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docs/quick_start.md

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# Quickstart Guide: UiPath LangChain Agents
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## Introduction
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This guide provides step-by-step instructions for setting up, creating, publishing, and running your first UiPath coded MCP Server.
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## Prerequisites
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Before proceeding, ensure you have the following installed:
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- Python 3.11 or higher
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- `pip` or `uv` package manager
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- A UiPath Automation Cloud account with appropriate permissions
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- A [UiPath Personal Access Token](https://docs.uipath.com/automation-cloud/automation-cloud/latest/api-guide/personal-access-tokens) with _Orchestrator API Access scopes_
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- A folder in Orchestrator with a serverless runtime (machine) assigned to it
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## Creating a New Project
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We recommend using `uv` for package management. To create a new project:
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//// tab | Linux, macOS, Windows Bash
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<!-- termynal -->
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```shell
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> mkdir example
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> cd example
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```
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////
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//// tab | Windows PowerShell
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<!-- termynal -->
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```powershell
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> New-Item -ItemType Directory -Path example
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> Set-Location example
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```
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////
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//// tab | uv
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new: true
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<!-- termynal -->
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```shell
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# Initialize a new uv project in the current directory
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> uv init . --python 3.10
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# Create a new virtual environment
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# By default, uv creates a virtual environment in a directory called .venv
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> uv venv
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Using CPython 3.10.16 interpreter at: [PATH]
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Creating virtual environment at: .venv
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Activate with: source .venv/bin/activate
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# Activate the virtual environment
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# For Windows PowerShell/ Windows CMD: .venv\Scripts\activate
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# For Windows Bash: source .venv/Scripts/activate
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> source .venv/bin/activate
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# Install the uipath package
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> uv add uipath-mcp
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```
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////
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//// tab | pip
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<!-- termynal -->
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```shell
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# Create a new virtual environment
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> python -m venv .venv
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# Activate the virtual environment
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# For Windows PowerShell: .venv\Scripts\Activate.ps1
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# For Windows Bash: source .venv/Scripts/activate
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> source .venv/bin/activate
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# Upgrade pip to the latest version
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> python -m pip install --upgrade pip
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# Install the uipath package
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> pip install uipath-mcp
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```
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////
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## Create Your First UiPath Coded MCP Server
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Generate your first UiPath LangChain agent:
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<!-- termynal -->
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```shell
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> uipath new math-server
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⠋ Creating new mcp server 'math-server' in current directory ...
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✓ Created 'server.py' file.
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✓ Created 'mcp.json' file.
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✓ Created 'pyproject.toml' file.
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💡 Initialize project: uipath init
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════════════════════════════════════════════════════════════
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Start 'math-server' as a self-hosted MCP server
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════════════════════════════════════════════════════════════
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💡 1. Set UIPATH_FOLDER_PATH environment variable
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💡 2. Start the server locally: uipath run math-server
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```
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This command creates the following files:
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| File Name | Description |
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|------------------|----------------------------------------------------------------------------------------|
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| `server.py` | A sample MCP math server using FastMCP |
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| `mcp.json` | Configuration file needed for coded UiPath MCP Servers. |
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| `pyproject.toml` | Project metadata and dependencies as per [PEP 518](https://peps.python.org/pep-0518/). |
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/// warning
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_uipath new_ command will delete all previous `.py` files in the current directory.
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## Initialize Project
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<!-- termynal -->
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```shell
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> uipath init
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⠋ Initializing UiPath project ...
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✓ Created '.env' file.
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✓ Created 'uipath.json' file.
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```
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This command creates the following files:
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| File Name | Description |
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| ---------------- | --------------------------------------------------------------------------------------------------------------------------------- |
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| `.env` | Environment variables and secrets (this file will not be packed & published). |
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| `uipath.json` | Input/output JSON schemas and bindings. |
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## Authenticate With UiPath
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<!-- termynal -->
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```shell
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> uipath auth
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⠋ Authenticating with UiPath ...
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🔗 If a browser window did not open, please open the following URL in your browser: [LINK]
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👇 Select tenant:
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0: Tenant1
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1: Tenant2
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Select tenant number: 0
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Selected tenant: Tenant1
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✓ Authentication successful.
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```
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# Run the MCP Server
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There are two ways to run your coded MCP server:
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## 1. Running Locally (On-Prem)
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When running the server locally, JSON-RPC requests are tunneled from UiPath servers to your local server. During startup, the local server automatically registers itself with UiPath.
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Since MCP servers are folder-scoped in Orchestrator, you need to set the `UIPATH_FOLDER_PATH` environment variable. To do this:
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1. Copy the folder path from your Orchestrator interface
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<picture data-light="../quick_start_images/copy-folder-light.png" data-dark="../quick_start_images/copy-folder-dark.png">
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<source
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media="(prefers-color-scheme: dark)"
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srcset="../quick_start_images/copy-folder-dark.png"
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/>
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<img
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src="../quick_start_images/copy-folder-light.png"
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/>
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</picture>
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2. Add it to the `.env` file (created during [`uipath init`](#initialize-project)) as:
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```
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UIPATH_FOLDER_PATH=<Copied folder path>
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```
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<!-- termynal -->
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```shell
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# Start the server
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> uipath run math-server
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Initializing tracer instance. This should only be done once per process.
