@uipath/skills 1.195.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1431) hide show
  1. package/.claude-plugin/marketplace.json +33 -0
  2. package/.claude-plugin/plugin.json +34 -0
  3. package/CODEOWNERS +141 -0
  4. package/LICENSE +21 -0
  5. package/README.md +164 -0
  6. package/agents/uipath-project-discovery-agent.md +333 -0
  7. package/assets/cli-versions.json +15 -0
  8. package/assets/uip-catalog-snapshot.json +1275 -0
  9. package/commands/install-permissions.md +97 -0
  10. package/hooks/ensure-uip.sh +220 -0
  11. package/hooks/hooks.json +23 -0
  12. package/hooks/suggest-permissions.sh +36 -0
  13. package/hooks/validate-skill-descriptions.sh +58 -0
  14. package/package.json +44 -0
  15. package/skills/uipath-admin/SKILL.md +217 -0
  16. package/skills/uipath-admin/references/audit-commands.md +216 -0
  17. package/skills/uipath-admin/references/audit-workflow-guide.md +297 -0
  18. package/skills/uipath-admin/references/authorization/authorization-commands.md +443 -0
  19. package/skills/uipath-admin/references/authorization/check-access.md +139 -0
  20. package/skills/uipath-admin/references/authorization/grant-permissions.md +132 -0
  21. package/skills/uipath-admin/references/authorization/permission-catalog.md +62 -0
  22. package/skills/uipath-admin/references/authorization/role-assignment-management.md +178 -0
  23. package/skills/uipath-admin/references/authorization/role-management.md +308 -0
  24. package/skills/uipath-admin/references/external-app-management.md +142 -0
  25. package/skills/uipath-admin/references/group-management.md +67 -0
  26. package/skills/uipath-admin/references/identity-commands.md +662 -0
  27. package/skills/uipath-admin/references/ip-restriction/bypass-rule-management.md +80 -0
  28. package/skills/uipath-admin/references/ip-restriction/enforcement-management.md +86 -0
  29. package/skills/uipath-admin/references/ip-restriction/ip-range-management.md +125 -0
  30. package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +318 -0
  31. package/skills/uipath-admin/references/organization-management.md +146 -0
  32. package/skills/uipath-admin/references/organizations-commands.md +175 -0
  33. package/skills/uipath-admin/references/pat-management.md +73 -0
  34. package/skills/uipath-admin/references/robot-account-management.md +36 -0
  35. package/skills/uipath-admin/references/smtp-management.md +73 -0
  36. package/skills/uipath-admin/references/tenant-management.md +308 -0
  37. package/skills/uipath-admin/references/tenants-commands.md +354 -0
  38. package/skills/uipath-admin/references/user-management.md +105 -0
  39. package/skills/uipath-agents/SKILL.md +79 -0
  40. package/skills/uipath-agents/assets/solutions/metadata.json +199 -0
  41. package/skills/uipath-agents/references/authentication.md +83 -0
  42. package/skills/uipath-agents/references/coded/capabilities/batch-transform/api-reference.md +38 -0
  43. package/skills/uipath-agents/references/coded/capabilities/batch-transform/impl-python.md +115 -0
  44. package/skills/uipath-agents/references/coded/capabilities/batch-transform/planning.md +90 -0
  45. package/skills/uipath-agents/references/coded/capabilities/context-grounding.md +253 -0
  46. package/skills/uipath-agents/references/coded/capabilities/conversational-agents.md +86 -0
  47. package/skills/uipath-agents/references/coded/capabilities/deeprag/api-reference.md +38 -0
  48. package/skills/uipath-agents/references/coded/capabilities/deeprag/impl-python.md +117 -0
  49. package/skills/uipath-agents/references/coded/capabilities/deeprag/planning.md +58 -0
  50. package/skills/uipath-agents/references/coded/capabilities/file-attachments.md +99 -0
  51. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails-recommend.md +284 -0
  52. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails.md +250 -0
  53. package/skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md +208 -0
  54. package/skills/uipath-agents/references/coded/capabilities/integration-service.md +318 -0
  55. package/skills/uipath-agents/references/coded/capabilities/process-invocation.md +131 -0
  56. package/skills/uipath-agents/references/coded/capabilities/sdk-services.md +244 -0
  57. package/skills/uipath-agents/references/coded/capabilities/tracing.md +247 -0
  58. package/skills/uipath-agents/references/coded/embedding-in-flows.md +97 -0
  59. package/skills/uipath-agents/references/coded/flow-integration.md +88 -0
  60. package/skills/uipath-agents/references/coded/frameworks/agent-patterns.md +411 -0
  61. package/skills/uipath-agents/references/coded/frameworks/coded-functions.md +240 -0
  62. package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +411 -0
  63. package/skills/uipath-agents/references/coded/frameworks/llamaindex-integration.md +404 -0
  64. package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +365 -0
  65. package/skills/uipath-agents/references/coded/lifecycle/bindings-reference.md +1114 -0
  66. package/skills/uipath-agents/references/coded/lifecycle/build.md +54 -0
  67. package/skills/uipath-agents/references/coded/lifecycle/deployment.md +143 -0
  68. package/skills/uipath-agents/references/coded/lifecycle/evaluate.md +101 -0
  69. package/skills/uipath-agents/references/coded/lifecycle/evaluations/best-practices.md +222 -0
  70. package/skills/uipath-agents/references/coded/lifecycle/evaluations/creating-evaluations.md +187 -0
  71. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluation-sets.md +203 -0
  72. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluators.md +321 -0
  73. package/skills/uipath-agents/references/coded/lifecycle/evaluations/running-evaluations.md +145 -0
  74. package/skills/uipath-agents/references/coded/lifecycle/file-sync.md +109 -0
  75. package/skills/uipath-agents/references/coded/lifecycle/local-workspace.md +67 -0
  76. package/skills/uipath-agents/references/coded/lifecycle/running-agents.md +92 -0
  77. package/skills/uipath-agents/references/coded/lifecycle/setup.md +126 -0
  78. package/skills/uipath-agents/references/coded/quickstart.md +333 -0
  79. package/skills/uipath-agents/references/coded-vs-lowcode-guide.md +115 -0
  80. package/skills/uipath-agents/references/context-grounding-patterns.md +52 -0
  81. package/skills/uipath-agents/references/lowcode/agent-definition.md +388 -0
  82. package/skills/uipath-agents/references/lowcode/agent-prompting-guide.md +149 -0
  83. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +115 -0
  84. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/api-reference.md +38 -0
  85. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +97 -0
  86. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/planning.md +62 -0
  87. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +75 -0
  88. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/api-reference.md +38 -0
  89. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +84 -0
  90. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/planning.md +49 -0
  91. package/skills/uipath-agents/references/lowcode/capabilities/context/attachments.md +54 -0
  92. package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +40 -0
  93. package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +52 -0
  94. package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +264 -0
  95. package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +268 -0
  96. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +227 -0
  97. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +1107 -0
  98. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +371 -0
  99. package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +350 -0
  100. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +186 -0
  101. package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +257 -0
  102. package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +548 -0
  103. package/skills/uipath-agents/references/lowcode/critical-rules.md +76 -0
