partner-built/zoom-plugin/skills/choose-zoom-approach/SKILL.md
Choose the right Zoom architecture for a use case. Use when deciding between REST API, Webhooks, WebSockets, Meeting SDK, Video SDK, Zoom Apps SDK, Zoom MCP, Phone, Contact Center, or a hybrid approach.
npx skillsauth add anthropics/knowledge-work-plugins choose-zoom-approachInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Pick the smallest correct Zoom surface for the job, then layer in only the supporting pieces that are actually required.
| Problem Type | Primary Zoom Surface | |---|---| | Deterministic backend automation, account management, reporting, scheduled jobs | rest-api | | Event delivery to your backend | webhooks or websockets | | Embed Zoom meetings into your app | meeting-sdk | | Build a fully custom video experience | video-sdk | | Build inside the Zoom client | zoom-apps-sdk | | AI-agent tool workflows over Zoom data | zoom-mcp | | Real-time media extraction or meeting bots | rtms plus meeting-sdk when needed | | Phone workflows | phone | | Contact Center or Virtual Agent flows | contact-center or virtual-agent |
rest-api + zoom-mcp when the user needs both stable system actions and AI-driven discovery.testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.