CodeBridge for OneStream

DISCLAIMER: This is an independent, third-party tool and is not affiliated with, endorsed by, or officially supported by OneStream Software LLC. OneStream® is a registered trademark of OneStream Software LLC. This extension is developed and maintained by OnPoint EPM.

Formerly "Code Utility for OneStream" — Same extension, same features, new name. If you were using the previous version, simply install CodeBridge for OneStream to continue where you left off.

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Stop wasting 8+ hours per week switching between tools. Debug, query, and deploy OneStream applications without leaving VS Code.

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🆕 What's New — September 2026 (v7.0.100 – v7.0.115)

The biggest month in CodeBridge history: your whole OneStream application is becoming AI-editable files. Pull it, let an AI assistant (or your own editor) author changes as JSON, validate locally, and push back through OneStream's standard metadata import — no direct SQL writes, ever.

🔀 Workflow Profiles — NEW module (v7.0.114+)

• Pull your entire workflow profile hierarchy straight from OneStream — every profile, template, per-scenario-type setting, entity assignment, and entity calc — into editable JSON, organized by cube root.
• Browse it in the new Workflow Profiles tree with search, validate edits against a verified vocabulary before anything touches the server, and push back remotely.
• Subtree push: right-click any profile and push just that branch in seconds. Round-trip proven on a real 81,000-line production extract.
• The local validator catches things OneStream only rejects mid-import (like an input profile missing its Import/Adjustment/Forms children) — instantly, before you push.

📊 Cube Views — NEW module (v7.0.111+)

• Pull cube views — both workspace-scoped and application-level defaults — as editable JSON with the full <cubeView> definition preserved verbatim, then validate and push them back.

🚀 Push Maintenance Unit (All Content) (v7.0.111+)

• One right-click pushes everything a maintenance unit has — parameters, data adapters, dashboards, components, assemblies, and cube views — as a single import. No more exporting twice for units that mix dashboard content and code.

📋 Dashboards & Components (v7.0.106+)

• The full dashboard layer joined the store: pull dashboard groups, dashboards, and components as JSON, edit or AI-author net-new solutions, validate (missing components, invalid enums, broken references), and push. Every pulled unit includes AI-assistant guidance files so tools like Claude Code know the exact schemas.

⚡ Faster and safer everywhere

• Large pulls collapsed from ~700 server round-trips to ~15 on big applications.
• Fixed a silent OneStream importer quirk that dropped button navigation arguments and dialog targets on push.
• Net-new pushes self-heal missing scope files; Copy Name & Path on any tree node for pointing teammates (or AI agents) at exactly the right file.
• Cube data browser: multi-month ranges pivot into columns, plus saved query history.

Remote workflow-profile pull/push needs the updated OCE Application Workspace (2026.09.22) — your extension offers the update automatically on startup.

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💰 The Real Cost of Context Switching

If you're a OneStream developer making $75/hour, every week you lose:

• 2 hours switching between Business Rule Editor, error logs, SQL tools
• 3 hours waiting for exports, imports, and deployments
• 2 hours debugging production issues across multiple interfaces
• 1 hour managing file versions and Git conflicts

That's $600/week in lost productivity = $31,200/year.

CodeBridge for OneStream recovers that time for $4.95/month.

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🎯 Real Developer, Real Results

"I used to spend 30 minutes every morning checking production error logs, then another hour when issues came up. Now I see errors in real-time in VS Code. Saved me 6 hours last week alone." — Senior OneStream Developer at Fortune 500 Financial Services Firm

"The SQL Query Editor with schema explorer is a game-changer. I can test data transformations instantly without opening SQL Management Studio." — OneStream Consultant, Big 4 Accounting Firm

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⚡ See the Difference

❌ Before CodeBridge for OneStream

Scenario: User reports a calculation error in a Finance Rule

1. Open OneStream web interface (load time: 30s)
2. Navigate to error logs (4 clicks, 20s)
3. Find relevant error (scroll, search: 2 min)
4. Copy stack trace
5. Open SQL Management Studio (30s)
6. Write diagnostic query (2 min)
7. Find the issue
8. Switch to Business Rule Editor (30s)
9. Export rule to XML (1 min)
10. Open in text editor (30s)
11. Make changes
12. Import back to OneStream (1 min)
13. Test and verify

Total time: 12-15 minutes per issue

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✅ After CodeBridge for OneStream (Premium)

Same scenario with CodeBridge for OneStream:

1. See real-time error notification in VS Code status bar
2. Click error → view full stack trace (2 seconds)
3. Command Palette → "SQL Query Editor" opens with schema IntelliSense
4. Run diagnostic query (30 seconds)
5. Edit rule directly in VS Code with C# IntelliSense (2 min)
6. Generate XML deployment package (10 seconds)
7. Deploy and verify

Total time: 3-4 minutes per issue

You just saved 10 minutes. Do this 10x per day = 100 minutes saved daily.

