MCPInstall

build-zoom-phone-integration

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/anthropics/knowledge-work-plugins --skill build-zoom-phone-integration
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads build-zoom-phone-integration automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

/build-zoom-phone-integration

Background reference for Zoom Phone integrations across API, webhook, Smart Embed, and URI-launch workflows.

Implementation guidance for Zoom Phone integrations across API, webhook/event, Smart Embed, and URI-launch workflows.

Official docs:

Routing Guardrail

  • If the user needs embedded softphone behavior in a web app, use Smart Embed (examples/smart-embed-postmessage-bridge.md).
  • If the user needs call records, analytics, or automation, use Phone REST API and webhooks (references/deprecations-and-migrations.md).
  • If the user needs click-to-dial/SMS launch from external UI, use URI schemes (zoomphonecall://, zoomphonesms://).
  • If the user mixes Zoom Phone and Contact Center, chain with ../contact-center/SKILL.md.

Quick Links

Start here:

  1. concepts/architecture-and-lifecycle.md
  2. scenarios/high-level-scenarios.md
  3. references/deprecations-and-migrations.md
  4. references/forum-top-questions.md
  5. references/smart-embed-event-contract.md
  6. references/call-handling-patterns.md
  7. references/environment-variables.md
  8. references/crm-sample-validation.md
  9. troubleshooting/common-issues.md
  10. RUNBOOK.md
  11. examples/smart-embed-postmessage-bridge.md
  12. examples/phone-api-service-pattern.md
  13. references/source-map.md

Common Lifecycle Pattern

  1. Provision account prerequisites (Zoom Phone license, admin setup, SMS readiness).
  2. Create OAuth app and scopes in Marketplace.
  3. Choose integration surface:
  • Smart Embed (iframe + postMessage)
  • REST + webhooks
  • URI launch (callto, tel, zoomphonecall, zoomphonesms)
  1. Capture real-time events (Smart Embed events and/or webhooks).
  2. Persist call identifiers and correlate records (call_id, call_history_uuid, call_element_id).
  3. Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields.
  4. Harden security (origin validation, webhook signature validation, least-privilege scopes).

High-Level Scenarios

  • CRM softphone pane using Smart Embed + contact search/match callbacks.
  • Click-to-call from account/contact table via zp-make-call.
  • Call disposition workflow using zp-save-log-event and custom notes page.
  • SMS engagement workflow with zoomphonesms:// and zp-sms-log-event.
  • Real-time operational board driven by phone.* webhook events.
  • Call analytics migration from legacy call logs to call history/call elements.
  • Admin automation for user/auto-receptionist/call-queue call-handling settings.

See scenarios/high-level-scenarios.md for details.

Chaining

  • OAuth setup/token lifecycle: ../oauth/SKILL.md
  • Phone and account resources via REST: ../rest-api/SKILL.md
  • Event delivery and signature validation: ../webhooks/SKILL.md
  • Contact Center blended journey: ../contact-center/SKILL.md

Environment Variables

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

FAQ

What does the build-zoom-phone-integration skill do?

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

How do I install build-zoom-phone-integration?

Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill build-zoom-phone-integration in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/build-zoom-phone-integration/ (personal) or .claude/skills/build-zoom-phone-integration/ (project).

Which AI agents can use build-zoom-phone-integration?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is build-zoom-phone-integration safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains build-zoom-phone-integration?

It is published by anthropics in anthropics/knowledge-work-plugins, and it is an official skill from the maker of the technology it covers. It has 2,086 recorded installs.

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