Configure tools for agents

This course provides a practical deep dive into tool configuration within agentic automation ecosystem of UiPath. While prompts define reasoning and context provides knowledge, tools are what enable agents to take action. You’ll explore how well-designed tools transform intelligent planning into reliable execution.

You’ll begin by understanding how tools fit into an agent’s design architecture and the core principles that guide effective tool development—such as tool granularity, usage contracts, and clear descriptions. From there, you’ll work with different tool types available in UiPath Studio Web, including built-in tools, Integration Service activities, IXP (Intelligent Xtraction and Processing), and MCP (Model Context Protocol) servers.

Through hands-on scenarios, you’ll extend agent capabilities using IXP for document intelligence, leverage built-in tools like Analyze Files, configure and publish MCP servers for custom intelligence, and apply advanced retrieval strategies such as Batch Transform and DeepRAG. You’ll also learn how to configure ephemeral (JIT) indexes, enable agent memory for continuous learning, evaluate agent behavior, and implement guardrails to ensure secure and governed execution.

This course takes approximately 2 hours and 10 minutes to complete.

To get the most out of this course, you should have:

• Prior experience using UiPath Studio Web and Automation Cloud.

• Familiarity with Orchestrator, Integration Service, and AI-powered tools like Validation Station and IXP.

• A technical background in automation design or RPA solution architecture is recommended.

If you’re new to UiPath Agents, we recommend completing “Build Your First Agent with Studio Web” before taking this course.

This course is primarily designed for automation developers and technical professionals who want to extend agent capabilities through advanced tool configuration. It is also ideal for practitioners building production-ready agents that require governance, integration, and intelligent execution.

The full agenda covers:

• Introduction to tool design considerations

• Tool design principles and types

• Extending agent capabilities with IXP

• Using out-of-the-box built-in tools

• Configuring and using MCP servers

• Retrieval strategies in context grounding

• Configuring ephemeral indexes

• Enabling agent memory

• Evaluating agent behavior

• Implementing guardrails

By the end of this course, you should be able to:

• Explain how tools function within an agent’s design architecture

• Apply tool design principles such as granularity, usage contracts, and clear descriptions

• Integrate IXP as a tool for intelligent document extraction and validation

• Use built-in tools to solve common automation challenges

• Configure and deploy MCP servers to expose custom intelligence to agents

• Implement advanced context grounding strategies such as Batch Transform and Deep RAG

• Configure ephemeral (JIT) indexes for execution-specific document analysis

• Enable agent memory for improved reasoning continuity

• Evaluate agent behavior using structured evaluation frameworks

• Apply guardrails to enforce governance and protect against PII exposure and prompt injection