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🚀 Premium Features That Pay for Themselves in 10 Minutes

1. Task Activity Viewer 🆕

• Monitor OneStream task execution history in real-time
• View all task details including sub-tasks with unlimited hierarchy depth
• Advanced filtering by username, application, status, and time range
• Search tasks by description
• Click-through to error logs from failed tasks
• Export task data to CSV for analysis
• Resizable details panel (drag to resize 300px - 1200px)
• Perfect for: Production monitoring, performance analysis, troubleshooting workflows

Time saved: 10-15 minutes per production issue investigation

2. Real-Time Error Monitoring

• Errors appear in VS Code the moment they happen in OneStream
• Full stack traces with one click
• Filter by user, application, or time period
• No more logging into web interface just to check logs

Time saved: 5-10 minutes per error investigation

3. SQL Query Editor with Schema Explorer

• Full database schema IntelliSense (tables, columns, stored procedures)
• Run queries against Framework, Application, or external databases
• Query history with search and re-run capability
• Results exported to CSV instantly
• Safety checks prevent accidental data deletion
• Flexible Layouts for Multi-Monitor & Small Screens:
  • Open side-by-side with your code (Command Palette → "SQL Query Editor Side by Side")
  • Open in a separate column below
  • Choose your preferred layout (Command Palette → "SQL Query Editor Choose Layout")
  • Drag tab to separate window for multi-monitor setups
  • Responsive design automatically adapts to smaller screens
  • Collapsible schema sidebar - perfect for laptops
  • Compact mode for maximum space efficiency
• Customizable Preferences:
  • Set default opening layout (current/beside/below)
  • Start with schema sidebar collapsed
  • Enable compact mode for smaller displays

Time saved: 15-20 minutes per day testing queries

4. Rule & Assembly Synchronization

• Pull any Business Rule or Workspace Assembly from OneStream database to your local workspace
• Full Sync Status Report with Table of Contents for easy navigation
• Separate "Pull Rules" and "Pull Assemblies" buttons for targeted updates
• Modified By tracking - See who last changed each rule or assembly in OneStream
• Structured Assembly Dependencies 🆕 - Full support for WsAssembly, BusinessRule, and PrepackagedAssembly dependency types with CRUD UI in metadata editor
• Check sync status before deploying (avoid overwriting changes)
• Sync Timestamps command - One-click baseline sync for new clones or first-time setup
• Team collaboration without conflicts
• Complete Git integration for version control

Time saved: 10-15 minutes per deployment cycle

5. C# & VB.NET IntelliSense for OneStream APIs ⭐ (Cross-Platform)

Hate installing server DLL files to use IntelliSense? We do too. Reference assemblies download automatically — full IntelliSense works out of the box on every platform.

• Full autocomplete for BRApi, SessionInfo, api, si — all OneStream types, methods, and enums
• Auto-Download Reference Assemblies 🆕 — Lightweight reference DLLs (~3 MB) download automatically. No manual DLL setup needed!
• Version-specific IntelliSense (8.0, 9.0+)
• VB.NET IntelliSense — Roslyn-powered language server with completions, hover, diagnostics, and signature help
• Catch errors before deployment
• Works on Windows, Mac, and Linux!
  • Reference assemblies provide full IntelliSense on all platforms out of the box
  • Optional: add custom DLL folders (AWS SDK, third-party libraries) on top

Time saved: 20-30 minutes per day (fewer runtime errors, faster coding)

6. AI Assistant Integration (Beta)

• Auto-generates CLAUDE.md documentation for AI pair programming
• Your AI assistant understands OneStream context
• Faster onboarding for new developers

Time saved: Variable, but huge for complex troubleshooting

7. OneStream Code Compilation 🆕

• One-click compilation of workspace assemblies and business rules directly from VS Code
• Workspace Assemblies: Compile entire assemblies with all modules
• Business Rules: Compile individual Finance, Extender, Connector, Parser rules and more
• Errors and warnings appear in VS Code Problems panel instantly
• Click any error to jump directly to the line in your source code
• Automatic diagnostic clearing when recompiling (no stale errors)
• Success/failure toast notifications with error/warning counts
• Automatic push before compilation ensures you're compiling the latest code
• Requires OCE OneStream component v2025.11.16 or later

Time saved: 5-10 minutes per compile cycle (no OneStream client switching)

8. Local Metadata Store & Dimension Management 🆕 ⚠️ BETA

⚠️ BETA WARNING: This feature is currently in beta. DO NOT use in production environments without creating a backup first. Use at your own risk. We recommend testing in a development environment before deploying to production.

Local Metadata Store (Premium Feature)

• Pull metadata from any configured OneStream connection into a local SQLite database
• Browse all dimension types — Account, Entity, Flow, Scenario, UD1–UD8
• Full inheritance chain support for member dimensions
• Offline editing — work on metadata without a live connection
• Auto-sync — configurable automatic sync intervals per version

Versioned Workspaces

• Create working versions — branch off any base version to make isolated changes
• Delta-based storage — working versions only store changes, not full copies
• Version diff — compare two versions side-by-side with detailed change reports
• Audit history — full change trail with reverse transaction support
• Reverse any transaction — undo pending or pushed changes directly from the audit trail

Member Operations

• Add members — create new members under any parent with full property support
• Clone members — duplicate an existing member with all its properties
• Move members — drag & drop with Move Mode (single parent) or Shared Mode (multi-parent)
• Rename members — right-click or toolbar button
• Delete members — with confirmation and full undo support
• Bulk property edits — set a property across multiple members at once
• Cross-connection copy/paste — copy members between OneStream environments

Member Action Toolbar 🆕

• Quick-access icon buttons in the properties panel header: Formulas, Properties, Add, Clone, Rename, Traceability, Delete
• Instant tooltips on hover
• Buttons respect inherited/entity restrictions

Property Standardization 🆕

• AccountType — dropdown with all OneStream values (Group, DynamicCalc, Expense, Revenue, etc.)
• FormulaType — dropdown (Unknown, DynamicCalc, FormulaPass1–16)
• Boolean properties — rendered as true/false checkboxes (AllowInput, IsConsolidated, DataEntryEnabled, etc.)
• Enum properties — AdjustmentType, ConsolidationMethod, TranslationMethod, CurrencyTranslation as dropdowns

Member Traceability 🆕

• Right-click → Show Traceability to visualize a member's data lineage
• Version chain diagram showing base → working state with property source attribution
• Changed properties highlighted with old/new value comparison

Push to OneStream

• Batched XML push — all changes merged into a single XML file per push

• Multi-dimension support — parent dimensions automatically pushed before child dimensions

• Member deletes via XML — uses action="Delete" for reliability

• Selective push — choose which changes to push from the changelog

• Multi-environment tracking — push to different environments independently

• Requires MetadataImporter extender rule deployed to OneStream

Time saved: 30+ minutes per hierarchy reorganization task

9. Member Formula Editor 🆕 ⚠️ BETA

⚠️ BETA WARNING: This feature is currently in beta. DO NOT use in production environments without creating a backup first. Use at your own risk. We recommend testing in a development environment before deploying to production.

