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chore: remove outdated cursor rules and add AGENTS.md for project guidance
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‎.cursorrules‎

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‎AGENTS.md‎

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# AGENTS.md
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This file provides guidance to AI agents when working with code in this repository.
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## Project Overview
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UiPath Python SDK and CLI for programmatic interaction with UiPath Cloud Platform services. The package provides both:
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- **SDK**: Python API for services (processes, assets, buckets, jobs, context grounding, etc.)
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- **CLI**: Command-line tool for creating, packaging, debugging, and deploying automation projects to UiPath Cloud Platform
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## Development Commands
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### Environment Setup
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```bash
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# Create virtual environment
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uv venv
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# Activate virtual environment
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source .venv/bin/activate # Linux/Mac
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# or
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.venv\Scripts\Activate.ps1 # Windows PowerShell
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# Install dependencies
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uv sync --all-extras --no-cache
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```
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### Build & Quality Checks
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```bash
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# Lint code (includes custom httpx client linting)
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just lint
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# or: ruff check .
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# Format code
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just format
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# or: ruff format --check .
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# Run both lint and format
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just validate
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# Build package (includes validation and agent markdown updates)
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just build
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# or: uv build
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# Run pre-commit hooks manually
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pre-commit run --all-files
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```
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### Testing
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```bash
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# Run all tests with coverage
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pytest
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# Run specific test file
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pytest tests/sdk/services/test_assets_service.py
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# Run specific test function
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pytest tests/sdk/services/test_assets_service.py::test_retrieve_asset
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# Run tests in specific directory
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pytest tests/sdk/
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# Run with verbose output
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pytest -v
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# Run async tests (uses pytest-asyncio)
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pytest tests/sdk/services/test_async_operations.py
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```
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### CLI Development
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```bash
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# Test CLI commands locally (must be in venv)
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uipath --help
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uipath auth
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uipath init
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uipath pack
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uipath publish
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# Install SDK in editable mode for local development
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uv add --editable /path/to/uipath-python
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```
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## Architecture
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### Core Components
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**SDK Entry Point (`src/uipath/_uipath.py`)**
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- `UiPath` class: Main SDK interface providing property-based access to all services
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- Services instantiated lazily via `@property` methods
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- Shared `Config` and `ExecutionContext` passed to all services
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**Configuration (`src/uipath/_config.py`)**
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- `Config`: Holds `base_url` and `secret` for authentication
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- Credentials resolved from: constructor args → env vars (UIPATH_URL, UIPATH_ACCESS_TOKEN) → .env file
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**Execution Context (`src/uipath/_execution_context.py`)**
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- Manages runtime environment info: job instance ID, job key, robot key
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- Reads from environment variables set by UiPath Robot during execution
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- Used for job tracking and telemetry
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**Folder Context (`src/uipath/_folder_context.py`)**
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- Manages folder scope for UiPath resources (processes, assets, etc.)
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- Provides `folder_headers` for API requests based on UIPATH_FOLDER_KEY or UIPATH_FOLDER_PATH
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- Inherited by services that need folder-scoped operations
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**Base Service (`src/uipath/_services/_base_service.py`)**
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- All services extend `BaseService`
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- Provides both sync (`httpx.Client`) and async (`httpx.AsyncClient`) HTTP clients
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- Automatic retry logic for 5xx errors and connection timeouts using tenacity
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- Standard headers (authorization, user-agent) applied to all requests
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- Request overrides manager for testing/mocking
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### Services Architecture (`src/uipath/_services/`)
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Each service follows this pattern:
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1. Extends `BaseService` (some also extend `FolderContext` for folder-scoped operations)
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2. Constructor: `__init__(self, config: Config, execution_context: ExecutionContext, ...)`
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3. Methods use standard naming:
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- `retrieve(key)` - Get single resource by primary identifier
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- `retrieve_by_[field](value)` - Get resource by alternate field
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- `list(filters)` - Get multiple resources
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- `create(data)` - Create new resource
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- `update(key, data)` - Modify existing resource
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- `delete(key)` - Remove resource
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**Key Services:**
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- `ApiClient`: Direct HTTP access for custom requests
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- `ProcessesService`: Execute and manage automation processes
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- `AssetsService`: Access shared variables/credentials
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- `JobsService`: Monitor job execution
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- `BucketsService`: Cloud storage operations
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- `ContextGroundingService`: AI-enabled semantic search and knowledge grounding
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- `ConnectionsService`: External system integrations
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- `QueuesService`: Transaction queue management
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- `ActionsService`: Action Center task management
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### CLI Architecture (`src/uipath/_cli/`)
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**Entry Point (`__init__.py`)**
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- Click-based CLI with multiple commands
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- Commands: `new`, `init`, `pack`, `publish`, `run`, `deploy`, `auth`, `invoke`, `push`, `pull`, `eval`, `dev`, `debug`
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- Loads `.env` automatically and adds CWD to Python path
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**Key CLI Modules:**
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- `cli_auth.py`: OAuth authentication flow, creates/updates .env file
