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49 changes: 5 additions & 44 deletions PRERESUISITES.md → PREREQUISITIES.md
Original file line number Diff line number Diff line change
Expand Up @@ -10,53 +10,16 @@
## Common Prerequisites

### Required Software
1. **UV Package Manager**
- Fast Python package installer and resolver (handles Python installation)
- Installation options:
- Using pip (if Python exists): `pip install uv`
- Using pipx: `pipx install uv`
- Download from: https://github.com/astral-sh/uv
- Verify installation: `uv --version`

2. **Git**
**Git**
- For version control and cloning the repository
- Check version: `git --version`

3. **Node.js and npm** (For MCP Server integration)
- Required for running the MCP remote client
- Node.js v14.0 or higher required
- Download from: https://nodejs.org/
- Check versions: `node --version` and `npm --version`

4. **Cursor** (AI-Powered Code Editor)
- Modern AI-enhanced code editor
- Download from: https://cursor.sh/
- Check version: `cursor --version`

### Optional Software
6. **Claude Desktop App** (Optional but recommended)
- Download from: https://claude.ai/download
- Used for testing the agent via MCP Server integration

## UiPath Cloud Configuration

### 1. UiPath Account Setup

1. **Create UiPath Account**:
- Sign up at: https://staging.uipath.com/

2. **Generate Personal Access Token (PAT)**:
- In the top right corner, click on the icon to open your user menu
- Go to Preferences > Personal Access Tokens
- Click "Generate Token"
- Name: "Company Agent Token"
- Expiration: Set appropriate duration
- Scope: Select "Orchestrator API Access (All)"
- **Important**: Save the token securely - it won't be shown again

## Anthropic Configuration

If you want to follow along with your own anthropic account, you will need an API Key from your account. Ensure you have sufficient credits or billing set up and monitor the usage.
**Create UiPath Account**:
- Sign up at: https://cloud.uipath.com/tpenlabs/AgenticILT

## macOS Prerequisites

Expand All @@ -69,7 +32,7 @@ If you want to follow along with your own anthropic account, you will need an AP

- **SSL Certificates**: macOS may require additional certificates for HTTPS requests:
```bash
uv pip install --upgrade certifi
pip install --upgrade certifi
```

If the SSL Certificates validation still fails with error `https.ConnectError: [SSL: CERTIFY_VERIFY_FAILED]`, the problem could be caused by a proxy, and trusting the proxy CA might help:
Expand All @@ -96,10 +59,8 @@ If you want to follow along with your own anthropic account, you will need an AP
```

### Python Dependencies
The project uses UV for dependency management. Core dependencies include:
The project uses `pip` for dependency management. Core dependencies include:
- `uipath-langchain>=0.0.106` - UiPath integration for LangChain
- `langchain-anthropic>=0.3.8` - Anthropic Claude integration
- `langchain-openai` - OpenAI GPT integration
- `ipykernel` - Jupyter notebook support
- `jupyter` - Jupyter notebook environment
- `pexpect` - Process spawning for authentication
7 changes: 3 additions & 4 deletions README.md
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Expand Up @@ -46,17 +46,16 @@ Rename-Item .env.fixed .env
There are multiple ways of setting up the jupyter kernel. If you are using this method, make sure you restart `cursor` after creating the jupyter kernel.

```bash
uv init -p 3.11
uv add ipykernel jupyter
uv run python -m ipykernel install --user --name=jupyter-uv-env --display-name "UiPathCodedAgents"
!py -m venv .venv
!.venv\Scripts\pip install ipykernel jupyter
!.venv\Scripts\python -m ipykernel install --user --name=jupyter-uv-env --display-name "WellsFargoLab"
```

4. **Environment Variables** (`.env` file - optiona, you will create it in the `hello-world.ipynb` if needed):
Create a `.env` file in the project root with:
```bash
echo "
UIPATH_FOLDER_PATH=Payments # or your specific folder
ANTHROPIC_API_KEY=your-anthropic-api-key
" >> .env
```

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