Documentation
Documentation
Select a product below to view its complete documentation, setup guides, and technical reference.
Captain EPM Add-in
Excel Add-in
Download Captain EPM for Excel
Get the latest version of the Excel add-in to follow along.
Getting Started
Installation, first login, connecting to EPM, and ribbon overview.
- Quick Start Guide
- Installation
Ribbon Guide
Complete reference for every ribbon tab, button group, and feature.
- Job Console
- Security Manager
- Audit Logs
- Datasets
- AI Features
Security
User roles, permissions, Security Drift, and compliance reporting.
- User Roles
- Permissions Matrix
- Security Drift
API Reference
REST API documentation for developers and system integrators.
- Authentication
- Endpoints
- Rate Limits
CaptainMCP
AI Middleware
What is CaptainMCP?
Read the overview of the Model Context Protocol server for Oracle EPM.
Overview & Setup
Installation and connection guide for the MCP Server.
- Architecture
- Basic Auth Configuration
- Connecting AI Clients
Core Features
Exposed tools and semantic capabilities of the server.
- Job Orchestration
- Metadata Queries
- Data Slices
Use Cases & Workflows
Real world examples and best practices for interacting with Oracle via natural language.
- Consolidation execution
- Security checks