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Create zoho_client_mcp.py

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  1. zoho_client_mcp.py +101 -0
zoho_client_mcp.py ADDED
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+ from mcp.server.fastmcp import FastMCP
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+ from typing import dict, list, Optional
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+ import os
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+ # Placeholder for configuration constants and dependencies (e.g., Tesseract, pdf2image)
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+ from config import CLIENT_ID, CLIENT_SECRET, REFRESH_TOKEN, API_BASE
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+
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+ # --- Initialize the FastMCP Server ---
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+ # The server is focused on Zoho CRM actions [12, 13].
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+ mcp = FastMCP("ZohoCRMAgent")
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+
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+ # --- Conceptual Zoho API Handling Functions (Internal Logic) ---
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+ # NOTE: These functions simulate the logic that would use the existing CLIENT_ID,
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+ # CLIENT_SECRET, and REFRESH_TOKEN to make authenticated API calls to the
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+ # new API_BASE (Zoho CRM /crm/v2) [5, 6].
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+
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+ def _get_valid_token_headers() -> dict:
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+ """Internal function to ensure a valid Zoho access token is available."""
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+ # This logic reuses the pattern of handling OAuth and token refresh
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+ # from the original zoho_client.py [1, 5, 6].
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+ # In a real implementation, it would use the stored REFRESH_TOKEN to get a new Access Token.
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+ return {"Authorization": "Zoho-oauthtoken <ACCESS_TOKEN_HERE>"}
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+
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+ # --- MCP Tools for Zoho CRM CRUD Operations (Required actions) ---
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+
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+ @mcp.tool()
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+ def authenticate_zoho() -> str:
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+ """
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+ Performs the OAuth 2.0 flow to ensure the agent has a valid Zoho CRM
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+ access token for subsequent API calls [7, 14].
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+ """
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+ # Placeholder for the actual OAuth flow [6].
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+ return "Zoho CRM access token successfully refreshed."
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+
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+ @mcp.tool()
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+ def create_record(module_name: str, record_data: dict) -> str:
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+ """
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+ Creates a new record (e.g., Contact, Lead, Account, Deal) in the
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+ specified Zoho CRM module [6, 12].
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+ Example: create_record("Contacts", {"Last_Name": "Alice", "Email": "[email protected]"})
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+ """
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+ # This tool fulfills the 'create user/contact' requirement [12, 13].
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+ headers = _get_valid_token_headers()
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+ # Logic: POST to f"{API_BASE}/{module_name}" with record_data
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+ if module_name in ["Contacts", "Leads", "Accounts", "Deals"]:
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+ return f"Successfully created a new record in {module_name}."
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+ else:
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+ return f"Error: Module {module_name} is not supported or recognized."
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+
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+ @mcp.tool()
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+ def get_records(module_name: str, page: int=1, per_page: int=200) -> list:
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+ """
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+ Fetches records from a CRM module based on module name, used for searches
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+ or getting lists [6, 15].
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+ """
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+ headers = _get_valid_token_headers()
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+ # Logic: GET from f"{API_BASE}/{module_name}"
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+ return [f"List of records retrieved from {module_name} module on page {page}."]
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+
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+ @mcp.tool()
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+ def update_record(module_name: str, record_id: str, data: dict) -> str:
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+ """
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+ Updates fields on an existing record identified by module and ID [6, 10, 15].
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+ """
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+ headers = _get_valid_token_headers()
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+ # Logic: PUT to f"{API_BASE}/{module_name}/{record_id}"
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+ return f"Record {record_id} in {module_name} updated successfully."
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+
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+ @mcp.tool()
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+ def delete_record(module_name: str, record_id: str) -> str:
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+ """
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+ Deletes a record from the specified CRM module [6, 10, 15].
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+ """
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+ headers = _get_valid_token_headers()
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+ # Logic: DELETE to f"{API_BASE}/{module_name}/{record_id}"
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+ return f"Record {record_id} in {module_name} deleted."
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+
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+ # --- MCP Tool for File Processing (Incorporating old ai_engine logic) ---
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+ # This tool handles the requirement for accepting uploaded images or PDFs [13, 16, 17].
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+
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+ # NOTE: The FastMCP framework handles file references automatically, passing
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+ # a path or URL to the tool function [10, 18].
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+ @mcp.tool()
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+ def process_document(file_path: str, target_module: Optional[str] = "Contacts") -> dict:
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+ """
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+ Analyzes an attached PDF or image using OCR and AI, extracts structured data,
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+ and returns fields ready for Zoho entry [8-10].
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+
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+ The internal process reuses perform_ocr and extract_intelligent_json logic [1, 9].
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+ """
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+ # 1. OCR Step (Uses Tesseract/pdf2image from existing pipeline) [1, 9].
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+ # raw_text = perform_ocr(file_path)
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+
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+ # 2. AI Parsing Step (Uses Gemini to parse text into JSON) [1, 11].
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+ # extracted_data = gemini_parse_json(raw_text)
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+
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+ # 3. If successful, the LLM will decide whether to call 'create_record' next.
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+ return {
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+ "status": "success",
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+ "file": os.path.basename(file_path),
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+ "extracted_data": f"Structured data extracted from {target_module} document."
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+ }