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- `cli_init.py`: Creates uipath.json config for project
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- `cli_pack.py`: Packages project into .nupkg for UiPath deployment
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- `cli_publish.py`: Uploads package to Orchestrator
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- `cli_run.py`: Local execution with input args
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- `cli_debug.py`: Debug mode execution
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- `_templates/`: Project scaffolding templates
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- `_push/`: Package deployment logic
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- `_evals/`: Evaluation framework for agent testing
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### Agent Framework (`src/uipath/agent/`)
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Supports building AI agents for UiPath platform:
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- `conversation/`: Conversational agent patterns
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- `react/`: ReAct (Reasoning + Acting) agent implementation
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- `models/`: Agent definition schemas and data models
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### Telemetry & Tracing (`src/uipath/tracing/`, `src/uipath/telemetry/`)
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- OpenTelemetry integration for distributed tracing
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- Azure Monitor exporters for cloud telemetry
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- `@traced` decorator for automatic span creation
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### Utilities (`src/uipath/_utils/`)
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- `_auth.py`: Credential resolution (OAuth, PAT tokens)
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- `_url.py`: URL parsing and validation for UiPath endpoints
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- `_logs.py`: Structured logging setup
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- `_endpoint.py`: API endpoint construction
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- `_infer_bindings.py`: Type inference for agent bindings
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- `_request_spec.py`: Request specification helpers
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- `_ssl_context.py`: SSL/TLS configuration for httpx
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## Coding Standards
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### Type Annotations
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- **Required** on all functions and classes (public and internal)
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- Include return types explicitly
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- Use `Optional[T]` for nullable values
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- Use `Union[A, B]` for multiple types (or `A | B` for Python 3.10+)
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### Docstrings
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- **Required** for all public functions and classes
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- Use **Google-style convention**
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- Reference https://docs.uipath.com for UiPath concepts
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- Example:
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```python
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def retrieve(self, name: str) -> Asset:
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"""Retrieve an asset by name.
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Args:
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name: The name of the asset to retrieve.
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Returns:
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The asset object.
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Raises:
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AssetNotFoundError: If the asset does not exist.
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"""
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```
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### Service Method Naming
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- `retrieve` not `retrieve_user` (method is already scoped to service)
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- `retrieve_by_email` for alternate lookups
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- `list` not `list_users`
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- This applies to core SDK methods only, not internal utilities
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### Testing
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- Use **pytest only** (no unittest module)
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- All tests in `./tests` directory mirroring `./src/uipath` structure
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- Tests require type annotations and docstrings
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- Import pytest types when TYPE_CHECKING:
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```python
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from typing import TYPE_CHECKING
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if TYPE_CHECKING:
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from _pytest.capture import CaptureFixture
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from _pytest.fixtures import FixtureRequest
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from _pytest.logging import LogCaptureFixture
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from _pytest.monkeypatch import MonkeyPatch
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from pytest_mock.plugin import MockerFixture
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```
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- Use pytest plugins: pytest-asyncio, pytest-httpx, pytest-cov, pytest-mock
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- Create `__init__.py` files in test directories as needed
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### Code Style
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- Line length: 88 characters (Ruff default)
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- 4-space indentation
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- Double quotes for strings
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- Ruff linting rules: E (errors), F (pyflakes), B (bugbear), I (isort), D (pydocstyle)
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- Google-style docstrings enforced via ruff (convention = "google")
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- Tests and docs exempt from docstring requirements
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### Error Handling
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- Robust error handling with context capture
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- Custom exceptions in `src/uipath/models/errors.py` and `exceptions.py`
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- Use `EnrichedException` for enhanced error details
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### File Organization
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- Source: `src/uipath/`
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- Tests: `tests/` (mirror source structure)
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- Docs: `docs/`
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- Scripts: `scripts/` (build utilities, linters)
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- Samples: `samples/` (excluded from linting)
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- Test cases: `testcases/` (excluded from linting)
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## Important Notes
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### Custom Linters
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- Custom linter enforces httpx client usage patterns: `scripts/lint_httpx_client.py`
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- Run via `just lint` or `python scripts/lint_httpx_client.py`
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### Package Building
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- `pyproject.toml` must include description (avoid: &, <, >, ", ', ;) and author info
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- Build process updates agent markdown: `scripts/update_agents_md.py`
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- Uses Hatchling build backend
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### Dependencies
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- **uv**: Fast Python package manager (replaces pip/poetry)
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- **httpx**: Async HTTP client (not requests)
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- **pydantic**: Data validation and settings
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- **click**: CLI framework
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- **tenacity**: Retry logic
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- **python-dotenv**: .env file support
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- **OpenTelemetry**: Distributed tracing
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### Pre-commit Hooks
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- Ruff format and lint run automatically on commit
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- Configure via `.pre-commit-config.yaml`
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### Environment Variables
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SDK requires:
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- `UIPATH_URL`: Full URL to tenant (e.g., https://cloud.uipath.com/org/tenant)
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- `UIPATH_ACCESS_TOKEN`: Personal access token or OAuth token
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Optional (set by UiPath Robot):
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- `UIPATH_JOB_ID`, `UIPATH_JOB_KEY`: Job tracking
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- `UIPATH_ROBOT_KEY`: Robot identification
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- `UIPATH_FOLDER_KEY` or `UIPATH_FOLDER_PATH`: Folder scope

‎CLAUDE.md‎

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@AGENTS.md

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