  104. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +91 -0
  105. package/skills/uipath-agents/references/lowcode/evaluations/evaluation-sets.md +153 -0
  106. package/skills/uipath-agents/references/lowcode/evaluations/evaluators.md +280 -0
  107. package/skills/uipath-agents/references/lowcode/evaluations/orchestrator-eval-run.md +210 -0
  108. package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +207 -0
  109. package/skills/uipath-agents/references/lowcode/lowcode.md +101 -0
  110. package/skills/uipath-agents/references/lowcode/model-selection-guide.md +69 -0
  111. package/skills/uipath-agents/references/lowcode/project-lifecycle.md +408 -0
  112. package/skills/uipath-agents/references/lowcode/solution-resources.md +290 -0
  113. package/skills/uipath-api-workflow/SKILL.md +313 -0
  114. package/skills/uipath-api-workflow/assets/templates/api-workflow-template.json +58 -0
  115. package/skills/uipath-api-workflow/assets/templates/conditional-workflow-example.json +276 -0
  116. package/skills/uipath-api-workflow/assets/templates/connector-call-example.json +125 -0
  117. package/skills/uipath-api-workflow/assets/templates/loop-aggregation-example.json +184 -0
  118. package/skills/uipath-api-workflow/assets/templates/nested-control-flow-example.json +292 -0
  119. package/skills/uipath-api-workflow/assets/templates/solution-connection-resource-template.json +28 -0
  120. package/skills/uipath-api-workflow/assets/templates/vendor-curated-call-example.json +105 -0
  121. package/skills/uipath-api-workflow/references/cli-reference.md +421 -0
  122. package/skills/uipath-api-workflow/references/connector-activity-discovery.md +750 -0
  123. package/skills/uipath-api-workflow/references/control-flow-patterns.md +265 -0
  124. package/skills/uipath-api-workflow/references/expressions-and-context.md +269 -0
  125. package/skills/uipath-api-workflow/references/http-retry-config.md +156 -0
  126. package/skills/uipath-api-workflow/references/task-types.md +482 -0
  127. package/skills/uipath-api-workflow/references/troubleshooting.md +628 -0
  128. package/skills/uipath-api-workflow/references/workflow-file-format.md +205 -0
  129. package/skills/uipath-coded-apps/SKILL.md +186 -0
  130. package/skills/uipath-coded-apps/assets/templates/action-app-template.md +303 -0
  131. package/skills/uipath-coded-apps/assets/templates/web-app-template.md +333 -0
  132. package/skills/uipath-coded-apps/references/commands-reference.md +284 -0
  133. package/skills/uipath-coded-apps/references/create-action-app.md +344 -0
  134. package/skills/uipath-coded-apps/references/create-web-app.md +212 -0
  135. package/skills/uipath-coded-apps/references/debug.md +513 -0
  136. package/skills/uipath-coded-apps/references/file-sync.md +165 -0
  137. package/skills/uipath-coded-apps/references/oauth-client-setup.md +671 -0
  138. package/skills/uipath-coded-apps/references/oauth-scopes.md +244 -0
  139. package/skills/uipath-coded-apps/references/pack-publish-deploy.md +342 -0
  140. package/skills/uipath-coded-apps/references/patterns.md +1023 -0
  141. package/skills/uipath-coded-apps/references/sdk/action-center.md +278 -0
  142. package/skills/uipath-coded-apps/references/sdk/conversational-agent.md +736 -0
  143. package/skills/uipath-coded-apps/references/sdk/data-fabric.md +244 -0
  144. package/skills/uipath-coded-apps/references/sdk/feedback.md +142 -0
  145. package/skills/uipath-coded-apps/references/sdk/imports.md +58 -0
  146. package/skills/uipath-coded-apps/references/sdk/maestro.md +391 -0
  147. package/skills/uipath-coded-apps/references/sdk/orchestrator.md +358 -0
  148. package/skills/uipath-coded-apps/references/sdk/pagination.md +84 -0
  149. package/skills/uipath-data-fabric/SKILL.md +241 -0
  150. package/skills/uipath-data-fabric/references/bulk-import.md +73 -0
  151. package/skills/uipath-data-fabric/references/choice-sets.md +138 -0
  152. package/skills/uipath-data-fabric/references/entity-schema.md +391 -0
  153. package/skills/uipath-data-fabric/references/file-attachments.md +65 -0
  154. package/skills/uipath-data-fabric/references/filter-platform-contract.md +55 -0
  155. package/skills/uipath-data-fabric/references/records-query.md +246 -0
  156. package/skills/uipath-feedback/SKILL.md +350 -0
  157. package/skills/uipath-governance/SKILL.md +91 -0
  158. package/skills/uipath-governance/references/access-policy/access-policy-commands.md +234 -0
  159. package/skills/uipath-governance/references/access-policy/access-policy-overview-guide.md +342 -0
  160. package/skills/uipath-governance/references/access-policy/planning-arch.md +314 -0
  161. package/skills/uipath-governance/references/access-policy/planning-impl.md +126 -0
  162. package/skills/uipath-governance/references/access-policy/plugins/actor/impl.md +203 -0
  163. package/skills/uipath-governance/references/access-policy/plugins/actor/planning.md +178 -0
  164. package/skills/uipath-governance/references/access-policy/plugins/executable/impl.md +167 -0
  165. package/skills/uipath-governance/references/access-policy/plugins/executable/planning.md +122 -0
  166. package/skills/uipath-governance/references/access-policy/plugins/selector/impl.md +169 -0
  167. package/skills/uipath-governance/references/access-policy/plugins/selector/planning.md +98 -0
  168. package/skills/uipath-governance/references/access-policy/plugins/tags/impl.md +153 -0
  169. package/skills/uipath-governance/references/access-policy/plugins/tags/planning.md +117 -0
  170. package/skills/uipath-governance/references/access-policy/policy-manage-guide.md +403 -0
  171. package/skills/uipath-governance/references/access-policy/resource-lookup-guide.md +289 -0
  172. package/skills/uipath-governance/references/access-policy/sample-policy-guide.md +119 -0
  173. package/skills/uipath-governance/references/aops-policy/aops-governance-recipes-guide.md +226 -0
  174. package/skills/uipath-governance/references/aops-policy/aops-policy-commands.md +463 -0
  175. package/skills/uipath-governance/references/aops-policy/aops-policy-deploy-guide.md +371 -0
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  178. package/skills/uipath-governance/references/aops-policy/aops-policy-overview-guide.md +280 -0
  179. package/skills/uipath-governance/references/aops-policy/configure-aops-policy-data-guide.md +375 -0
  180. package/skills/uipath-governance/references/disambiguation-guide.md +67 -0
  181. package/skills/uipath-human-in-the-loop/SKILL.md +322 -0
  182. package/skills/uipath-human-in-the-loop/references/hitl-node-apptask.md +412 -0
  183. package/skills/uipath-human-in-the-loop/references/hitl-node-coded-action-app.md +334 -0
  184. package/skills/uipath-human-in-the-loop/references/hitl-node-quickform.md +392 -0
  185. package/skills/uipath-human-in-the-loop/references/hitl-patterns.md +154 -0
  186. package/skills/uipath-ixp/SKILL.md +84 -0
  187. package/skills/uipath-ixp/references/cli-reference.md +113 -0
  188. package/skills/uipath-ixp/references/improve-prompts-guide.md +283 -0
  189. package/skills/uipath-ixp/references/label-documents-guide.md +175 -0
  190. package/skills/uipath-ixp/references/project-setup-guide.md +90 -0
  191. package/skills/uipath-maestro-bpmn/.maintenance/README.md +241 -0
  192. package/skills/uipath-maestro-bpmn/.maintenance/check-all.sh +41 -0
  193. package/skills/uipath-maestro-bpmn/.maintenance/check-anchors.sh +83 -0
  194. package/skills/uipath-maestro-bpmn/.maintenance/check-depth.sh +132 -0
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@@ -0,0 +1,548 @@
1
+ # Solution-Level Files for External Process Tools — Hand-Authoring Reference
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+
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+ When `uip solution resource refresh` cannot produce solution-level files (offline, missing RCS match, custom deployment), hand-author them using the templates below. For the standard auto-generated path, see [process.md](process.md).
