/zoom-setup

name: zoom-setup
description: "Connect Zoom for meeting recordings, scheduling and transcript context. Use when the user says 'connect Zoom', 'pull my Zoom recordings'. Not for Granola-sourced notes; use `granola-setup`. Not for Teams; use `ms-teams-setup`."
integration:
  id: zoom
  name: Zoom
  mcp_server: zoom-mcp
  auth: oauth2
  category: meetings
  sync_direction: bidirectional
  enhances:
    - skill: meeting-prep
      capability: "Shows last Zoom with each attendee, surfaces recording summaries"
    - skill: process-meetings
      capability: "Zoom recordings as alternative meeting source alongside Granola"
    - skill: week-review
      capability: "Meeting time stats from Zoom (hours, count, distribution)"
  new_capabilities:
    - name: Recording Search
      trigger: "During /meeting-prep, search Zoom recordings for past meetings with attendees"
    - name: Zoom Scheduling
      trigger: "Schedule Zoom meetings directly from Dex with confirmation"

Zoom Setup

Connect your Zoom account to Dex so your meeting prep, reviews, and process-meetings workflows get direct access to Zoom recordings, transcripts, and scheduling.

What This Enables

Once connected, Dex can:

**Read:**

• List recordings and transcripts from past meetings
• Search meeting content by keyword or participant
• Get participant lists and meeting metadata
• Pull meeting summaries and action items from recordings

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

• Schedule Zoom meetings (Dex will always confirm before creating)
• Add meeting notes or summaries to Zoom

**Skill Enhancements:**

• **Meeting Prep** (`/meeting-prep`) shows: "Your last Zoom with Sarah: Jan 15. Recording summary available."
• **Process Meetings** (`/process-meetings`) can process Zoom recordings directly as an alternative to Granola
• **Week Review** (`/week-review`) includes meeting time stats from Zoom

**New Capabilities:**

• **Recording Search:** During `/meeting-prep`, search Zoom recordings for past meetings with attendees and surface summaries

Privacy

Dex accesses your Zoom account to read recordings and schedule meetings. No recordings are stored locally. Recordings are fetched, summarized, and discarded after the session. Only YOUR account is accessible (scoped to your OAuth login). The OAuth token stays local on your machine and is gitignored.

When to Run

• User types `/zoom-setup`
• User asks about connecting Zoom
• 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. If enabled, try a test query via Zoom MCP (e.g., list recent recordings) 3. If healthy and responding, skip to **Step 5** (Configure Preferences) 4. If the tool is not available or errors, continue to Step 2

Step 2: Smart Granola Detection

Before explaining the full setup, check if 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 Zoom meetings automatically.

Zoom integration would add:
- Meeting scheduling directly from Dex
- Access to Zoom cloud recordings (if Granola misses one)
- Participant metadata (invited vs. attended)

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

If user says "Skip for now", confirm and exit: > "No problem. Granola has your meeting capture covered. Run `/zoom-setup` anytime if you want scheduling or recording access later."

**If user says "Yes" (Granola connected), continue with adjusted messaging:**

**Let's connect Zoom to Dex.**

Since Granola handles meeting capture, Zoom adds scheduling and direct recording access.

**What you'll need:**
- A Zoom account (Pro or higher for cloud recordings)
- About 3 minutes for the OAuth flow

**Ready to go?**

**If Granola is NOT connected:**

**Let's connect Zoom to Dex.**

This gives Dex access to your Zoom recordings, transcripts, and scheduling.

**What you'll need:**
- A Zoom account (Pro or higher for cloud recordings)
- About 3 minutes for the OAuth flow

**What Dex will be able to do:**
- Access your Zoom recordings and transcripts
- Search meeting content by keyword or participant
- Schedule Zoom meetings (with your confirmation)
- Enrich meeting prep with recording summaries

**Ready to go?**

Wait for confirmation.

Step 3: Add the Zoom MCP Server

Check the user's MCP configuration. If `zoom-mcp` is not listed:

1. Explain what we're adding:

I need to add the Zoom connector to your Dex configuration.

This uses an MCP bridge that connects to Zoom's APIs via OAuth.
Your credentials stay on your machine.

2. Add to the user's `.mcp.json` (use the `/dex-add-mcp` skill or manual edit):

{
  "zoom-mcp": {
    "command": "npx",
    "args": ["-y", "zoom-mcp"],
    "env": {}
  }
}

3. Tell the user the MCP server needs to restart for changes to take effect.

Step 4: Authenticate via OAuth

1. Run the Zoom MCP server -- this starts the OAuth flow 2. A browser window opens for Zoom sign-in 3. The user authorizes the requested scopes (recordings, meetings, users) 4. The token is saved locally

**If OAuth succeeds:**

Connected! I can see your Zoom account.

**If it fails:**

The OAuth flow didn't complete. A few things to check:

1. **Did the browser open?** If not, try copying the URL from the terminal output
2. **Did you approve all permissions?** Dex needs recording and meeting access
3. **Zoom Pro required?** Cloud recordings require a Pro (or higher) Zoom plan
4. **Corporate SSO?** Your Zoom admin may restrict OAuth apps

Want to retry?

Retry up to 2 times, then offer to skip and come back later.

Step 5: Configure Preferences

Once connected, determine feature defaults based on Granola status:

**Feature defaults