AI Tools Setup & Environment Configuration
Install. Configure. Connect. Verify. Be ready for Monday.
Module Overview
Module 1 gets your environment ready before the program starts. You install and verify the AI tools, connect them to your project’s services through MCP, and set up the home where your three weeks of artifacts will live. It is self-paced and done before Week 1 — walk in on Monday with everything working, so the first session is about the framework, not troubleshooting installs.
| At a glance | |
|---|---|
| Covers | AI toolchain (Claude Code, OpenCode, Gemini, Figma Make); free web vs. CLI tools; MCP setup; choosing your sample project; project folder structure |
| When it runs | Self-paced, before Week 1 Monday |
| Builds on | Nothing — this is the starting point |
| Leads into | Module 2, where the framework is taught |
What you'll produce
A working AI toolchain (at least one CLI authenticated and responding, Gemini accessible), MCP connected to your project services, and an empty project folder with a docs/ home ready for Week 1 — plus a chosen sample project from the library.
The AI Toolchain
| Tool | What it’s for | When to use it |
|---|---|---|
| claude.ai (web) | Chat interface — free to sign up (5-hour usage reset) | Producing BRD/PRD/Architecture/Dev Tasks without a paid plan or the CLI |
| Claude Code | CLI-based AI coding tool (Stratpoint standard) | Terminal automation, CI/CD scripts, batch operations, server work |
| OpenCode | Open-source CLI coding agent (Stratpoint standard) | Same terminal use cases; bring-your-own-provider, fully open source, MCP and skills |
| Gemini | Chat / long-context docs — free on the web; also via Workspace | BRD/PRD generation, architecture analysis, large doc review — alternative to claude.ai |
| Figma Make | AI-assisted design prototyping | UI/UX wireframes and prototypes (design track only) |
| MCP | Model Context Protocol — connects AI to project services | Live access to GitHub, filesystem, databases, Drive |
Methodology over tools
These tools will change. The skills transfer: prompting, context loading, validation, agents, rules. We standardize on Claude Code and OpenCode — both terminal-first and fully scriptable — so we can build shared playbooks, not islands of expertise. Everything you learn applies to other tools (Cursor, Antigravity, and whatever comes next) without modification.
Two ways to work with AI
For document-shaped artifacts — the BRD, PRD, Architecture Document, ADRs, even your Dev Tasks — you do not need a paid plan or the command line. A web chat tool is enough, and both of the following are free to sign up for:
claude.ai (free) — sign up with your email at claude.ai. The free plan is session-based: usage resets on a rolling five-hour window, and how much you can send varies with overall demand. In practice you produce an artifact, hit the limit, and pick up again after the window refreshes. Plan your Tuesday–Thursday work around that rhythm — draft in focused sessions rather than one long marathon.
Gemini on the web (free) — available through your Google account at gemini.google.com, and through your @stratpoint.com Workspace account for longer documents. Use it as a genuine alternative: generate the same artifact in both, then keep whichever output better satisfies the quality-bar checklist and passes the Friday gate.
Pick the output, not the tool
For BRD / PRD / Architecture / Dev Tasks, run the same prompt in claude.ai and Gemini web when you have time, and choose the stronger result against the module’s quality bar — not by which tool you prefer. The checklist and the gate decide, not the brand on the tab.
For development tasks — implementing Dev Tasks, writing tests, refactoring, debugging — use Claude Code and/or OpenCode instead. The CLI tools read your repo, run commands, and edit files directly, which the web chat tools can’t. Web chat is for producing documents; the CLI is for producing code.
Part 1 — Claude Code
Terminal-first AI tool. Primary for development, testing, automation, and DevOps.
Prerequisites
Node.js 22 or LTS, Git, terminal access. Claude Code needs a Claude Pro/Team subscription or an Anthropic API key — if you don’t have one yet, you can still do the Week 1 document work on the free claude.ai or Gemini web (see “Two ways to work with AI” above), and set up the CLI when you reach the development weeks.
