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Zoom Toolkit

The Zoom toolkit lets agents list and manage users, create and manage meetings, work with webinars and recordings, and pull meeting or usage reports. Authentication uses Server-to-Server OAuth credentials (account ID, client ID, and client secret) saved as a connection.

Add it on the agent Toolkits tab and create or select a Zoom connection.

Prerequisites​

  • A Zoom account with a Server-to-Server OAuth app
  • Account ID, Client ID, and Client Secret from the Zoom Marketplace app
  • An agent you can edit

Setup​

  1. Create a Server-to-Server OAuth app in Zoom and copy Account ID, Client ID, and Client Secret.
  2. Open the agent → Toolkits → add Zoom.
  3. Create a connection with those three values.
  4. Save the agent. @-mention Zoom tools for meeting and recording tasks.

Available tools​

Connection & users​

ToolDescription
Test ConnectionValidates Zoom credentials.
List UsersLists users in the account.
Get UserReturns a single user.
Get User SettingsReturns settings for a user.

Meetings & webinars​

ToolDescription
List MeetingsLists meetings for a user.
Get MeetingReturns meeting details.
Create MeetingCreates a meeting.
Delete MeetingDeletes a meeting.
List WebinarsLists webinars.
Get WebinarReturns webinar details.

Recordings & reports​

ToolDescription
List RecordingsLists cloud recordings.
Get RecordingReturns recording details.
Delete RecordingDeletes a recording.
Get Meeting ReportReturns a meeting report.
Get Usage ReportReturns an account usage report.

Use cases​

  • Schedule a meeting from chat and share the join link
  • List upcoming meetings for a host
  • Find or clean up cloud recordings
  • Pull usage or meeting reports for ops

Tips​

  • Server-to-Server apps act with account-level privileges — scope the Zoom app carefully.
  • Store secrets in a saved connection — do not put them in the personality prompt.
  • Prefer host user IDs from List Users when creating meetings for someone else.

Troubleshooting​

SymptomWhat to check
Auth / test connection failsAccount ID, Client ID, Client Secret, and app activation in Zoom
Cannot create meetingApp scopes and host user ID
Empty recordingsDate range and user; recording retention settings