Zoho Timeline MCP Server

# Zoho Timeline MCP Server - Project Overview ## What This Does This MCP (Model Context Protocol) server enables Claude Desktop to: 1. **Interactively capture** screenshots of Zoho CRM timeline windows 2. **Automatically process** the screenshots using Claude's vision AI 3. **Extract and organize** timeline events chronologically 4. **Identify** workflows and functions that were triggered 5. **Export** comprehensive analysis to JSON and Markdown ## Why You Need This ### Problem - Zoho CRM timelines can be long and complex - Manually documenting workflows is tedious and error-prone - Hard to analyze patterns across multiple leads - Difficult to audit or troubleshoot workflow execution ### Solution - **Automated capture**: Click and capture, no manual screenshots - **AI-powered parsing**: Claude reads and understands the timeline - **Structured output**: Get JSON data ready for further analysis - **Documentation ready**: Generate reports automatically ## Key Features ### 🖼️ Smart Screenshot Capture - Captures active window (Zoho CRM) - Multiple screenshot support - Automatic file management - Temporary storage with cleanup ### 🤖 AI-Powered Processing - Uses Claude Sonnet 4's vision capabilities - Reads timeline events accurately - Orders events chronologically - Extracts all relevant data ### 📊 Comprehensive Analysis - Lists all workflows triggered - Lists all functions called - Identifies field changes - Tracks timestamps ### 💾 Export Options - JSON format for data processing - Markdown for documentation - Customizable output location - Batch processing support ## Architecture ``` ┌─────────────────┐ │ Claude Desktop │ │ (Your UI) │ └────────┬────────┘ │ MCP Protocol ▼ ┌─────────────────────────────────┐ │ Zoho Timeline MCP Server │ │ │ │ ┌──────────────────────────┐ │ │ │ Screenshot Manager │ │ │ │ - Capture windows │ │ │ │ - Store temporarily │ │ │ │ - Manage files │ │ │ └──────────────────────────┘ │ │ │ │ ┌──────────────────────────┐ │ │ │ Timeline Parser │ │ │ │ - Call Claude vision │ │ │ │ - Extract events │ │ │ │ - Parse workflows │ │ │ └──────────────────────────┘ │ │ │ │ ┌──────────────────────────┐ │ │ │ Export Manager │ │ │ │ - Generate JSON │ │ │ │ - Generate Markdown │ │ │ │ - Save to disk │ │ │ └──────────────────────────┘ │ └─────────────────────────────────┘ │ ▼ ┌─────────────────────────────────┐ │ Anthropic API │ │ (Claude Sonnet 4 Vision) │ └─────────────────────────────────┘ ``` ## Project Structure ``` zoho-timeline-mcp/ ├── src/ │ └── zoho_timeline_mcp/ │ ├── __init__.py # Package initialization │ ├── server.py # Main MCP server │ ├── screenshot.py # Screenshot capture │ └── parser.py # Timeline parsing ├── pyproject.toml # Project metadata & deps ├── requirements.txt # Pip dependencies ├── setup.bat # Windows setup script ├── test_installation.py # Installation test ├── claude_desktop_config.sample.json # Config template ├── README.md # Full documentation ├── QUICKSTART.md # 5-minute setup guide ├── EXAMPLES.md # Usage examples ├── CHANGELOG.md # Version history └── .gitignore # Git ignore rules ``` ## Technology Stack - **Language**: Python 3.10+ - **Protocol**: MCP (Model Context Protocol) - **AI**: Anthropic Claude Sonnet 4 (vision) - **Screenshot**: mss, pywin32 (Windows) - **Image Processing**: Pillow - **OCR**: pytesseract (optional) ## Use Cases ### 1. Workflow Auditing Analyze what workflows trigger for different lead types and identify patterns or inefficiencies. ### 2. Troubleshooting When a lead doesn't behave as expected, capture the timeline to see exactly what happened and when. ### 3. Documentation Create training materials showing typical lead processing flows with actual timeline examples. ### 4. Performance Analysis Measure how long leads spend in each stage and identify bottlenecks. ### 5. Comparison Analysis Compare timelines between different lead sources, types, or processing paths. ### 6. Compliance & Audit Document the complete audit trail for regulatory or compliance purposes. ## Installation Time - **Prerequisites**: 5 minutes (Python + Tesseract) - **Setup**: 2 minutes (run setup.bat) - **Configuration**: 3 minutes (API key + Claude config) - **Total**: ~10 minutes ## First Use Example ``` You: "Capture this Zoho timeline" Claude: [captures screenshot] ✓ Screenshot 1 ready You: [scroll down] "Capture this too" Claude: [captures screenshot] ✓ Screenshot 2 ready You: "Process these" Claude: [analyzes with AI] ✓ Found 13 workflows, 9 functions [shows detailed report] You: "Export to files" Claude: ✓ Saved to Documents\ZohoTimelineAnalysis\ ``` ## Requirements ### System - **OS**: Windows 10/11 (primary), Linux/macOS (future) - **RAM**: 4GB minimum, 8GB recommended - **Disk**: 100MB for installation ### Software - **Python**: 3.10 or higher - **Claude Desktop**: Latest version with MCP support - **Tesseract**: 5.0+ (optional, for OCR fallback) ### API - **Anthropic API Key**: Required for vision processing - **Rate Limits**: Standard API limits apply ## Security & Privacy ### Data Handling - Screenshots stored temporarily in user's home directory - Automatically cleaned up after processing - No data sent anywhere except Anthropic API - API calls use user's own API key ### Credentials - API key stored in environment variable - Not logged or exposed - User controls all data ### Compliance - GDPR compliant (user controls all data) - No telemetry or tracking - Open source code ## Support & Maintenance ### Getting Help 1. Check QUICKSTART.md for quick setup 2. See README.md for detailed docs 3. Review EXAMPLES.md for usage patterns 4. Check troubleshooting section 5. Review Claude Desktop logs ### Updates - Version updates via git pull - Dependencies update via pip - Configuration changes documented in CHANGELOG.md ### Contributing - Report issues via GitHub - Submit pull requests - Improve documentation - Share use cases ## Roadmap ### Version 0.2 (Q1 2026) - Multi-monitor support - Automatic scroll detection - Screenshot preview ### Version 0.3 (Q2 2026) - Linux and macOS support - Excel export - Batch processing ### Version 1.0 (Q3 2026) - Zoho API integration - Template system - Advanced analytics ## License MIT License - Free for commercial and personal use ## Credits Created for Zoho CRM users who need better timeline analysis tools. Built with: - Model Context Protocol (MCP) by Anthropic - Claude Sonnet 4 vision API - Python ecosystem --- **Ready to get started?** See **QUICKSTART.md** for setup instructions or **README.md** for complete documentation.