Setup Assistant Skill
Expert system for installing, configuring, and setting up the Claude Patent Creator MCP server.
When to Use
Installing first time, setting up new environment, configuring authentication, troubleshooting installation, migrating to new machine, updating dependencies, verifying health.
Quick Setup (5 Minutes)
bash# 1. Create virtual environment python -m venv venv venv\Scripts\activate # Windows source venv/bin/activate # Linux/macOS # 2. Run installer python install.py # 3. Restart Claude Code # 4. Test # Ask Claude: "Search MPEP for claim definiteness"
Complete Setup Lifecycle
Phase 1: Pre-Installation Checks
Requirements:
- Python 3.9-3.12 (3.11 recommended)
- 8GB+ RAM (16GB recommended)
- 5GB free disk
- Optional: NVIDIA GPU with CUDA 12.x
Verify:
bashpython --version # Should show 3.9-3.12 nvidia-smi # Optional: Check GPU
Phase 2: Virtual Environment
bash# Create venv python -m venv venv # Activate venv\Scripts\activate # Windows source venv/bin/activate # Linux/macOS # Verify which python # Should show venv path
Important: Always activate venv before running scripts!
Phase 3: Dependency Installation
Automated (Recommended):
bashpython install.py # Handles: PyTorch order, GPU detection, MCP registration
Manual (Advanced):
bash# Install PyTorch FIRST (critical!) pip install torch torchvision --index-url https://download.pytorch.org/whl/cu128 # Then install package (includes all dependencies) pip install -e .
Why PyTorch order matters: If installed after sentence-transformers, you get CPU-only version.
Phase 4: BigQuery Authentication (Optional)
BigQuery adds 100M+ patent search but is NOT required. MPEP search, claims review, EPO analysis, and all other features work without it.
The setup auto-detects existing gcloud credentials. If already authenticated, BigQuery works automatically.
If the user wants to enable BigQuery later:
bash# One command — opens browser for Google sign-in (free, no credit card) ! gcloud auth application-default login
Do NOT present BigQuery as a failure or required step. It is a bonus feature.
Phase 5: MCP Server Registration
Automated:
bashpython install.py # Handles registration automatically
Manual:
bash# Get paths patent-creator verify-config # Register (use forward slashes!) claude mcp add --transport stdio claude-patent-creator --scope user -- \ "C:/path/to/venv/Scripts/python.exe" \ "C:/path/to/mcp_server/server.py" # Verify claude mcp list
Critical: Restart Claude Code after registration!
Phase 6: Configuration Files
Create .env:
bash# Required GOOGLE_CLOUD_PROJECT=your_project_id ANTHROPIC_API_KEY=<YOUR_ANTHROPIC_API_KEY> # Optional PATENT_LOG_LEVEL=INFO PATENT_LOG_FORMAT=human PATENT_ENABLE_METRICS=true # Windows only CLAUDE_CODE_GIT_BASH_PATH=C:\dev\Git\bin\bash.exe
Phase 7: Health Check
bashpatent-creator health
Phase 8: Present Results
Setup is complete when MPEP index is built and MCP server is registered. BigQuery and EPO OPS are optional enhancements.
Present a clean summary table showing what's ready. Do NOT dump manual setup instructions for optional features. The system is fully functional for:
- MPEP/USC/CFR/EPC/PCT legal search
- Claims analysis (US + EPO)
- Specification analysis (US + EPO)
- Formalities checking (US + EPO + PCT)
- Patent diagram generation
- Patent application drafting
If BigQuery is also configured, mention patent search as available. If not, do NOT present it as a failure — just omit it from the "ready" list.
Test with:
"Search MPEP for claim definiteness requirements"
If this works -> Setup complete. Tell the user they're ready.
Common Setup Issues
| Issue | Solution |
|---|---|
| PyTorch CPU-only | Reinstall PyTorch FIRST |
| MCP not loading | Restart Claude Code, verify with claude mcp list |
| Path errors | Use forward slashes (/) not backslashes (\) |
| BigQuery fails | Re-auth: gcloud auth application-default login |
| Index not found | Build: patent-creator rebuild-index |
| Import errors | Activate venv |
Platform-Specific Notes
Windows
- PowerShell: Use
venv\Scripts\activate - Git Bash required for MCP commands
- Paths: Always forward slashes in MCP config
- CUDA: Install NVIDIA drivers + toolkit
Linux
- venv:
source venv/bin/activate - FAISS-GPU: Available on Linux only
- Permissions: May need sudo
macOS
- Apple Silicon: Use MPS (auto-detected)
- Intel: Use CPU or external GPU
- Homebrew: May need for dependencies
Update & Maintenance
Updating Dependencies
bashvenv\Scripts\activate pip install -e . --upgrade python scripts/test_install.py
Rebuilding Index
bashpatent-creator rebuild-index # Wait 5-15 minutes
Re-registering MCP
bashclaude mcp remove claude-patent-creator python install.py # Restart Claude Code
Quick Reference
Essential Commands
bash# Setup python install.py patent-creator health claude mcp list # Testing python scripts/test_install.py python scripts/test_gpu.py python scripts/test_bigquery.py # Maintenance patent-creator rebuild-index patent-creator verify-config
Critical Files
.env- Environment variablesrequirements.txt- Dependenciesmcp_server/index/- MPEP search indexpdfs/- MPEP PDF files


