partner-built/zoom-plugin/skills/meeting-sdk/windows/SKILL.md
Zoom Meeting SDK for Windows - Native C++ SDK for embedding Zoom meetings into Windows desktop applications. Supports custom UI architecture with raw video/audio data, headless bots, and deep integration with meeting features. Includes SDK architecture patterns and Windows message loop handling.
npx skillsauth add anthropics/knowledge-work-plugins zoom-meeting-sdk-windowsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
4 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
Embed Zoom meeting capabilities into Windows desktop applications for native C++ integrations and headless bots.
The fastest way to master the SDK:
Building a Custom UI?
Having issues?
Need help with authentication? See the zoom-oauth skill for JWT token generation.
IMPORTANT: These are hard-won preferences from real project experience. Follow these when creating new projects.
.vcxprojAlways create a native Visual Studio .sln + .vcxproj project, not a CMake project. Reasons:
.sln to open in Visual Studio immediatelyconfig.json must be visible in Solution ExplorerThe config.json file (containing sdk_jwt, meeting_number, passcode) must be:
.vcxproj as a <None> item with <CopyToOutputDirectory>PreserveNewest</CopyToOutputDirectory>.vcxproj.filters file so it appears under a "Config" folder in Solution ExplorerExample .vcxproj entry:
<ItemGroup>
<None Include="config.json">
<CopyToOutputDirectory>PreserveNewest</CopyToOutputDirectory>
</None>
</ItemGroup>
Example .vcxproj.filters entry:
<ItemGroup>
<Filter Include="Config">
<UniqueIdentifier>{GUID-HERE}</UniqueIdentifier>
</Filter>
</ItemGroup>
<ItemGroup>
<None Include="config.json">
<Filter>Config</Filter>
</None>
</ItemGroup>
The Windows SDK is a C++ native SDK designed for:
The SDK follows a universal 3-step pattern for every feature:
meetingService->Get[Feature]Controller()class MyListener : public I[Feature]Event { ... }controller->SetEvent(listener) then call methodsThis works for ALL features: audio, video, chat, recording, participants, screen sharing, breakout rooms, webinars, Q&A, polling, whiteboard, and 20+ more!
Learn more: SDK Architecture Pattern Guide
Download from Zoom Marketplace:
zoom-meeting-sdk-windows_x86_64-{version}.zipyour-project/
YourApp/
SDK/
x64/
bin/ # DLL files and dependencies
h/ # Header files
lib/ # sdk.lib
x86/
bin/
h/
lib/
YourApp.cpp
YourApp.vcxproj
config.json
Copy SDK files:
xcopy /E /I sdk-package\x64 your-project\YourApp\SDK\x64\
xcopy /E /I sdk-package\x86 your-project\YourApp\SDK\x86\
# Install vcpkg
git clone https://github.com/Microsoft/vcpkg.git C:\vcpkg
cd C:\vcpkg
.\bootstrap-vcpkg.bat
.\vcpkg integrate install
# Install dependencies
.\vcpkg install jsoncpp:x64-windows
.\vcpkg install curl:x64-windows
Project Properties → C/C++ → General → Additional Include Directories:
$(SolutionDir)SDK\$(PlatformTarget)\h
C:\vcpkg\packages\jsoncpp_x64-windows\include
C:\vcpkg\packages\curl_x64-windows\include
Project Properties → Linker → General → Additional Library Directories:
$(SolutionDir)SDK\$(PlatformTarget)\lib
Project Properties → Linker → Input → Additional Dependencies:
sdk.lib
Post-Build Event (Copy DLLs to output):
xcopy /Y /D "$(SolutionDir)SDK\$(PlatformTarget)\bin\*.*" "$(OutDir)"
Create config.json:
{
"sdk_jwt": "YOUR_JWT_TOKEN",
"meeting_number": "1234567890",
"passcode": "password123",
"zak": ""
}
┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ InitSDK │───►│ AuthSDK │───►│ JoinMeeting │───►│ Raw Data │
│ │ │ (JWT) │ │ │ │ Subscribe │
└─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘
│ │
▼ ▼
OnAuthComplete onInMeeting
callback callback
⚠️ CRITICAL: Add Windows message loop or callbacks won't fire!
