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Overview

Phinite’s Zoom predefined tool lets workspace assistants call Zoom APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Zoom meetings, users, webinars, cloud recordings, chat channels/messages, and past-meeting participants via the Zoom REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • Access Token access_token (required)

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Setup steps

  1. Zoom Marketplace → Develop → Server-to-Server OAuth app → copy Account ID, Client ID, Client Secret → activate → generate access token.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Zoom
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose ZoomTool (or search for Zoom)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 21 subtools for Zoom:
  • List Meetings: List all scheduled and live meetings for a user
  • Get Meeting: Get details of a specific meeting by meeting ID
  • Create Meeting: Create a new meeting for a user. Type 1=instant, 2=scheduled, 3=recurring-no-fixed-time, 8=recurring-fixed-time
  • Update Meeting: Update an existing meeting’s details
  • Delete Meeting: Delete a scheduled meeting permanently
  • List Users: List all users on the Zoom account
  • Get User: Get details of a specific user by user ID or email
  • Create User: Create a new user on the Zoom account. Action ‘create’ (no email), ‘autoCreate’ (with email), ‘custCreate’ (custom), ‘ssoCreate’ (SSO)
  • Update User: Update a user’s profile information
  • List Webinars: List all webinars for a user
  • Get Webinar: Get details of a specific webinar
  • Create Webinar: Create a new webinar for a user. Type 5=webinar, 6=recurring-no-fixed-time, 9=recurring-fixed-time
  • Delete Webinar: Delete a scheduled webinar permanently
  • Update Webinar: Update an existing webinar’s details
  • List Recordings: List all cloud recordings for a user within a date range
  • Get Meeting Recordings: Get all cloud recordings for a specific meeting
  • Delete Meeting Recordings: Delete all cloud recordings for a specific meeting permanently
  • List Chat Channels: List all chat channels for the authenticated user
  • Send Chat Message: Send a chat message to a channel or user. Provide either to_channel or to_contact, not both
  • List Chat Messages: List chat messages for the authenticated user. Filter by to_channel or to_contact
  • Get Past Meeting Participants: Get participants of a past meeting by meeting ID or UUID

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Documentation & resources

  • Official documentation: https://developers.zoom.us/docs/api/
  • Phinite documentation: Zoom

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials