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MCP

MCP Server Integration with Zoho CRM

Installation
Run this command in your terminal to add the MCP server to Claude Code.
Run in terminal:
Command
claude mcp add --transport stdio officehub-tech-llc-mcp-server python server.py \
  --env PYTHONUNBUFFERED="1"

How to use

This MCP server is a Python-based Modular Command Platform setup that enables you to expose simple arithmetic tools and dynamic resources as conversational actions. In the quickstart example, you create a FastMCP instance and register a tool function (e.g., add) that performs a calculation, as well as a dynamic resource (e.g., greeting) that forms a personalized response. The server can be extended to integrate with Claude (via the Pro plan) for AI-assisted dialogue, and can be wired to Zoho CRM later to provide CRM-aware conversational capabilities. To run the server, execute the main script (server.py) with Python: python server.py. Once running, the MCP framework will listen for requests and route them to the registered tools/resources, enabling clients to call add(2, 3) to get 5 or get_greeting(name) to receive a personalized greeting.

How to install

Prerequisites:

  • Python 3.x installed
  • Node.js installed (for any backend tooling, optional for this Python-focused setup)
  • Visual Studio Code (optional for development)
  • Claude Pro Plan (if you plan to integrate Claude AI in the workflow)

Step 1: Create and prepare the project

  • Create a new project folder and open it in your editor.
  • Ensure you have a Python environment available (virtualenv or conda is optional but recommended).

Step 2: Set up the MCP project with uv (Python package manager)

  • Install uv: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
  • Initialize the MCP project (example name: mcp-server-demo): uv init mcp-server-demo cd mcp-server-demo

Step 3: Add MCP to dependencies and install the server script

  • Add MCP CLI support: uv add "mcp[cli]"
  • Install the MCP server script referencing your main Python file (example: server.py): uv run mcp install main.py

Step 4: Create the MCP server script

  • Create a file named server.py with your MCP definitions (example provided in the README): from mcp.server.fastmcp import FastMCP

    mcp = FastMCP("Demo")

    @mcp.tool() def add(a: int, b: int) -> int: """Add two numbers""" return a + b

    @mcp.resource("greeting://{name}") def get_greeting(name: str) -> str: """Get a personalized greeting""" return f"Hello, {name}!"

    if name == "main": mcp.run()

Step 5: Run the server

  • Start the MCP server: python server.py

Notes:

  • The above steps assume a Python-based MCP setup. If you switch to a different runtime (e.g., Node.js), adjust the commands accordingly.

Additional notes

Tips and tips:

  • Keep the server script modular: separate tools (functions) from resources (data-fetchers) for easier extension.
  • If integrating Claude AI, ensure API access and relevant configuration are set up in your environment as per Claude’s Pro plan requirements.
  • Use environment variables to store sensitive config (API keys, endpoints) rather than hard-coding them.
  • When testing locally, enable verbose logging or debugging in your mcp server to diagnose tool invocation and routing issues.
  • For production deployments, consider containerizing the server (e.g., Docker) and wiring health checks to keep the MCP service reliable.

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