while (!done) {
MSG msg;
while (PeekMessage(&msg, NULL, 0, 0, PM_REMOVE)) {
TranslateMessage(&msg);
DispatchMessage(&msg);
}
std::this_thread::sleep_for(std::chrono::milliseconds(100));
}
See: Windows Message Loop Guide
💡 Pro Tip: These are minimal examples. For complete, tested code see:
- Authentication Pattern - Full auth workflow
- Raw Video Capture - Complete video capture
- SDK Architecture Pattern - Implement any feature
CRITICAL: Include headers in this exact order or you'll get build errors:
#include <windows.h> // MUST be first
#include <cstdint> // MUST be second (SDK headers use uint32_t)
// ... other standard headers ...
#include <zoom_sdk.h>
#include <meeting_service_components/meeting_audio_interface.h> // BEFORE participants!
#include <meeting_service_components/meeting_participants_ctrl_interface.h>
See: Build Errors Guide for all dependency fixes.
#include <windows.h>
#include <cstdint>
#include <zoom_sdk.h>
using namespace ZOOM_SDK_NAMESPACE;
bool InitMeetingSDK() {
InitParam initParam;
initParam.strWebDomain = L"https://zoom.us";
initParam.strSupportUrl = L"https://zoom.us";
initParam.emLanguageID = LANGUAGE_English;
initParam.enableLogByDefault = true;
initParam.enableGenerateDump = true;
SDKError err = InitSDK(initParam);
if (err != SDKERR_SUCCESS) {
std::wcout << L"InitSDK failed: " << err << std::endl;
return false;
}
return true;
}
#include <windows.h>
#include <cstdint>
#include <auth_service_interface.h>
#include "AuthServiceEventListener.h"
IAuthService* authService = nullptr;
void OnAuthenticationComplete() {
std::cout << "Authentication successful!" << std::endl;
JoinMeeting(); // Proceed to join meeting
}
bool AuthenticateSDK(const std::wstring& jwtToken) {
CreateAuthService(&authService);
if (!authService) return false;
// Set event listener BEFORE calling SDKAuth
authService->SetEvent(new AuthServiceEventListener(&OnAuthenticationComplete));
// Authenticate with JWT
AuthContext authContext;
authContext.jwt_token = jwtToken.c_str();
SDKError err = authService->SDKAuth(authContext);
if (err != SDKERR_SUCCESS) {
std::wcout << L"SDKAuth failed: " << err << std::endl;
return false;
}
// CRITICAL: Add message loop or callback won't fire!
// See complete example: examples/authentication-pattern.md
return true;
}
AuthServiceEventListener.h:
#include <windows.h>
#include <cstdint>
#include <auth_service_interface.h>
#include <iostream>
using namespace ZOOM_SDK_NAMESPACE;
class AuthServiceEventListener : public IAuthServiceEvent {
public:
AuthServiceEventListener(void (*onComplete)())
: onAuthComplete(onComplete) {}
void onAuthenticationReturn(AuthResult ret) override {
if (ret == AUTHRET_SUCCESS && onAuthComplete) {
onAuthComplete();
} else {
std::cout << "Auth failed: " << ret << std::endl;
}
}
// Must implement ALL pure virtual methods (6 total)
void onLoginReturnWithReason(LOGINSTATUS ret, IAccountInfo* info, LoginFailReason reason) override {}
void onLogout() override {}
void onZoomIdentityExpired() override {}
void onZoomAuthIdentityExpired() override {}
#if defined(WIN32)
void onNotificationServiceStatus(SDKNotificationServiceStatus status, SDKNotificationServiceError error) override {}
#endif
private:
void (*onAuthComplete)();
};