Install and Authenticate
# Install globally npm install -g @anthropic-ai/claude-code # Authenticate claude auth login # Verify claude --version claude auth status
Test It
# Navigate to any project folder cd ~/projects/your-project # First test claude "Summarize the files in this directory" # Follow-up (tests context retention) "Which file should I look at first for authentication logic?"
OpenCode (the second standard CLI)
OpenCode is an open-source, terminal-first AI coding agent — the second tool we standardize on alongside Claude Code. You get bring-your-own-provider flexibility (Anthropic, OpenAI, Gemini, Bedrock, and OpenCode’s own Zen gateway) and an MIT-licensed tool you can inspect and extend. It supports MCP, LSP, custom commands, agents, skills, and Plan/Build modes. The methodology transfers directly: prompting, context loading, agents, and rules work the same as in Claude Code — only the commands differ.
# Install (either method) curl -fsSL https://opencode.ai/install | bash # or npm i -g opencode-ai # Initialize in a project (reads your codebase) opencode # then run: /init
Why two CLIs
Both are terminal-first and fully scriptable, so everything you learn — prompting, context discipline, agents, rules, MCP — carries between them. Claude Code is the default for most Stratpoint work; OpenCode is the open, provider-flexible option, useful when a client mandates a specific model, when you need an open-source tool for compliance, or when you want to run local models. Pick either for the exercises; the framework is identical.
OpenCode Zen and the Big Pickle model
OpenCode Zen is OpenCode's curated model gateway — a tested set of models served by the OpenCode team, used like any other provider (sign in, get an API key, run /connect, then /models to pick one). Big Pickle is a stealth model on Zen — free during its current preview period, with a 200K-token context window and tool-calling and reasoning support. It is strong at code analysis, documentation, and implementation planning, which makes it a low-cost way to practice the framework's planning steps.
# In the TUI, pick the model interactively opencode # then run: /models (look for Big Pickle) # Or select it directly from the CLI opencode run --model opencode/big-pickle "explain this module"
Two things to know before you lean on Big Pickle
Context discipline matters. Despite the 200K window, real-world use shows quality degrading somewhere around 50–70K tokens — edits start failing and hallucinated code appears. The fix is the same one Module 4 teaches: keep sessions scoped, compact or start fresh when quality drops, and push sub-tasks to subagents to keep the main context clean.
Mind the data policy. During the free preview, submitted data may be used to improve the model. That is fine for the training sandbox and personal projects, but check the provider's current data policy before pointing it at any client code.
Part 2 — Verify OpenCode
You installed OpenCode in Part 1. Now confirm it works end to end — a model is connected, it can read your project, and it can make an edit you approve.
Connect a model
OpenCode is bring-your-own-provider. Connect whichever you have access to — an Anthropic or Gemini key, or the OpenCode Zen gateway (including the free Big Pickle model covered in Part 1).
opencode # then run: /connect # choose a provider, paste your API key /models # pick the model to use (e.g. Big Pickle)
Test It
| Test | How |
|---|---|
| Reads the project | Ask: "Summarize the project structure and main components" |
| Plan mode | Switch to the Plan agent (Tab) and ask for a change plan — it should analyze without editing |
| Build + approve a diff | In Build mode, ask it to add error handling to a function; review and accept or reject the diff |
| Subagent | Ask it to use a subagent (e.g. @general) for a focused search task |
Verification Checklist
- opencode launches and a model is connected (/models shows your selection)
- It answers questions about your project structure
- Plan mode analyzes without modifying files; Build mode produces a diff you can accept or reject
- You can switch primary agents with Tab and invoke a subagent with @
Part 3 — Gemini & Figma Make
Gemini (via Google Workspace)
Access through your @stratpoint.com account. No separate API key needed.
