Zoho Timeline MCP Server

An MCP (Model Context Protocol) server that enables Claude Desktop to interactively capture and analyze Zoho CRM timeline screenshots.

Features

• Interactive Screenshot Capture: Click on Zoho CRM windows and let Claude capture them

• Automatic OCR & Parsing: Extracts timeline events, workflows, and functions

• Chronological Analysis: Orders events and identifies patterns

• Export to Multiple Formats: JSON and Markdown reports

Prerequisites

1. Python 3.10+

2. Claude Desktop (with MCP support)

3. Anthropic API Key

4. Tesseract OCR (for text extraction)

   • Windows: Download from https://github.com/UB-Mannheim/tesseract/wiki

   • Add to PATH: C:\Program Files\Tesseract-OCR

Installation

1. Install Tesseract OCR

Download and install Tesseract from: https://github.com/UB-Mannheim/tesseract/wiki

Make sure to add it to your PATH during installation.

2. Clone or Download This Project

3. Create Virtual Environment

4. Install Dependencies

5. Install Windows-Specific Dependencies

For active window capture on Windows:

6. Set Up Anthropic API Key

Create a .env file in the project root:

Or set it as an environment variable:

Configuration for Claude Desktop

Add this to your Claude Desktop configuration file:

Location: %APPDATA%\Claude\claude_desktop_config.json

Important: Replace YourUsername and your_api_key_here with your actual values.

Usage

1. Start Claude Desktop

After configuring, restart Claude Desktop. The MCP server will start automatically.

2. Capture Screenshots

In Claude Desktop, say:

Claude will:

1. Capture the active window

2. Save it temporarily

3. Ask if you want to capture more

3. Capture Multiple Screenshots

Keep capturing:

Or click on the next part of the timeline and say:

4. Process Timeline

When done capturing:

Claude will:

1. Analyze all screenshots using vision API

2. Extract timeline events chronologically

3. Identify workflows and functions

4. Return comprehensive JSON and report

5. Export Results

Files are saved to: %USERPROFILE%\Documents\ZohoTimelineAnalysis\

Available Tools

The MCP server provides these tools to Claude:

capture_screenshot

Captures a screenshot of the active window or full screen.

Parameters:

• capture_type: "active_window" or "full_screen" (default: "active_window")

list_screenshots

Lists all captured screenshots with IDs and timestamps.

process_timeline

Processes all captured screenshots and extracts timeline data.

Parameters:

• api_key: Optional Anthropic API key (uses env var if not provided)

clear_screenshots

Clears all captured screenshots to start fresh.

export_results

Exports timeline analysis to JSON and Markdown files.

Parameters:

• output_dir: Optional output directory (default: Documents/ZohoTimelineAnalysis)

Output Format

Timeline JSON

Workflows & Functions JSON

Troubleshooting

Screenshots Not Capturing

1. Make sure the Zoho window is active and visible

2. Try full screen mode: capture_type: "full_screen"

3. Check that mss library is installed: pip install mss

pywin32 Errors

If you get errors about pywin32:

API Key Issues

Verify your API key is set:

Tesseract Not Found

Make sure Tesseract is installed and in your PATH:

If not found, add to PATH:

MCP Server Not Starting

1. Check Claude Desktop logs: %APPDATA%\Claude\logs

2. Test the server manually:

   python -m zoho_timeline_mcp.server

3. Verify configuration file syntax (must be valid JSON)

Example Workflow

Development

Running Tests

Code Formatting

License

MIT License - feel free to modify and use as needed.

Support

For issues or questions:

1. Check the troubleshooting section

2. Review Claude Desktop MCP logs

3. Test the server in standalone mode

Roadmap

• Support for multiple monitors

• Automatic scroll detection

• Batch processing of saved screenshots

• Export to Excel format

• Template-based report generation

• Integration with Zoho API for validation