Zoom General

Zoom General (Cross-Product Skills)

Background reference for cross-product Zoom questions. Prefer the workflow skills first, then use this file for shared platform guidance and routing detail.

How zoom-general Routes a Complex Developer Query

Use zoom-general as the classifier and chaining layer:

1. detect product signals in the query
2. pick one primary skill
3. attach secondary skills for auth, events, or deployment edges
4. ask one short clarifier only when two routes match with similar confidence

Minimal implementation:

type SkillId =
  | 'zoom-general'
  | 'zoom-rest-api'
  | 'zoom-webhooks'
  | 'zoom-oauth'
  | 'scribe'
  | 'summarizer'
  | 'translator'
  | 'zoom-meeting-sdk-web-component-view'
  | 'zoom-video-sdk'
  | 'zoom-mcp'
  | 'zoom-mcp/team-chat';

const hasAny = (q: string, words: string[]) => words.some((w) => q.includes(w));

function detectSignals(rawQuery: string) {
  const q = rawQuery.toLowerCase();
  return {
    meetingCustomUi: hasAny(q, ['zoom meeting', 'custom ui', 'component view', 'embed meeting']),
    customVideo: hasAny(q, ['video sdk', 'custom video session', 'peer-video-state-change']),
    restApi: hasAny(q, ['rest api', '/v2/', 'create meeting', 'list users', 's2s oauth']),
    webhooks: hasAny(q, ['webhook', 'x-zm-signature', 'event subscription', 'crc']),
    oauth: hasAny(q, ['oauth', 'pkce', 'token refresh', 'account_credentials']),
    scribe: hasAny(q, ['scribe', 'transcribe file', 'transcribe recording', 'batch transcription']),
    summarizer: hasAny(q, ['summarizer', 'summarize transcript', 'meeting recap api', 'action items']),
    translator: hasAny(q, ['translator', 'translate text', 'batch translation', 'target_languages']),
    mcp: hasAny(q, ['zoom mcp', 'agentic retrieval', 'tools/list', 'semantic meeting search', 'search zoom', 'zoom docs search', 'zoom chat search']),
    teamChatMcp: hasAny(q, ['team chat mcp', 'zoom chat mcp', 'send zoom chat via mcp', 'zoom_chat_message_send']),
  };
}

function pickPrimarySkill(s: ReturnType<typeof detectSignals>): SkillId {
  if (s.meetingCustomUi) return 'zoom-meeting-sdk-web-component-view';
  if (s.teamChatMcp) return 'zoom-mcp/team-chat';
  if (s.mcp) return 'zoom-mcp';
  if (s.summarizer) return 'summarizer';
  if (s.translator) return 'translator';
  if (s.scribe) return 'scribe';
  if (s.restApi) return 'zoom-rest-api';
  if (s.customVideo) return 'zoom-video-sdk';
  return 'zoom-general';
}

function buildChain(primary: SkillId, s: ReturnType<typeof detectSignals>): SkillId[] {
  const chain = [primary];
  if (s.oauth && !chain.includes('zoom-oauth')) chain.push('zoom-oauth');
  if (s.webhooks && !chain.includes('zoom-webhooks')) chain.push('zoom-webhooks');
  return chain;
}

Example:

• Create a meeting, configure webhooks, and handle OAuth token refresh -> zoom-rest-api -> zoom-oauth -> zoom-webhooks
• Build a custom video UI for a Zoom meeting on web -> zoom-meeting-sdk-web-component-view

For the full TypeScript implementation and handoff contract, use references/routing-implementation.md.

Choose Your Path

Planning Checkpoint: Rivet SDK (Optional)

When a user starts planning a server-side integration that combines auth + webhooks + API calls, ask this first:

• Rivet SDK is a Node.js framework that bundles Zoom auth handling, webhook receivers, and typed API wrappers.
• Do you want to use Rivet SDK for faster scaffolding, or do you prefer a direct OAuth + REST implementation without Rivet?

Routing after answer:

• If user chooses Rivet: chain rivet-sdk + oauth + rest-api.
• If user declines Rivet: chain oauth + rest-api (+ webhooks or product skill as needed).

SDK vs REST Routing Matrix (Hard Stop)

Routing guardrails:

• If user asks for SDK embed/join behavior, stay in SDK path.
• If the prompt says meeting plus custom UI/video/layout/embed, prefer zoom-meeting-sdk-web-component-view.
• Only use zoom-video-sdk when the user is building a custom session product rather than a Zoom meeting.
• Only use REST path for resource management, reporting, or link distribution unless user explicitly requests a mixed architecture.
• For executable classification/chaining logic and error handling, see references/routing-implementation.md.

