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Guides

Guides turn OpsFactor concepts into reproducible planning workflows. Each journey connects the business decision, required data, product configuration, execution, validation, and the next operational action.

Connect OpsFactor Pro MCPConfigure Claude Code or Codex for an OpsFactor Pro environment and verify the OAuth connection. Community Edition tutorialInstall Community Edition and build a cumulative Demand and Supply Planning scenario with real screens and importable files. Start with installationPrepare the local environment and complete the first login before loading the tutorial scenario. Demand Planning journeyLoad demand data, configure the forecast, run a plan, collaborate, and export the result. Supply data journeyModel production, capacity, network, inventory policy, and opening stock in dependency order.

The Community Edition tutorial is the recommended starting point. It uses a synthetic paper-industry scenario and preserves one cumulative dataset across the modules, so every configuration and execution can be reconciled with what came before.

Open the Community Edition guide Go directly to the course map

Connect an AI client

The OpsFactor Pro MCP setup guide walks through installation, endpoint configuration, OAuth sign-in, and connection checks in Claude Code and Codex for an OpsFactor Pro environment with MCP access.

How to use a guide

  1. Confirm the prerequisites and expected result before changing the product.
  2. Download the files supplied for the module and preserve their identifiers.
  3. Follow the highlighted menu, fields, and action block in sequence.
  4. Reconcile the checkpoint before moving to the next module.

For reference material outside a guided journey, use the functional and technical documentation.