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+
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+ It also documents the Releases API + `GetPackageEntryPointsV2` + JWT decoding extraction path — used when `uip solution resource get` is unavailable (older `uip` builds, RCS unreachable, custom deployments). For the standard CLI-driven extraction, see [process.md § Discovery](process.md#discovery).
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+
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+ > **`folders[].fullyQualifiedName` carries the literal `Folder`** (e.g., `"Shared"`, `"Shared/Sales"`) returned by `uip solution resource list` — the same value the agent-level `resource.json` writes into `properties.folderPath` and that `bindings_v2.json` propagates. Templates show `<Folder>` as the placeholder; examples show `"Shared"` as a concrete value. Auto-generated declarations for **solution-internal projects** (created when the agent project is registered with the solution — by `uip agent init` auto-registration or by the `uip solution project add` fallback) keep `"solution_folder"` instead — they have no fixed Orchestrator folder until deploy. See [../../critical-rules.md](../../critical-rules.md) Rule 11.
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+
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+ ## Directory Structure
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+
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+ ```
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+ <SolutionName>/
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+ ├── <SolutionName>.uipx
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+ ├── <AgentName>/
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+ │ ├── agent.json
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+ │ └── resources/
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+ │ └── <ToolName>/
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+ │ └── resource.json # Agent-level resource (see process.md)
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+ ├── resources/
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+ │ └── solution_folder/
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+ │ ├── package/
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+ │ │ ├── <AgentName>.json # Agent package (auto-generated when project is registered with solution)
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+ │ │ └── <PackageName>.json # External tool package declaration (YOU CREATE THIS)
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+ │ └── process/
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+ │ ├── agent/
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+ │ │ └── <AgentName>.json # Agent process (auto-generated when project is registered with solution)
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+ │ ├── process/ # ← RPA processes (type: "process")
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+ │ ├── api/ # ← API workflows (type: "api")
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+ │ └── processOrchestration/ # ← Agentic processes (type: "processOrchestration")
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+ │ └── <ToolName>.json # External tool process declaration (YOU CREATE THIS)
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+ └── userProfile/
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+ └── <userId>/
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+ └── debug_overwrites.json # Folder resolution for Studio Web (YOU CREATE THIS)
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+ ```
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+
36
+ The process declaration directory depends on the tool type. Place the file in the subdirectory matching the `ProcessType` from the Releases API: `process/` for RPA, `agent/` for agents, `api/` for API workflows, `processOrchestration/` for agentic processes.
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+
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+ ## Process Declaration
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+
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+ **Path:** `resources/solution_folder/process/<type_dir>/<ToolName>.json`
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+
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+ Declares the external process as a solution resource. The structure differs between RPA processes and all other types (Agent, API, Agentic Process). Get the values from the Releases API and `GetPackageEntryPointsV2` (see § How to Get the Values below).
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+
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+ | ProcessType | `resource.type` | `spec.type` | Directory | Schema approach |
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+ |---|---|---|---|---|
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+ | `Process` (RPA) | `process` | `Process` | `process/process/` | `inputArgumentsSchema`/`outputArgumentsSchema` (raw .NET arrays) |
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+ | `Agent` | `agent` | `Agent` | `process/agent/` | `inputArgumentsSchemaV2`/`outputArgumentsSchemaV2` (JSON Schema) |
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+ | `Api` | `api` | `Api` | `process/api/` | `inputArgumentsSchemaV2`/`outputArgumentsSchemaV2` (JSON Schema) |
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+ | `ProcessOrchestration` | `processOrchestration` | `ProcessOrchestration` | `process/processOrchestration/` | `inputArgumentsSchemaV2`/`outputArgumentsSchemaV2` (JSON Schema) |
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+
51
+ **Key differences:**
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+ - **RPA**: Uses `inputArgumentsSchema`/`outputArgumentsSchema` (raw .NET type arrays from `Arguments.Input`/`Arguments.Output`). V2 schema fields and entry point fields are `null`. Has extra spec fields: `jobPriority`, `jobRecording`, `duration`, `frequency`, `quality`, `remoteControlAccess`.
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+ - **Agent/API/Agentic**: Uses `inputArgumentsSchemaV2`/`outputArgumentsSchemaV2` (JSON Schema from `GetPackageEntryPointsV2`). Populates `entryPointUniqueId`, `entryPointName`, `entryPoints`. Old-style schema fields are `null`. Agent type adds `agentMemory`, `targetRuntime`, `environmentVariables`, `referencedAssets`.
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+
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+ ### Template A — RPA Process (`type: "process"`)
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+
57
+ **Path:** `resources/solution_folder/process/process/<ToolName>.json`
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+
59
+ Uses `inputArgumentsSchema`/`outputArgumentsSchema` (raw .NET type arrays from `Arguments.Input`/`Arguments.Output`). Entry point fields and V2 schema fields are `null`.
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+
61
+ ```jsonc
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+ {
63
+ "docVersion": "1.0.0",
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+ "resource": {
65
+ "name": "<ToolName>",
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+ "kind": "process",
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+ "type": "process",
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+ "apiVersion": "orchestrator.uipath.com/v1",
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+ "isOverridable": true,
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+ "dependencies": [
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+ {
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+ "name": "<PackageName>",
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+ "kind": "Package"
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+ }
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+ ],
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+ "runtimeDependencies": [],
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+ "files": [],
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+ "folders": [
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+ { "fullyQualifiedName": "<Folder>" }
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+ ],
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+ "spec": {
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+ "type": "Process",
