IT

Connecting Zoom (setup checklist)

Step-by-step checklist for connecting the Zoom MCP connector — General App on the Zoom Marketplace, scopes for meetings and recordings, and credentials.

This checklist walks you through connecting Zoom to Harriet, giving the assistant access to meetings, transcripts, and cloud recordings.

You'll need: a Zoom account that can create Marketplace apps, and access to Harriet's Company settings → Integrations.

How access works (before you start)

Installing this connector registers an OAuth app — Harriet does not access Zoom as the admin. Each user connects their own Zoom account under Profile → Integrations, and Harriet only sees the meetings and recordings that user can access.

Step 1 — Create a Zoom app

  1. Go to marketplace.zoom.us and sign in.
  2. Click Develop (top right) → Build App.
  3. Select General App and click Create; name it (e.g. Harriet).

Step 2 — Add the redirect URLs

In the app's Basic Information, add both OAuth redirect URLs:

https://hrharriet.com/bots/integrations/mcp/oauth/callback/
https://harriethq.com/bots/integrations/mcp/oauth/callback/

The match must be exact, including the trailing slash.

Step 3 — Add the scopes

In the left sidebar, open ScopesAdd Scopes and add:

Recordings & transcripts

recording:read:list_recordings
recording:read:recording
recording:read:list_recording_files

Meetings

meeting:read:list_meetings
meeting:read:meeting

User

user:read:user
user:read:email

Step 4 — Copy the credentials

In the left sidebar, open App Credentials, copy the Client ID, click Show next to the Client Secret and copy it too.

Step 5 — Install in Harriet and finish

  1. In Harriet, go to Connectors → Browse catalog, find Zoom, and click Install.
  2. Paste the Client ID and Client Secret, click Review, then confirm.
  3. Use Sync tools to load the Zoom actions and enable the tools you want.
  4. Attach the connector to a skill and assign the skill.
  5. Each user connects their own Zoom account under Profile → Integrations and clicks Allow on Zoom's consent screen.
  6. Verify: ask Harriet something like "list my Zoom recordings from this week."

Troubleshooting

Symptom Most likely cause
OAuth error at Zoom sign-in Redirect URL missing or inexact (Step 2), or Client ID/secret mismatch (Step 4).
Connected but recordings/meetings missing Scopes missing on the Zoom app (Step 3) — users must reconnect after scope changes.
A user sees different meetings than expected Expected — Harriet sees exactly what that user's Zoom account can access.

See also How to create an MCP connector (Company settings).

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