Momentum connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'momentum'
   const identifier = 'user_123'
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'momentum_list_signal_definitions',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "momentum"
   identifier = "user_123"
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="momentum_list_signal_definitions",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Meeting remap, ingest — Associate a meeting with new Salesforce objects (account, opportunity, and/or lead) and optionally trigger call summary generation and AI signals
• List users, signal v2 executions, signal prompts — Retrieve a paginated list of users in your Momentum organization, including their profile, role, license status, and Salesforce/Google Calendar authentication status

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

momentum_ingest_meeting#Ingest a meeting (and optional transcript) from any source into Momentum. Requires the meeting title, start_time, end_time, host_name, host_email, and process_imported_meeting. Optionally include attendees, a transcript (as ordered segments), Salesforce record IDs, and source URLs. The request body must not exceed 5 MB. Note: this endpoint targets Momentum's ingestion receiver host.13 params▾

Ingest a meeting (and optional transcript) from any source into Momentum. Requires the meeting title, start_time, end_time, host_name, host_email, and process_imported_meeting. Optionally include attendees, a transcript (as ordered segments), Salesforce record IDs, and source URLs. The request body must not exceed 5 MB. Note: this endpoint targets Momentum's ingestion receiver host.

NameTypeRequiredDescription

end_timestringrequiredEnd time of the meeting in ISO 8601 format. Example: 2025-01-15T10:30:00Z.

host_emailstringrequiredEmail address of the meeting host.

host_namestringrequiredName of the meeting host.

process_imported_meetingbooleanrequiredWhether Momentum should process the imported meeting (e.g. run summaries and AI signals) after ingestion.

start_timestringrequiredStart time of the meeting in ISO 8601 format. Example: 2025-01-15T10:00:00Z.

titlestringrequiredTitle of the meeting.

attendeesarrayoptionalList of meeting attendees. Each attendee may include email, name, and is_internal (whether the attendee belongs to your organization).

call_urlstringoptionalURL to join the meeting.

external_idstringoptionalOptional external meeting ID from the source system.

recording_urlstringoptionalURL to the meeting recording.

salesforce_account_idstringoptionalSalesforce Account ID to associate with the meeting.

salesforce_opportunity_idstringoptionalSalesforce Opportunity ID to associate with the meeting.

transcript_segmentsarrayoptionalOptional ordered transcript for the meeting. Each segment requires text and timestamp_seconds (offset in seconds from the meeting start) and may include speaker_name.

momentum_list_meetings#Retrieve a paginated list of meetings from Momentum within a date range, including attendee and transcript details. The 'from' date is required. Optionally filter by Salesforce account/opportunity, attendee emails, or source type (e.g. ZOOM, GONG, MOMENTUM). Set include_download_url to true to get a temporary pre-signed recording download URL (valid 2 hours) for each meeting that has a recording.9 params▾

Retrieve a paginated list of meetings from Momentum within a date range, including attendee and transcript details. The 'from' date is required. Optionally filter by Salesforce account/opportunity, attendee emails, or source type (e.g. ZOOM, GONG, MOMENTUM). Set include_download_url to true to get a temporary pre-signed recording download URL (valid 2 hours) for each meeting that has a recording.

NameTypeRequiredDescription

fromstringrequiredFilter meetings starting from this date-time (ISO 8601 format), inclusive. Required. Example: 2025-01-01T00:00:00Z.

attendee_email_addressesstringoptionalFilter meetings that include all of the provided attendee email addresses. Provide as a comma-separated list of emails, e.g. alice@acme.com,bob@acme.com.

include_download_urlbooleanoptionalWhen true, includes a temporary pre-signed download URL (valid for 2 hours) for each meeting that has a recording available. Defaults to false.

page_numberintegeroptionalThe page number to retrieve (1-based indexing). Defaults to 1 if not specified.

page_sizeintegeroptionalThe maximum number of meetings to return per page. Must be between 1 and 50. Defaults to 10 if not specified.

salesforce_account_idstringoptionalFilter meetings associated with a specific Salesforce account. Must be exactly 18 characters. Cannot be combined with salesforce_opportunity_id.

