# Installation Checklist
## Pre-Installation ☐
### System Requirements
- [ ] Windows 10 or 11
- [ ] 4GB RAM minimum (8GB recommended)
- [ ] 100MB free disk space
- [ ] Internet connection
### Software Prerequisites
- [ ] Python 3.10+ installed
- Download: https://www.python.org/downloads/
- ✓ Remember to check "Add Python to PATH"
- [ ] Anthropic API key ready
- Get from: https://console.anthropic.com/
- Format: sk-ant-api03-...
- [ ] Claude Desktop installed
- Download: https://claude.ai/download
- Version: Latest (with MCP support)
### Optional
- [ ] Tesseract OCR (for fallback)
- Download: https://github.com/UB-Mannheim/tesseract/wiki
- ✓ Add to PATH during installation
---
## Installation Steps ☐
### Step 1: Extract Project
- [ ] Extract `zoho-timeline-mcp.zip` to:
```
C:\Users\YourUsername\Documents\zoho-timeline-mcp\
```
### Step 2: Run Setup
- [ ] Open Command Prompt in project folder
- [ ] Run: `setup.bat`
- [ ] Wait for all dependencies to install
- [ ] Verify: No error messages
### Step 3: Configure API Key
Choose ONE method:
**Option A: Environment Variable (Recommended)**
- [ ] Run: `setx ANTHROPIC_API_KEY "your_api_key_here"`
- [ ] Close and reopen Command Prompt
**Option B: In Config File**
- [ ] Set in Claude Desktop config (next step)
### Step 4: Configure Claude Desktop
- [ ] Open: `%APPDATA%\Claude\claude_desktop_config.json`
- If file doesn't exist, create it
- [ ] Copy content from: `claude_desktop_config.sample.json`
- [ ] Update these values:
- [ ] Replace `YourUsername` with your actual username
- [ ] Replace `your_api_key_here` with your actual API key
- [ ] Verify file path exists
- [ ] Save and close
### Step 5: Test Installation
- [ ] Run: `python test_installation.py`
- [ ] Verify all tests pass ✓
- [ ] Fix any failures (see README.md troubleshooting)
### Step 6: Restart Claude Desktop
- [ ] Close Claude Desktop completely
- [ ] Wait 5 seconds
- [ ] Reopen Claude Desktop
- [ ] Verify: No error messages in logs
---
## First Use Test ☐
### Quick Verification
- [ ] Open any window (e.g., Notepad)
- [ ] In Claude Desktop, say: "Capture a screenshot"
- [ ] Verify: Screenshot captured successfully
- [ ] Say: "Clear screenshots"
- [ ] Verify: Screenshots cleared
### Full Workflow Test
- [ ] Open Zoho CRM
- [ ] Navigate to a lead's timeline
- [ ] In Claude Desktop, say: "Capture the Zoho timeline"
- [ ] Verify: Screenshot 1 captured
- [ ] Scroll down in timeline
- [ ] Say: "Capture another screenshot"
- [ ] Verify: Screenshot 2 captured
- [ ] Say: "Process the timeline"
- [ ] Verify: Timeline data returned
- [ ] Say: "Export the results"
- [ ] Verify: Files saved to Documents\ZohoTimelineAnalysis\
---
## Troubleshooting ☐
### If Setup Fails
- [ ] Verify Python is in PATH: `python --version`
- [ ] Run as Administrator: Right-click `setup.bat` → Run as administrator
- [ ] Check antivirus isn't blocking installation
### If MCP Server Doesn't Start
- [ ] Check Claude Desktop logs: `%APPDATA%\Claude\logs`
- [ ] Verify config file is valid JSON (use https://jsonlint.com)
- [ ] Test manually: `python -m zoho_timeline_mcp.server`
- [ ] Ensure virtual environment activated: `venv\Scripts\activate`
### If Screenshot Capture Fails
- [ ] Install pywin32: `pip install pywin32`
- [ ] Run post-install: `python venv\Scripts\pywin32_postinstall.py -install`
- [ ] Try full screen mode instead of active window
- [ ] Ensure target window is visible and not minimized
### If Vision Processing Fails
- [ ] Verify API key: `echo %ANTHROPIC_API_KEY%`
- [ ] Test API key: https://console.anthropic.com/settings/keys
- [ ] Check API rate limits
- [ ] Ensure screenshots are clear and readable
---
## Configuration Checklist ☐
### Claude Desktop Config Validation
- [ ] File location: `%APPDATA%\Claude\claude_desktop_config.json`
- [ ] JSON is valid (no syntax errors)
- [ ] `command` points to `python`
- [ ] `args` includes `["-m", "zoho_timeline_mcp.server"]`
- [ ] `cwd` points to correct project directory
- [ ] `ANTHROPIC_API_KEY` is set (if not in environment)
- [ ] Username in path is correct
### Environment Variables
- [ ] `ANTHROPIC_API_KEY` is set
- [ ] Python is in `PATH`
- [ ] Tesseract in `PATH` (if installed)
---
## Post-Installation ☐
### Documentation Review
- [ ] Read: QUICKSTART.md (5 min)
- [ ] Skim: EXAMPLES.md (examples you'll use)
- [ ] Bookmark: README.md (for reference)
### Optional Enhancements
- [ ] Install Tesseract for OCR fallback
- [ ] Set up custom export directory
- [ ] Review advanced usage examples
### Usage Preparation
- [ ] Identify leads to analyze
- [ ] Plan your first analysis workflow
- [ ] Prepare export folder structure
---
## Success Criteria ✓
You've successfully installed when:
- ✓ `test_installation.py` passes all tests
- ✓ Claude Desktop starts without errors
- ✓ You can capture a screenshot via Claude
- ✓ Screenshots process into JSON/Markdown
- ✓ Results export to files
---
## Quick Reference
### Key Commands
```bash
# Activate virtual environment
venv\Scripts\activate
# Test installation
python test_installation.py
# Run MCP server manually
python -m zoho_timeline_mcp.server
# Update dependencies
pip install -r requirements.txt --upgrade
```
### Key Locations
```
Project: C:\Users\YourUsername\Documents\zoho-timeline-mcp\
Config: %APPDATA%\Claude\claude_desktop_config.json
Logs: %APPDATA%\Claude\logs\
Outputs: %USERPROFILE%\Documents\ZohoTimelineAnalysis\
Temp: %USERPROFILE%\.zoho-timeline-mcp\screenshots\
```
### Support Resources
1. QUICKSTART.md - Fast setup
2. README.md - Complete docs
3. EXAMPLES.md - Usage patterns
4. Test script - Verify installation
5. Claude logs - Debug issues
---
## Need Help?
### Quick Fixes
- **Python not found**: Add to PATH or reinstall
- **API key invalid**: Check format (sk-ant-api03-...)
- **Screenshots fail**: Install pywin32
- **MCP not loading**: Validate JSON config
### Full Troubleshooting
See README.md section "Troubleshooting" for:
- Detailed error solutions
- Log analysis guide
- Common issues database
- Windows-specific fixes
---
**Installation Time: ~10 minutes**
**Skill Level: Basic (if following steps) to Intermediate**
Print this checklist and check off items as you complete them!
