Asset Management Analyst Assistant Agentic Chatbot Langgraph Mongodb
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alph-notebooks/mongodb-genai-showcase / asset_management_analyst_assistant_agentic_chatbot_langgraph_mongodb.ipynb
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RAG Pipeline With MongoDB
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Enter your OpenAI API key: ·········· Enter your LangChain API key: ·········· Enter your Hugging Face token: ··········
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Generating embeddings and duplicating rows: 100%|██████████| 63/63 [00:25<00:00, 2.43it/s]
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Step 4: MongoDB Vector Database and Connection Setup
MongoDB acts as both an operational and a vector database for the RAG system. MongoDB Atlas specifically provides a database solution that efficiently stores, queries and retrieves vector embeddings.
Creating a database and collection within MongoDB is made simple with MongoDB Atlas.
- First, register for a MongoDB Atlas account. For existing users, sign into MongoDB Atlas.
- Follow the instructions. Select Atlas UI as the procedure to deploy your first cluster.
- Create the database:
asset_management_use_case. - Within the database
asset_management_use_case, create the collectionmarket_reports. - Create a vector search index named vector_index for the ‘listings_reviews’ collection. This index enables the RAG application to retrieve records as additional context to supplement user queries via vector search. Below is the JSON definition of the data collection vector search index.
Your vector search index created on MongoDB Atlas should look like below:
{
"fields": [
{
"numDimensions": 256,
"path": "embedding",
"similarity": "cosine",
"type": "vector"
}
]
}
Follow MongoDB’s steps to get the connection string from the Atlas UI. After setting up the database and obtaining the Atlas cluster connection URI, securely store the URI within your development environment.
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Enter your MongoDB URI: ··········
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Connection to MongoDB successful
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DeleteResult({'n': 63, 'electionId': ObjectId('7fffffff000000000000002f'), 'opTime': {'ts': Timestamp(1723717285, 63), 't': 47}, 'ok': 1.0, '$clusterTime': {'clusterTime': Timestamp(1723717285, 63), 'signature': {'hash': b'\x19\x1d>\xb7\xe3\x9eJ\xb4\xc3\xa1%\xbc\x9e\x12\x96y\x99\xe1g+', 'keyId': 7353740577831124994}}, 'operationTime': Timestamp(1723717285, 63)}, acknowledged=True) Step 5: Data Ingestion
MongoDB's Document model and its compatibility with Python dictionaries offer several benefits for data ingestion.
- Document-oriented structure:
- MongoDB stores data in JSON-like documents: BSON(Binary JSON).
- This aligns naturally with Python dictionaries, allowing for seamless data representation using key value pair data structures.
- Schema flexibility:
- MongoDB is schema-less, meaning each document in a collection can have a different structure.
- This flexibility matches Python's dynamic nature, allowing you to ingest varied data structures without predefined schemas.
- Efficient ingestion:
- The similarity between Python dictionaries and MongoDB documents allows for direct ingestion without complex transformations.
- This leads to faster data insertion and reduced processing overhead.
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Data ingestion into MongoDB completed
Step 6: MongoDB Query language and Vector Search
Query flexibility
MongoDB's query language is designed to work well with document structures, making it easy to query and manipulate ingested data using familiar Python-like syntax.
Aggregation Pipeline
MongoDB's aggregation pipelines is a powerful feature of the MongoDB Database that allows for complex data processing and analysis within the database. Aggregation pipeline can be thought of similarly to pipelines in data engineering or machine learning, where processes operate sequentially, each stage taking an input, performing operations, and providing an output for the next stage.