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+ "jobPriority": "Medium",
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+ "jobRecording": "Disabled",
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+ "duration": 40,
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+ "frequency": 500,
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+ "quality": 100,
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+ "remoteControlAccess": "None",
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+ "name": "<ToolName>",
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+ "package": {
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+ "name": "<PackageName>",
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+ "key": "<PackageName>:<Version>"
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+ },
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+ "packageName": "<PackageName>",
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+ "packageVersion": "<Version>",
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+ "entryPointUniqueId": null,
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+ "entryPointName": null,
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+ "inputArguments": null,
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+ "inputArgumentsSchema": "<raw Arguments.Input string from Releases API>",
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+ "outputArgumentsSchema": "<raw Arguments.Output string from Releases API>",
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+ "inputArgumentsSchemaV2": null,
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+ "outputArgumentsSchemaV2": null,
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+ "hiddenForAttendedUser": false,
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+ "alwaysRunning": false,
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+ "autoStartProcess": false,
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+ "targetFrameworkValue": "Portable",
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+ "retentionAction": "Delete",
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+ "retentionPeriod": 30,
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+ "retentionBucketRef": null,
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+ "staleRetentionAction": "Delete",
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+ "staleRetentionPeriod": 180,
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+ "staleRetentionBucketRef": null,
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+ "entryPoints": null,
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+ "connections": null,
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+ "tags": [],
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+ "description": null
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+ },
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+ "locks": [],
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+ "key": "<release-key-guid>"
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+ }
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+ }
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+ ```
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+
124
+ #### Example: RPA Process
125
+
126
+ **Path:** `resources/solution_folder/process/process/TestRPA.json`
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+
128
+ ```jsonc
129
+ {
130
+ "docVersion": "1.0.0",
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+ "resource": {
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+ "name": "TestRPA",
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+ "kind": "process",
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+ "type": "process",
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+ "apiVersion": "orchestrator.uipath.com/v1",
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+ "isOverridable": true,
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+ "dependencies": [
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+ {
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+ "name": "TestRPA.process.TestRPA",
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+ "kind": "Package"
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+ }
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+ ],
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+ "runtimeDependencies": [],
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+ "files": [],
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+ "folders": [
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+ { "fullyQualifiedName": "Shared" }
147
+ ],
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+ "spec": {
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+ "type": "Process",
150
+ "jobPriority": "Medium",
151
+ "jobRecording": "Disabled",
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+ "duration": 40,
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+ "frequency": 500,
154
+ "quality": 100,
155
+ "remoteControlAccess": "None",
156
+ "name": "TestRPA",
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+ "package": {
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+ "name": "TestRPA.process.TestRPA",
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+ "key": "TestRPA.process.TestRPA:1.0.0"
160
+ },
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+ "packageName": "TestRPA.process.TestRPA",
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+ "packageVersion": "1.0.0",
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+ "entryPointUniqueId": null,
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+ "entryPointName": null,
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+ "inputArguments": null,
166
+ "inputArgumentsSchema": "[\n {\n \"name\": \"name\",\n \"type\": \"System.String, System.Private.CoreLib, Version=8.0.0.0, Culture=neutral, PublicKeyToken=7cec85d7bea7798e\",\n \"required\": false,\n \"hasDefault\": true\n }\n]",
167
+ "outputArgumentsSchema": "[\n {\n \"name\": \"greeting\",\n \"type\": \"System.String, System.Private.CoreLib, Version=8.0.0.0, Culture=neutral, PublicKeyToken=7cec85d7bea7798e\"\n }\n]",
168
+ "inputArgumentsSchemaV2": null,
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+ "outputArgumentsSchemaV2": null,
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+ "hiddenForAttendedUser": false,
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+ "alwaysRunning": false,
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+ "autoStartProcess": false,
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+ "targetFrameworkValue": "Portable",
174
+ "retentionAction": "Delete",
175
+ "retentionPeriod": 30,
176
+ "retentionBucketRef": null,
177
+ "staleRetentionAction": "Delete",
178
+ "staleRetentionPeriod": 180,
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+ "staleRetentionBucketRef": null,
180
+ "entryPoints": null,
181
+ "connections": null,
182
+ "tags": [],
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+ "description": null
184
+ },
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+ "locks": [],
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+ "key": "cc69568b-e686-4737-bf62-7ed6ddb0849b"
187
+ }
188
+ }
189
+ ```
190
+
191
+ ### Template B — Agent / API Workflow / Agentic Process
192
+
193
+ **Path:** `resources/solution_folder/process/<type_dir>/<ToolName>.json` where `<type_dir>` is `agent/`, `api/`, or `processOrchestration/`.
194
+
195
+ Uses `inputArgumentsSchemaV2`/`outputArgumentsSchemaV2` (JSON Schema strings from `GetPackageEntryPointsV2`). Populates `entryPointUniqueId`, `entryPointName`, and `entryPoints`. Old-style schema fields are `null`. No RPA-specific spec fields (`jobPriority`, `jobRecording`, etc.).
196
+
197
+ ```jsonc
198
+ {
199
+ "docVersion": "1.0.0",
200
+ "resource": {
201
+ "name": "<ToolName>",
202
+ "kind": "process",
203
+ "type": "<type>", // "agent", "api", or "processOrchestration"
204
+ "apiVersion": "orchestrator.uipath.com/v1",
205
+ "isOverridable": true,
206
+ "dependencies": [
207
+ {
208
+ "name": "<PackageName>",
209
+ "kind": "Package"
210
+ }
211
+ ],
212
+ "runtimeDependencies": [],
213
+ "files": [],
214
+ "folders": [
215
+ { "fullyQualifiedName": "<Folder>" }
216
+ ],
217
+ "spec": {
218
+ "type": "<Type>", // "Agent", "Api", or "ProcessOrchestration" (PascalCase)
219
+ // Agent-only fields (include ONLY when type = "agent"):
220
+ // "agentMemory": false,