# Sign in at: https://gemini.google.com # Or use the Gemini app in Google Workspace # (Docs, Sheets, Drive integration)
Best for: Long-context work — processing full PRDs, BRDs, architecture docs, large requirements documents. Integrates with Docs, Sheets, and Drive.
- Gemini responds when signed in with your Workspace account
- Can process a long document (paste a sample PRD and ask for a summary)
Figma Make (Design Track Only)
If your role includes design, use Figma Make directly inside Figma. No separate CLI or integration. Skip this section if you are not on the design track.
# Access at: https://www.figma.com/make/
- Figma Make opens and responds to design prompts
Part 4 — MCP Setup
Model Context Protocol (MCP) connects your AI tools to live project data — repositories, filesystems, databases, documentation. Think of MCP servers as plugins.
Scopes
| Scope | Who sees it | When to use |
|---|---|---|
| local | Only you, only this directory | Testing a new MCP server |
| user | Only you, across all projects | Personal tools (your Drive, your calendar) |
| project | Everyone on the team (committed to .mcp.json) | Team tools (project GitHub, shared filesystem, database) |
Core MCP Servers
Set these up to be productive on day one:
GitHub
claude mcp add github \ -- npx -y @modelcontextprotocol/server-github \ --scope user # Test: # claude "show me my open PRs on the ai-sdlc repo"
Filesystem
claude mcp add fs \ -- npx -y @modelcontextprotocol/server-filesystem \ /path/to/project \ --scope project # Test: # claude "read docs/known-issues.md and summarize"
Google Drive
claude mcp add gdrive \ -- npx -y @anthropic-ai/mcp-gdrive \ --scope user # Test: # claude "list documents in my project folder on Drive"
Supabase (if applicable)
claude mcp add --scope project --transport http \ supabase "https://mcp.supabase.com/mcp"
NeonDB (if applicable)
# Remote MCP server (OAuth — recommended) claude mcp add --scope project --transport http \ neon "https://mcp.neon.tech/mcp" # Or quick setup (creates API key, wires editors + skills) npx neonctl@latest init
NeonDB MCP is for development only
The Neon MCP server can run migrations and modify databases through natural language. Use it for local development and IDE work — never against a production database. Always review the actions it proposes before authorizing them.
Verify MCP Setup
# List all configured MCP servers claude mcp list # Inspect a specific server claude mcp get github
- claude mcp list shows your configured servers
- GitHub MCP responds to queries about your repo
- Filesystem MCP can read project files
MCP security
MCP servers access real project and client data. Use OAuth/SSO-based servers when available. Don’t commit API tokens to the repo — use environment variables. Check with your team lead which MCP servers are approved for your project. Never connect MCP to client data without explicit approval.
Part 5 — Set Up Your Training Project
Over the next three weeks you will produce a full artifact chain — BRD, PRD, Architecture, Dev Tasks, then code — built from scratch on one project. You pick that project from the sample-project library, and this section sets up the home for the work before Week 1.
Pick your project from the sample-project library
Choose one of the ten projects in the sample-project library to build over the three weeks: LeaveTrack, ExpenseFlow, KnowHub, OnboardIQ, SiteCheck, ClientPortal, HourLog, IncidentRadar, ResourcePulse, or FeedbackLoop. Each is a real-feeling business problem with stakeholders, rough requirements, and deliberate ambiguities for you to resolve.
The briefs live in Google Drive — start with the overview, then open the volume for your project: https://drive.google.com/drive/folders/1FTzkqLfo_kqqRd7pd7n1RxdZcTTD9_7h (Sample_Projects_Overview, then Sample_Project_Briefs_v1/v2/v3). A brief is all you get — no BRD, no PRD, no code. You build the whole chain from scratch.
Any stack works — the requirements are stack-agnostic. Use the stack your team knows; your Solutions Architect documents the choice as an ADR in Week 2. If you’re unsure which project to take, LeaveTrack is the safest first pick: non-trivial business rules, no mobile or real-time complexity.