Stages
Stages are the building blocks of an aggregation pipeline. Each stage represents a specific data transformation or analysis operation. Common stages include:
$match: Filters documents (similar to WHERE in SQL)$group: Groups documents by specified fields$sort: Sorts the documents$project: Reshapes documents (select, rename, compute fields)$limit: Limits the number of documents$unwind: Deconstructs array fields$lookup: Performs left outer joins with other collections
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Step 8: Supplementing User Queries with Vector Search
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Query: Select a company from the provided information that is safe to invest in for the long term, and provide a reason Continue to answer the query by using the Search Results: +---------------------+--------------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+ | Company | Similarity Score | Combined Attributes | +=====================+====================+=======================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================+ | GenomicsMed | 0.768291 | GenomicsMed Information Technology 2023 GenomicsMed (GNMD) - 2023 Market Analysis Morgan Johnson, Technology Sector Lead # GenomicsMed (GNMD) - Market Analysis Report 2023 | | | | | | | | ## Overview: | | | | GenomicsMed Inc. (GNMD), a leading provider of genetic testing and precision health solutions, has had an eventful year in 2023. The company has made significant strides in expanding its product offerings, enhancing its technological capabilities, and solidifying its position in the rapidly growing genomics market. This report will analyze GNMD's performance, highlight key factors influencing its trajectory, and provide a comprehensive outlook for investors for the next year. | | | | | | | | ## Key Highlights: | | | | ### Financial Performance: | | | | - GNMD reported strong financial results for 2023, with revenue growth outpacing the industry average. The company's revenue increased by 25% year-over-year, driven by the growing demand for its genetic testing kits and an expansion of its customer base. | | | | - Gross margins improved slightly due to economies of scale and cost-efficiency initiatives, while operating expenses remained relatively stable as a percentage of revenue. | | | | - Net income more than doubled compared to the previous year, indicating GNMD's ability to effectively manage costs and drive profitable growth. | | | | | | | | ### Product Innovations: | | | | - The company launched its highly anticipated at-home genetic testing kit, "GNMD-Home," during the third quarter. This user-friendly kit allows individuals to gain insights into their genetic makeup from the comfort of their homes, representing a significant step toward making genomics more accessible. | | | | - GNMD also enhanced its enterprise offerings with the release of "GNMD-Enterprise," a comprehensive genetic testing solution tailored for healthcare providers and research institutions. This product suite includes advanced genomic analysis tools and customized reporting features. | | | | - The company expanded its partnerships with leading research institutions to further develop its AI-powered genomic analysis platform, enhancing its ability to interpret genetic data and provide actionable health insights. | | | | | | | | ### Market Position: | | | | - GNMD solidified its position in the direct-to-consumer genetic testing market, capturing a significant market share. The company's user-friendly approach and comprehensive reporting have resonated well with customers. | | | | - The company also made inroads into the healthcare provider market, with an increasing number of clinics and hospitals adopting GNMD's genetic testing solutions as part of their precision health initiatives. | | | | - GNMD's strategic collaborations with insurance providers and healthcare payers have helped improve customer accessibility and affordability, setting the company apart from its peers. | | | | | | | | ## Challenges: | | | | - Increased Competition: The genetic testing market is becoming increasingly crowded, with new entrants and established players launching competing products. This intensifies the challenge of maintaining market share and differentiating offerings. | | | | - Regulatory Landscape: The highly regulated nature of the healthcare industry poses challenges. Changing regulatory requirements across different markets can impact the speed and strategy of GNMD's expansion plans. | | | | - Reimbursement Dynamics: While GNMD has made progress with insurance providers, the complex dynamics of reimbursement in the healthcare industry can impact the adoption of genetic testing services. | | | | | | | | ## Outlook for 2024: | | | | For the next year, GNMD is well-positioned to continue its growth trajectory. The company's expansion into the enterprise market is expected to gain traction, driven by the increasing recognition of the value of genetic testing in precision health. The growing awareness of at-home genetic testing and the potential for personalized insights is also expected to boost demand for GNMD's offerings. | | | | | | | | ## Stock Recommendation: | | | | Stock Recommendation: Buy | | | | Price Target: $58.00 | | | | | | | | GenomicsMed has demonstrated strong performance and strategic innovation in 2023, and the company is well-positioned to capitalize on the growing demand for genetic testing solutions. With a solid financial foundation, innovative product offerings, and a differentiated market approach, GNMD is a compelling investment opportunity. Investors should consider buying GNMD stock, with a price target of $58.00, representing a potential upside from its current levels. 