221
+ // "targetRuntime": "pythonAgent",
222
+ // "environmentVariables": "",
223
+ // "referencedAssets": null,
224
+ "name": "<ToolName>",
225
+ "package": {
226
+ "name": "<PackageName>",
227
+ "key": "<PackageName>:<Version>"
228
+ },
229
+ "packageName": "<PackageName>",
230
+ "packageVersion": "<Version>",
231
+ "entryPointUniqueId": "<UniqueId from GetPackageEntryPointsV2>",
232
+ "entryPointName": "<Path from GetPackageEntryPointsV2>",
233
+ "inputArguments": null,
234
+ "inputArgumentsSchema": null,
235
+ "outputArgumentsSchema": null,
236
+ "inputArgumentsSchemaV2": "<InputArguments JSON Schema string from GetPackageEntryPointsV2>",
237
+ "outputArgumentsSchemaV2": "<OutputArguments JSON Schema string from GetPackageEntryPointsV2>",
238
+ "hiddenForAttendedUser": false,
239
+ "alwaysRunning": false,
240
+ "autoStartProcess": false,
241
+ "targetFrameworkValue": "Portable",
242
+ "retentionAction": "Delete",
243
+ "retentionPeriod": 30,
244
+ "retentionBucketRef": null,
245
+ "staleRetentionAction": "Delete",
246
+ "staleRetentionPeriod": 180,
247
+ "staleRetentionBucketRef": null,
248
+ "entryPoints": "<serialized JSON array — see below>",
249
+ "connections": null,
250
+ "tags": [],
251
+ "description": null
252
+ },
253
+ "locks": [],
254
+ "key": "<release-key-guid>"
255
+ }
256
+ }
257
+ ```
258
+
259
+ **`entryPoints` serialized JSON format** (for Agent/API/Agentic Process only):
260
+
261
+ Construct a JSON array, then serialize it as a string. Use data from `GetPackageEntryPointsV2`:
262
+
263
+ ```jsonc
264
+ [{
265
+ "UniqueId": "<UniqueId>",
266
+ "Path": "<Path>",
267
+ "DisplayName": null,
268
+ "InputArguments": "<InputArguments string>", // Same as inputArgumentsSchemaV2
269
+ "OutputArguments": "<OutputArguments string>", // Same as outputArgumentsSchemaV2
270
+ "Type": <numeric_type>, // 1=Process, 2=ProcessOrchestration, 4=Agent, 6=Api
271
+ "TargetRuntime": null,
272
+ "ContentRoot": null,
273
+ "DataVariation": null,
274
+ "Id": <Id>
275
+ }]
276
+ ```
277
+
278
+ #### Example: Agent
279
+
280
+ **Path:** `resources/solution_folder/process/agent/TestAgent.json`
281
+
282
+ ```jsonc
283
+ {
284
+ "docVersion": "1.0.0",
285
+ "resource": {
286
+ "name": "TestAgent",
287
+ "kind": "process",
288
+ "type": "agent",
289
+ "apiVersion": "orchestrator.uipath.com/v1",
290
+ "isOverridable": true,
291
+ "dependencies": [
292
+ {
293
+ "name": "TestAgentSolution.agent.TestAgent",
294
+ "kind": "Package"
295
+ }
296
+ ],
297
+ "runtimeDependencies": [],
298
+ "files": [],
299
+ "folders": [
300
+ { "fullyQualifiedName": "Shared" }
301
+ ],
302
+ "spec": {
303
+ "type": "Agent",
304
+ "agentMemory": false,
305
+ "targetRuntime": "pythonAgent",
306
+ "environmentVariables": "",
307
+ "referencedAssets": null,
308
+ "name": "TestAgent",
309
+ "package": {
310
+ "name": "TestAgentSolution.agent.TestAgent",
311
+ "key": "TestAgentSolution.agent.TestAgent:1.0.0"
312
+ },
313
+ "packageName": "TestAgentSolution.agent.TestAgent",
314
+ "packageVersion": "1.0.0",
315
+ "entryPointUniqueId": "02ff7040-604a-481f-8336-235de71e2b4b",
316
+ "entryPointName": "content/agent.json",
317
+ "inputArguments": null,
318
+ "inputArgumentsSchema": null,
319
+ "outputArgumentsSchema": null,
320
+ "inputArgumentsSchemaV2": "{\n \"type\": \"object\",\n \"properties\": {}\n}",
321
+ "outputArgumentsSchemaV2": "{\n \"type\": \"object\",\n \"properties\": {\n \"content\": {\n \"type\": \"string\",\n \"description\": \"Output content\"\n }\n }\n}",
322
+ "hiddenForAttendedUser": false,
323
+ "alwaysRunning": false,
324
+ "autoStartProcess": false,
325
+ "targetFrameworkValue": "Portable",
326
+ "retentionAction": "Delete",
327
+ "retentionPeriod": 30,
328
+ "retentionBucketRef": null,
329
+ "staleRetentionAction": "Delete",
330
+ "staleRetentionPeriod": 180,
331
+ "staleRetentionBucketRef": null,
332
+ "entryPoints": "[{\"UniqueId\":\"02ff7040-604a-481f-8336-235de71e2b4b\",\"Path\":\"content/agent.json\",\"DisplayName\":null,\"InputArguments\":\"{\\n \\\"type\\\": \\\"object\\\",\\n \\\"properties\\\": {}\\n}\",\"OutputArguments\":\"{\\n \\\"type\\\": \\\"object\\\",\\n \\\"properties\\\": {\\n \\\"content\\\": {\\n \\\"type\\\": \\\"string\\\",\\n \\\"description\\\": \\\"Output content\\\"\\n }\\n }\\n}\",\"Type\":4,\"TargetRuntime\":null,\"ContentRoot\":null,\"DataVariation\":null,\"Id\":790954}]",
333
+ "connections": null,
334
+ "tags": [],
335
+ "description": null
336
+ },
337
+ "locks": [],
338
+ "key": "f6084607-a81c-45f1-90e4-ffe8fed22c53"
339
+ }
340
+ }
341
+ ```
342
+
343
+ ## Package Declaration
344
+
345
+ **Path:** `resources/solution_folder/package/<PackageName>.json`
346
+
347
+ Declares the package for the external process. The `<PackageName>` is the `ProcessKey` from the `/odata/Releases` response — e.g., `MyProcess.process.MyProcess`. Format is **identical for all 4 process types** — only the package name and version change.
348
+
349
+ **Important:** If the package is in a solution-specific feed (its `FeedId` from the Releases API differs from the tenant feed), append `?feedId=<FEED_ID>` to the download URL. This applies to **all** process types (agents, API workflows, agentic processes, RPA), not just agents. Without this, Studio Web reports "Resource '...' is missing in this environment."
350
+
351
+ ```jsonc
352
+ {
353
+ "docVersion": "1.0.0",
354
+ "resource": {
355
+ "name": "<PackageName>",
356
+ "kind": "package",
357
+ "apiVersion": "orchestrator.uipath.com/v1",
358
+ "isOverridable": true,
359
+ "dependencies": [],
360
+ "runtimeDependencies": [],
361
+ "files": [
362
+ {
363
+ "name": "<PackageName>.<Version>.nupkg",
364
+ "kind": "Package",
365
+ "version": "<Version>",
366
+ "url": "<orchBase>/odata/Processes/UiPath.Server.Configuration.OData.DownloadPackage(key='<URL_ENCODED_PACKAGE_KEY>')",
367
+ "key": "<PackageName>_<Version_underscores>" // Dots replaced with underscores: "MyProcess.process.MyProcess_1_0_0"
368
+ }
369
+ ],
370
+ "folders": [
371
+ {
372
+ "fullyQualifiedName": "<Folder>"
373
+ }
374
+ ],
375
+ "spec": {
376
+ "fileName": "<PackageName>.<Version>.nupkg",
377
+ "fileReference": "<PackageName>_<Version_underscores>", // Same as files[0].key
378
+ "name": "<PackageName>",
379
+ "description": null
380
+ },
381
+ "locks": [],
382
+ "key": "<PackageName>:<Version>" // e.g., "MyProcess.process.MyProcess:1.0.0" (colon separator)
383
+ }
384
+ }
385
+ ```
386
+
387
+ **URL construction:**
388
+ - `<orchBase>` = `${UIPATH_URL}/${UIPATH_ORGANIZATION_NAME}/${UIPATH_TENANT_NAME}/orchestrator_`
389
+ - `<URL_ENCODED_PACKAGE_KEY>` = URL-encode `<PackageName>:<Version>` (e.g., `MyProcess.process.MyProcess%3A1.0.0`)
390
+ - `<Version_underscores>` = version with dots replaced by underscores (e.g., `1.0.0` → `1_0_0`)
391
+ - **Solution-feed packages:** If the external tool was deployed from a solution (its `FeedId` from the Releases API differs from the tenant-level feed), append `?feedId=<FEED_ID>` to the download URL. This applies to **all** process types (agents, API workflows, agentic processes, RPA), not just agents. Without this, Studio Web reports "Resource '...' is missing in this environment."
392
+
393
+ ### Example: Package Declaration
394
+
395
+ ```jsonc
396
+ {
397
+ "docVersion": "1.0.0",
398
+ "resource": {
399
+ "name": "TestRPA.process.TestRPA",
400
+ "kind": "package",
401
+ "apiVersion": "orchestrator.uipath.com/v1",
402
+ "isOverridable": true,
403
+ "dependencies": [],
404
+ "runtimeDependencies": [],
405
+ "files": [
406
+ {
407
+ "name": "TestRPA.process.TestRPA.1.0.0.nupkg",
408
+ "kind": "Package",
409
+ "version": "1.0.0",
410
+ "url": "<orchestrator-download-url>",
411
+ "key": "TestRPA.process.TestRPA_1_0_0"
412
+ }
413
+ ],
414
+ "folders": [
415
+ { "fullyQualifiedName": "Shared" }
416
+ ],
417
+ "spec": {
418
+ "fileName": "TestRPA.process.TestRPA.1.0.0.nupkg",
419
+ "fileReference": "TestRPA.process.TestRPA_1_0_0",
420
+ "name": "TestRPA.process.TestRPA",
421
+ "description": null
422
+ },
423
+ "locks": [],
424
+ "key": "TestRPA.process.TestRPA:1.0.0"
425
+ }
426
+ }
427
+ ```
428
+
429
+ ## debug_overwrites.json (process kind)
430
+
431
+ **Path:** `userProfile/<userId>/debug_overwrites.json`
432
+
433
+ Maps `solution_folder` to the actual Orchestrator folder so Studio Web can resolve external tool references during import and debugging. **Required for external tools** — without this file, Studio Web will show "resource is missing in this environment".