The LMS is the demo you follow — not what you build
Throughout the Monday walkthroughs, the trainers demonstrate the framework end-to-end on the Leave Management System (LMS) for Meridian Corp — a self-service leave portal (employees submit requests and see balances, managers approve for their team, HR administers and reports, every change audited). You don’t build the LMS; you watch it built, then apply the same moves to your own library project.
The LMS materials are your worked reference: the inputs (RFP, estimation sheet, Solutions Document) are in the training repo at sample-project/source-docs/, and the complete artifact chain is in source-docs/demo-output/. Use them to see what good looks like at each phase — a quality bar to compare your own work against, not something to copy.
The principle (not a rigid structure)
Whichever project you pick, everything you produce lives in one project folder with two homes inside it:
docs/ — your artifacts: the BRD, PRD, Architecture Document, ADRs, and Dev Tasks you create in Weeks 1–2. This folder is documentation, not code — keep it beside the code repo and do not commit it to any repository. The Architecture work and Dev Tasks are segregated by epic: one unified Architecture Document plus one ADR file per epic, and one Dev Tasks CSV per epic.
knowledge/ — your reusable AI assets: the prompts, rules, agents, and patterns you build and contribute back. This lives inside the code repo, alongside AGENTS.md and CLAUDE.md.
Exact subfolder names are yours to shape. There is no required skeleton — as long as artifacts have a home and your AI assets have a home, the structure is working.
Build from scratch — don’t copy a template
You create your project folder yourself, empty, and fill it as the training progresses. The completed LMS chain in source-docs/demo-output/ is your guide for what good looks like — a quality bar to compare against, not a structure to clone. Copying a finished project skips the part that teaches the most: deciding what goes where, and producing each artifact through the Evaluate → Plan → Apply → Validate cycle.
What you create now vs. what the AI generates later
Create now (by hand): just the parent project folder and an empty docs/ for the artifacts you’ll produce starting Week 1. That’s all you need before Monday — two empty folders.
Generated as you go (by AI, you driving): every artifact that fills docs/ — the BRD and PRD in Week 1, the Architecture Document, ADRs, and Dev Tasks in Week 2 — is produced by running the agents against the inputs, reviewed by you, and signed off at each gate. You are not transcribing a finished document; you are generating it and holding it to the quality bar.
Generated in Week 3 (by AI, from your approved artifacts): the code repo itself — source folders, configuration, AGENTS.md, CLAUDE.md, and the knowledge/ directory — is scaffolded by the AI from your approved Architecture Document. You do not hand-create the code structure now; it is derived from decisions you haven’t made yet.
Example layout (reference — yours may differ)
One common shape, shown as a best-practice reference. The arrows mark what the AI generates in Module 5 — you do not build those by hand now.
my-project/ # parent project folder (create now, empty)
├── docs/ # your artifacts — NOT committed to any repo
│ ├── brd/ ← AI-generated, Week 1 (from the RFP + estimation)
│ ├── prd/ ← AI-generated, Week 1 (from the approved BRD)
│ ├── arch-docs/ ← AI-generated, Week 2 (one ARCH doc + one ADR per epic)
│ │ ├── ARCH-<code>-v1.0.md
│ │ ├── ADR-<code>-E001-...md
│ │ └── ADR-<code>-E002-...md
│ ├── dev-tasks/ ← AI-generated, Week 2 (one CSV per epic)
│ │ ├── epic-0-...-tasks.csv
│ │ └── epic-1-...-tasks.csv
│ └── generated-figma/ ← AI-generated, Week 1–2 (UI/UX prototype)
│
└── <app-repo>/ ← AI-generated, Week 3 (this is what gets committed)
├── AGENTS.md ← cross-tool rules
├── CLAUDE.md ← tool-specific overrides
├── knowledge/ ← your reusable AI assets
│ ├── prompts/
│ ├── rules/
│ ├── patterns/
│ └── agents/
└── ... ← source, config (depends on the stack)
Everything here is generated by you running the framework — not downloaded
Only the empty parent folder and docs/ are hand-created. Everything inside — the BRD, PRD, Architecture, ADRs, Dev Tasks, the Figma prototype, and finally the code repo — is produced by you running the AI agents through the Evaluate → Plan → Apply → Validate cycle, week by week, each artifact built from the one before it. The completed example in the repo (source-docs/demo-output/) is there to check your work against, not to copy. The point of the training is doing the generating; downloading the answers skips the only part that builds the skill.