2024 GenomicsMed (GNMD) - 2024 Market Analysis Alex Williams, Head of Equity Research # GenomicsMed (GNMD) - Market Analysis Report 2024 | | | | | | | | ## Overview: | | | | GenomicsMed, a genomics-based personalized medicine company, had an eventful year in 2024, marked by both achievements and challenges. The company has made significant strides in the past year, particularly in terms of its financial performance and product innovations. The company's stock performance, however, has been volatile, presenting an intriguing situation for investors. | | | | | | | | ## Key Highlights: | | | | | | | | ### Financial Performance: | | | | - GNMD reported strong financial results for the year, with revenue growth outpacing the industry average. The company's revenue increased by 25% year-over-year, driven primarily by the success of its core genomics-based products and services. | | | | - Profit margins improved due to efficient cost management and increased operational efficiency. As a result, GNMD reported a healthy net profit margin of 15%, a 3% increase from the previous year. | | | | - Cash flow from operations was robust, providing the company with financial flexibility to invest in R&D and potential acquisitions. | | | | | | | | ### Product Innovations: | | | | - The company launched its highly anticipated Precision Health Platform, a comprehensive solution that integrates an individual's genetic data with health tracking and personalized recommendations. This platform has been well-received by both healthcare professionals and consumers. | | | | - GNMD expanded its product portfolio by introducing a range of at-home genetic testing kits, catering to the growing consumer interest in self-administered health tests. These kits offer insights into ancestry, health risks, and personalized nutrition and fitness plans. | | | | - The company also formed strategic partnerships with leading research institutions to further develop its pipeline of innovative medicines and diagnostics. | | | | | | | | ### Market Position: | | | | - GenomicsMed has solidified its position as a leader in the genomics-based personalized medicine market. The company's market share increased by 2% in 2024, capturing a significant portion of the rapidly growing industry. | | | | - GNMD's products and services are now available in over 30 countries, with a particularly strong presence in North America and Western Europe. | | | | - The company's brand recognition and consumer trust have grown, as evidenced by numerous industry awards and positive customer testimonials. | | | | | | | | ## Challenges: | | | | - One of the main challenges faced by GNMD is the highly competitive and rapidly evolving nature of the genomics industry. The company needs to continuously innovate and adapt to stay ahead of the competition. | | | | - Regulatory hurdles and reimbursement issues have slowed down the adoption of some of GNMD's products, particularly in certain international markets. | | | | - The company's stock price has been volatile, influenced by shifts in investor sentiment and broader market trends, presenting a potential risk for short-term investors. | | | | | | | | ## Outlook for 2025: | | | | GenomicsMed is well-positioned for continued growth and success in 2025. The company is expected to build on its strong financial foundation and expanding product portfolio. With a robust pipeline of innovative medicines and diagnostics, GNMD is likely to maintain its leadership position in the market. | | | | | | | | ## Stock Recommendation: | | | | **Buy** - GNMD currently trades at a reasonable valuation, especially considering its growth prospects. With a forward-looking P/E ratio of around 20, there is potential for capital appreciation as the company continues to expand and innovate. The stock also offers a dividend yield of 1.5%, providing a modest income stream. | | | | | | | | **Price Target:** $65.00 - This implies an upside potential of approximately 25% from the current market price. | | | | | | | | GenomicsMed's strong financial performance, innovative product pipeline, and solid market position make it an attractive investment opportunity for those seeking exposure to the rapidly growing genomics industry. | | | | | | | | (Disclaimer: This report is for