Using the Todoist Connector

Zoom's Todoist Connector enables users to access and manage Todoist tasks and projects directly in Zoom. Users can retrieve and update tasks, manage projects and sections, view account and workspace information, and organize work from their connected Todoist account to support AI-powered productivity and task management workflows.

Key features available with the Todoist connector:

• Account and Workspace Information – Access authenticated user details, account settings, plan information, timezone, and workspace metadata.
• Tasks – Retrieve, create, update, complete, reopen, reschedule, assign, and delete tasks, including task details such as content, due dates, priorities, labels, and assignments.
• Projects and Sections – Access and manage projects and sections, including project hierarchy, organization, and status.

Requirements for Todoist Connector

• A Zoom Workplace Pro, Zoom Workplace Pro Plus, Zoom Workplace Business, Zoom Workplace Business Plus, Zoom Workplace Enterprise, Zoom Workplace Enterprise Plus, or Enterprise Bundle account
• Custom AI Companion License
• Account owner or admin privileges
• AI Companion panel in Zoom Workplace must be enabled
• A Todoist account
• Pre-approval of the Todoist Connector app in Zoom App Marketplace
  Note: If the app is not pre-approved, please contact your Zoom admin.

How to add the Todoist Connector

1. Sign in to Zoom App Marketplace with your Zoom account.
2. In the top right of your screen, enter Todoist Connector in the search box to find the app.
3. In your search results, find the Todoist Connector app and click it. Note: If the app is not pre-approved, please contact your Zoom admin to approve the app for your account.
4. Click Add.
5. Confirm the permissions the app requires, then click Allow.
   You will then be redirected to Todoist to authenticate your Todoist Account and authorize Zoom. Once completed, you will return to the configuration page.

How to configure the Todoist Connector

After installing the app from the Zoom App Marketplace, you can start configuring the Todoist Connector within AI Studio.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then click Tool Templates.
3. Click the MCP tab.
4. Click Sync to verify your applications are synced.
5. Go to Custom Agents and create a new custom agent from scratch or select a template.
6. Once your agent is created, navigate to Tools.
7. Click Add Tools, and search for Todoist Connector.
8. Click Next to authorize your account.
9. After successful authorization, select some or all of the tools offered by the MCP server and click Save.
   You're now ready to start chatting with your agent.

How to use the Todoist Connector

After setting up the Todoist Connector, you can interact with it directly through AI Companion using natural language commands to access Todoist's features.

1. Sign in to the Zoom Workplace desktop app.
2. Click the Home tab or click the AI Companion icon from your active tab.
3. In the Write a message or type field, you can:
   • Enter /Todoist to show available prompts that you can use
   • Click the add icon and click the My Apps tab, then click Todoist.

How to remove the Todoist Connector

1. Sign in to the Zoom App Marketplace with your Zoom account.
2. In the top right of the page, click Manage.
3. In the navigation menu, click Added Apps.
4. Next to the Todoist Connector app, click Remove.
5. Confirm the dialogue and click Remove.

Data Security

Communications between this Connector and Zoom/Todoist are encrypted:

• The Todoist Connector communicates securely with the Todoist MCP server using HTTPS for encrypted data transmission.
• Authentication is handled via OAuth 2.0 with PKCE.
• Rate limits are applied to protect the service from abuse.

This Todoist Connector stores access credentials in the local data store:

• Todoist API tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.

How your data is used

This Connector has access to the following information on Todoist:

• add-tasks: Add one or more tasks to a project, section, or parent. Supports assignment to project collaborators.
• complete-tasks: Complete one or more tasks by their IDs.
• uncomplete-tasks: Uncomplete (reopen) one or more completed tasks by their IDs.
• update-tasks: Update existing tasks, including content, dates, priorities, and assignments.
• reschedule-tasks: Reschedule tasks to new dates while preserving recurring schedules. Unlike update-tasks (which replace the entire due string and can wipe recurrence), this tool changes only the date, keeping recurrence patterns intact. Use this when moving recurring tasks to a different date without altering their repeat pattern.
• find-tasks: Find tasks by text search, project/section/parent container, responsible user, labels, a raw Todoist filter string, or a saved filter by ID or name (filterIdOrName). At least one filter must be provided.
• find-tasks-by-date: Get tasks by date range. startDate='today' includes overdue items. Default responsibleUserFiltering='unassignedOrMe' excludes others' tasks. Person-specific queries (summaries, plans, reports) require responsibleUser.
• find-completed-tasks: Get completed tasks. since/until are optional and default to a 7-day window when omitted. Includes all collaborators by default. Person-specific queries (summaries, plans, reports) require responsibleUser.
• add-projects: Add one or more new projects.
• update-projects: Update multiple existing projects with new values.
• find-projects: List all projects or search for projects by name. When searching, all matching projects are returned (pagination is ignored). When not searching, projects are returned with pagination.
• project-management: Archive or unarchive a project by its ID.
• project-move: Move a project between personal and workspace contexts.
• add-sections: Add one or more new sections to projects.
• update-sections: Update multiple existing sections with new values.
• find-sections: Search for sections by name or other criteria in a project. When searching, use server-side search to avoid fetching all sections.
• add-comments: Add multiple comments to tasks or projects. Each comment must specify either taskId or projectId.
• find-comments: Find comments by task, project, or get a specific comment by ID. Exactly one of taskId, projectId, or commentId must be provided.
• update-comments: Update multiple existing comments with new content.
• add-labels: Add one or more new personal labels.
• find-labels: List personal labels and shared labels. Personal labels have full metadata (id, name, color, order, isFavorite) and support pagination and name search (partial, case insensitive). Shared labels are labels used on tasks shared with you — they are returned as names only (no IDs or metadata). When searching, all matching personal labels are fetched across all pages and returned as a single result set (limit and cursor are ignored). When not searching, personal labels are returned with pagination.
• find-filters: List all personal filters or search for filters by name. Filters are saved custom views that use query syntax to organize tasks (e.g. "today & p1", "#Work & overdue").
• add-filter: Add one or more new personal filters. Filters are saved as custom views using query syntax to organize tasks.
• update-filters: Update one or more existing personal filters with new values.
• find-activity: Retrieve recent activity logs to monitor and audit changes in Todoist. Shows events from all users by default (use initiatorId to filter by specific user). Track task completions, updates, deletions, project changes, and more with flexible filtering. Note: Date-based filtering is not supported by the Todoist API.
• get-overview: Get a Markdown overview. If no projectId is provided, it shows all projects with hierarchy and sections (useful for navigation). If projectId is provided, it shows a detailed overview of that specific project, including all tasks grouped by sections.
• delete-object: Delete a project, section, task, comment, label, or filter by its ID.
• fetch-object: Fetch a single task, project, comment, or section by its ID. Use this when you have a specific object ID and want to retrieve its full details.
• user-info: Get comprehensive user information, including user ID, full name, email, timezone with current local time, week start day preferences, current week dates, daily/weekly goal progress, and user plan (Free/Pro/Business).
• find-project-collaborators: Search for collaborators by name or other criteria in a project.
• manage-assignments: Bulk assignment operations for multiple tasks. Supports assign, unassign, and reassign operations with atomic rollback on failures.
• list-workspaces: Get all workspaces for the authenticated user. Returns workspace details including ID, name, plan type (STARTER/BUSINESS), user role (ADMIN/MEMBER/GUEST), link sharing settings, guest permissions, creation date, and creator ID.
• search: Search across tasks and projects in Todoist. Returns a list of relevant results with IDs, titles, and URLs.
• fetch: Fetch the full contents of a task or project by its ID. The ID should be in the format "task:{id}" or "project:{id}".