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Zoom Toolset

Meetings, recurring schedules, transcripts, and contacts

ReadyVideo & Meetings

Overview

The Zoom toolset enables AI agents to interact with your Zoom account. Agents can schedule and update meetings (including recurring series), look up upcoming calls, fetch meeting invitations and transcripts, browse contacts, and list Zoom Docs — all through natural language. This toolset is ideal for automating calendar-adjacent workflows and bringing meeting context into conversational AI.

Key Capabilities

  • Meeting management - Create, update, delete, and list meetings (single and recurring)
  • Recurring series - Update or delete a single occurrence or the entire series
  • Invitations - Pull the invitation text and join link for any meeting
  • Transcripts - Fetch parsed, timestamp-aligned transcripts for recorded meetings
  • Contacts - List and look up company, external, or personal Zoom contacts
  • Zoom Docs - Browse files and folders inside Zoom Docs

Available Tools

Meetings

ToolDescription
list_meetingsList meetings for a user within a date range, with optional search filtering
list_upcoming_meetingsList a user’s upcoming meetings
list_recurring_meetings_ending_in_rangeList recurring meeting series ending within a date range
get_meetingGet details for a specific meeting (join URL, time, settings)
create_meetingCreate a one-off or recurring meeting with full recurrence options
update_meetingUpdate a meeting series or a specific occurrence (only supplied fields change)
delete_meetingDelete a meeting series or occurrence, with optional cancellation reminder
get_meeting_invitationGet the invitation text and join link for a meeting

Transcripts

ToolDescription
get_meeting_transcriptFetch and parse the VTT transcript of a recorded meeting into timestamped segments

Contacts

ToolDescription
list_contactsList the user’s contacts, filtered by type (company, external, personal)
get_contactGet details for a specific contact by email, user ID, or member ID

User Profile

ToolDescription
get_my_profileGet the authenticated Zoom user (name, email, timezone, account type)

Zoom Docs

ToolDescription
list_folder_childrenList files and folders inside a Zoom Docs folder

Configuration Guide

Step 1: Create a Zoom General App

Zoom replaced the standalone “OAuth App” type with the General App type, which supports the same 3-legged OAuth flow.
  1. Sign in to the Zoom App Marketplace with your Zoom account.
  2. Click Develop in the top-right corner, then Build App.
  3. Select General App and click Create.
Build a General App on Zoom Marketplace
You need the Developer role on your Zoom account to create apps. If you don’t see the Develop menu, ask your Zoom account owner or admin to grant the Developer role.

Step 2: Choose App Type — User-managed

In the app creation dialog, choose:
FieldValue
Select how the app is managedUser-managed
Would you like to publish this app on Zoom App Marketplace?No (keep private)
The choice between Account-level and User-managed is permanent — it cannot be changed after the app is created. User-managed apps let each Zoom user install and authorize individually, which matches how the PipesHub integration works.

Step 3: Get the Redirect URI from PipesHub

Before filling in the Zoom form, copy the Redirect URI from PipesHub so the values match exactly.
  1. In PipesHub, go to Workspace SettingsActions.
  2. Find Zoom in the list and click + Setup (or Configure).
  3. Copy the Redirect URI shown in the dialog.
PipesHub Configure Zoom dialog showing Redirect URI

Step 4: Configure OAuth Information

In the Zoom app builder, open Basic Information and scroll to OAuth Information:
  1. Paste the PipesHub Redirect URI into the OAuth Redirect URL field.
  2. Add the same URL to the OAuth Allow List below.
  3. Click Save.
Configure OAuth Redirect URL and Allow List
Zoom allows only one primary OAuth Redirect URL per app, and the URL must match exactly (protocol + host + path). HTTPS is required except for http://localhost during development.