See complete working code: Authentication Pattern Guide
#include <meeting_service_interface.h>
#include "MeetingServiceEventListener.h"
IMeetingService* meetingService = nullptr;
void OnMeetingJoined() {
std::cout << "Joining meeting..." << std::endl;
}
void OnInMeeting() {
std::cout << "In meeting now!" << std::endl;
// Start raw data capture here
}
void OnMeetingEnds() {
std::cout << "Meeting ended" << std::endl;
}
bool JoinMeeting(UINT64 meetingNumber, const std::wstring& password) {
CreateMeetingService(&meetingService);
if (!meetingService) return false;
// Set event listener
meetingService->SetEvent(
new MeetingServiceEventListener(&OnMeetingJoined, &OnMeetingEnds, &OnInMeeting)
);
// Prepare join parameters
JoinParam joinParam;
joinParam.userType = SDK_UT_WITHOUT_LOGIN;
JoinParam4WithoutLogin& params = joinParam.param.withoutloginuserJoin;
params.meetingNumber = meetingNumber;
params.userName = L"Bot User";
params.psw = password.c_str();
params.isVideoOff = false;
params.isAudioOff = false;
SDKError err = meetingService->Join(joinParam);
if (err != SDKERR_SUCCESS) {
std::wcout << L"Join failed: " << err << std::endl;
return false;
}
return true;
}
MeetingServiceEventListener.h:
#include <windows.h>
#include <cstdint>
#include <meeting_service_interface.h>
#include <iostream>
using namespace ZOOM_SDK_NAMESPACE;
class MeetingServiceEventListener : public IMeetingServiceEvent {
public:
MeetingServiceEventListener(
void (*onJoined)(),
void (*onEnded)(),
void (*onInMeeting)()
) : onMeetingJoined(onJoined),
onMeetingEnded(onEnded),
onInMeetingCallback(onInMeeting) {}
void onMeetingStatusChanged(MeetingStatus status, int iResult) override {
if (status == MEETING_STATUS_CONNECTING) {
if (onMeetingJoined) onMeetingJoined();
}
else if (status == MEETING_STATUS_INMEETING) {
if (onInMeetingCallback) onInMeetingCallback();
}
else if (status == MEETING_STATUS_ENDED) {
if (onMeetingEnded) onMeetingEnded();
}
}
// Must implement ALL pure virtual methods (9 total)
void onMeetingStatisticsWarningNotification(StatisticsWarningType type) override {}
void onMeetingParameterNotification(const MeetingParameter* param) override {}
void onSuspendParticipantsActivities() override {}
void onAICompanionActiveChangeNotice(bool isActive) override {}
void onMeetingTopicChanged(const zchar_t* sTopic) override {}
void onMeetingFullToWatchLiveStream(const zchar_t* sLiveStreamUrl) override {}
void onUserNetworkStatusChanged(MeetingComponentType type, ConnectionQuality level, unsigned int userId, bool uplink) override {}
#if defined(WIN32)
void onAppSignalPanelUpdated(IMeetingAppSignalHandler* pHandler) override {}
#endif
private:
void (*onMeetingJoined)();
void (*onMeetingEnded)();
void (*onInMeetingCallback)();
};
See all required methods: Interface Methods Guide
#include <windows.h>
#include <cstdint>
#include <rawdata/zoom_rawdata_api.h>
#include <rawdata/rawdata_renderer_interface.h>
#include <zoom_sdk_raw_data_def.h> // REQUIRED for YUVRawDataI420
#include "ZoomSDKRendererDelegate.h"
IZoomSDKRenderer* videoHelper = nullptr;
ZoomSDKRendererDelegate* videoSource = new ZoomSDKRendererDelegate();
bool StartVideoCapture(uint32_t userId) {
// STEP 1: Start raw recording FIRST (required!)