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HTTP Request: GET https://***/orchestrator_/api/FoldersNavigation/GetFoldersForCurrentUser?searchText=Agents&skip=0&take=20 "HTTP/1.1 200 OK"
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Folder key: ***
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Initializing client session...
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Initialization successful
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Registering server runtime ...
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...
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```
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### Verifying the Server
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Once started successfully, your MCP server will appear in Orchestrator. Navigate to the MCP Servers tab in your configured folder:
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<picture data-light="../quick_start_images/self-hosted-light.png" data-dark="../quick_start_images/self-hosted-dark.png">
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<source
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media="(prefers-color-scheme: dark)"
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srcset="../quick_start_images/self-hosted-dark.png"
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/>
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<img
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src="../quick_start_images/self-hosted-light.png"
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/>
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</picture>
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You can inspect the available tools by clicking on the server:
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<picture data-light="../quick_start_images/tools-light.png" data-dark="../quick_start_images/tools-dark.png">
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<source
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media="(prefers-color-scheme: dark)"
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srcset="../quick_start_images/tools-dark.png"
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/>
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<img
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src="../quick_start_images/tools-light.png"
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/>
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</picture>
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Now we can connect to the server using any MCP client. See the [Connecting to the MCP Server](#connecting-to-the-mcp-server) section.
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/// warning
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Before running the MCP server, ensure that a serverless runtime (machine) is assigned to your folder in Orchestrator.
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## 2. Running on UiPath Cloud Platform
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To deploy your MCP server to UiPath Cloud Platform, follow these steps:
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### (Optional) Customize the Package
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Update author details in `pyproject.toml`:
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```toml
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authors = [{ name = "Your Name", email = "[email protected]" }]
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```
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### Package Your Project
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<!-- termynal -->
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```shell
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> uipath pack
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⠹ Packaging project ...
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Name : math-server
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Version : 0.0.1
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Description: Description for math-server project
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Authors : John Doe
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✓ Project successfully packaged.
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```
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### Publish The Mcp Server Package
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<!-- termynal -->
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```shell
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> uipath publish
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⠏ Fetching available package feeds...
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👇 Select package feed:
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0: Orchestrator Tenant Processes Feed
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1: Folder Feed 1
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2: Folder Feed 2
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...
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Select feed number: 0
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Selected feed: Orchestrator Tenant Processes Feed
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⠸ Publishing most recent package: math-server.0.0.1.nupkg ...
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✓ Package published successfully!
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```
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After publishing, you can configure and manage your MCP server through the UiPath Cloud interface:
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### Configure in UiPath Cloud
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1. In Orchestrator, create a new Process using your published MCP Server package as the template
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2. In the folder where you want to deploy the server, navigate to the MCP Servers tab and click **Add MCP Server**
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<picture data-light="../quick_start_images/add-mcp-light.png" data-dark="../quick_start_images/add-mcp-dark.png">
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<source
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media="(prefers-color-scheme: dark)"
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srcset="../quick_start_images/add-mcp-dark.png"
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/>
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<img
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src="../quick_start_images/add-mcp-light.png"
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/>
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</picture>
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3. In the configuration dialog:
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- Select `Coded` as the server type
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- Choose the Process you created earlier
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- Click **Add** to deploy the server
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<picture data-light="../quick_start_images/configure-mcp-light.png" data-dark="../quick_start_images/configure-mcp-dark.png">
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<source
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media="(prefers-color-scheme: dark)"
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srcset="../quick_start_images/configure-mcp-dark.png"
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/>
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<img
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src="../quick_start_images/configure-mcp-light.png"
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/>
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</picture>
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Once deployed, the server will automatically start and register its available tools. You can monitor the job status in the MCP Server side panel.
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## Connecting to the MCP Server
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You can connect to your MCP server using any MCP client. Here's what you'll need:
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1. **MCP Server URL**: Copy this from the UiPath MCP Servers page in Orchestrator
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<picture data-light="../quick_start_images/copy-link-light.png" data-dark="../quick_start_images/copy-link-dark.png">
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<source
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media="(prefers-color-scheme: dark)"
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srcset="../quick_start_images/copy-link-dark.png"
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/>
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<img
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src="../quick_start_images/copy-link-light.png"
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/>
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</picture>
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2. **Authentication**: Use your [Personal Access Token (PAT)](#prerequisites) as an authorization header
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3. **Transport**: Configure the client to use HTTP Streamable transport
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## Next Steps
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Congratulations! You have successfully set up, created, published, and run a Coded UiPath MCP Server. 🚀
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For more coded MCP samples, please refer to our [samples section](https://github.com/UiPath/uipath-mcp-python/tree/main/samples) in GitHub.
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