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Ambivo MCP Server

Official
by ambivo-corp
INSTALLATION_GUIDE.md•3.13 kB
# Easy Installation Guide for Ambivo MCP Server ## šŸŽÆ 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): šŸ’” **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 ## šŸ”‘ 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! ## šŸŽ‰ 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 ## šŸ“ž 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)

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