Two meanings of “project” — don’t mix them up
This on-disk project folder is where your deliverables live. It is not the same as a Claude.ai Project or a Gemini Gem — those are containers that hold an agent’s system prompt so you can converse with it (you’ll set those up in later modules). One is the home for your files; the other is a tool for running agents against them. Same word, different things.
Keep docs/ out of the code repository
The artifacts in docs/ are working documentation — they are not part of the application. They live beside the code repo, not inside it, and are not committed. The repo holds code, AGENTS.md, CLAUDE.md, and knowledge/; the BRD, PRD, Architecture, ADRs, and Dev Tasks stay local. If your code repo sits in a subfolder, add docs/ to .gitignore so it is never accidentally committed.
| Task type | Best tool | Why |
|---|---|---|
| Process 50 files, rename, batch operations | Claude Code | Terminal-native, scripting, automation |
| Refactor a component across several files | Claude Code or OpenCode | Plan the change, review the diff, then apply |
| Draft an architecture doc from a large requirements doc | Gemini | Long-context processing (1M+ tokens) |
| Generate UI mockup variants from a prompt | Figma Make | Design-native, interactive prototyping |
| Query open PRs or recent commits | Claude Code + GitHub MCP | Terminal + live repo data |
| Work with a non-Anthropic or local model | OpenCode | Bring-your-own-provider, open source |
Not either-or
Claude Code and OpenCode are both terminal-first CLIs that cover the same ground — use whichever fits the engagement, and use Gemini alongside them for long-context document work. The concepts — prompting, context, agents, rules, MCP — transfer between all of them. Learn the framework once; the tool is just where you type it.
Going Deeper — Learning Resources
This handbook gets you set up. If you want to build fluency before Week 1 — or reinforce a concept later — these are the resources worth your time. They cover the same four pillars this program is built on: the basics, MCP, skills, and agents. You do not need to watch everything; treat this as a menu, and remember the rule that matters most — you learn by building, not by watching.
Start here — official and free
Anthropic Academy is Anthropic’s official training platform: structured, self-paced, free courses with certificates. Four foundational courses map directly to this program — Claude Code in Action, Introduction to Model Context Protocol, Introduction to Agent Skills, and Introduction to Subagents — roughly ten hours total. If you do only one thing on this page, start here.
| Resource | Covers | Link |
|---|---|---|
| Anthropic Academy | Claude Code, MCP, Skills, Subagents — official | anthropic.skilljar.com |
| Anthropic Learn hub | Course catalog + certificates | anthropic.com/learn |
| Claude Code docs | Reference for every feature | docs.claude.com/en/docs/claude-code |
Claude Code — video walkthroughs
Documentation tells you what each feature does; video shows the workflow in motion — prompt phrasing, when to compact context, how a subagent gets invoked. A few creators are consistently strong on agentic Claude Code work:
IndyDevDan — planning-first, agentic workflows with a heavy emphasis on MCP and thinking before building; the closest match to this program’s Evaluate → Plan → Apply → Validate discipline. Channel: youtube.com/@indydevdan. Start with his “Claude Code Deep Mastery” playlist.
Two condensed courses worth bookmarking: “Claude Code Full Course (2026)” (youtube.com/watch?v=05aY2LRIC3s) for a multi-hour, project-based pass beginner to advanced; and “Anthropic’s 7-Hour Claude Code Course in 27 Minutes” (youtube.com/watch?v=XuSFUvUdvQA) for a fast revision of the official material. Use the long one to learn, the short one to revise.
