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Update app.py
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app.py
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import os
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import
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#
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def chat_interface():
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# The file input is added directly to allow attachments (images/PDFs) [13, 18].
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# Files uploaded here will be available to the 'process_document' tool [18].
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file_component = gr.File(label="Upload Image or PDF Document", type="filepath")
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# The gr.ChatInterface sets up the UI structure for the conversation.
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iface = gr.ChatInterface(
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# The function passed here is typically the conversational engine.
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# When mcp_server=True, the MCP framework handles the routing.
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fn=lambda msg, history: f"Thinking...",
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chatbot=gr.Chatbot(height=400),
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textbox=gr.Textbox(placeholder="Ask me to create a contact, search records, or upload a document...", scale=7),
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title="Zoho CRM Agent (Gemini + FastMCP)",
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submit_btn="Send Command",
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# We attach the file component to the interface so users can upload [3, 16].
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additional_inputs=[file_component]
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)
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return iface
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# --- 3. Server Launch ---
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if __name__ == "__main__":
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# Ensure Gemini is ready [11, 19].
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configure_gemini()
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# Get the defined Gradio UI
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demo = chat_interface()
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# Launch the Gradio UI, instructing it to also start the FastMCP server [4].
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# Gradio automatically connects the UI to the running 'mcp' instance when mcp_server=True [3].
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print("Starting Gradio Web UI and FastMCP Server...")
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demo.launch(
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server_name="0.0.0.0",
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server_port=7860
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mcp=mcp
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)
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from mcp.server.fastmcp import FastMCP
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from typing import Optional
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import requests
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import os
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import gradio as gr
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from config import CLIENT_ID, CLIENT_SECRET, REFRESH_TOKEN, API_BASE
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# --- Initialize the FastMCP Server ---
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mcp = FastMCP("ZohoCRMAgent")
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# --- Token Refresh Utility ---
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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 uses the refresh token flow to retrieve a fresh access token."""
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token_url = "https://accounts.zoho.in/oauth/v2/token"
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params = {
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"refresh_token": REFRESH_TOKEN,
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"client_id": CLIENT_ID,
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"client_secret": CLIENT_SECRET,
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"grant_type": "refresh_token"
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}
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response = requests.post(token_url, params=params)
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if response.status_code == 200:
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access_token = response.json().get("access_token")
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return {"Authorization": f"Zoho-oauthtoken {access_token}"}
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else:
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raise Exception(f"Failed to refresh token: {response.text}")
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# --- MCP Tools for Zoho CRM and Zoho Books Operations ---
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@mcp.tool()
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def authenticate_zoho() -> str:
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"""Refreshes and confirms Zoho CRM access token availability."""
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_ = _get_valid_token_headers()
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return "Zoho CRM access token successfully refreshed."
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@mcp.tool()
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def create_record(module_name: str, record_data: dict) -> str:
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"""Creates a new record in the specified Zoho CRM module."""
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headers = _get_valid_token_headers()
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response = requests.post(f"{API_BASE}/{module_name}", headers=headers, json={"data": [record_data]})
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if response.status_code in [200, 201]:
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return f"Record created successfully in {module_name}."
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return f"Error creating record: {response.text}"
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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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"""Fetches records from a specified Zoho CRM module."""
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headers = _get_valid_token_headers()
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params = {"page": page, "per_page": per_page}
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response = requests.get(f"{API_BASE}/{module_name}", headers=headers, params=params)
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if response.status_code == 200:
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return response.json().get("data", [])
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return [f"Error retrieving records: {response.text}"]
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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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"""Updates a record in a Zoho CRM module."""
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headers = _get_valid_token_headers()
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response = requests.put(f"{API_BASE}/{module_name}/{record_id}", headers=headers, json={"data": [data]})
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if response.status_code == 200:
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return f"Record {record_id} in {module_name} updated successfully."
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return f"Error updating record: {response.text}"
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@mcp.tool()
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def delete_record(module_name: str, record_id: str) -> str:
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"""Deletes a record from the specified Zoho CRM module."""
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headers = _get_valid_token_headers()
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response = requests.delete(f"{API_BASE}/{module_name}/{record_id}", headers=headers)
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if response.status_code == 200:
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return f"Record {record_id} in {module_name} deleted."
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return f"Error deleting record: {response.text}"
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@mcp.tool()
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def create_invoice(data: dict) -> str:
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"""Creates an invoice in Zoho Books."""
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headers = _get_valid_token_headers()
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response = requests.post(f"{API_BASE}/invoices", headers=headers, json={"data": [data]})
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if response.status_code in [200, 201]:
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return "Invoice created successfully."
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return f"Error creating invoice: {response.text}"
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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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"""Extracts data from uploaded file (PDF/image) and returns structured info."""
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# Placeholder for OCR + Gemini parsing logic
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# raw_text = perform_ocr(file_path)
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# structured_data = gemini_parse_json(raw_text)
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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"Simulated structured data from {target_module} document."
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}
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# --- Launch UI and MCP Server ---
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def chat_interface():
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return gr.ChatInterface(
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lambda msg: f"Received: {msg}",
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textbox=gr.Textbox(placeholder="Ask me to create contacts, deals, or upload documents."),
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)
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if __name__ == "__main__":
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demo = chat_interface()
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demo.launch(
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server_name="0.0.0.0",
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server_port=7860
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)
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