Here’s the clean version: Project Briefing: MCP Integration & Workflow Automation Project Overview I run a business setup based on Zoho (CRM + Books + Mail), Claude.ai with MCP (Model Context Protocol), and a self-hosted Sanrotech server. The goal is to migrate the MCP server to the Sanrotech server and set up a fully automated, AI-powered business workflow that intelligently connects all three systems. Existing Infrastructure |System |Function | |--------------------|---------------------------------------------------| |**Zoho CRM** |Contacts, deals, pipeline management | |**Zoho Books** |Invoices, quotes, accounting | |**Zoho Mail** |Business email communication (IMAP) | |**Claude.ai / MCP** |AI assistant with tool integration | |**Sanrotech Server**|Self-hosted root/VPS server (target infrastructure)| Tasks & Requirements 1. MCP Server Migration • Migrate the existing MCP server to the Sanrotech server • Reconfigure and test the MCP connection to Claude.ai • Integrate Zoho CRM MCP (https://claude-zohocrm.zohomcp.com/mcp/message) and Zoho Books MCP (https://claude-zohobooks.zohomcp.eu/mcp/message) • Ensure SSL, firewall rules, and stable availability 2. Email Retrieval & Processing • Fetch emails exclusively via IMAP (no Zoho CRM API for emails — token conservation) • Automatically classify incoming emails: customer inquiry / partner mail / invoice / other • Extract relevant information and push it into the CRM • Auto-generate reply drafts via Claude 3. Invoices & Quotes • Automatically create quotes in Zoho Books from CRM deals • Generate invoices based on customer data and deal information • Mirror status changes (Quote → Invoice → Paid) back into the CRM 4. CRM Updates • Automatically create or update contacts in Zoho CRM from incoming emails • Auto-update deal status after actions (email sent, quote created, etc.) • Populate tags and notes with AI-generated summaries 5. Partner & Customer Communication • Claude acts as a central communication assistant • AI-assisted preparation of email replies, follow-ups, and partner correspondence • Merge communication history from Zoho Mail + CRM into a unified view Technical Requirements • Language/Stack: Node.js or Python preferred (please justify your choice) • MCP Protocol: Latest MCP specification (SSE or Streamable HTTP) • Authentication: OAuth2 for Zoho services, secure key management (.env / Secrets Manager) • Logging: All actions logged (errors, successful runs, API calls) • Error Handling: Retry logic on API failures, no silent failures • Documentation: Setup guide, architecture diagram, short maintenance documentation Expected Deliverables 1. Running MCP server on the Sanrotech server 2. Stable Claude.ai connection via the new server 3. Automated workflow covering all 4 areas above 4. Test report with proof of functionality 5. Handover documentation Please Share in Your First Message • Your experience with MCP, Zoho APIs, and self-hosted servers • Estimated time and hourly rate • What access and credentials you will need from me • Whether you have reference projects with a similar setup