View and edit OneStream member formulas directly within VS Code:

• Full-Screen Formula Editor with VB.NET syntax highlighting

  • Keywords, data types, strings, comments, and numbers highlighted
  • OneStream-specific highlighting (BRApi, api, si, args, SessionInfo, etc.)
  • Real-time highlighting as you type
  • Copy formula to clipboard with one click

• Formula Validation 🆕 - Compile-check formulas before saving

  • Click "Validate" to check for syntax and compilation errors
  • Returns line numbers and error codes mapped to your formula
  • Automatically references all global Finance rules (e.g., helper classes)
  • Auto-detects Dynamic (Function) vs Pass (Sub) formulas
  • Copy all errors to clipboard with one click
  • Works with raw formula snippets or complete first-pass formulas

• FormulaType Support - Preserve and edit formula calculation types

  • All OneStream FormulaTypes: DynamicCalc, DynamicCalcTextInput, FormulaPass1-16
  • FormulaType badge displayed in member properties panel
  • Type preserved when saving formulas
  • Automatically hidden for Scenario dimensions (which don't use FormulaType)

• Time-Based Attributes

  • Scenario Type for scenario-specific formulas
  • Time field for time-period-specific formulas
  • Revert to Default Scenario Type toggle

• Dimension-Aware Formula UI 🆕 - Adapts to each dimension type

  • Scenario dimensions get a simplified editor (no FormulaType, no DrillDown, no variations)
  • Account, Flow, UD dimensions show full formula controls with variations
  • Entity dimensions hide formula editor entirely (no formulas)

• Formula/DrillDown Toggle 🆕 - Edit both formula types in one session

  • Switch between Formula and FormulaForCalcDrillDown with toggle button
  • Both formula types preserved when saving (doesn't overwrite the other)
  • Visual indicator shows which formula type is active
  • Warning dialog when switching with unsaved changes

• Unsaved Changes Protection 🆕 - Never lose formula edits

  • Warns before navigating away from unsaved formula changes
  • Guards on dimension/group switch, refresh, member selection, and modal close
  • Confirmation dialog with Discard/Cancel options

• Export Tree View to Excel 🆕 - Export full dimension hierarchy

  • Dropdown menu on export button: "Extract All Members (CSV)" or "Export Tree View (Excel)"
  • Generates XLSX with Excel outline/group levels for collapsible hierarchy
  • Includes member name, description, and source dimension columns
  • Exports complete hierarchy from API (not just visible nodes)

• Drill from Selected Member 🆕 - Context-aware tree navigation

  • Drill/expand buttons operate from the selected member
  • Falls back to full-tree behavior when no member is selected

• Member Properties Editor 🆕 - Edit all member properties

  • Full-screen modal to view and edit all member properties
  • Edit static properties (AccountType, FormulaType, IsConsolidated, etc.)
  • Edit time-varying properties with ScenarioType/Time variations
  • Add/delete property variations
  • Supports Account, Flow, and UD dimension types

• Requires OCE assembly deployed to OneStream

Time saved: 5-10 minutes per formula edit (no need to open OneStream client)

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9b. Member Formulas as Code 🆕 ⚠️ BETA

⚠️ BETA WARNING: This feature is in beta. Create a backup in OneStream before pushing formulas. Test in a development environment first. Behavior and folder layout may change between releases during beta.

Version-control your OneStream member formulas as real .vb files alongside your business rules — diff them in git, review them in pull requests, edit them with full VB IntelliSense, and push them straight back to OneStream.

💡 How it fits together. Pull reads formulas directly from your OneStream connection (fast, no sync required). Push stages the edited formula into the local metadata store and sends it from the Dimension Viewer, so the member's complete metadata is preserved — this push path requires a synced metadata store. (The in-webview formula editor in Section 9 is a separate way to edit a single formula; this section is the file/git workflow.)

How It Works

flowchart TD
    A([Start]) --> B
    B["Pull Member Formulas from OneStream"] --> C
    C["Formulas land in MemberFormulas/ folder<br/>DimType / Member / Calc or Drill / Scenario / Time.vb"] --> D
    D["Edit .vb file in VS Code with full IntelliSense"] --> E
    E["Select file and click Push"] --> F
    F{"Metadata Store synced?"}
    F -- No --> G["Prompted to sync Metadata Store first"]
    G --> H
    F -- Yes --> H
    H["Select metadata version from prompt"] --> I
    I["CodeBridge stages formula into local metadata store"] --> J
    J["Dimension Viewer opens on selected version"] --> K
    K["Push from Dimension Viewer<br/>Full member sent to OneStream — all properties preserved"] --> L
    L([Complete])

    style A fill:#1F3864,color:#fff,stroke:none
    style L fill:#34a853,color:#fff,stroke:none
    style F fill:#fbbc04,color:#000,stroke:none
    style G fill:#fff2cc,color:#000,stroke:#fbbc04

Formulas are pulled to .vb files under MemberFormulas/, organized into a nested folder tree. The file name is the authoritative key — it carries the exact member, scenario, and time so every variation is unique and round-trips precisely:

