OpenAI MCP CRM Integration: HubSpot & Zoho Setup Guide

import os
from mcp import Server, Tool
from zcrmsdk import ZCRMRestClient, ZCRMRecord
from zcrmsdk.exception import ZCRMException

# Initialize Zoho CRM SDK
ZCRMRestClient.initialize({
    "client_id": os.getenv("ZOHO_CLIENT_ID"),
    "client_secret": os.getenv("ZOHO_CLIENT_SECRET"),
    "redirect_uri": os.getenv("ZOHO_REDIRECT_URI"),
    "access_type": "offline",
    "apiBaseUrl": "https://www.zohoapis.com",
    "apiVersion": "v2"
})

# Create MCP server
server = Server("zoho-crm")

@server.tool("get_contacts")
async def get_contacts(query: str = None, limit: int = 100):
    """Fetch contacts from Zoho CRM with optional search query"""
    try:
        module = ZCRMRestClient.get_module("Contacts")

        if query:
            response = module.search_records(query, page=1, per_page=limit)
        else:
            response = module.get_records(page=1, per_page=limit)

        contacts = []
        for record in response.data:
            contacts.append({
                "id": record.entity_id,
                "name": record.get_field_value("Full_Name"),
                "email": record.get_field_value("Email"),
                "company": record.get_field_value("Account_Name"),
                "phone": record.get_field_value("Phone"),
                "created_time": str(record.created_time)
            })

        return {"contacts": contacts, "count": len(contacts)}

    except ZCRMException as e:
        return {"error": str(e), "status": "failed"}

@server.tool("create_contact")
async def create_contact(
    first_name: str,
    last_name: str,
    email: str,
    company: str = None,
    phone: str = None
):
    """Create a new contact in Zoho CRM"""
    try:
        record = ZCRMRecord.get_instance("Contacts")
        record.set_field_value("First_Name", first_name)
        record.set_field_value("Last_Name", last_name)
        record.set_field_value("Email", email)

        if company:
            record.set_field_value("Account_Name", company)
        if phone:
            record.set_field_value("Phone", phone)

        response = record.create()

        return {
            "id": response.data.entity_id,
            "status": "success",
            "message": f"Created contact: {first_name} {last_name}"
        }

    except ZCRMException as e:
        return {"error": str(e), "status": "failed"}

@server.tool("get_deals")
async def get_deals(stage: str = None, limit: int = 100):
    """Fetch deals from Zoho CRM, optionally filtered by stage"""
    try:
        module = ZCRMRestClient.get_module("Deals")

        if stage:
            query = f"(Stage:equals:{stage})"
            response = module.search_records(query, page=1, per_page=limit)
        else:
            response = module.get_records(page=1, per_page=limit)

        deals = []
        for record in response.data:
            deals.append({
                "id": record.entity_id,
                "name": record.get_field_value("Deal_Name"),
                "amount": record.get_field_value("Amount"),
                "stage": record.get_field_value("Stage"),
                "closing_date": str(record.get_field_value("Closing_Date")),
                "owner": record.get_field_value("Owner").name
            })

        return {"deals": deals, "count": len(deals), "total_value": sum(d["amount"] or 0 for d in deals)}

    except ZCRMException as e:
        return {"error": str(e), "status": "failed"}

@server.tool("update_deal")
async def update_deal(deal_id: str, stage: str = None, amount: float = None):
    """Update a deal in Zoho CRM"""
    try:
        record = ZCRMRecord.get_instance("Deals", deal_id)

        if stage:
            record.set_field_value("Stage", stage)
        if amount:
            record.set_field_value("Amount", amount)

        response = record.update()

        return {
            "id": response.data.entity_id,
            "status": "success",
            "message": "Deal updated successfully"
        }

    except ZCRMException as e:
        return {"error": str(e), "status": "failed"}

# Start the server
if __name__ == "__main__":
    server.run(host="0.0.0.0", port=3000)