salesforce_opportunity_idstringoptionalFilter meetings associated with a specific Salesforce opportunity. Must be exactly 18 characters. Cannot be combined with salesforce_account_id.

source_typesstringoptionalFilter meetings by source type(s). Provide a comma-separated list. Valid values: AIRCALL, ATTENTION, CHORUS, CLOUDTALK, DIALPAD, GONG, MINDTICKLE, MOMENTUM, MS_TEAMS, ORUM, OUTREACH, RINGCENTRAL, SALESLOFT, SALESLOFT_CI, USER_PROVIDED, VONAGE, WEBEX, WINGMAN, WISER, ZOOM, ZOOM_PHONE.

tostringoptionalFilter meetings ending before this date-time (ISO 8601 format), inclusive. Example: 2025-01-31T23:59:59Z.

momentum_list_signal_definitions#Retrieve all signal v2 definitions configured for your Momentum organization, including each signal's name, context source type (call transcript), enabled status, and creation time. Use the returned signal definition id to fetch its executions via List Signal V2 Executions.0 params▾

Retrieve all signal v2 definitions configured for your Momentum organization, including each signal's name, context source type (call transcript), enabled status, and creation time. Use the returned signal definition id to fetch its executions via List Signal V2 Executions.

momentum_list_signal_executions#Retrieve a paginated list of signal executions (triggered signals) for a specific AI signal prompt (v1) within a given time range. Requires the signal prompt id and an executionFrom date-time. Each execution can be triggered by a meeting or an email and includes the AI-generated reason and associated Salesforce records. Set include_custom_instructions to true to include follow-up custom instruction outputs.6 params▾

Retrieve a paginated list of signal executions (triggered signals) for a specific AI signal prompt (v1) within a given time range. Requires the signal prompt id and an executionFrom date-time. Each execution can be triggered by a meeting or an email and includes the AI-generated reason and associated Salesforce records. Set include_custom_instructions to true to include follow-up custom instruction outputs.

NameTypeRequiredDescription

execution_fromstringrequiredFilter executions triggered from this date-time (ISO 8601 format), inclusive. Required. Example: 2025-01-01T00:00:00Z.

prompt_idintegerrequiredThe ID of the signal prompt to retrieve executions for. Obtain this from List Signal Prompts.

execution_tostringoptionalFilter executions up to this date-time (ISO 8601 format). Defaults to the current time if not specified.

include_custom_instructionsbooleanoptionalWhen true, includes custom instruction outputs (follow-up prompts) in each execution. Defaults to false.

page_numberintegeroptionalThe page number to retrieve (1-based indexing). Defaults to 1 if not specified.

page_sizeintegeroptionalThe maximum number of executions to return per page. Must be between 1 and 50. Defaults to 10 if not specified.

momentum_list_signal_prompts#Retrieve all AI signal prompts (v1) configured for your Momentum organization, including each signal's name, context source type (call transcript or email body), enabled status, and creation time. Use the returned signal prompt id to fetch its executions via List Signal Executions.0 params▾

Retrieve all AI signal prompts (v1) configured for your Momentum organization, including each signal's name, context source type (call transcript or email body), enabled status, and creation time. Use the returned signal prompt id to fetch its executions via List Signal Executions.

momentum_list_signal_v2_executions#Retrieve a paginated list of signal executions (triggered signals) for a specific signal v2 definition within a given time range. Requires the signal definition id and an executionFrom date-time. Each execution is triggered by a meeting and includes the AI-generated reason, host/attendee emails, and associated Salesforce records. Set include_follow_up_prompts to true to include follow-up prompt outputs.6 params▾

Retrieve a paginated list of signal executions (triggered signals) for a specific signal v2 definition within a given time range. Requires the signal definition id and an executionFrom date-time. Each execution is triggered by a meeting and includes the AI-generated reason, host/attendee emails, and associated Salesforce records. Set include_follow_up_prompts to true to include follow-up prompt outputs.