informational purposes only and should not be considered investment advice. Please conduct your own due diligence and consult a financial advisor before making any investment decisions.) GenomicsMed Faces Regulatory Scrutiny Over Data Practices GenomicsMed is under regulatory scrutiny as authorities examine the company's data handling practices and potential privacy risks. GenomicsMed Faces Regulatory Scrutiny Over Data Practices GenomicsMed is under regulatory scrutiny as its data practices and management of sensitive genetic information are being questioned. | +---------------------+--------------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+ | CloudSecure Systems | 0.75761 | CloudSecure Systems Information Technology 2023 CloudSecure Systems (CLSC) - 2023 Market Analysis Morgan Brown, Chief Market Strategist # CloudSecure Systems (CLSC) - Market Analysis Report 2023 | | | | | | | | ## Overview: | | | | CloudSecure Systems (CLSC) is a leading provider of cloud security solutions, offering a suite of products that enable businesses to secure and manage their data in the cloud. In 2023, CLSC continued to build on its strong foundation, delivering impressive financial results and solid strategic initiatives. With a growing customer base and expanding product offerings, CLSC has positioned itself as a key player in the cloud security market. | | | | | | | | ## Key Highlights: | | | | ### Financial Performance: | | | | - Revenue Growth: CLSC reported strong financial results for 2023, with a year-over-year revenue increase of 25%. This growth was driven by the increasing demand for cloud security solutions and the company's ability to cater to a diverse range of customers. | | | | - Profitability: The company's gross profit margin remained steady at 70%, indicating a healthy business model and efficient cost management. Operating income also saw a slight improvement compared to the previous year, with a 2% increase in operating profit margin. | | | | - Cash Flow: CLSC generated positive cash flows from operations, with a year-over-year increase of 15%. This reflects the company's ability to effectively manage its working capital and invest in research and development. | | | | | | | | ### Product Innovations: | | | | - CLSC introduced several innovative product updates in 2023, enhancing its cloud security platform: | | | | - CloudSecure 360: A comprehensive cloud security suite that offers advanced threat detection, data loss prevention, and cloud infrastructure protection. | | | | - CloudSecure Access: A new product offering that provides secure and centralized access control for cloud resources, helping businesses manage user permissions and ensure data privacy. | | | | - Enhanced Machine Learning Capabilities: CLSC invested in improving its machine learning algorithms, enabling more accurate threat detection and response. | | | | | | | | ### Market Position: | | | | - CLSC has solidified its position in the cloud security market, gaining recognition from industry analysts and influencers: | | | | - Gartner Magic Quadrant: CLSC was named a Leader in the Gartner Magic Quadrant for Cloud Security, recognizing its ability to execute and completeness of vision. | | | | - Market Share Growth: According to IDC, CLSC has gained market share in the global cloud security market, moving up two positions in the rankings. | | | | - Customer Acquisition: CLSC onboarded several high-profile enterprise customers in 2023, including Fortune 500 companies across various industries. | | | | | | | | ## Challenges: | | | | - Competition: The cloud security market is highly competitive, with both established players and new entrants offering innovative solutions. CLSC faces the challenge of differentiating its products and maintaining its market position. | | | | - Regulatory Landscape: With the evolving nature of data privacy regulations, CLSC needs to stay agile and ensure its solutions comply with changing requirements, such as GDPR and industry-specific standards. | | | | - Talent Acquisition: As the demand for cloud security skills increases, CLSC may face challenges in attracting and retaining top talent, particularly in the areas of research and development. | | | | | | | | ## Outlook and Stock Recommendation: | | | | ### Outlook for 2024: | | | | - For the upcoming year, CLSC is well-positioned to continue its growth trajectory and market expansion: | | | | - Revenue Projections: Based on current market conditions and expected demand, CLSC forecasts a revenue growth of 20-22% for 2024, with a potential upside if new products are well-received. | | | | - Product Strategy: The company plans to further enhance its product offerings, particularly in the areas of cloud access control and cloud infrastructure security. | | | | - International Expansion: CLSC has set its sights on expanding its global presence, with a focus on the APAC and European markets. | | | | | | | | ### Stock Recommendation: | | | | - Given the strong financial performance, innovative product