IMeetingRecordingController* recordCtrl =
meetingService->GetMeetingRecordingController();
SDKError canStart = recordCtrl->CanStartRawRecording();
if (canStart != SDKERR_SUCCESS) {
std::cout << "Cannot start recording: " << canStart << std::endl;
return false;
}
recordCtrl->StartRawRecording();
// Wait for recording to initialize
std::this_thread::sleep_for(std::chrono::milliseconds(500));
// STEP 2: Create renderer
SDKError err = createRenderer(&videoHelper, videoSource);
if (err != SDKERR_SUCCESS || !videoHelper) {
std::cout << "createRenderer failed: " << err << std::endl;
return false;
}
// STEP 3: Set resolution and subscribe
videoHelper->setRawDataResolution(ZoomSDKResolution_720P);
err = videoHelper->subscribe(userId, RAW_DATA_TYPE_VIDEO);
if (err != SDKERR_SUCCESS) {
std::cout << "Subscribe failed: " << err << std::endl;
return false;
}
std::cout << "Video capture started! Frames arrive in onRawDataFrameReceived()" << std::endl;
return true;
}
ZoomSDKRendererDelegate.h:
#include <windows.h>
#include <cstdint>
#include <rawdata/rawdata_renderer_interface.h>
#include <zoom_sdk_raw_data_def.h>
#include <fstream>
#include <iostream>
using namespace ZOOM_SDK_NAMESPACE;
class ZoomSDKRendererDelegate : public IZoomSDKRendererDelegate {
public:
void onRawDataFrameReceived(YUVRawDataI420* data) override {
if (!data) return;
// YUV420 (I420) format: Y plane + U plane + V plane
int width = data->GetStreamWidth();
int height = data->GetStreamHeight();
// Calculate buffer sizes
// Y = full resolution, U/V = quarter resolution each
size_t ySize = width * height;
size_t uvSize = ySize / 4; // (width/2) * (height/2)
// Total size: width * height * 1.5 bytes
// Save to file (playback: ffplay -f rawvideo -pixel_format yuv420p -video_size 1280x720 output.yuv)
std::ofstream outputFile("output.yuv", std::ios::binary | std::ios::app);
outputFile.write(data->GetYBuffer(), ySize); // Brightness
outputFile.write(data->GetUBuffer(), uvSize); // Blue-difference
outputFile.write(data->GetVBuffer(), uvSize); // Red-difference
outputFile.close();
}
void onRawDataStatusChanged(RawDataStatus status) override {
std::cout << "Raw data status: " << status << std::endl;
}
void onRendererBeDestroyed() override {
std::cout << "Renderer destroyed" << std::endl;
}
};
Complete video capture guide: Raw Video Capture Guide
#include <rawdata/rawdata_audio_helper_interface.h>
class ZoomSDKAudioRawDataDelegate : public IZoomSDKAudioRawDataDelegate {
public:
void onMixedAudioRawDataReceived(AudioRawData* data) override {
// Process PCM audio (mixed from all participants)
std::ofstream pcmFile("audio.pcm", std::ios::binary | std::ios::app);
pcmFile.write((char*)data->GetBuffer(), data->GetBufferLen());
pcmFile.close();
}
void onOneWayAudioRawDataReceived(AudioRawData* data, uint32_t node_id) override {
// Process audio from specific participant
}
};
// Subscribe to audio
IZoomSDKAudioRawDataHelper* audioHelper = GetAudioRawdataHelper();
audioHelper->subscribe(new ZoomSDKAudioRawDataDelegate());
⚠️ WITHOUT THIS, CALLBACKS WON'T FIRE!
#include <windows.h>
#include <thread>
#include <chrono>
int main() {
// Initialize COM
CoInitialize(NULL);
// Load config and initialize
LoadConfig();
InitMeetingSDK();
AuthenticateSDK(sdk_jwt);
// CRITICAL: Windows message loop for SDK callbacks
// SDK uses Windows message pump to dispatch callbacks
// Without this, callbacks are queued but NEVER fire!
MSG msg;
while (!g_exit) {
// Process all pending Windows messages
while (PeekMessage(&msg, NULL, 0, 0, PM_REMOVE)) {
if (msg.message == WM_QUIT) {
g_exit = true;
break;
}
TranslateMessage(&msg);
DispatchMessage(&msg);
}
// Small sleep to avoid busy-waiting
std::this_thread::sleep_for(std::chrono::milliseconds(100));
}
// Cleanup
CleanSDK();
CoUninitialize();
return 0;
}
Why message loop is critical: The SDK uses Windows COM/messaging for async callbacks. Without PeekMessage(), the SDK queues messages but they're never retrieved/dispatched, so callbacks never execute.
Symptoms without message loop:
See detailed explanation: Windows Message Loop Guide
| Issue | Solution |
|-------|----------|
| Callbacks don't fire / Auth timeout | Add Windows message loop → Guide |
| uint32_t / AudioType errors | Fix include order → Guide |
| Abstract class error | Implement all virtual methods → Guide |
| How to implement [feature]? | Follow universal pattern → Guide |
| Authentication fails | Check JWT token & error codes → Guide |
| No video frames received | Call StartRawRecording() first → Guide |
Complete troubleshooting: Common Issues Guide
The SDK has 35+ feature controllers (audio, video, chat, recording, participants, screen sharing, breakout rooms, webinars, Q&A, polling, whiteboard, captions, AI companion, etc.).
