partner-built/zoom-plugin/skills/zoom-mcp/whiteboard/SKILL.md
Guidance for the bundled Zoom Whiteboard MCP connector. Use for Whiteboard MCP auth, endpoints, ID mapping, and tool workflows such as list_whiteboards and get_a_whiteboard. Prefer this skill when the request is specifically about Whiteboard MCP rather than general Zoom MCP.
npx skillsauth add anthropics/knowledge-work-plugins zoom-mcp/whiteboardInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Dedicated guidance for Zoom's Whiteboard MCP server.
| Transport | URL |
|-----------|-----|
| Streamable HTTP (recommended) | https://mcp-us.zoom.us/mcp/whiteboard/streamable |
| SSE (fallback) | https://mcp-us.zoom.us/mcp/whiteboard/sse |
list_whiteboards
and get_a_whiteboard.tools/list, but tool
execution must be validated separately for your app and Whiteboard scopes.ZOOM_WHITEBOARD_MCP_ACCESS_TOKEN.Reference: references/authentication-and-identifiers.md
Whiteboard MCP read scopes:
whiteboard:read:list_whiteboardswhiteboard:read:whiteboardWrite-capable Whiteboard metadata advertised by the gateway:
whiteboard:write:whiteboardFor Whiteboard MCP, use the identifier from the URL segment after /wb/db/, not the numeric
segment after /p/.
Example:
https://us05whiteboard.zoom.us/wb/db/6iktP8hJT3e5qaCuwFuAGg/p/180968285929472
^^^^^^^^^^^^^^^^^^^^^^ ^^^^^^^^^^^^^^^
whiteboard_id page/subresource id
The current Whiteboard MCP tool surface is:
create_a_whiteboard_for_brainstorminglist_whiteboardscreate_a_whiteboardget_a_whiteboardcreate_a_whiteboard_by_scriptupdate_a_whiteboard_metadatacreate_a_whiteboard_for_meeting_summarycreate_a_whiteboard_for_strategy_analysisSome MCP clients namespace server tools in the UI. Treat the raw tool names above as authoritative.
Reference: references/tools.md
list_whiteboards to discover accessible whiteboards and confirm the correct whiteboard_id.get_a_whiteboard with that whiteboard_id.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.