# 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

```bash
cd %USERPROFILE%\Documents
# If you received this as a zip, extract it here
# Or if in a git repo: git clone <repo-url> zoho-timeline-mcp
cd zoho-timeline-mcp
```

### 3. Create Virtual Environment

```bash
python -m venv venv
venv\Scripts\activate
```

### 4. Install Dependencies

```bash
pip install -e .
```

### 5. Install Windows-Specific Dependencies

For active window capture on Windows:

```bash
pip install pywin32
```

### 6. Set Up Anthropic API Key

Create a `.env` file in the project root:

```
ANTHROPIC_API_KEY=your_api_key_here
```

Or set it as an environment variable:

```bash
setx ANTHROPIC_API_KEY "your_api_key_here"
```

## Configuration for Claude Desktop

Add this to your Claude Desktop configuration file:

**Location:** `%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"
      }
    }
  }
}
```

**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:

```
Capture a screenshot of the Zoho timeline
```

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:

```
Capture another screenshot
```

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

```
Capture this screen too
```

### 4. Process Timeline

When done capturing:

```
Process the timeline screenshots
```

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

```
Export the results to files
```

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
```json
{
  "lead_timeline": {
    "date": "Nov 25, 2025",
    "events": [
      {
        "timestamp": "02:30 PM",
        "event_type": "Lead Created",
        "action": "Lead Created",
        "triggered_by": "Function",
        "function_name": "Leads CR Process Power Almanac Files"
      },
      ...
    ]
  }
}
```

### Workflows & Functions JSON
```json
{
  "workflow_rules": {
    "count": 13,
    "list": [
      "Leads - Cr - Format Phone",
      ...
    ]
  },
  "functions": {
    "count": 9,
    "list": [
      "Lead_VerifyEmailHunterIO",
      ...
    ]
  }
}
```

## 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:

```bash
python venv\Scripts\pywin32_postinstall.py -install
```

### API Key Issues

Verify your API key is set:

```bash
echo %ANTHROPIC_API_KEY%
```

### Tesseract Not Found

Make sure Tesseract is installed and in your PATH:

```bash
tesseract --version
```

If not found, add to PATH:
```
C:\Program Files\Tesseract-OCR
```

### MCP Server Not Starting

1. Check Claude Desktop logs: `%APPDATA%\Claude\logs`
2. Test the server manually:
   ```bash
   python -m zoho_timeline_mcp.server
   ```
3. Verify configuration file syntax (must be valid JSON)

## Example Workflow

```
User: "Capture the current Zoho timeline window"
Claude: [captures screenshot] ✓ Screenshot 1 captured. Ready for another?

User: "Scroll down and capture the next section"
Claude: [captures screenshot] ✓ Screenshot 2 captured. Continue?

User: "One more"
Claude: [captures screenshot] ✓ Screenshot 3 captured. Ready to process?

User: "Process all the screenshots"
Claude: [processes with vision API] ✓ Timeline analyzed!
       Found 13 workflow rules and 9 functions...
       [displays full report]

User: "Export these results"
Claude: ✓ Saved to Documents\ZohoTimelineAnalysis\
```

## Development

### Running Tests

```bash
pytest
```

### Code Formatting

```bash
black src/
```

## 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