Universal pattern that works for ALL features:
Get the controller (singleton):
IMeetingAudioController* audioCtrl = meetingService->GetMeetingAudioController();
IMeetingChatController* chatCtrl = meetingService->GetMeetingChatController();
// ... 33 more controllers available
Implement event listener (observer pattern):
class MyAudioListener : public IMeetingAudioCtrlEvent {
void onUserAudioStatusChange(IList<IUserAudioStatus*>* lst) override {
// React to audio events
}
// ... implement all required methods
};
Register and use:
audioCtrl->SetEvent(new MyAudioListener());
audioCtrl->MuteAudio(userId, true); // Use feature
Complete guide with examples: SDK Architecture Pattern
| Example | Description | |---------|-------------| | SkeletonDemo | Minimal join meeting - start here | | GetVideoRawData | Subscribe to raw video streams | | GetAudioRawData | Subscribe to raw audio streams | | SendVideoRawData | Send custom video as virtual camera | | SendAudioRawData | Send custom audio as virtual mic | | GetShareRawData | Capture screen share content | | LocalRecording | Local MP4 recording | | ChatDemo | In-meeting chat functionality | | CaptionDemo | Closed caption/live transcription | | BreakoutDemo | Breakout room management |
| Repository | Description | |------------|-------------| | meetingsdk-windows-raw-recording-sample | Official raw data capture samples | | meetingsdk-windows-local-recording-sample | Local recording with Docker |
Raw YUV/PCM files have no headers - you must specify format explicitly.
ffplay -video_size 1280x720 -pixel_format yuv420p -f rawvideo output.yuv
ffmpeg -video_size 1280x720 -pixel_format yuv420p -f rawvideo -i output.yuv -c:v libx264 output.mp4
ffplay -f s16le -ar 32000 -ac 1 audio.pcm
ffmpeg -f s16le -ar 32000 -ac 1 -i audio.pcm output.wav
ffmpeg -video_size 1280x720 -pixel_format yuv420p -f rawvideo -i output.yuv ^
-f s16le -ar 32000 -ac 1 -i audio.pcm ^
-c:v libx264 -c:a aac -shortest output.mp4
Key flags:
| Flag | Description |
|------|-------------|
| -video_size WxH | Frame dimensions (e.g., 1280x720) |
| -pixel_format yuv420p | I420/YUV420 planar format |
| -f rawvideo | Raw video input (no container) |
| -f s16le | Signed 16-bit little-endian PCM |
| -ar 32000 | Sample rate (Zoom uses 32kHz) |
| -ac 1 | Mono (use -ac 2 for stereo) |
Important: Beginning March 2, 2026, apps joining meetings outside their account must be authorized.
Use one of:
app_privilege_token in JoinParam)userZAK in JoinParam)onBehalfToken in JoinParam)This skill includes comprehensive guides created from real-world debugging:
Core Concepts:
Complete Examples:
Troubleshooting:
References:
Callbacks not firing → Missing Windows message loop (99% of issues)
Build errors → SDK header dependencies (uint32_t, AudioType, etc.)
Abstract class errors → Missing virtual method implementations
Once you learn the 3-step pattern, you can implement ANY of the 35+ features:
See: SDK Architecture Pattern
Documentation Version: Based on Zoom Windows Meeting SDK v6.7.2.26830
Need help? Start with SKILL.md for complete navigation.
