Agent Skills › anthropics/knowledge-work-plugins › build-zoom-phone-integration

build-zoom-phone-integration

GitHub

Zoom Phone集成参考技能，涵盖OAuth、API、Webhook、Smart Embed及URI方案。提供架构生命周期指南、路由护栏及CRM/CTI场景实现建议，助力构建通话自动化与嵌入式软电话功能。

partner-built/zoom-plugin/skills/phone/SKILL.md anthropics/knowledge-work-plugins

Trigger Scenarios

需要实现Zoom Phone OAuth认证开发基于REST API和Webhook的通话自动化在Web应用中嵌入Softphone（Smart Embed）通过URI Scheme实现点击拨号或发送短信集成CRM或CTI拨号器处理通话记录持久化与事件捕获

Install

npx skills add anthropics/knowledge-work-plugins --skill build-zoom-phone-integration -g -y

More Options

Non-standard path

npx skills add https://github.com/anthropics/knowledge-work-plugins/tree/main/partner-built/zoom-plugin/skills/phone -g -y

Use without installing

npx skills use anthropics/knowledge-work-plugins@build-zoom-phone-integration

指定 Agent (Claude Code)

npx skills add anthropics/knowledge-work-plugins --skill build-zoom-phone-integration -a claude-code -g -y

安装 repo 全部 skill

npx skills add anthropics/knowledge-work-plugins --all -g -y

预览 repo 内 skill

npx skills add anthropics/knowledge-work-plugins --list

SKILL.md

Frontmatter

{
    "name": "build-zoom-phone-integration",
    "triggers": [
        "zoom phone",
        "phone smart embed",
        "zoom phone api",
        "zoom phone webhook",
        "call history",
        "call handling",
        "zoomphonecall",
        "zoomphonesms",
        "phone crm integration",
        "call element"
    ],
    "description": "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."
}

/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:

https://developers.zoom.us/docs/phone/
CRM sample reference: https://github.com/zoom/CRM-Sample

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:

Common Lifecycle Pattern

Provision account prerequisites (Zoom Phone license, admin setup, SMS readiness).
Create OAuth app and scopes in Marketplace.
Choose integration surface:

Smart Embed (iframe + postMessage)
REST + webhooks
URI launch (callto, tel, zoomphonecall, zoomphonesms)

Capture real-time events (Smart Embed events and/or webhooks).
Persist call identifiers and correlate records (call_id, call_history_uuid, call_element_id).
Apply migration-safe data mapping (v1 -> v2 -> v3) and handle renamed fields.
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.

Version History

6f13415 Current 2026-07-05 18:32

Metadata

Files: 0
Version: 6f13415
Hash: 80b6dd8a
Indexed: 2026-07-05 18:32

build-zoom-phone-integration