MemberFormulas/
└── {DimType}/                         ← dimension type, e.g. Account
    └── {MemberDim}/                   ← the member dimension, e.g. GolfStream_Account
        └── {Member}/                  ← the member, e.g. Revenue
            ├── Calc/                   ← the Formula property
            │   ├── Default/            ← no scenario scope
            │   │   └── Revenue__Default__Default.vb
            │   └── Actual/             ← Actual scenario
            │       ├── Revenue__Actual__Default.vb     ← scenario, no time
            │       └── Revenue__Actual__2024.vb        ← scenario + time
            └── Drill/                  ← the FormulaForCalcDrillDown property
                └── Default/
                    └── Revenue__Default__Default.vb

• Calc/ vs Drill/ — Calc is the member Formula; Drill is FormulaForCalcDrillDown.
• Scenario folder — Default means no scenario scope; otherwise the scenario type name.
• Time — there is no time subfolder; the time component lives in the file name. All of a member's variations for a scenario sit flat under the scenario folder.
• File name: {Member}__{Scenario}__{Time}.vb (delimiter __). Default is used when scenario or time is unscoped. Filesystem-illegal characters are safely, reversibly escaped.

Each .vb file is wrapped with Finance rule boilerplate so the VB LSP provides full IntelliSense and syntax checking, just like a regular Finance rule. You edit between the '--- USER FORMULA CODE BELOW --- / '--- USER FORMULA CODE ABOVE --- markers; the boilerplate is regenerated on each pull.

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Prerequisites

1. An active OneStream connection — configure one in the OneStream sidebar. The pull reads formulas directly from it (no sync needed). The push stages into the local metadata store, so a synced Metadata Store is required to push (run OneStream: Sync Metadata Store).
2. OCE Application Workspace deployed — the formula query uses the OCE adapter (da_Metadata_Data) in your OneStream application. Download the latest workspace from the extension's license panel and import it via OneStream Application Manager if not already done.
3. VB LSP configured (optional, recommended) — run OneStream: Setup C# IntelliSense for code completion, hover docs, and syntax checking in the .vb files.

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Step-by-Step Workflow

1. Pull Formulas from OneStream → Files

• Command Palette: Cmd+Shift+P / Ctrl+Shift+P → OneStream: Pull Member Formulas from OneStream
• Or: OneStream sidebar → Pull from OneStream → Pull Member Formulas

This pulls every member formula directly from the connection (one fast API call) and writes the nested .vb files shown above. Members with no formula are skipped. Re-run anytime to refresh from OneStream.

2. Edit Formulas in VS Code

• Right-click → Open Formula in the OneStream tree (clicking a file toggles its selection — see step 3 — so use right-click, or open from the OS Explorer, to edit)
• Edit only the code between the USER FORMULA CODE markers
• With VB LSP configured you get IntelliSense (BRApi, api, si, args), red-squiggle syntax errors, and hover docs

3. Select Formulas, then Push to OneStream

Selecting and pushing works just like business rules — through the same selection panel and Push button — but member formulas are staged into a metadata version and pushed from the Dimension Viewer, so the member's complete metadata (AccountType, descriptions, aggregation, security, etc.) is preserved.

1. In the OneStream sidebar tree, open MemberFormulas/.
2. Click individual formula files to add them to the selection (a ✓ appears), or use the Select All button on any folder — a member-dimension folder, a member folder, or the whole tree — to grab every formula beneath it at once.
3. Selected files appear in the Selected Files panel.
4. Click Push. You're prompted to choose a metadata version (e.g. Working 1). The selected formulas are staged into that version's local metadata store, and the Dimension Viewer opens on that version with the changes pending.
5. In the Dimension Viewer, review and click Push — it sends each affected member to OneStream with all of its properties (the formula change merged in), so nothing else on the member is overwritten.

Why through the metadata store? OneStream's metadata import works at the member level. Pushing a formula-only payload risks the member's other properties. By staging the formula into the metadata store and pushing from the Dimension Viewer (which loads the member's full property set), the complete, correct member is always sent. Only the formula you edited is staged; the push fills in the rest.

Requires a synced metadata store. If it isn't synced yet, the push prompts you to run Sync Metadata Store first.

Mixed selections are fine. If your selection contains rules, assemblies, and member formulas, the single Push button routes each correctly — rules/assemblies push directly, while member formulas are staged for the Dimension Viewer push.

Quick path without the panel: right-click a .vb file or any MemberFormulas/ folder → Push Member Formulas to OneStream. This stages the formula(s) into a chosen version and opens the Dimension Viewer to push. Right-clicking a folder stages every formula beneath it.

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Identity & Safety

• The file name is the source of truth for a formula's identity (member + scenario + time) and the Calc/Drill folder determines which property it targets. Keep files at their pulled paths so they push back to the correct member/variation.
• Push is always explicit — saving a .vb file only changes it on disk. Nothing goes to OneStream until you push.

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Git Integration

The MemberFormulas/ folder is a regular workspace folder — commit it like any other code:

git add MemberFormulas/
git commit -m "fix(formulas): update Revenue actual formula to exclude interco"
git push

Your formula changes are now reviewable in pull requests, diffable with git diff, fully history-tracked, and rollback-able with git revert.

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⚠️ Upgrading from an earlier beta (old folder layout)

Earlier beta builds used a flat layout with encoded filenames ({Member}_{Scenario}_{Time}.vb and a _DrillDown/ subfolder) and staged formulas through the local Metadata Store. That layout is incompatible with the new nested structure.

Before your first pull on this version: delete your existing MemberFormulas/ folder, then run Pull Member Formulas from OneStream to regenerate everything in the new structure. (The old Pull/Push Member Formulas and Push Formula(s) to Version commands have been retired.)