API vs MCP Routing Matrix (Hard Stop)

Routing guardrails:

• Do not replace deterministic backend APIs with MCP-only routing.
• Do not force raw REST-first routing when the task is AI-agent tool orchestration.
• Prefer hybrid routing when the user needs both stable automation and AI-driven interactions.
• MCP remote server works over Streamable HTTP/SSE; use this path when the target client/agent supports MCP transports, such as Claude Code.
• Do not design per-tenant custom MCP endpoint provisioning; Zoom MCP endpoints are shared at instance/cluster level.
• Source: https://developers.zoom.us/docs/mcp/library/resources/apis-vs-mcp/

Ambiguity Resolution (Ask Before Routing)

When a prompt matches both API and MCP paths with similar confidence, ask one short clarifier before execution:

• Do you want deterministic REST API automation, AI-agent MCP tooling, or a hybrid of both?

Then route as:

• REST answer → zoom-rest-api
• MCP answer → zoom-mcp
• Hybrid answer → zoom-rest-api + zoom-mcp

MCP Availability and Topology Notes

• Zoom-hosted MCP access is evolving; docs indicate a model where Zoom exposes product-scoped MCP servers (for example Meetings, Team Chat, Whiteboard).
• Use zoom-mcp as the parent MCP entry point.
• Route Whiteboard-specific MCP requests to zoom-mcp/whiteboard.
• When a request is product-specific and MCP coverage exists, route to that MCP product surface first; otherwise use REST/SDK skills for deterministic implementation.

Webhooks vs WebSockets

Both receive event notifications, but differ in approach:

Common Use Cases

Complete Use-Case Index

• APIs vs MCP Routing: choose API-only, MCP-only, or hybrid routing using official Zoom criteria.
• AI Companion Integration: connect Zoom AI Companion capabilities into your app workflow.
• AI Integration: add summarization, transcription, or assistant logic using Zoom data surfaces.
• AI Services Text Intelligence: use Scribe, Summarizer, and Translator together for transcript, summary, action item, and localization pipelines.
• Backend Automation (S2S OAuth): run server-side jobs with account-level OAuth credentials.
• Collaborative Apps: build shared in-meeting app state and interactions.
• Contact Center Integration: connect Zoom Contact Center signals into external systems.
• Contact Center App Lifecycle and Context Switching: implement event-driven engagement state and safe context switching in Contact Center apps.
• Virtual Agent Campaign Web and Mobile Wrapper: deploy campaign-based Virtual Agent chat across website and Android/iOS WebView wrappers.
• Virtual Agent Knowledge Base Sync Pipeline: automate knowledge-base ingestion with web sync strategy or custom API connector.
• Zoom Phone Smart Embed CRM Integration: integrate Smart Embed events, Phone APIs, and CRM workflows with migration-safe data handling.
• Rivet Event-Driven API Orchestrator: build a Node.js backend that combines webhook handling and API orchestration with Rivet.
• Probe SDK Preflight Readiness Gate: run browser/device/network diagnostics before launching meeting or video session workflows.
• Custom Video: decide between Video SDK and related components for custom session UX.
• Custom Meeting UI (Web): use Meeting SDK Component View for a custom UI around a real Zoom meeting.
• Scribe Transcription Pipeline: use AI Services Scribe for on-demand file transcription and batch archive processing.
• Video SDK Bring Your Own Storage: configure Video SDK cloud recordings to write directly to your own S3 bucket.
• Customer Support Cobrowsing: implement customer-agent collaborative browsing support flows.
• Embed Meetings: embed Zoom meeting experience into your app.
• Form Completion Assistant: build guided flows for form filling and completion assistance.
• HD Video Resolution: enable and troubleshoot high-definition video requirements.
• High-Volume Meeting Platform: build distributed meeting creation and event processing with concrete fallback patterns.
• Immersive Experiences: use Zoom Apps Layers APIs for custom in-meeting visuals.
• In-Meeting Apps: build Zoom Apps that run directly inside meeting and webinar contexts.
• Marketplace Publishing: prepare and ship a Zoom app through Marketplace review.
• Meeting Automation: create, update, and manage meetings programmatically.
• Meeting Bots: build bots for meeting join, capture, and real-time analysis.
• Native Meeting SDK Multi-Platform Delivery: standardize Android, iOS, macOS, and Unreal Meeting SDK delivery with shared auth and version controls.
• Native Video SDK Multi-Platform Delivery: standardize Android, iOS, macOS, and Unity Video SDK delivery with shared auth and version controls.
• Meeting Details with Events: combine REST retrieval with webhook event streams.
• Minutes Calculation: compute usage and minute metrics across meetings/sessions.
• Prebuilt Video UI: use UI Toolkit for faster Video SDK-based UI delivery.
• QSS Monitoring: monitor Zoom quality statistics and performance indicators.
• Raw Recording: capture raw streams for custom recording and processing pipelines.
• Electron Meeting Embed: embed meetings in an Electron desktop application.
• Flutter Video Sessions: build Video SDK sessions in Flutter mobile apps.
• React Native Meeting Embed: embed Meeting SDK into React Native apps.
• React Native Video Sessions: build custom video sessions in React Native.
• Real-Time Media Streams: consume live media/transcript streams via RTMS.
• Recording Download Pipeline: automate recording retrieval and storage pipelines.
• Recording & Transcription: manage post-meeting recordings and transcript workflows.
• Retrieve Meeting and Subscribe Events: join REST meeting fetch with event subscriptions.
• SaaS App OAuth Integration: implement user-level OAuth in multi-tenant SaaS apps.
• SDK Size Optimization: reduce bundle/runtime footprint for SDK-based apps.
• SDK Wrappers and GUI: evaluate wrapper patterns and GUI frameworks around SDKs.
• Team Chat LLM Bot: build a Team Chat bot with LLM-powered responses.
• Testing and Development: local testing patterns, mocks, and safe development loops.
• Token and Scope Troubleshooting: debug OAuth scope and token mismatch issues.
• Transcription Bot (Linux): run Linux meeting bots for live transcription workloads.
• Usage Reporting and Analytics: collect and analyze usage/reporting data.
• User and Meeting Creation: provision users and schedule meetings in one flow.
• Web SDK Embedding: embed meeting experiences in browser-based web apps.
• Server-to-Server OAuth with Webhooks: combine account OAuth with event-driven backend processing.
• Meeting Links vs Embedding: choose between join_url distribution and SDK embedding.
• Enterprise App Deployment: deploy, govern, and operate Zoom integrations at enterprise scale.