OpenCode — video walkthroughs
If you plan to use OpenCode (and the Big Pickle model on Zen), these cover setup through agents end-to-end. The methodology is identical to Claude Code — only the commands differ.
“OpenCode Tutorial for Beginners: Setup, Agents, Skills & MCP” (Leon van Zyl) — covers all four pillars in one beginner-friendly video; the single best starting point for OpenCode. youtube.com/watch?v=uZGDO0L-Dr4
“OpenCode Crash Course — Open Source AI Coding Agent” — a complete tool walkthrough from install to first real task. youtube.com/watch?v=WXffHkvfRpM
“OpenCode MCP Servers: Connect ANY Tool to Your AI Agent” — a dedicated MCP deep-dive, from basic setup through OAuth authentication. youtube.com/watch?v=nUCwPxMgz_8
“OpenCode AI Agent Setup: From Zero to Custom Skills” — installation through building your own skills and memory. youtube.com/watch?v=vHkLrDD2xrU
Companion reference: the community guide “OpenCode — Everything You Need to Know” walks through installation, Zen model setup, the TUI, commands, skills, agents, plugins, and MCP servers with real examples. github.com/wesammustafa/OpenCode-Everything-You-Need-to-Know
Watch with the framework in mind
These videos teach tool mechanics. The program teaches the discipline that makes the tools pay off — producing real artifacts, tracing them, and gating quality. As you watch, map what you see back to the cycle: where is the creator evaluating, planning, applying, validating? The ones who skip steps are the ones who get stuck.
Setup Complete Checklist
Every item must be checked before Week 1 Monday.
Tools
- Claude Code installed, authenticated, responding to prompts
- OpenCode installed, a model connected, Plan/Build modes working (Part 2)
- Gemini accessible via Google Workspace account
- Figma Make accessible (design track only)
MCP
- GitHub MCP connected and responding to repo queries
- Filesystem MCP connected to project directory
- claude mcp list shows all configured servers
Project Setup
- Parent project folder created, with an empty docs/ for your artifacts (Part 5)
- AI can read project files via Filesystem MCP (verified in Part 4)
Understanding
- I know when to use Claude Code vs OpenCode vs Gemini
- I understand MCP scopes (local, user, project)
- I know which MCP servers are approved for my project
What’s Next
Week 1 Monday: Module 2 (End-to-End AI SDLC Workflow) and Module 3 (Prompt Engineering Fundamentals) are taught back-to-back. Everything you configured today gets used immediately.
References
| Tool | Link |
|---|---|
| Claude Code docs | https://docs.claude.com/en/docs/claude-code |
| Claude Code quickstart | https://docs.claude.com/en/docs/claude-code/quickstart |
| Claude Code + MCP | https://docs.claude.com/en/docs/claude-code/mcp |
| Anthropic Academy (free courses) | https://anthropic.skilljar.com |
| OpenCode (open-source CLI, Stratpoint standard) | https://opencode.ai |
| OpenCode docs (agents, skills, MCP) | https://opencode.ai/docs |
| OpenCode Zen (models, incl. Big Pickle) | https://opencode.ai/docs/zen |
| claude.ai (web chat, free sign-up) | https://claude.ai |
| Gemini (web, free; also via Workspace) | https://gemini.google.com |
| Figma Make | https://www.figma.com/make/ |
| MCP specification | https://modelcontextprotocol.io |
| MCP server registry | https://github.com/modelcontextprotocol/servers |
| Neon MCP server | https://neon.com/docs/ai/connect-mcp-clients-to-neon |
| Supabase MCP | https://mcp.supabase.com/mcp |
| Cursor | https://cursor.com |
| AWS Kiro | https://kiro.dev |
Links last verified: April 2026. If a link is broken, search the vendor’s main site.