/zoom-setup

name: zoom-setup
description: "Connect the official Zoom for Claude connector for meeting recordings, transcripts, AI summaries, cloud-recording lists and Zoom Chat/Canvas search. Use when the user says 'connect Zoom', 'pull my Zoom recordings', 'search my Zoom meetings'. Not for Granola-sourced notes; use `granola-setup`. Not for Teams; use `ms-teams-setup`."
integration:
  id: zoom
  name: Zoom
  connector: zoom-for-claude
  directory_url: https://claude.ai/directory/connectors/zoom-for-claude
  auth: oauth2
  category: meetings
  sync_direction: read
  enhances:
    - skill: meeting-prep
      capability: "Surfaces past Zoom recording summaries and transcripts for attendees"
    - skill: process-meetings
      capability: "Zoom cloud recordings and transcripts as a meeting source alongside Granola"
    - skill: week-review
      capability: "Meeting stats from Zoom cloud recordings (count, recent activity)"
  new_capabilities:
    - name: Recording Search
      trigger: "During /meeting-prep, search Zoom recordings and transcripts for past meetings with attendees"
    - name: Canvas Follow-up
      trigger: "Turn Markdown (e.g. action items) into a follow-up Zoom Canvas, with confirmation"

Zoom Setup

Connect the **official Zoom for Claude connector** so your meeting prep, reviews, and process-meetings workflows can reach your Zoom recordings, transcripts, AI summaries, and Zoom Chat/Canvas.

**Important — how this actually connects.** Zoom for Claude is a **hosted Claude Connector** from the [Anthropic Connectors Directory](https://claude.ai/directory/connectors/zoom-for-claude), authorized with OAuth in your Claude client. It is **not** a locally-run MCP server and there is **no npm package to install**. You enable it once in Claude (exactly like the Notion or Google connectors); after that its tools appear in your sessions and Dex uses them. This skill's job is to walk you through enabling it, verify it responds, and record that Zoom is available so Dex's meeting workflows switch on.

What This Enables

Once the connector is enabled, Dex can:

**Read:**

• List your Zoom cloud recordings
• Retrieve meeting assets: AI summaries, docs, recordings, whiteboards
• Access recording resources: transcripts, summaries, next steps, playback links
• Search Zoom meetings, Zoom Chat messages, and Zoom Canvas using natural language

**Create (always with your confirmation):**

• Create a follow-up Zoom Canvas from Markdown (e.g. turn extracted action items into a Zoom Doc)

**Skill Enhancements:**

• **Meeting Prep** (`/meeting-prep`) surfaces past Zoom recording summaries/transcripts for attendees
• **Process Meetings** (`/process-meetings`) can use Zoom cloud recordings and transcripts as a meeting source
• **Week Review** (`/week-review`) can include Zoom cloud-recording activity

> **Not supported by this connector:** meeting *scheduling*. The Zoom for Claude connector reads > meeting assets and creates Zoom Canvas docs; it does not create or schedule Zoom meetings. Don't > promise scheduling.

Requirements

From Zoom's connector documentation:

• A **licensed** user on a Zoom Workplace **Pro, Pro Plus, Business, Business Plus, Enterprise,

Enterprise Plus, or Enterprise Bundle** account

• A Zoom **account owner or admin** with privileges (connectors may require admin approval)
• A **Claude account**
• **AI Companion Smart Recording** and **Meeting Summary** enabled — without both, the connector

has limited functionality

• For video/playback features, meetings must be **recorded to the cloud** using Smart Recording

You can only access a meeting's assets or recordings when you **hosted** that meeting or were **granted access** by the host.

Privacy

This is an official OAuth connector authorized in your Claude client; access is scoped to your own Zoom account and to meetings you hosted or were granted. Authorization is handled by Claude/Zoom OAuth — there is no local token file for Dex to manage. Dex reads assets on demand during a session; it does not store recordings in your vault. Zoom's [privacy policy](https://www.zoom.com/en/trust/privacy/privacy-statement/) governs the connector.

When to Run

• User types `/zoom-setup`
• User asks about connecting Zoom, or pulling/searching Zoom recordings
• User wants Zoom recording context in meeting prep
• During `/integrate-mcp` if Zoom is mentioned

---

Setup Flow

Step 1: Check if Already Connected

1. Check `System/integrations/config.yaml` for `zoom.enabled: true`. 2. Check whether Zoom connector tools are present in the session (a Zoom connector exposes tools for listing recordings / searching meetings). If they are present and respond, skip to **Step 5 (Save Configuration)** and confirm. 3. If the tools are not present, continue to Step 2 — the connector still needs enabling in the Claude client.

Step 2: Smart Granola Detection

Check whether Granola is already connected:

1. Read `System/integrations/config.yaml` for a `granola` section. 2. Check if Granola MCP tools are available (try `granola_check_available()`).

**If Granola IS connected:**

You already have Granola connected -- it captures your meeting notes automatically.

The Zoom connector would add:
- Direct access to Zoom cloud recordings, transcripts and AI summaries
- Search across Zoom meetings, Zoom Chat and Zoom Canvas
- Creating follow-up Zoom Canvas docs from Markdown

Still want to connect Zoom? [Yes / Skip for now]

If "Skip for now": > "No problem. Granola has your meeting capture covered. Run `/zoom-setup` anytime if you want > direct Zoom recording, transcript or Canvas access later."

**If Granola is NOT connected (or user says Yes):** continue.

Step 3: Enable the Zoom for Claude Connector

This is the whole setup — enabling a hosted connector, not installing anything.

Tell the user:

Zoom for Claude is an official Claude Connector. Here's how to turn it on:

1. Open the Zoom for Claude connector director