# Quick Start Guide
## 5-Minute Setup
### 1. Install Prerequisites (5 min)
**Install Python 3.10+**
- Download: https://www.python.org/downloads/
- ✓ Check "Add Python to PATH" during installation
**Install Tesseract OCR**
- Download: https://github.com/UB-Mannheim/tesseract/wiki
- ✓ Check "Add to PATH" during installation
### 2. Setup Project (2 min)
```bash
# Navigate to project directory
cd %USERPROFILE%\Documents\zoho-timeline-mcp
# Run setup script
setup.bat
```
### 3. Configure API Key (1 min)
```bash
setx ANTHROPIC_API_KEY "your_api_key_here"
```
### 4. Configure Claude Desktop (2 min)
**Edit:** `%APPDATA%\Claude\claude_desktop_config.json`
```json
{
"mcpServers": {
"zoho-timeline": {
"command": "python",
"args": ["-m", "zoho_timeline_mcp.server"],
"cwd": "C:\\Users\\YourUsername\\Documents\\zoho-timeline-mcp",
"env": {
"ANTHROPIC_API_KEY": "your_api_key_here"
}
}
}
}
```
Replace `YourUsername` with your actual Windows username.
### 5. Test Installation (1 min)
```bash
python test_installation.py
```
All tests should pass ✓
### 6. Restart Claude Desktop
Close and reopen Claude Desktop to load the MCP server.
---
## First Use
### Capture Timeline Screenshots
1. Open Zoho CRM and navigate to a lead's timeline
2. In Claude Desktop, say:
```
Capture this Zoho timeline window
```
3. Scroll down in the timeline
4. Say:
```
Capture another screenshot
```
5. Repeat until you've captured all timeline sections
6. Say:
```
Process the timeline screenshots
```
### Review Results
Claude will:
- Extract all timeline events
- Identify workflows triggered
- List functions called
- Generate a complete report
### Export Results
```
Export the results to files
```
Files saved to: `Documents\ZohoTimelineAnalysis\`
---
## Troubleshooting
### "Python not found"
- Reinstall Python and check "Add to PATH"
### "Tesseract not found"
- Add to PATH: `C:\Program Files\Tesseract-OCR`
### "MCP server not starting"
- Check logs: `%APPDATA%\Claude\logs`
- Verify config file is valid JSON
### "Screenshot capture failed"
- Make sure Zoho window is active
- Try: `pip install pywin32`
---
## Need Help?
See the full README.md for:
- Detailed troubleshooting
- Advanced configuration
- Example workflows
- API reference