pipeline, and solid market position, I recommend a "Buy" rating for CLSC stock. | | | | - Price Target: $125.00, implying a potential upside of ~25% from the current market price. | | | | - Key Drivers: The price target is based on a combination of strong revenue growth prospects, expanding profit margins, and the potential for multiple expansions as the company continues to execute its strategic initiatives. | | | | | | | | In summary, CloudSecure Systems (CLSC) has had a successful year in 2023, delivering impressive financial results and innovative product offerings. With a solid market position and a promising outlook, CLSC is well-positioned for continued growth in 2024 and beyond. | | | | | | | | *Note: This report is for illustrative purposes only and should not be considered investment advice. Please consult a financial advisor for personalized investment recommendations.* 2024 CloudSecure Systems (CLSC) - 2024 Market Analysis Morgan Davis, Technology Sector Lead # CloudSecure Systems (CLSC) Market Analysis Report 2024 | | | | | | | | ## Overview: | | | | CloudSecure Systems (CLSC) has had a remarkable year in 2024, solidifying its position as a leading provider of cloud security solutions. The company has shown robust financial performance, driven by its innovative product offerings and expanding market presence. CLSC's shares have outperformed the market, and its innovative technologies have positioned it at the forefront of the rapidly growing cloud security industry. | | | | | | | | ## Key Highlights: | | | | | | | | ### Financial Performance: | | | | - Revenue Growth: CLSC reported impressive revenue growth for the full year, with a year-over-year increase of 25%. This growth was driven by strong demand for its core cloud security products and services, as well as successful expansion into new markets. | | | | - Profitability: The company's bottom line improved significantly, with net income rising by 30% compared to the previous year. This was a result of efficient cost management and the economies of scale achieved through increased operational efficiency. | | | | - Cash Flow: CLSC experienced positive cash flow from operations, indicating strong management of working capital and successful capital expenditure strategies. This positions the company well for future investments and potential M&A activities. | | | | | | | | ### Product Innovations: | | | | - CLSC launched its flagship product, CloudSecure 360, an integrated platform that offers comprehensive cloud security to enterprises. This platform provides advanced threat detection, data loss prevention, and cloud infrastructure protection, receiving high praise from industry analysts. | | | | - The company also introduced CloudSecure Analytics, a cloud security posture management tool that helps organizations identify and remediate risks in real time. This product has been well-received, especially among large enterprises, for its ability to provide continuous cloud security assessment. | | | | - Additionally, CLSC expanded its offerings in the emerging field of cloud-based zero trust security, launching a pilot program with several mid-sized enterprises. | | | | | | | | ### Market Position: | | | | - CLSC has solidified its position as a leader in the Gartner Magic Quadrant for Cloud Security. The company's comprehensive product portfolio and strong market presence have been key factors in this recognition. | | | | - The company expanded its global footprint, particularly in the APAC and EMEA regions, through strategic partnerships and targeted acquisitions. This has helped CLSC tap into new markets and expand its customer base. | | | | - CLSC also strengthened its partner ecosystem, forging alliances with leading cloud providers and system integrators to deliver joint solutions to a wider range of customers. | | | | | | | | ## Challenges: | | | | - Increased Competition: The cloud security market is highly competitive, with new entrants and established players constantly innovating. CLSC faces the challenge of maintaining its market position and differentiating its offerings in a crowded field. | | | | - Talent Acquisition: As the company expands, attracting and retaining top talent in a competitive job market may impact its ability to execute strategies effectively. | | | | - Regulatory Landscape: With the ever-evolving nature of data privacy and cybersecurity regulations, CLSC must continuously adapt its products and services to ensure compliance in multiple jurisdictions. | | | | | | | | ## Outlook for 2025: | | | | CLSC is well-positioned for continued success in 2025. The company is expected to build on its current momentum, focusing on product innovation and market expansion. The anticipated launch of new features for CloudSecure 360, enhanced go-to-market strategies, and potential acquisitions to bolster its product portfolio are expected to drive growth. | | | | | | | | ## Stock Recommendation: | | | | **Buy** - With strong fundamentals, innovative products, and a