NameTypeRequiredDescription

definition_idintegerrequiredThe ID of the signal v2 definition to retrieve executions for. Obtain this from List Signal Definitions.

execution_fromstringrequiredFilter executions triggered from this date-time (ISO 8601 format), inclusive. Required. Example: 2026-01-01T00:00:00Z.

execution_tostringoptionalFilter executions up to this date-time (ISO 8601 format). Defaults to the current time if not specified.

include_follow_up_promptsbooleanoptionalWhen true, includes follow-up prompt outputs in each execution. Defaults to false.

page_numberintegeroptionalThe page number to retrieve (1-based indexing). Defaults to 1 if not specified.

page_sizeintegeroptionalThe maximum number of executions to return per page. Must be between 1 and 50. Defaults to 10 if not specified.

momentum_list_users#Retrieve a paginated list of users in your Momentum organization, including their profile, role, license status, and Salesforce/Google Calendar authentication status. Optionally filter by license status or role.4 params▾

Retrieve a paginated list of users in your Momentum organization, including their profile, role, license status, and Salesforce/Google Calendar authentication status. Optionally filter by license status or role.

NameTypeRequiredDescription

license_addedbooleanoptionalFilter users by license status. Set to true for licensed users (active AI license), false for unlicensed users.

page_numberintegeroptionalThe page number to retrieve (1-based indexing). Defaults to 1 if not specified.

page_sizeintegeroptionalThe maximum number of users to return per page. Must be between 1 and 50. Defaults to 10 if not specified.

rolestringoptionalFilter users by role. Valid values: VIEWER, EDITOR, ORGANIZATION_ADMIN, USER_ADMIN, USER.

momentum_remap_meeting#Associate a meeting with new Salesforce objects (account, opportunity, and/or lead) and optionally trigger call summary generation and AI signals. You must identify the meeting in exactly one of two ways: (1) by external source — provide source_id and source_type; or (2) by meeting details — provide either momentum_meeting_id alone, OR the combination of meeting_title, meeting_start_time, and meeting_host_email. At least one Salesforce record ID (opportunity, account, or lead) is required.11 params▾

Associate a meeting with new Salesforce objects (account, opportunity, and/or lead) and optionally trigger call summary generation and AI signals. You must identify the meeting in exactly one of two ways: (1) by external source — provide source_id and source_type; or (2) by meeting details — provide either momentum_meeting_id alone, OR the combination of meeting_title, meeting_start_time, and meeting_host_email. At least one Salesforce record ID (opportunity, account, or lead) is required.

NameTypeRequiredDescription

meeting_host_emailstringoptionalEmail of the meeting host. Provide together with meeting_title and meeting_start_time.

meeting_start_timestringoptionalStart time of the meeting in ISO 8601 format. Provide together with meeting_title and meeting_host_email.

meeting_titlestringoptionalTitle of the meeting. Provide together with meeting_start_time and meeting_host_email to identify the meeting by details (when not using momentum_meeting_id or source).

momentum_meeting_idintegeroptionalInternal Momentum meeting ID. When provided, identifies the meeting directly and no other meeting-detail fields are needed. Do not combine with source_id/source_type.

salesforce_account_idstringoptionalSalesforce account ID to associate with the meeting. At least one of salesforce_opportunity_id, salesforce_account_id, or salesforce_lead_id is required.

salesforce_lead_idstringoptionalSalesforce lead ID to associate with the meeting. At least one of salesforce_opportunity_id, salesforce_account_id, or salesforce_lead_id is required.

salesforce_opportunity_idstringoptionalSalesforce opportunity ID to associate with the meeting. At least one of salesforce_opportunity_id, salesforce_account_id, or salesforce_lead_id is required.

source_idstringoptionalSource identifier for the meeting in the external system. Provide together with source_type to identify the meeting by source. Use this OR meeting details, not both.

source_typestringoptionalType of meeting source. Provide together with source_id. Valid values: GOOGLE_CALENDAR, ZOOM, RECALL, GONG, CHORUS, WINGMAN, WISER, SALESLOFT.

trigger_ai_signalsbooleanoptionalWhether to trigger AI signals after remapping. Defaults to false.

trigger_summarybooleanoptionalWhether to trigger call summary generation after remapping. Defaults to false.