Prerequisites

1. Zoom account (Pro, Business, or Enterprise)
2. App created in Zoom App Marketplace
3. OAuth credentials (Client ID and Secret)

Need to create the Marketplace app first? Use Marketplace app management for API-driven app creation, manifest validation, app-type quirks, and credential response shapes before continuing with product-specific skills. For automated app selection, read the Marketplace template index and use the manifest update workflow for existing General Apps.

References

• Known Limitations & Quirks

Quick Start

1. Go to marketplace.zoom.us
2. Click Develop → Build App
3. Select app type (see references/app-types.md)
4. Configure OAuth and scopes
5. Copy credentials to your application

Detailed References

• references/authentication.md - OAuth 2.0, S2S OAuth, JWT patterns
• references/app-types.md - Decision guide for app types
• references/scopes.md - OAuth scopes reference
• references/marketplace.md - Marketplace portal navigation
• ../rest-api/references/marketplace-apps.md - API-driven Marketplace app creation, manifest validation, app-owned scopes, and app credential shapes
• ../rest-api/references/marketplace-app-templates.md - Scenario selector for General, S2S, Meeting SDK, and MCP app setup
• ../rest-api/assets/marketplace-apps/marketplace-manifest-template-index.json - Machine-readable app-type compatibility catalog
• references/query-routing-playbook.md - Route complex queries to the right specialized skills
• references/interview-answer-routing.md - Short interview-ready answer pattern for zoom-general routing
• references/routing-implementation.md - Concrete TypeScript query classification and skill handoff contract
• references/automatic-skill-chaining-rest-webhooks.md - Executable process for REST + webhook chained workflows
• references/meeting-webhooks-oauth-refresh-orchestration.md - Concrete design for meeting creation + webhook updates + OAuth token refresh
• references/distributed-meeting-fallback-architecture.md - High-volume distributed architecture with retries, circuit breakers, and reconciliation fallbacks
• references/community-repos.md - Curated official Zoom sample repositories by product

SDK Maintenance

• references/sdk-upgrade-guide.md - Version policy, upgrade steps
• references/sdk-upgrade-workflow.md - Changelog + RSS, version-by-version reusable upgrade workflow
• references/sdk-logs-troubleshooting.md - Collecting SDK logs

Resources

• Official docs: https://developers.zoom.us/
• Marketplace: https://marketplace.zoom.us/
• Developer forum: https://devforum.zoom.us/

Environment Variables

• See references/environment-variables.md for standardized .env keys and where to find each value.

Operations

• RUNBOOK.md - 5-minute preflight and debugging checklist.