object
      required:
      - answer
      properties:
        answer:
          type: string
          description: The answer to the account summary question.
      description: Attributes for the AccountSummaryQuestion resource.
    AccountSummaryQuestionRequest:
      type: object
      required:
      - data
      properties:
        data:
          allOf:
          - $ref: '#/components/schemas/AccountSummaryQuestionRequestResource'
          description: The primary data of the document
      description: Request model for asking a question about account-related data.
    ZoomInfo.Core.Foundations.ErrorSourceModel:
      type: object
      properties:
        cookie:
          type: string
          description: Identifies the cookie name that caused the issue
        header:
          type: string
          description: Identifies the header name that caused the error
        pointer:
          type: string
          description: An RFC 6901 compliant JSON pointer to the entity in the request body that caused the error
        parameter:
          type: string
          description: The name of the path or query parameter that caused the error
    AccountSummary:
      type: object
      required:
      - id
      - type
      - attributes
      properties:
        id:
          type: string
          description: The unique identifier for the resource
        type:
          type: string
          description: The type of the resource
          default: AccountSummary
          pattern: AccountSummary
        attributes:
          allOf:
          - $ref: '#/components/schemas/AccountSummaryAttributes'
          description: The attributes defining the resource
      description: Represents a summary of account-related data.
    AccountSummaryAttributes:
      type: object
      required:
      - markdown
      properties:
        markdown:
          type: string
          description: Markdown content providing a summary of account-related data.
      description: Attributes for the AccountSummary resource.
    AccountSummaryQuestionResponse:
      type: object
      required:
      - data
      properties:
        data:
          allOf:
          - $ref: '#/components/schemas/AccountSummaryQuestion'
          description: The primary data of the document
      description: Response model for asking a question about account-related data.
    ZoomInfo.Core.Foundations.ErrorResponseModel:
      type: object
      required:
      - errors
      properties:
        detail:
          type: string
          description: A high-level detail of the error(s) that occurred during the request
        title:
          type: string
          description: A high-level summary of the error(s) detected
        errors:
          type: array
          items:
            $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorModel'
          description: The list of errors raised during the request
      description: The standard error response body model for the ZoomInfo API.
    ZoomInfo.Core.Foundations.ErrorModel:
      type: object
      required:
      - id
      - code
      - status
      properties:
        id:
          type: string
          description: The unique id used to identify this specific error instance
        code:
          type: string
          description: The error code describing the error category. A full list of error codes can be found in the documentation for each service
        detail:
          type: string
          description: Message containing the specific details about this occurrence of the error
        source:
          allOf:
          - $ref: '#/components/schemas/ZoomInfo.Core.Foundations.ErrorSourceModel'
          description: An optional object identifying which part of the request caused the error
        status:
          type: string
          description: The HTTP status code for the error
        title:
          type: string
          description: The error name that describes this type of error
      description: The object describing a specific error from the API
    AccountSummaryResponse:
      type: object
      required:
      - data
      properties:
        data:
          allOf:
          - $ref: '#/components/schemas/AccountSummary'
          description: The primary data of the document
      description: Resource model for an account summary response.
    AccountSummaryQuestionRequestAttributes:
      type: object
      required:
      - question
      properties:
        question:
          type: string
          description: The question to ask about account-related data.
      description: Attributes for the AccountSummaryQuestionRequest resource.
    AccountSummaryQuestionRequestResource:
      type: object
      required:
      - type
      - attributes
      properties:
        type:
          type: string
          description: The type of the resource
          default: AccountSummaryQuestionRequest
          pattern: AccountSummaryQuestionRequest
        attributes:
          allOf:
          - $ref: '#/components/schemas/AccountSummaryQuestionRequestAttributes'
          description: The attributes defining the resource
      description: Represents a request to ask a question about account-related data.
  securitySchemes:
    OAuth2Auth:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://login.zoominfo.com
          tokenUrl: https://okta-login.zoominfo.com/oauth2/default/v1/token
          scopes:
            api:account-summary:read: Read Copilot Account Summary Data
            api:insights:read: Read Insights Data
            api:recommendations:read: Read Copilot recommendation data
            api:gtm-config:read: Read GTM configuration data
            api:gtm-config:manage: Manage GTM configuration data (create, update, delete)