434
+
435
+ ```jsonc
436
+ {
437
+ "docVersion": "1.0.0",
438
+ "tenants": [
439
+ {
440
+ "tenantKey": "<UIPATH_TENANT_ID>", // From ~/.uipath/.auth
441
+ "resources": [
442
+ {
443
+ "solutionResourceKey": "<release-key-guid>", // Same as referenceKey in agent resource
444
+ "reprovisioningIndex": 0,
445
+ "overwrite": {
446
+ "resourceKey": "<release-key-guid>",
447
+ "resourceName": "<ToolName>",
448
+ "folderKey": "<folder-key-guid>", // FolderKey from `uip solution resource list --kind Process`
449
+ "folderFullyQualifiedName": "<folder-path>", // Folder from the same (e.g., "Shared/MyFolder")
450
+ "folderPath": "<parent-key>.<folder-key>", // If folder has parent: "parentKey.folderKey". If no parent: just "folderKey"
451
+ "type": "Reference",
452
+ "kind": "process"
453
+ }
454
+ }
455
+ ]
456
+ }
457
+ ]
458
+ }
459
+ ```
460
+
461
+ **Multiple external tools:** Add one entry per tool to the `resources` array. If a resource with the same `solutionResourceKey` already exists, replace it.
462
+
463
+ For the generic debug_overwrites shape (capability-agnostic), see [../../solution-resources.md](../../solution-resources.md) § Debug Overwrites.
464
+
465
+ ## How to Get the Values
466
+
467
+ > **Fallback path.** When `uip solution resource get` is available, use it instead — see [process.md § Discovery](process.md#discovery). The steps below are for older `uip` builds, RCS-unreachable environments, or custom deployments where the CLI cannot supply the full configuration.
468
+
469
+ > **SECURITY: Never read `~/.uipath/.auth` directly** — the access token must not appear in Claude's context. Always use a `bash -c` wrapper that sources the auth file and makes the API call in a single shell invocation, so Claude only sees the API response.
470
+
471
+ ### Step 1: Discover the process and its folder
472
+
473
+ ```bash
474
+ uip solution resource list --kind Process --source remote --search "<NAME>" --output json
475
+ ```
476
+
477
+ Returns, for each match:
478
+ - `Key` — release Key GUID. Use as `referenceKey` in the agent resource and `key` in the process declaration.
479
+ - `Type` — maps 1:1 to the agent resource `type` and the process declaration directory:
480
+ - `process` → `process/process/`
481
+ - `agent` → `process/agent/`
482
+ - `api` → `process/api/`
483
+ - `processOrchestration` → `process/processOrchestration/`
484
+ - `Folder` — literal Orchestrator folder path (e.g., `"Shared/Sales"`). Use as: agent-level `resource.json` `properties.folderPath`, solution-level `folders[].fullyQualifiedName` (in both process and package declarations), and `folderFullyQualifiedName` in `debug_overwrites.json`.
485
+ - `FolderKey` — folder GUID. Use as `X-UIPATH-FolderKey` header in Steps 2-3 and as `folderKey` in `debug_overwrites.json`.
486
+
487
+ ### Step 2: Query `/odata/Releases` for ProcessKey, ProcessVersion, FeedId, and raw .NET schemas (RPA)
488
+
489
+ Use a shell wrapper to query the Releases API — this keeps the access token inside the shell. Filter by `ProcessKey` (string, exact match):
490
+
491
+ ```bash
492
+ bash -c 'A="$HOME/.uipath/.auth"; [ -f "$A" ] || A="/.uipath/.auth"; set -a; source "$A"; set +a; curl -s "${UIPATH_URL}/${UIPATH_ORGANIZATION_NAME}/${UIPATH_TENANT_NAME}/orchestrator_/odata/Releases?\$filter=ProcessKey%20eq%20'\''<PROCESS_KEY>'\''&\$top=1&\$select=Key,Name,ProcessKey,ProcessVersion,ProcessType,FeedId,TargetRuntime,Description,Arguments,Id" \
493
+ -H "Authorization: Bearer $UIPATH_ACCESS_TOKEN" \
494
+ -H "X-UIPATH-FolderKey: <FOLDER_KEY_GUID>"'
495
+ ```
496
+
497
+ Orchestrator's OData rejects `Key eq <guid>` (Edm.Guid mismatch); filter by `ProcessKey` (string) or `Name` instead. The `Key` GUID from Step 1 is used as `referenceKey` and process-declaration `key`, never as a filter value.
498
+
499
+ Returns:
500
+ - `ProcessKey` / `ProcessVersion` → build `"<ProcessKey>:<Version>"` package key for Step 3
501
+ - `FeedId` → package feed ID, required by `GetPackageEntryPointsV2` in Step 3
502
+ - `TargetRuntime` → `"pythonAgent"` for agents, `null` for others — used in agent process declarations
503
+ - `Arguments.Input` / `Arguments.Output` → raw .NET type array strings (only populated for RPA processes, `null` for others) — used as `inputArgumentsSchema` / `outputArgumentsSchema` in RPA process declarations
504
+
505
+ ### Step 3: Query `GetPackageEntryPointsV2` for schemas and entry point data
506
+
507
+ This API returns JSON Schema format input/output arguments and entry point metadata. It works for **all 4 process types**.
508
+
509
+ ```bash
510
+ bash -c 'A="$HOME/.uipath/.auth"; [ -f "$A" ] || A="/.uipath/.auth"; set -a; source "$A"; set +a; curl -s "${UIPATH_URL}/${UIPATH_ORGANIZATION_NAME}/${UIPATH_TENANT_NAME}/orchestrator_/odata/Processes/UiPath.Server.Configuration.OData.GetPackageEntryPointsV2(key='\''<PROCESS_KEY>:<VERSION>'\'')?feedId=<FEED_ID>" \
511
+ -H "Authorization: Bearer $UIPATH_ACCESS_TOKEN" \
512
+ -H "X-UIPATH-FolderKey: <FOLDER_KEY_GUID>"'
513
+ ```
514
+
515
+ - `<PROCESS_KEY>:<VERSION>` — e.g., `TestRPA.process.TestRPA:1.0.0` (from Step 2: `ProcessKey` + `ProcessVersion`)
516
+ - `feedId` — from Step 2 `FeedId`. Always pass it; required for agents published via solution feeds.
517
+
518
+ Returns (array — take the first entry):
519
+ - `UniqueId` → `entryPointUniqueId` in process declaration (non-RPA types)
520
+ - `Path` → `entryPointName` in process declaration (non-RPA types)
521
+ - `InputArguments` → JSON Schema string — use for agent-level `inputSchema` (parse the JSON) and `inputArgumentsSchemaV2` in process declaration (non-RPA types)
522
+ - `OutputArguments` → JSON Schema string — use for agent-level `outputSchema` (parse the JSON) and `outputArgumentsSchemaV2` in process declaration (non-RPA types)
523
+ - `Type` → numeric entry point type (1=Process, 2=ProcessOrchestration, 4=Agent, 6=Api) — used in `entryPoints` serialized array
524
+ - `Id` → entry point ID — used in `entryPoints` serialized array
525
+
526
+ ### Step 4: Build agent-level inputSchema/outputSchema
527
+
528
+ Parse the `InputArguments`/`OutputArguments` JSON Schema strings from Step 3 and use them directly as the `inputSchema`/`outputSchema` in the agent-level `resource.json`. This works for all 4 types.
529
+
530
+ **Fallback for RPA only:** If `GetPackageEntryPointsV2` is unavailable, parse `Arguments.Input`/`Arguments.Output` from Step 2 using this .NET type mapping:
531
+
532
+ | .NET Type | JSON Schema Type |
533
+ |-----------|-----------------|
534
+ | `System.String` | `"string"` |
535
+ | `System.Int32`, `System.Int64`, `System.Decimal`, `System.Double` | `"number"` |
536
+ | `System.Boolean` | `"boolean"` |
537
+ | Unknown | `"string"` (default) |
538
+
539
+ Extract the short type name: split by `,` → take first part → split by `.` → take last part. Example: `"System.String, System.Private.CoreLib, ..."` → `"String"` → `"string"`.