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Troubleshooting

Problem	Solution
No active OneStream connection	Configure a connection in the OneStream sidebar first
Pull returns no formulas	Confirm the OCE workspace is deployed and the connection's app actually has member formulas
Stale files / old flat layout present	Delete the MemberFormulas/ folder and re-pull (see upgrade note above)
Formula pushed but no change in OneStream	Check the OneStream Error Log; verify the file is at its original pulled path so its member/scenario/time key is intact
VB IntelliSense errors	Run OneStream: Setup C# IntelliSense, then re-pull to regenerate boilerplate

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Time saved: Hours per sprint — formulas are first-class citizens in your git workflow, pulled and pushed at API speed.

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10. CodeMCP Server for AI Assistants ⭐

Give your AI assistant direct access to your OneStream environment!

Your AI can now view error logs, monitor tasks, and search your entire codebase - all without you copying/pasting anything.

What's New in v6.0

• Independent Distribution - The MCP server is now distributed separately from the extension as a protected bytecode package
• Auto-Updates - Extension automatically checks for and downloads MCP server updates on startup
• Email Delivery - MCP server ZIP included with subscriber welcome emails and workspace updates
• Code Protection - Server compiled to V8 bytecode to protect intellectual property
• Node.js v20+ Required - For bytecode compatibility

Monitoring Tools

• get_error_logs - AI fetches error logs with full stack traces and exception details
• get_task_activity - AI monitors consolidations, data loads, business rules with status icons. Filter by task type, description, and status
• get_connection_info - AI verifies current OneStream connection

Data Exploration Tools 🆕

• get_cube_data - Query cube data with dimension member filters
• get_cube_dimensions - List dimensions and members for a cube
• list_cubes - List all cubes in the application
• list_dimension_members - Browse dimension member hierarchies
• get_member_hierarchy - Get parent/child relationships for members
• summarize_data - Aggregate and summarize cube data

Metadata Tools (25 tools) 🆕 ⚠️ BETA

⚠️ BETA: Metadata tools use the Local Metadata Store which is in beta. Create a backup before pushing changes to production.

• Read: meta_list_dimensions, meta_search_members, meta_get_member, meta_get_children, meta_get_hierarchy, meta_get_pending_changes, meta_get_status
• Write: meta_add_member, meta_batch_add_members, meta_move_member, meta_rename_member, meta_delete_member, meta_edit_property, meta_bulk_edit_property, meta_create_dimension
• Reorganize: meta_reorganize_members (batch move, grouping, pattern), meta_clone_subtree, meta_discard_changes
• Compare: meta_compare_versions, meta_compare_properties
• Version: meta_list_versions, meta_create_version, meta_switch_version

Code Repository Tools (14 tools)

• Search Across All Repositories - Find business rules, SQL scripts, and patterns instantly
• Compare Implementations - See how different projects solve the same problem
• Intelligent Keywords - 80+ keywords for integrations (REST API, S3, Salesforce, etc.)
• Cross-Repository Analysis - Compare code patterns across all your projects

Quick Setup — Use the Built-In Wizard (Recommended)

The easiest way to get set up is the MCP Setup Wizard built into the extension:

1. Open VS Code Command Palette (Cmd+Shift+P / Ctrl+Shift+P)
2. Run OneStream: Setup MCP Server Wizard
3. The wizard automatically:
   • Detects your OS, Node.js, and installed IDEs (Claude Code, Cursor, Windsurf, Claude Desktop)
   • Guides you through adding your OneStream code repositories
   • Configures all IDE config files with correct paths
   • Writes Claude Code permissions (no more approval prompts)
   • Optionally enables SQL execution tools
4. Click Reload Window at the end to activate everything

No manual JSON editing required. The wizard handles all config file changes for you.

Manual Setup (Advanced)

Prefer to configure things yourself? Use these guides:

Works with Claude Code, Cursor, Windsurf & Claude Desktop - Full MCP (Model Context Protocol) integration

Setup Guides:

• IntelliSense Setup Guide - C# & VB.NET IntelliSense setup and troubleshooting
• AI Monitoring Tools Guide - Error logs, task activity
• Claude Code Setup Guide - Manual Claude Code config
• Cursor Setup Guide - Manual Cursor config

Example Conversations:

"Show me the last 5 errors for user john.doe" → AI fetches error logs with stack traces

"What consolidation tasks failed in the last 2 hours?" → AI checks task activity

"Find all business rules that use REST API" → AI searches your codebase

"Show me the cube data for Actual scenario in January" → AI queries cube data directly

Time saved: Hours per week - AI understands your data AND your code

11. Documentation Reports 🆕

Generate comprehensive documentation reports with a single click. All reports support CSV, Markdown, and Word export:

Member Text Fields Documentation

• SQL-Powered Performance - Handles 50,000+ members without timeout
• All Text Fields - Documents Text1-Text8 across all dimensions
• CSV Export - Export 84,000+ members to Excel in seconds

Member Formula Documentation

• Complete Formula Inventory - Scans Account, Flow, and UD1-UD8 dimensions
• All Formula Types - Captures DynamicCalc, DynamicCalcTextInput, FormulaPass1-16
• Variation Support - Documents all ScenarioType and Time variations

Workflow Profile Documentation

• Profile Hierarchy - Shows parent/child relationships
• Configuration by Scenario - Data sources, transformation profiles, text fields
• Import & Forms Profiles - Complete workflow configuration

Access: OneStream Explorer sidebar → Reports panel

Export Options: CSV (recommended for large datasets), Markdown, Word (.docx via Pandoc)

Time saved: 2-4 hours per documentation cycle vs. manual extraction

12. Execute Sequence 🆕

Run Data Management sequences directly from VS Code without switching to the OneStream client:

