INSTALLATION_GUIDE.mdā¢3.13 kB
# Easy Installation Guide for Ambivo MCP Server
## šÆ For Non-Technical Users
### Option 1: One-Click Installer (Recommended)
#### macOS:
1. Download our installer: [install_mac.sh](installer/install_mac.sh)
2. Double-click the downloaded file
3. Follow the prompts
4. Enter your Ambivo JWT token when asked
5. Restart Claude Desktop
#### Windows:
1. Download our installer: [install_windows.ps1](installer/install_windows.ps1)
2. Right-click and select "Run with PowerShell"
3. Follow the prompts
4. Enter your Ambivo JWT token when asked
5. Restart Claude Desktop
### Option 2: Copy-Paste Installation
#### Step 1: Open Terminal (Mac) or Command Prompt (Windows)
- **Mac**: Press `Cmd+Space`, type "Terminal", press Enter
- **Windows**: Press `Win+R`, type "cmd", press Enter
#### Step 2: Copy and paste this command:
```bash
# For Mac:
python3 -m pip install ambivo-mcp-server
# For Windows:
python -m pip install ambivo-mcp-server
```
#### Step 3: Configure Claude Desktop
1. Find your Claude Desktop config file:
- **Mac**: `~/Library/Application Support/Claude/claude_desktop_config.json`
- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
2. Add this configuration (replace YOUR_TOKEN_HERE):
š” **TIP**: You can use either `ambivo_mcp_server` (underscore) or `ambivo-mcp-server` (dash) - both work!
```json
{
"mcpServers": {
"ambivo": {
"command": "python3",
"args": ["-m", "ambivo_mcp_server"],
"env": {
"AMBIVO_AUTH_TOKEN": "YOUR_TOKEN_HERE"
}
}
}
}
```
**Alternative configuration (also works):**
```json
{
"mcpServers": {
"ambivo": {
"command": "python3",
"args": ["-m", "ambivo-mcp-server"],
"env": {
"AMBIVO_AUTH_TOKEN": "YOUR_TOKEN_HERE"
}
}
}
}
```
3. Save the file and restart Claude Desktop
## š Getting Your Ambivo JWT Token
1. Log into your Ambivo account
2. Go to https://account.ambivo.com/integrations
3. Generate or copy your JWT token
4. Keep it safe - it's like a password!
## š Testing Your Installation
In Claude Desktop, try these commands:
- "Show me all leads from this week"
- "Find contacts with gmail addresses"
- "List my top opportunities"
## ā Troubleshooting
### "Python not found" error
- Download Python from [python.org](https://python.org)
- During installation, check "Add Python to PATH"
### "pip not found" error
- Try: `python3 -m pip` instead of just `pip`
- Or: `py -m pip` on Windows
### "Server disconnected" or "Module not found" error
- **Check**: Make sure you have `python3` in your PATH
- **Check**: Verify the package is installed: `pip show ambivo-mcp-server`
- **Try**: Both `ambivo_mcp_server` and `ambivo-mcp-server` work as module names
### Claude doesn't recognize the commands
- Make sure you restarted Claude Desktop completely
- Check that your JWT token is correct
- Verify the config file is valid JSON
## š Need Help?
- GitHub Issues: [github.com/ambivo-corp/ambivo-mcp-server/issues](https://github.com/ambivo-corp/ambivo-mcp-server/issues)
- Email: support@ambivo.com
- Documentation: [Full Technical Docs](README.md)