DataGroomr Support

Intelligence Providers are the external data sources that power Enrichment. DataGroomr connects to each provider through provider's own MCP server, using your subscription. This article covers how to manage and connect to providers and what a healthy connection looks like.

Before You Start

• Enrichment must be enabled for your organization. If the Intelligence Providers page shows an "early preview" banner instead of the provider list, contact support to have it enabled for your organization.
• You need an active subscription with the provider you want to connect as you will need to authorize your own account.

As a first step in configuring enrichment actions Navigate to Setup > Cleanse > Intelligence Providers which list all available providers currently supported by DataGroomr. Two types of provider are avaiable for usage:

• User managed providers - Providers where you bring your own account (ZoomInfo, Apollo, D&B, etc.). These need to be connected before they can be used in Enrichment Actions.
• System providers - These are the providers managed by DataGroomr and can be used directly without needing any setup / configuration from your end. Anthropic's Claude is the current system provider which powers all the AI related steps in every Enrichment Action.

Each provider is shown as a card with its logo, name, a short descriptor, and a status badge. Clicking a configurable card opens the connection dialog.

DataGroomr currently supports following providers:

Connecting to a Provider

Click a user-provider card that shows Not Connected. The connection dialog opens.

1. Click Login to ZoomInfo / Apollo. An OAuth popup window opens, pointing at the provider's sign-in page.
2. Sign in with the account you want DataGroomr to use. Approve the permissions the provider asks for.
3. The popup closes automatically. DataGroomr exchanges the login information and immediately runs a connection test.
4. A green banner appears showing "Connection verified. N tools discovered." along with your subscription tier if the provider reports it.

Once the provider is connect, the card on the enrichment actions page will update to Connected showing connection status.

Opening a connected provider's card brings up a more detailed dialog:

1. Discovered Tools

After a successful connection test, DataGroomr asks the provider's MCP server what capabilities (tools) it exposes and lists them here. Each tool row shows its name and a one-line description. The count badge at the top right shows how many are available.

Discovered tools are for display, you don't need to pick which ones to use at this level. When you create an Enrichment Action, DataGroomt looks at the tool list alongside your prompt and chooses which tools to call, step by step, in the execution plan.

2. Account Usage

If the provider reports usage limits, you'll see up to three tiles showing how much of each quota is remaining (e.g. monthly contact lookups, company enrichments, API request remaining). Each tile includes a "Used X / Total Y" line underneath.

Usage is refreshed whenever you click Test Connection. 

3. Test Connection

The Test Connection button in the footer makes DataGroomr re-verify the stored credentials, re-discover tools, and re-fetch usage. Run this if:

• You're not sure the connection is still working.
• The provider announced new tools and you want them to appear.
• You changed your subscription tier and want updated usage limits.

4. Enabling and Disabling Providers

Each connected user-provider card has a toggle on the right side. Flip it off to Disable the provider without disconnecting.

A disabled provider:

• Shows a grey Disabled badge on the card.
  
• Keeps its stored login information and discovered tools.
• Does not participate in any new Enrichment Actions. Plan generation skips its tools, and runtime refuses to call them.

Flip the toggle back on to resume. This is useful for short-term pauses e.g. if you're approaching your monthly quota or want to stop accidental spend without going through the reconnect flow afterwards.

Disconnecting a Provider

Open the card and click Disconnect in the Authentication section. A confirmation warns you that active Enrichment Actions that reference this provider will stop working.

After disconnecting:

• The stored OAuth tokens are removed. DataGroomr no longer holds any credentials for the provider.
• Enrichment Actions that chain through this provider will fail at the step that calls it. You'll need to reconnect or edit the action.
• The card returns to Not Connected status, ready for a fresh sign-in.

Provider Status Reference

The badge on each card summarizes the provider's current state: