> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ref.tools/llms.txt
> Use this file to discover all available pages before exploring further.

# Your First Plan

> Get Ref Plans running at full power in about ten minutes.

In this guide you'll connect a repo, plan a feature with AI, and hand off the work to coding agents that open PRs for you. It takes about ten minutes.

By the end you'll have a connected repo, a configured agent, and a clear path from rough idea to merged code.

<Steps>
  <Step title="Sign up">
    Create an account at [plan.ref.tools](https://plan.ref.tools). You'll land on a blank doc — your space to think through what you want to build.

    <Frame>
      <img src="https://mintcdn.com/ref/wcEi-GjEn4JC4OwK/images/your-first/ref1-empty-editor.png?fit=max&auto=format&n=wcEi-GjEn4JC4OwK&q=85&s=4a21fb89436a035e2f0374d190902ac0" alt="The plan editor immediately after creating a new plan — empty document titled 'Untitled Plan', the chat panel on the right with quick actions, and a banner prompting you to connect GitHub." width="5121" height="2661" data-path="images/your-first/ref1-empty-editor.png" />
    </Frame>
  </Step>

  <Step title="Connect your codebase">
    Link a GitHub repo so Ref can read your code and write plans that match your architecture.

    1. Go to [ref.tools/resources](https://ref.tools/resources?tab=github)
    2. Click **Connect GitHub** and authorize Ref
    3. Select the repos you want to index and click **Add to Ref**

    Once indexed, Ref can read files, find existing patterns, and reference them when structuring your tasks.

    <Frame>
      <img src="https://mintcdn.com/ref/wcEi-GjEn4JC4OwK/images/your-first/ref2-repos-list.png?fit=max&auto=format&n=wcEi-GjEn4JC4OwK&q=85&s=58f98ee4531d8f359926567b7ee6338b" alt="The Your Resources page with the Repos tab selected, showing a list of GitHub repositories with branch selectors and 'Add to Ref' buttons." width="5121" height="2661" data-path="images/your-first/ref2-repos-list.png" />
    </Frame>
  </Step>

  <Step title="Pick a coding agent">
    Choose which coding agent Ref should use to implement your tasks.

    1. Open **Settings** (gear icon)
    2. Click the **Agents** tab
    3. Select an agent and follow the setup instructions below

    <Tabs>
      <Tab title="Cursor">
        **1. Add your API key**

        Paste your **Cursor** API key in the Agents settings tab. Get one from [cursor.com/dashboard](https://cursor.com/dashboard?tab=cloud-agents) under the **Cloud Agents** tab.

        <Accordion title="2. (Optional) Install MCP server so agents can send messages and access the plan directly">
          Installing the Ref Plans MCP server lets Cursor read, write, and collaborate on plan documents. It's optional for single-agent workflows but required for [multi-agent orchestration](/plans/workflows/multi-agent).

          **Add the MCP server**

          Open **cursor.com**, click **MCPs**, click the `+` button and select `Custom MCP` then fill in the form or json as follows.

          ```json theme={null}
          {
            "mcpServers": {
              "ref-plan": {
                "type": "http",
                "url": "https://api.plan.ref.tools/mcp",
                "headers": {
                  "x-ref-api-key": "YOUR_REF_API_KEY"
                }
              }
            }
          }
          ```

          Replace `YOUR_REF_API_KEY` with your key from [ref.tools/keys](https://ref.tools/keys).

          **Configure security rules**

          Cursor's cloud agents run in a sandbox that blocks external network requests by default. You need to allowlist `api.plan.ref.tools` so the agent can reach the MCP server.

          In the Cursor dashboard, go to **Cloud Agents > Security Rules** and add `api.plan.ref.tools` to the allowed domains.

          See the full [Cursor MCP install guide](/plans/install/cursor) for details.
        </Accordion>
      </Tab>

      <Tab title="Devin">
        **1. Add your API key**

        Paste your **Devin** API key in the Agents settings tab. Get one from [app.devin.ai/settings/api-keys](https://app.devin.ai/settings/api-keys).

        <Accordion title="2. (Optional) Install MCP server so agents can send messages and access the plan directly">
          Installing the Ref Plans MCP server lets Devin read, write, and collaborate on plan documents. It's optional for single-agent workflows but required for [multi-agent orchestration](/plans/workflows/multi-agent).

          **Add the MCP server**

          In the Devin dashboard, go to [Settings > MCP Marketplace](https://app.devin.ai/settings/mcp-marketplace) and click **Add MCP Server**:

          1. **Name:** `ref-plan`
          2. **URL:** `https://api.plan.ref.tools/mcp`
          3. Add a header `x-ref-api-key` with your API key from [ref.tools/keys](https://ref.tools/keys)
          4. Click **Enable**

          **Configure security rules**

          Devin runs in a sandboxed environment. If your workspace has network restrictions, ensure `api.plan.ref.tools` is allowed. Devin typically permits MCP server URLs automatically once enabled.

          See the full [Devin MCP install guide](/plans/install/devin) for details.
        </Accordion>
      </Tab>

      <Tab title="Warp OZ">
        **1. Add your API key**

        Paste your **Warp API key** (starts with `wk-...`) in the Agents settings tab. In the Warp desktop app, open **Settings > Platform** and create an API key.

        * **Environment ID** (optional) — most users with a single environment can leave this blank.

        <Accordion title="2. (Optional) Install MCP server so agents can send messages and access the plan directly">
          Installing the Ref Plans MCP server lets Warp read, write, and collaborate on plan documents. It's optional for single-agent workflows but required for [multi-agent orchestration](/plans/workflows/multi-agent).

          See the [MCP install docs](/plans/install/index) for step-by-step setup. If your environment restricts outbound network access, ensure `api.plan.ref.tools` is allowed.
        </Accordion>
      </Tab>

      <Tab title="Claude Code, Codex, and more">
        **1. No API key needed**

        These work as **launcher** agents — Ref generates a prompt with embedded webhook commands. You paste it into the agent yourself, and it reports progress back via the webhooks.

        Supported launchers:

        * Claude Code Web
        * Codex (Cloud and Desktop)
        * Conductor
        * Factory
        * Windsurf
        * Zed
        * GitHub Copilot
        * Cursor Desktop

        <Accordion title="2. (Optional) Install MCP server so agents can send messages and access the plan directly">
          Installing the Ref Plans MCP server lets these agents read, write, and collaborate on plan documents directly. It's optional for single-agent workflows but required for [multi-agent orchestration](/plans/workflows/multi-agent).

          See the [MCP install docs](/plans/install/index) for step-by-step setup instructions for your agent.
        </Accordion>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Write down what you're working on">
    No need for perfect formatting — just get your ideas down:

    * A rough description of the feature or bug
    * Links to a Linear ticket or GitHub issue
    * A schema, API shape, or data model
    * Bullet points, stream of consciousness, whatever gets it across

    This is your thinking space. Get everything important out of your head and onto the page.

    If you want to pull in context from Linear, Asana, or GitHub Issues, you'll need to connect those first — see the [Integrations guide](/plans/integrations/overview) for setup.
  </Step>

  <Step title="Build the plan with Ref">
    Open the chat panel and ask Ref to turn your notes into tasks. For example:

    ```
    Research the codebase and break this into tasks with
    implementation steps and verification criteria.
    ```

    Ref reads through your indexed repos, finds the patterns that matter — auth flows, DB models, API routes — and turns your notes into concrete tasks with file paths and verification steps. Ask it to split a task, add more detail, or reconsider an approach until the plan feels right.

    Once the draft is down, use comments to leave feedback or tag teammates for review. Ref can address comments directly, updating the plan based on what you and your team surface.

    <Frame caption="Ref researches your codebase and drafts a plan">
      <img src="https://mintcdn.com/ref/wcEi-GjEn4JC4OwK/images/your-first/ref4-agent-writing-plan.png?fit=max&auto=format&n=wcEi-GjEn4JC4OwK&q=85&s=7c4265628629fff54a9f45c31195c0a4" alt="Split view showing rough notes in the plan editor on the left, and the chat panel on the right where Ref is researching the codebase and writing tasks." width="5121" height="2661" data-path="images/your-first/ref4-agent-writing-plan.png" />
    </Frame>

    <br />

    <Frame caption="Have agents address comments directly on the plan">
      <img src="https://mintcdn.com/ref/wcEi-GjEn4JC4OwK/images/your-first/ref5-comment.png?fit=max&auto=format&n=wcEi-GjEn4JC4OwK&q=85&s=9a7f10dd5924e521a26dd1436b9e267d" alt="A comment thread on a task — the author leaving feedback, and the chat panel showing Ref addressing the comment and updating the plan." width="5118" height="2660" data-path="images/your-first/ref5-comment.png" />
    </Frame>
  </Step>

  <Step title="Ship it">
    When your tasks are ready, tell Ref to start implementing. You can pick specific tasks or hand off the whole plan:

    ```
    Implement tasks 1-3.
    ```

    ```
    Implement the plan.
    ```

    Ref spins up a separate coding agent for each task, pre-loaded with the task details, file references, and repo context. Multiple tasks run in parallel, each on its own branch.

    You can keep working while implementation runs. Progress flows back automatically — watch status updates come in, and continue refining upcoming tasks.

    When a task finishes, a PR appears directly in your plan. You can provide higher-level feedback as work progresses, or enable **auto-merge** to let Ref review and merge PRs on your behalf.

    <Frame caption="Manage multiple agents directly from Ref">
      <Tabs>
        <Tab title="Cursor">
          <img src="https://mintcdn.com/ref/wcEi-GjEn4JC4OwK/images/your-first/ref6-many-cursor-threads.png?fit=max&auto=format&n=wcEi-GjEn4JC4OwK&q=85&s=e3370a7a373328c6a1f69d866d6497bb" alt="Manage multiple agents directly from Ref." width="2420" height="1858" data-path="images/your-first/ref6-many-cursor-threads.png" />
        </Tab>

        <Tab title="Devin">
          <img src="https://mintcdn.com/ref/wcEi-GjEn4JC4OwK/images/your-first/ref7-many-devin-threads.png?fit=max&auto=format&n=wcEi-GjEn4JC4OwK&q=85&s=dfb659726ffa4a7aff37d499563eef5c" alt="Manage multiple agents directly from Ref." width="5100" height="2268" data-path="images/your-first/ref7-many-devin-threads.png" />
        </Tab>
      </Tabs>
    </Frame>
  </Step>
</Steps>

## What's next?

<CardGroup cols={2}>
  <Card title="Best Practices" icon="trophy" href="/plans/getting-started/best-practices">
    Learn how to write plans that get great results.
  </Card>

  <Card title="Multi-Agent Orchestration" icon="robot" href="/plans/workflows/multi-agent">
    Set up fully automated multi-agent orchestration.
  </Card>

  <Card title="Integrations" icon="plug" href="/plans/integrations/overview">
    Connect Linear or GitHub issues for richer context.
  </Card>

  <Card title="Local Agents" icon="terminal" href="/plans/install/index">
    Using Claude Code, Codex, or another local agent? Install the MCP server to connect them to Ref.
  </Card>
</CardGroup>