• Searchable Sequence Dropdown - Auto-populates from your OneStream database, type to filter with keyboard navigation
• Foreground & Background Execution - Run synchronously (wait for result) or asynchronously (get Task ID)
• Execution Parameters - Pass parameters via grid mode (key/value pairs) or text mode (OneStream format)
• Saved Sequences - Save frequently-used configurations with descriptions for one-click re-execution
• Execution History - Full history with status, timing, descriptions, and error details
• Copy & Duplicate - Clone saved configurations to quickly create variations
• Detailed Error Messages - Full inner exception chain when sequences fail
• Status Bar Access - Quick-launch from the VS Code status bar
• Requires OCE assembly with RuleExecutor deployed to OneStream

Time saved: 5-10 minutes per sequence execution (no OneStream client switching)

13. Data Management Steps & Sequences 🆕

Create, edit, and manage OneStream Data Management configurations entirely from VS Code:

• WebView Step Editor - Form-based editor for all 8 step types: Calculate, Custom Calculate, Clear Data, Execute Business Rule, Reset Scenario, Copy Data, Export Data, Export File
• Member Selectors - Browse buttons (🔍) on dimension fields open a split-panel member picker with tree navigation, search, and multi-select — dimensions loaded live from OneStream and filtered by field group
• Parameter Picker - P button inserts Dashboard Parameter references (|!ParamName!|) from the connected instance
• Cube & Business Rule Selectors - Browse cubes and extender rules from the connected application
• WebView Sequence Editor - Configure notification settings (server, users, event type), up to 8 parameters, and ordered step members
• Drag & Drop - Reorder steps within sequences by dragging, or move/copy steps and sequences between groups via the tree view
• Dedicated Sidebar Panel - DM tree view with groups, nested steps, and sequences with Collapse All support
• Pull from Database - Download existing DM groups with all steps and sequences from a connected OneStream instance
• Push to OneStream - Generate valid XML and upload directly via DataManagementXmlLoader
• Copy & Delete - Right-click context menu to duplicate or remove steps and sequences
• Git-Friendly Storage - JSON files (.dm-step.json, .dm-sequence.json) stored under .onestream-metadata/DataManagement/
• Requires MetadataImporter assembly v2 deployed to OneStream for push operations

Time saved: 15-30 minutes per DM configuration change (full version control, no OneStream client needed)

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14. Application Workspaces — Parameters, Data Management & Data Adapters 🆕 ⚠️ BETA

⚠️ BETA WARNING: This feature is currently in beta. Create a backup in OneStream before pushing. Test in a development environment first. Behavior and folder layout may change between releases during beta.

One unified Application Workspaces tree brings a workspace's child objects together the way OneStream nests them — Parameters, Data Management, and Data Adapters all under one Workspace → Maintenance Unit frame:

Application Workspaces (Beta)
└─ <Workspace>
   └─ <Maintenance Unit>
      ├─ Parameters (n)      → each dashboard parameter
      ├─ Data Management (n) → group → Steps / Sequences
      └─ Data Adapters (n)   → each data adapter

• Pull from Database — download parameters + adapters for selected maintenance units, and Data Management groups (with their real workspace/maintenance unit), from a connected OneStream instance.
• Shared workspace metadata — namespacePrefix, wsAssemblyService, access/maintenance groups, imports, and text1-8 are maintained in one place (an Edit Workspace Metadata action on each workspace) and reused for every child object's push — no more hardcoded blanks.
• Data Adapters (new) — pull, edit, create, and push dbo.DashboardAdapter objects. Core fields (command type, method/SQL, results table, etc.) are editable in a form; the complex DashboardAdapterOptions block is round-tripped verbatim so CubeView/BiBlend options are preserved exactly. Both Method and SQL adapters are supported.
• Data Management, unified — DM groups, steps, and sequences now live under their workspace/maintenance unit in this same tree (create/edit/delete/pull/push/execute all still work). Groups with no workspace appear under a Default workspace.
• WebView Editors — form-based editors with type-driven sections that show/hide by parameter or adapter command type.
• Push to OneStream — parameters and adapters push together via the maintenance-unit push (one valid ApplicationWorkspaces.xml, imported through the existing metadata path — no new server adapter); Data Management pushes via its own group push.
• Filter — type to filter by name across parameters, adapters, and DM groups; the tree prunes to only the matching workspaces and maintenance units.
• Git-Friendly Storage — JSON files under .onestream-metadata/ApplicationWorkspaces/<Workspace>/<MaintUnit>/: parameters/*.dp-param.json, dataAdapters/*.dp-adapter.json, dataManagement/Groups/<Group>/….

v1 limitations: Method-command dashboard parameters are still excluded from the parameter pull. For data adapters, exotic method types beyond BusinessRule are labeled Unknown on push (the method query itself round-trips exactly, and OneStream tolerates the label).

📦 MIGRATION (existing users): Data Management previously lived in its own separate view, stored flat at .onestream-metadata/DataManagement/Groups/. It now nests under the workspace/maintenance unit at .onestream-metadata/ApplicationWorkspaces/<Workspace>/<MaintUnit>/dataManagement/Groups/, inside the unified Application Workspaces tree (the standalone Data Management view is gone). Your existing DM groups on disk are not moved automatically and will not appear in the new tree until you re-pull them (Pull Data Management from the Application Workspaces view title) — the re-pull places them under their real workspace/maintenance unit. Alternatively, move each old group folder into the new path by hand. Old flat-layout files are otherwise left untouched; nothing is deleted.

Time saved: version-controlled parameters, data management, and data adapters for a whole workspace — in one place, without the OneStream client.