540
+
541
+ ### Step 5: Extract userId from JWT
542
+
543
+ Decode the JWT access token payload (base64) and read the `sub` claim. This is the userId for `debug_overwrites.json`.
544
+
545
+ ## References
546
+
547
+ - [process.md](process.md) — capability overview + happy-path walkthrough using refresh
548
+ - [../../solution-resources.md](../../solution-resources.md) § Refresh Mechanics, § Debug Overwrites
@@ -0,0 +1,76 @@
1
+ # Critical Rules and Anti-Patterns
2
+
3
+ These rules are the canonical source for low-code agent authoring. Capability files cross-reference back here; they do not restate rules.
4
+
5
+ ## Critical Rules (22)
6
+
7
+ 1. **Edit JSON files directly, except CLI-managed memory features** — the CLI supports `init` (scaffold), `validate` (read-only check), `migrate` (apply writes + regenerate `.agent-builder/`), and `memory` (writes memory feature files). Agent configuration (prompts, schemas, settings) is done by editing `agent.json` and `entry-points.json`. Resources (tools, contexts, escalations) are added as individual files in `resources/{ResourceName}/resource.json` inside the agent project directory — **not** inline in `agent.json`. Memory spaces are added with `uip agent memory` and live in `features/{FeatureName}/feature.json`. The root `agent.json` should not contain `resources` or manually-authored memory feature entries. The `migrate` command reads these files and generates `.agent-builder/agent.json` which inlines them.
8
+
9
+ 2. **Validate and migrate after every bulk of edits** — run `uip agent validate --output json` to check, then `uip agent migrate --output json` to write any pending migrations and regenerate `.agent-builder/`. Validate is read-only (never writes files); migrate applies writes only when all checks pass. Always run both in sequence after a cohesive set of related changes.
10
+
11
+ 3. **Use `--output json`** on all `uip` commands when parsing output.
12
+
13
+ 4. **Keep schemas in sync** — `inputSchema` and `outputSchema` in `agent.json` must exactly mirror `input` and `output` in `entry-points.json`. Update both when adding or removing fields.
14
+
15
+ 5. **Use `{{input.fieldName}}` syntax** in user message templates. Do not use `$vars` or `=js:` expressions — those are flow syntax, not agent syntax.
16
+
17
+ 6. **Keep contentTokens in sync with content** — every message has both a `content` string and a `contentTokens` array. Update both when editing. See [agent-definition.md](agent-definition.md) § contentTokens Construction.
18
+
19
+ 7. **Do not manually create or edit `.agent-builder/`** — it is generated by `uip agent migrate` and managed by Studio Web. Never create or modify `.agent-builder/` files by hand.
20
+
21
+ 8. **Do not publish or deploy without user consent** — ask before running `uip solution upload`, `uip solution publish`, or `uip solution deploy`.
22
+
23
+ 9. **Do not modify `projectId`** — auto-generated by `uip agent init`.
24
+
25
+ 10. **Solution must exist first** — create one with `uip solution init` before scaffolding an agent.
26
+
27
+ 11. **Set `folderPath` to the literal `Folder` returned by `uip solution resource list`.** Applies to both local (`Source: "Local"`) and external (`Source: "Remote"`) resources, and to tool `properties.folderPath`, context-index top-level `folderPath`, escalation `channel.properties.folderName`, and guardrail escalation `action.app.folderName`. Local resources typically carry `"solution_folder"` (their declared folder in the solution); external resources carry the human-readable, slash-separated Orchestrator folder (e.g., `"Shared"`, `"Shared/Sales/Region-EU"`). The author writes the value verbatim into `resource.json` (or into the guardrail action under `agent.json`); `uip agent migrate` propagates it into `bindings_v2.json` as `folderPath` (App resources translate `folderName` → binding `folderPath`). See [capabilities/process/process.md](capabilities/process/process.md) § Tool resource.json Shape.
28
+
29
+ 12. **Tools carry a `location` field.** Use `"solution"` when the row from `uip solution resource list` has `Source: "Local"` (resource is in the same solution); use `"external"` when `Source: "Remote"` (already deployed in Orchestrator). All other resource fields (`type`, `referenceKey`, `folderPath`, schemas, `exampleCalls`) follow the same rules in both cases. Connection (Integration Service) bindings are bound by `connection.id` and are exempt — no `folderPath` propagation.
30
+
31
+ 13. **Process tools require solution-level resource files and `debug_overwrites.json`.** Whether local or external, you need the agent-level `resources/{ToolName}/resource.json`, solution-level files under `resources/solution_folder/`, AND a `userProfile/<userId>/debug_overwrites.json` for folder resolution. `uip solution resource refresh` generates these from the bindings; for in-solution agents the package + process declarations are pre-created when the project is registered with the solution (auto-registered by `uip agent init` when run inside the solution directory; falls back to `uip solution project add` if registration was `Skipped` or `Failed`), and refresh resolves the binding against them. Without these, Studio Web will show "resource is missing in this environment". See [capabilities/process/solution-files.md](capabilities/process/solution-files.md).
32
+
33
+ 14. **Never manually edit `storageVersion`.** It is managed by `uip agent migrate` (which writes the latest version on success) and by Studio Web on import. `uip agent validate` reports `MigrationPending: true` if the file is behind, but does not write. If validate reports a `storageVersion` newer than supported, upgrade uipcli rather than editing the field by hand.
34
+
35
+ 15. **Inline agents in flows use `uipath.agent.autonomous` nodes.** The node's `inputs.source` references the inline agent's `projectId` UUID. Attached resource nodes (`uipath.agent.resource.tool.*`, `uipath.agent.resource.escalation`, `uipath.agent.resource.context.*`) use the same `inputs.source` convention to reference their `<RES_UUID>` subdirectory under `<projectId>/resources/`. The definition still declares `model.source: true`, but flow-core hoists the source identity onto `inputs.source` for the node instance; no node instance carries an instance `model` block. The agent definition lives in a subdirectory inside the flow project. See [capabilities/inline-in-flow/inline-in-flow.md](capabilities/inline-in-flow/inline-in-flow.md).
36
+
37
+ 16. **Never invoke other skills automatically.** If the user needs flow operations, tell them to use the `uipath-maestro-flow` skill.
38
+
39
+ 17. **Read [capabilities/guardrails/guardrails.md](capabilities/guardrails/guardrails.md) before authoring guardrail JSON.** The schema uses discriminator fields (`$guardrailType`, `$actionType`, `$parameterType`, `$ruleType`, `$selectorType`) that cannot be guessed. Configure guardrails at the agent.json root `guardrails` array only.
40
+
41
+ 18. **`{{input.<file-field>}}` exposes metadata only.** When an input field is a `job-attachment`, the variable token renders only `ID`, `FullName`, `MimeType`, and `Metadata` into the prompt — not the file contents. To let the agent read contents, configure a file-handling built-in tool (e.g. `analyze-attachments`) and instruct the agent to call it. See [capabilities/built-in-tools/built-in-tools.md](capabilities/built-in-tools/built-in-tools.md).
42
+
43
+ 19. **`job-attachment` schema is canonical — copy verbatim.** Declare file fields as `{ "$ref": "#/definitions/job-attachment" }` and place the canonical block under `definitions`. `x-uipath-resource-kind: "JobAttachment"` is required. Same schema for input and output fields. See [agent-definition.md](agent-definition.md) § File Attachments.
