> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.method.security/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.method.security/_mcp/server.

# Get started

> Find the best practices path that fits your role and learn how to navigate Method's guides.

## How to use the Method Platform like the best

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## All Guides

The following guides will help you learn how to use the Method Platform. Each guide is standalone, meaning you can start anywhere you like based on what you want to learn.

### Set up Method Platform

#### [Create new Environments](/guides/platform-setup/create-a-new-environment)

Set up and configure Environments to organize your security operations

#### [Set up Jackals](/guides/platform-setup/install-a-jackal)

Install and deploy Jackals to enable connectivity across your infrastructure

#### [Integrations](/guides/integrations/cloud/aws/overview)

Connect AWS, Okta, Kubernetes, and more

### Run offensive operations

#### [Run an Operation](/guides/operator/run-your-first-operation)

Launch your first Operation and execute offensive security workflows

#### [Emulate an Adversary](/guides/operator/create-an-adversary)

Use AI to simulate adversary tactics and techniques against your
environments

#### [Run an Overwatch session](/guides/overwatch/run-an-overwatch-session)

Monitor and interact with live Operations through a real-time terminal
session

### Deep dive into Bastion

#### [Create and deploy Agents](/guides/agents/create-an-agent)

Create AI Agents and define Policies to govern their behavior

#### [Triage Findings](/guides/findings/filter-investigate-and-close-findings)

Filter, investigate, and close Findings across your environments

#### [Explore your data](/guides/explorer/filter-data)

Build queries to identify high-value Objects and track them with Object Sets

#### [Run Automations](/guides/automations/create-a-task)

Build and run Tasks for automated security workflows

### Build your own Tools

#### [Create and publish a Tool](/guides/tools/create-and-publish-a-tool)

Create or fork a Tool, develop it in the code editor, and publish and test the result.

#### [Bring your tradecraft into Method](/guides/best-practices/developer/operator-defined-tools)

Make your team's capabilities reusable across Operations, Tasks, and Agents.