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📊 Feature Comparison

Feature	Free	Premium
Import/Export Business Rules	✅	✅
XML Generation	✅	✅
Smart File Organization	✅	✅
Git Integration	✅	✅
Real-Time Error Logs	❌	✅
SQL Query Editor	❌	✅
Database Schema IntelliSense	❌	✅
Rule & Assembly Sync	❌	✅
Multi-Environment Support	❌	✅
C# & VB.NET IntelliSense (BRApi, etc.)	❌	✅
Query History	❌	✅
AI Assistant CLAUDE.md	❌	✅
Workspace Assembly Compilation	❌	✅
Business Rule Compilation	❌	✅
Member Formula Editor (Beta)	❌	✅
Formula Validation	❌	✅
Dimension Member Management (Beta)	❌	✅
Cross-Connection Member Copy/Paste	❌	✅
CodeMCP Server (AI Integration)	❌	✅
MCP Data Exploration Tools	❌	✅
Documentation Reports (CSV/MD/Word)	❌	✅
Execute Sequence	❌	✅
Data Management Steps & Sequences	❌	✅
Application Workspaces — Parameters, Data Management & Data Adapters (Beta)	❌	✅
Priority Support	❌	✅

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💡 Who This Is For

Perfect for:

• Senior OneStream Developers who debug production issues daily
• Consultants managing multiple client environments
• Development Teams who need version control and collaboration
• Solo Developers tired of juggling 5+ tools simultaneously
• Anyone who values their time at more than $4.95/month

You'll Love This If:

• ✅ You open SQL Management Studio multiple times per day
• ✅ You've ever lost work because someone overwrote your rule
• ✅ You debug OneStream errors more than once a week
• ✅ You wish BRApi had autocomplete
• ✅ You use Git for everything else (why not OneStream?)

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🎁 Start Your 14-Day Free Trial

Full premium access. Cancel anytime during trial - no charge if you cancel.

Get Started in 2 Minutes:

1. Install the Extension

   • VS Code Marketplace
   • Or search "CodeBridge for OneStream" in VS Code Extensions

2. Start Free Trial

   • Click the CodeBridge icon in sidebar
   • Click "Start Free Trial" button
   • Enter your email → Instant activation

3. Connect to OneStream

   • Click connection status in bottom bar
   • Enter your OneStream base URL (smart URL builder auto-detects the API path)
   • Enter credentials and select application → You're ready

4. Try Premium Features

   • Command Palette (Cmd+Shift+P / Ctrl+Shift+P) → "SQL Query Editor"
   • Click error icon in status bar → Real-time error logs
   • Right-click any rule → Pull from Database

After 14 days, you'll only be charged if you haven't cancelled. Try it risk-free.

Start Your Free Trial Now →

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🛠️ Installation

VS Code

1. Open VS Code
2. Press Ctrl+Shift+X (Windows/Linux) or Cmd+Shift+X (Mac)
3. Search "CodeBridge for OneStream"
4. Click Install
5. Click the CodeBridge icon in the sidebar

Cursor IDE

1. Open Cursor
2. Press Ctrl+Shift+X
3. Search "CodeBridge for OneStream"
4. Click Install
5. Works exactly like VS Code

Remote Development (Remote-SSH, WSL, Dev Containers)

CodeBridge runs on the machine that holds your code. Connect with Remote-SSH, then click Install in SSH: <host> on the extension page. Everything runs on the remote host: sync, push/pull, SQL, IntelliSense and the CodeMCP server.

On the remote host:

• Install Node.js and the .NET 8 SDK. The CodeMCP server needs Node, and VB IntelliSense needs .NET. Remote-SSH sessions don't load a login shell, so put Homebrew on PATH in ~/.zshenv (for example eval "$(/opt/homebrew/bin/brew shellenv)"), not only in ~/.zprofile.
• Activate your license and add your OneStream connections again. Both are tied to the machine the extension runs on. A one-time prompt walks you through it the first time you connect to each host.
• Run the CodeMCP setup wizard there. ~/.onestream-codemcp/ and ~/.claude.json are read from the remote host's home folder, and repository paths in repositories.json must be paths on that host. Run Claude Code inside the remote window.
• Connect any VPN your OneStream servers need on the remote host. Connections come from the remote host, not your laptop.

Exported files (XML, Excel templates, Word docs) are saved on the remote host. To get one onto your laptop, right-click it in the Explorer and choose Download.

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📖 Quick Start Guide

Free Features (No Trial Needed)

Import OneStream Rules:

1. Click CodeBridge icon in sidebar
2. Click "Import Files" button
3. Select XML or ZIP file from OneStream export
4. Files automatically organized by rule type

Export to XML:

1. Select rules in OneStream explorer
2. Right-click → "Generate XML from Selected Files"
3. XML files created in ./GeneratedXML folder

Setup Git:

1. Command Palette → "OneStream: Setup Folder Structure"
2. Creates OneStream-friendly folder layout
3. Command Palette → "OneStream: Check .gitignore Recommendations"
4. Adds recommended Git ignore patterns

Premium Features (14-Day Free Trial)

View Task Activity: 🆕

1. Connect to OneStream environment
2. Click task activity icon (clock) in status bar
3. Filter by username, application, status, or time range
4. Click any task to view details and sub-tasks
5. Click error buttons to view related error logs
6. Export data to CSV for analysis

View Error Logs:

1. Connect to OneStream environment
2. Click error log icon in status bar (or Cmd+Shift+E)
3. Filter by user, app, time
4. Click any error to see full stack trace

Run SQL Queries:

1. Open Command Palette (Cmd+Shift+P / Ctrl+Shift+P) → "SQL Query Editor"
2. Select connection (Framework, Application, etc.)
3. Type query (schema IntelliSense appears automatically)
4. Press Run Query or Cmd+Enter
5. Export results to CSV if needed

Pull Rules from Database:

1. Right-click any rule → "Pull Rule from Database"
2. Or click "Pull All Unencrypted Rules" button
3. Compares local vs server versions
4. Updates local file with server version

Sync Timestamps (First-Time Setup):

When you first clone a repository from Git or copy rule files from another machine, the local file timestamps won't match OneStream's modification dates. This can cause the sync status to incorrectly show all rules as "out of sync."