44
+
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+ 20. **Built-in tools require explicit configuration.** Tools like `analyze-attachments` are not implicitly available — add them as `resources/{Name}/resource.json` with `type: "internal"` and `properties.toolType: "<kebab-lowercase-id>"`. The `toolType` discriminator is fixed per tool — copy from the capability reference, do not invent. See [capabilities/built-in-tools/built-in-tools.md](capabilities/built-in-tools/built-in-tools.md).
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+
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+ 21. **Built-in tools need no solution-level files and no resource refresh.** Unlike external process tools, built-in tools (`type: "internal"`) are self-contained at the agent level. Do not run `uip solution resource refresh` for them; do not author solution-level resource files. Validate the agent and bundle.
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+
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+ 22. **Use `uip agent memory` for memory spaces and seed items.** The memory commands own `features/{FeatureName}/feature.json`, `.agent-builder/agent.json`, memory item type validation, and generated `memorySpace` bindings. Attach existing memory spaces by `--memory-space` plus literal `--folder-path`; seed items require `--memory-type episodic|escalation`, and episodic seed items require `--feedback-id`. Run `uip agent validate --output json`, `uip agent migrate --output json`, and then `uip solution resource refresh --output json` after memory changes in a solution. See [capabilities/memory/memory.md](capabilities/memory/memory.md).
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+
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+ ## What NOT to Do (24)
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+
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+ 1. **Do not manually create or edit `.agent-builder/` files** — it is generated by `uip agent migrate` and managed by Studio Web. Never create or modify these files by hand.
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+ 2. **Do not use `=js:` or `$vars` in agent messages** — use `{{input.fieldName}}` only
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+ 3. **Do not skip schema sync** — agent.json and entry-points.json must match
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+ 4. **Do not skip validation after a bulk of related edits** — validate after each cohesive set of changes (not after every line, but always before moving on to a new capability or publishing)
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+ 5. **Do not publish/deploy without validating** — always validate first
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+ 6. **Do not forget contentTokens** — editing `content` without updating `contentTokens` causes rendering issues
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+ 7. **Do not forget `uip solution resource refresh` after adding a process tool** — applies to both local and external. Creating only the agent-level `resources/{ToolName}/resource.json` is not enough. After `uip agent migrate` generates `bindings_v2.json`, run `uip solution resource refresh` from the solution root to import the bindings into the solution. For `Connection` bindings refresh also generates `debug_overwrites.json`. For `Process`, `App`, and `Index` bindings refresh imports the resource but does not hand-write the rich solution-level files — check the output and hand-author missing files per [capabilities/process/solution-files.md](capabilities/process/solution-files.md).
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+ 8. **`uip solution resource list` returns identity only (Source/Key/Name/Type/Folder/FolderKey)** — for the full configuration run `uip solution resource get <KEY> --output json` and read `Data.spec`. Applies to `--kind Process` (argument schemas, package keys, entry-point IDs — see [capabilities/process/process.md § Discovery](capabilities/process/process.md#discovery)) and `--kind Index` (data source type, storage bucket reference — see [capabilities/context/index.md § Discovery](capabilities/context/index.md#discovery)).
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+ 9. **Do not copy-paste UUIDs from one resource to another** — every resource (including each guardrail) needs a unique UUID.
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+ 10. **Do not bump `storageVersion` manually** — breaks packager compatibility.
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+ 11. **Do not call raw Automation.Solutions REST APIs** — always use `uip solution` commands.
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+ 12. **Do not camelCase `contextType` or `retrievalMode` values** — write `"datafabricentityset"`, `"deeprag"`, `"batchtransform"` (all lowercase). `uip agent validate` accepts camelCase but Studio Web silently drops the resource from the agent UI on import.
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+ 13. **Do not pass `--for-low-code-agents` to `uip is connectors list` or `uip is activities list`** — this flag has been removed. Run the commands without it and filter yourself if needed.
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+ 14. **Do not omit discriminator fields in guardrails** — every action needs `$actionType` (not `type`), every validator parameter needs `$parameterType` and `id` (not `name`), every custom rule needs `$ruleType`, every field selector needs `$selectorType`. Missing any discriminator causes `uip agent validate` to fail.
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+ 15. **Do not use lowercase scope values in guardrails** — use `"Agent"`, `"Llm"`, `"Tool"` (PascalCase), not `"agent"`, `"llm"`, `"tool"`.
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+ 16. **Always include `"guardrail": { "policies": [] }` in every tool resource.json, and never populate `policies` with entries** — the field must be present for backward-compatible solution loading; omitting it causes the runtime to fail. All guardrails are configured at the agent.json root `guardrails` array with `selector.scopes` and `selector.matchNames`.
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+ 17. **Do not expect `uip solution resource refresh` to wire non-StorageBucket index data sources** — GoogleDrive/OneDrive/Dropbox/Confluence/Attachments indexes, `attachments` contexts, and `datafabricentityset` contexts are not auto-generated. Refresh warns + skips them; any solution-level files for these must be hand-authored. See [capabilities/context/index.md](capabilities/context/index.md).
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+ 18. **Do not add a Tool-scoped guardrail before the tool exists** — run `uip agent tool list` first and confirm every name in `selector.matchNames` is present. `uip agent validate` will fail with an error if a guardrail targets a tool that has not been added to the agent.
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+ 19. **Set `folderPath` on process tool resources to the literal `Folder` from `uip solution resource list`** — applies whether `Source` is `Local` or `Remote`. `uip agent validate` reads it from the agent-level `resource.json` during the schema check; `uip agent migrate` propagates it verbatim into `bindings_v2.json`. The same value goes into the matching solution-level process declaration's `folders[].fullyQualifiedName`.
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+ 20. **Do not hand-edit `bindings_v2.json`** — the file is generated by `uip agent migrate` from the agent-level `resource.json` (including `folderPath`). Edit `resource.json` and re-run migrate; never patch the binding directly.
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+ 21. **Do not pass attachments via the `uip` CLI** — runtime file inputs are not supported by `uip agent run` or solution-level CLI run paths. Test attachment-aware agents from Studio Web or via Orchestrator job invocation.
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+ 22. **Do not assume `{{input.<job-attachment>}}` lets the agent read the file** — it renders metadata only. Pair the file field with a file-handling built-in tool (e.g. `analyze-attachments`) so the agent has a way to read contents.
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+ 23. **Do not run final inline-agent validation or migration before flow graph edits for inline-in-flow agents** — direct `.flow` authoring of the inline-agent node, capability-resource nodes, and edges is owned by the `uipath-maestro-flow` skill. Always run `uip agent validate --inline-in-flow` and then `uip agent migrate --inline-in-flow --bindings-target <FlowProjectDir>/bindings_v2.json` **after** those flow graph edits are complete. Migrate is what propagates the inline agent's bindings into the flow project's `bindings_v2.json`; without it, `uip solution resource refresh` cannot discover them. Never hand-edit `bindings_v2.json`. See [capabilities/inline-in-flow/inline-in-flow.md](capabilities/inline-in-flow/inline-in-flow.md).
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+ 24. **Do not hand-edit memory feature files for routine changes** — use `uip agent memory add/list/remove` and `uip agent memory item add/list/remove`. Hand-writing `features/{Name}/feature.json`, `.agent-builder/agent.json`, or `bindings_v2.json` can desynchronize generated state and skip CLI validation for search mode, field weights, metadata JSON, and memory item type.