promising outlook, CLSC is a compelling investment opportunity. The expected continued momentum in the cloud security market and CLSC's ability to capitalize on emerging trends make it an attractive prospect. | | | | | | | | **Price Target:** $125.00 - Based on a discounted cash flow analysis and comparable company valuation, a price target of $125.00 per share is set for the next 12 months, representing a potential upside of approximately 25% from current levels. | | | | | | | | Disclaimer: This report is for informational purposes only and should not be considered investment advice. Investors are advised to conduct their own due diligence and consult with a financial advisor before making any investment decisions. CloudSecure Systems Faces Regulatory Scrutiny Over Data Practices CloudSecure Systems is under regulatory scrutiny as authorities examine its data handling practices, sparking concerns about potential privacy breaches and highlighting the need for stringent data protection measures. CloudSecure Systems Faces Regulatory Scrutiny Over Data Practices Here is a brief one-sentence summary: | | | | | | | | CloudSecure Systems is under regulatory scrutiny as authorities examine its data handling practices, sparking concerns about potential privacy breaches and highlighting the ongoing challenges of secure data management in the cloud. | +---------------------+--------------------+-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
LangGraph: Building An Agentic System
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Enter your Cohere API key: ·········· Enter your Tavily API key: ·········· Enter your Anthropic API key: ··········
Using MongoDB as a Memory Provider for Agentic Systems
1. Knowledge Base:
A comprehensive, long-term storage of information and data. In Agentic Systems: Represents the agent's foundational knowledge, accumulated over time. It's a repository of facts, rules, and learned information that the agent can draw upon to make informed decisions and respond to queries. MongoDB Usage: Stores structured data, documents, or embeddings representing the agent's knowledge in a persistent, queryable format.
2.Active Memory:
Short-term, readily accessible information relevant to the current task or conversation. In Agentic Systems: Represents the agent's working memory, holding immediate context and task-specific information. MongoDB Usage: Can be implemented as a collection with time-based expiration, storing recent conversation turns, current task parameters, or temporary data needed for ongoing processes.
3. State Store:
In LangGraph, the State Store is a crucial component that maintains the current state of the graph execution. In Agentic Systems: Represents the evolving state of the agent's workflow as it progresses through different nodes in the graph.
MongoDB Vector Store Intialisation
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Active memory
- include the steps to create the active memory collection
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MongoDB Checkpointer
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Tool Definitions
MongoDB Tools
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Search Tool (Tavily)
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/usr/local/lib/python3.10/dist-packages/pydantic/_internal/_config.py:341: UserWarning: Valid config keys have changed in V2: * 'allow_population_by_field_name' has been renamed to 'populate_by_name' * 'smart_union' has been removed warnings.warn(message, UserWarning)
Google Docs Tools
Google API Setup
- Go to the Google Cloud Console.
- Create a new project or select an existing one.
- Enable the following APIs for your project:
- Google Drive API
- Google Docs API
- Gmail API
- Create credentials (OAuth 2.0 Client ID) for a Desktop application:
- Go to "Credentials" in the left sidebar.
- Click "Create Credentials" and select "OAuth client ID".
- Choose "Desktop app" as the application type.
- Download the client configuration file and rename it to
credentials.json. - Place
credentials.jsonin the root directory of the project.
- The first time you run the application, it will prompt you to authorize access:
- A browser window will open asking you to log in to your Google account.
- Grant the requested permissions.
- The application will then create a
token.jsonfile in the project root.
Note: Keep credentials.json and token.json secure and do not share them publicly.
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Google Gmail 📧 tool
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LLM Definition
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Agent Definition
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State Definition
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Node Definition
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Agentic Workflow Definition
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Graph Compiliation and visualisation
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