MCP
MCP Server Integration with Zoho CRM
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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