If you're new to the SDK, follow this order:
Read the architecture pattern → concepts/sdk-architecture-pattern.md
.h filesFix build errors → troubleshooting/build-errors.md
Implement authentication → examples/authentication-pattern.md
Fix callback issues → troubleshooting/windows-message-loop.md
Implement virtual methods → references/interface-methods.md
Capture video (optional) → examples/raw-video-capture.md
Troubleshoot any issues → troubleshooting/common-issues.md
meeting-sdk/windows/
├── SKILL.md # Main skill overview
├── SKILL.md # This file - navigation guide
│
├── concepts/ # Core architectural patterns
│ ├── sdk-architecture-pattern.md # THE MOST IMPORTANT DOC
│ │ # Universal formula for ANY feature
│ ├── singleton-hierarchy.md # Navigation guide for SDK services
│ │ # 4-level deep service tree, when/how
│ ├── custom-ui-architecture.md # How Custom UI rendering works
│ │ # Child HWNDs, D3D, layout, events
│ └── custom-ui-vs-raw-data.md # SDK-rendered vs self-rendered
│ # Decision guide for Custom UI approach
│
├── examples/ # Complete working code
│ ├── authentication-pattern.md # JWT auth with full code
│ ├── raw-video-capture.md # Video capture with YUV420 details
│ │ # Recording vs Streaming, permissions
│ ├── custom-ui-video-rendering.md # Custom UI with video container
│ │ # Active speaker + gallery layout
│ ├── breakout-rooms.md # Complete breakout room guide
│ │ # 5 roles, create/manage/join
│ ├── chat.md # Send/receive chat messages
│ │ # Rich text, threading, file transfer
│ ├── captions-transcription.md # Live transcription & closed captions
│ │ # Multi-language translation
│ ├── local-recording.md # Local MP4 recording
│ │ # Permission flow, encoder monitoring
│ ├── share-raw-data-capture.md # Screen share raw data capture
│ │ # YUV420 frames from shared content
│ └── send-raw-data.md # Virtual camera/mic/share
│ # Send custom video/audio/share
│
├── troubleshooting/ # Problem solving guides
│ ├── windows-message-loop.md # CRITICAL - Why callbacks fail
│ ├── build-errors.md # Header dependency fixes + MSBuild
│ └── common-issues.md # Quick diagnostic workflow
│
└── references/ # Reference documentation
├── interface-methods.md # Required virtual methods
│ # Auth(6) + Meeting(9) + CustomUI(13)
├── windows-reference.md # Platform setup
├── authorization.md # JWT generation
├── bot-authentication.md # Bot token types
├── breakout-rooms.md # Breakout room features
└── ai-companion.md # AI Companion features
SDK/x64/h/meeting_service_interface.hSDK/x64/h/meeting_service_components/concepts/sdk-architecture-pattern.md
This is THE most important document. It teaches the universal 3-step pattern:
Once you understand this pattern, you can implement any of the 35+ features by just reading the SDK headers.
Key insight: The Zoom SDK follows a perfectly consistent architecture. Every feature works the same way.
troubleshooting/windows-message-loop.md
99% of "callbacks not firing" issues are caused by missing Windows message loop. This document explains:
PeekMessage() loopThis was the hardest bug to find during development (took ~2 hours).
troubleshooting/build-errors.md
SDK headers have dependency bugs that cause build errors. This document provides:
<cstdint> fixAudioType fixYUVRawDataI420 fixThese documents were created from actual debugging of a non-functional Zoom SDK sample. Here are the key insights:
Windows Message Loop is MANDATORY (not optional)
SDK Headers Have Dependency Bugs
#include <cstdint> in SDK headersmeeting_participants_ctrl_interface.h doesn't include meeting_audio_interface.hrawdata_renderer_interface.h only forward-declares YUVRawDataI420Include Order is CRITICAL
<windows.h> must be FIRST<cstdint> must be SECONDALL Virtual Methods Must Be Implemented
The Architecture is Beautifully Consistent
→ Build Errors Guide
→ Windows Message Loop
→ Windows Message Loop
→ Interface Methods
→ SDK Architecture Pattern
→ Authentication Pattern
→ Raw Video Capture
→ Common Issues - Comprehensive error code tables (SDKERR, AUTHRET, Login, BO, Phone, OBF)
→ Breakout Rooms Guide
→ SDK Architecture Pattern
→ Singleton Hierarchy
→ Chat Guide
→ Captions & Transcription Guide
→ Local Recording Guide
→ Share Raw Data Capture
All documents are based on Zoom Windows Meeting SDK v6.7.2.26830.
Different SDK versions may have:
If using a different version, use grep "= 0" SDK/x64/h/*.h to verify required methods.
Remember: The SDK Architecture Pattern is the fastest way to understand how the Windows Meeting SDK fits together. Read it first if you are debugging custom UI or event flow issues.
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.