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Setup Guide

1. Clone the Repository

git clone <repository-url>
cd personal  # or your repo directory name

2. Check Python Version

Important: The MCP server requires Python 3.10 or higher.

# Check your Python version
python3 --version

# If you have Python 3.9 or lower, install a newer version:
# macOS (via Homebrew):
brew install python@3.11  # or python@3.12

# Verify newer Python is available
python3.11 --version  # or python3.12

3. Set Up Python Environment

# Create virtual environment with Python 3.10+ (recommended)
# If you installed python3.11 via Homebrew:
python3.11 -m venv venv

# Or use system Python if it's 3.10+:
python3 -m venv venv

# Activate virtual environment
source venv/bin/activate  # On macOS/Linux
# or: venv\Scripts\activate  # On Windows

# Upgrade pip
pip install --upgrade pip

# Install dependencies
pip install -r execution/scripts/requirements.txt

4. Configure MCP Servers

MCP servers are located in mcp/ and pre-configured in .cursor/mcp.json for Cursor IDE. To use them:

# Install Parquet MCP server dependencies (requires Python 3.10+)
cd mcp/parquet
pip install -r requirements.txt
cd ../..

# Install Minted MCP server dependencies
cd mcp/minted
pip install -r requirements.txt
cd ../..

# Install Gmail MCP server dependencies (requires Node.js)
cd mcp/gmail
npm install
npm run build
cd ../..

Important: The .cursor/mcp.json file uses ${REPO_ROOT} for path resolution. If you see ModuleNotFoundError for pyarrow or mcp, verify:

  1. The venv Python has the dependencies:

    source venv/bin/activate
python -c "import pyarrow, pandas, mcp; print('✓ All dependencies available')"

  2. The MCP config uses the venv Python (not system Python):

    # Check .cursor/mcp.json - should use ${REPO_ROOT} or absolute paths
cat .cursor/mcp.json

For Cursor IDE

  • MCP servers are automatically configured via .cursor/mcp.json
  • Five servers available: parquet, gmail, minted, instagram, google-calendar
  • Restart Cursor after installing dependencies
  • See mcp/README.md for complete configuration

Troubleshooting MCP Servers

If you see ModuleNotFoundError: No module named 'pyarrow':

  • The MCP config is using system Python instead of venv Python
  • Update .cursor/mcp.json to use: "${REPO_ROOT}/venv/bin/python3"

If you see ModuleNotFoundError: No module named 'mcp':

  • Python version is too old (need 3.10+)
  • Upgrade Python and recreate venv (see step 2)

For Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "parquet": {
      "command": "python3",
      "args": ["/absolute/path/to/mcp/parquet/parquet_mcp_server.py"]
    },
    "gmail": {
      "command": "node",
      "args": ["/absolute/path/to/mcp/gmail/dist/index.js"]
    },
    "minted": {
      "command": "python3",
      "args": ["/absolute/path/to/mcp/minted/minted_mcp_server.py"]
    }
  }
}

5. Set Up 1Password CLI

Required for credential management and environment variable sync.

# Run setup script (installs if needed, verifies authentication)
./execution/scripts/setup-1password-cli.sh

# If not signed in, sign in:
eval $(op signin)

Note: The setup script will:

  • Check if 1Password CLI is installed
  • Install it via Homebrew on macOS if missing
  • Verify authentication status
  • Provide instructions if manual setup is needed

See /docs/credential_management.md for detailed 1Password CLI setup instructions.

6. Configure Environment Variables

Option 1: Sync from 1Password (Recommended)

# Ensure 1Password CLI is signed in (if not already)
eval $(op signin)

# Sync credentials to .env
python execution/scripts/op_sync_env_from_1password.py

Option 2: Manual Configuration

Create .env in the repo root:

COINBASE_API_KEY="your_key_here"
COINBASE_API_SECRET="your_secret_here"
COINBASE_API_PASSPHRASE="your_passphrase_here"
HIRO_PLATFORM_API_KEY="your_hiro_key_here"

Note: .env is already in .gitignore - never commit it.

7. Verify Setup

# Activate virtual environment first
source venv/bin/activate

# Test MCP server (should wait for stdio input - this is normal)
python mcp/parquet/parquet_mcp_server.py
# Press Ctrl+C to exit

# Test data query
python execution/scripts/query_transactions.py --summary

# Verify MCP dependencies
python -c "import mcp, pyarrow, pandas; print('✓ MCP server dependencies ready')"

# List available data types via MCP (in Cursor, ask: "List all available data types")

8. Optional: Set Up Background Services

Asana Sync Service

./execution/scripts/setup-asana-sync.sh

Audio Transcription Watcher

./execution/scripts/setup-audio-transcription-watcher.sh

Twilio SMS Services

./execution/scripts/setup-twilio-sms-services.sh

Asana Webhook Services

./execution/scripts/setup-asana-webhook-services.sh

See individual setup scripts for detailed configuration instructions.