Step 5: Add required scopes

Open the Scopes section in the app builder and add the following granular scopes:

Meeting Scopes

ScopePurpose
meeting:read:meetingRead meeting details
meeting:write:meetingCreate meetings
meeting:update:meetingUpdate meetings
meeting:delete:meetingDelete meetings
meeting:read:list_meetingsList a user’s meetings
meeting:read:list_upcoming_meetingsList upcoming meetings
meeting:read:list_past_instancesList past instances of recurring meetings (needed for transcripts)
meeting:read:invitationRead the meeting invitation text

User Scopes

ScopePurpose
user:read:userRead the authenticated user’s profile
user:read:emailRead the authenticated user’s email

Recording / Transcript Scopes

ScopePurpose
cloud_recording:read:recordingRead cloud recording metadata
cloud_recording:read:meeting_transcriptRead meeting transcripts

Contact Scopes

ScopePurpose
contact:read:list_contactsList the user’s Zoom contacts

Zoom Docs Scopes

ScopePurpose
docs:read:list_childrenList contents of a Zoom Docs folder
Add granular scopes to the Zoom app
Use the Granular scopes format shown above — Zoom’s classic scopes (e.g., meeting:read) are being phased out. If you add or remove scopes later, existing users must re-authorize to pick up the changes.

Step 6: Copy Client ID and Client Secret

  1. Go to Basic Information → App Credentials in the Zoom app builder.
  2. Copy the Client ID — used as Client ID in PipesHub.
  3. Copy the Client Secret — used as Client Secret in PipesHub.
Copy Zoom Client ID and Client Secret

Step 7: Configure the Zoom toolset in PipesHub

  1. In PipesHub, return to Workspace SettingsActions.
  2. Find Zoom and open setup / configuration (+ Setup or Configure).
  3. Confirm the Redirect URI in the dialog matches the OAuth Redirect URL you registered in Zoom in Step 4.
  4. Paste your Client ID and Client Secret, then save the instance.
Enter Zoom Client ID and Secret in PipesHub

Step 8: Authenticate the Zoom toolset

Authentication uses the same OAuth flow in either location:
  • Admins can authenticate the shared instance directly under Workspace Settings → Actions.
  • Users can authenticate their own personal instance under Your actions (in the Personal section of the sidebar).
  1. On the Zoom tile (in Actions or Your actions), click Authenticate with OAuth.
  2. A popup opens to Zoom’s authorization page — review the requested scopes and click Allow.
  3. The popup closes and the Zoom tile now shows Authenticated status.
Authenticate Zoom toolset with OAuth
Zoom authorization — review and allow

Step 9: Add Zoom to an agent

  1. Go to the Home page.
  2. Next to Agents, click + to create a new agent.
  3. Give the agent a name, drag the Zoom toolset onto the canvas, connect it to the Agent Core node with your model and chat input/output, then create the agent.
Agent builder with Zoom toolset connected

FAQ

AspectZoom ConnectorZoom Toolset
PurposeSync and index meetings, recordings, and transcripts for searchEnable agents to perform actions on Zoom
Data FlowOne-way (import data into PipesHub)Two-way (read and write via API)
When to UseQuery/search past meetings, recordings, and transcriptsSchedule meetings, update recurring series, fetch transcripts on demand
Example: Use Zoom Connector to search past meeting transcripts across your organization. Use Zoom Toolset to let agents schedule meetings, reschedule a specific occurrence, or pull a transcript in-conversation.
Zoom replaced the standalone “OAuth App” type with the General App type in 2024. General Apps support the same 3-legged OAuth flow plus additional capabilities. All new OAuth integrations should be built as General Apps — the old OAuth App type is considered legacy.
No. Keep the app unpublished (private) — it will only be usable by users within your own Zoom account, which is what you want for an internal integration. If you need to share the app with users in other Zoom accounts without publishing to the Marketplace, Zoom offers a Publishable URL approval process.

Usage Tips

How do I schedule a meeting?
Ask your agent to “schedule a 30-minute Zoom meeting tomorrow at 3pm titled Design Review”. The agent picks the right timezone from your profile and returns the join URL.
How do I schedule a recurring meeting?
Ask to “create a weekly standup every Monday at 10am for the next 12 weeks”. The agent configures the recurrence pattern automatically.
How do I update just one occurrence of a recurring meeting?
Ask to “move next Monday’s standup to 11am without changing the rest of the series”. The agent updates only that occurrence.
How do I fetch a meeting transcript?
Ask to “get the transcript from yesterday’s Product Review meeting”. The agent finds the meeting, retrieves the VTT transcript, and returns it as readable timestamped segments.
How do I find my upcoming meetings?
Ask “what Zoom meetings do I have today?” or “list my Zoom calls this week”. The agent lists upcoming meetings with times and join links.