Agent Academy

Agent Academy is a free, source-linked library of skills, prompts, MCP servers and bot templates, organised into courses by profession, for people who hand real work to AI agents: 1,467 live resources, each with its original link, license and safety tags.

Skill

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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https://github.com/anthropics/knowledge-work-plugins/blob/main/partner-built/zoom-plugin/skills/phone/SKILL.md

Install
npx skills add anthropics/knowledge-work-plugins --skill phone

Original content

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Republished in full under its license, with attribution. The source is authoritative.

name: build-zoom-phone-integration
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."
triggers:
  - "zoom phone"
  - "phone smart embed"
  - "zoom phone api"
  - "zoom phone webhook"
  - "call history"
  - "call handling"
  - "zoomphonecall"
  - "zoomphonesms"
  - "phone crm integration"
  - "call element"

/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](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](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](../contact-center/SKILL.md).

Quick Links

Start here:

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

Chaining

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

Environment Variables

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

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Sourcegithub.com/anthropics/skills/blob/main/skills/mcp-builder/SKILL.md

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Sourcegithub.com/anthropics/skills/blob/main/skills/skill-creator/SKILL.md

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