To fix this, run the Sync Timestamps from OneStream command:

1. Command Palette → "OneStream: Sync Timestamps from OneStream"
2. The extension queries OneStream for each rule's last modified date
3. Local file timestamps are updated to match, establishing a clean sync baseline

When to run this command:

• After cloning a Git repository for the first time
• After copying rule files from another machine or backup
• If sync status shows many false "out of sync" warnings after initial setup

You only need to run this once per setup. After that, pull and push operations automatically keep timestamps in sync.

Enable IntelliSense (All Platforms):

1. Open the IntelliSense panel in the OneStream sidebar
2. Select your OneStream version (8.0 or 9.0)
3. Reference assemblies download automatically (~3 MB)
4. Start typing → Full autocomplete for all OneStream types, methods, and enums
5. Optional: Add custom DLL folders for third-party libraries (AWS SDK, etc.)

No DLLs required! Reference assemblies provide complete OneStream IntelliSense on all platforms. You can still add full DLL paths for additional libraries.

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💼 Pricing & Plans

Free Forever

$0/month

Perfect for occasional OneStream work:

• Import/export business rules
• XML generation and packaging
• File organization by rule type
• Git integration setup
• Community support (Discord)

Premium

$4.95/month (billed monthly, cancel anytime)

Everything in Free, plus:

• ⚡ Real-time error log monitoring
• 🗃️ SQL Query Editor with schema IntelliSense
• 🔄 Rule synchronization (pull from database)
• 🌍 Multi-environment support (dev, test, prod)
• 💻 C# & VB.NET IntelliSense with auto-download reference assemblies
• 📜 Query history with search
• 🤖 AI Assistant integration (CLAUDE.md)
• 🎟️ Priority email support
• 🚀 Early access to new features

ROI Calculator:

• If you save just 20 minutes per week = 1.4 hours/month
• At $75/hour = $105/month value
• Premium costs $4.95/month = 21x return on investment

Enterprise

Custom pricing for teams

Contact us for:

• Team licenses (volume discounts)
• Custom integrations
• Dedicated support
• Training sessions
• On-premise license server

View Pricing Details →

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🔒 Security & Privacy

We take security seriously:

• ✅ All data stays on your machine - No code or rules sent to external servers
• ✅ Encrypted HTTPS connections - All OneStream connections use TLS
• ✅ Token-based authentication - No passwords stored locally
• ✅ No telemetry or tracking - We don't collect usage data
• ✅ License validation only - Only your email and license key are sent to our server
• ✅ Content Security Policy - All webview panels enforce strict CSP with nonce-based script execution
• ✅ Encrypted credential storage - License keys and sensitive data stored via VS Code SecretStorage API
• ✅ Allowlist-based SQL validation - MCP SQL queries validated against a strict keyword allowlist to prevent injection

Your OneStream data never leaves your network.

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📚 Documentation & Support

• 🎥 Video Tutorials - Step-by-step video guides for all features
• 💬 Discord Community - Active community, fast responses, support, bug reports, and feature requests
• 📋 Feedback Form - Share feedback, report bugs, or request features (no Discord account needed)

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⚙️ Configuration & Settings

SQL Query Editor Layout Preferences

The SQL Query Editor is optimized for all screen sizes - from large multi-monitor setups to compact laptops.

Opening the SQL Query Editor

Command Palette (Cmd+Shift+P / Ctrl+Shift+P):

• OneStream: Open SQL Query Editor - Default layout
• OneStream: Open SQL Query Editor (Side by Side) - Opens beside current editor
• OneStream: Open SQL Query Editor (Choose Layout) - Choose layout interactively
• OneStream: Open SQL Query Editor (Choose Layout) - Interactive menu

User Settings

Access via Settings → Extensions → OneStream SQL:

{
  // Default layout when opening SQL editor
  "onestream.sql.defaultLayout": "beside",
  // Options: "current" | "beside" | "below" | "active"

  // Start with schema sidebar collapsed (great for laptops)
  "onestream.sql.schemaSidebarCollapsed": true,

  // Use compact mode with smaller fonts (optimized for small screens)
  "onestream.sql.compactMode": true
}

For Multi-Monitor Setups

To open SQL editor in a separate window:

1. Open the SQL Query Editor (any layout)
2. Drag the tab out of VS Code, OR
3. Right-click the tab → "Move into New Window", OR
4. Press Ctrl+K O (Mac: Cmd+K O) while focused on the tab

The SQL editor stays fully functional and connected to your workspace even in a separate window!

Responsive Design

The SQL editor automatically adapts to your screen:

• Large screens (1600px+): Full layout with expanded sidebar
• Laptops (1366px): Compact layout, smaller sidebar
• Small screens (1024px): Schema sidebar becomes an overlay
• Tablet/Small (768px): Ultra-compact mobile-friendly layout
• Height-aware: Adjusts editor heights for shorter screens

Pro Tip for Laptops: Enable compact mode and start with sidebar collapsed:

{
  "onestream.sql.schemaSidebarCollapsed": true,
  "onestream.sql.compactMode": true
}

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❓ FAQ

Q: Does the free version expire? A: No! Free features are free forever. No trial, no expiration.

Q: What happens after the 14-day trial? A: If you don't cancel, you'll be charged $4.95/month. Cancel anytime during the trial to avoid charges. Free features always work regardless.

Q: Can I cancel anytime? A: Yes! Cancel through the license portal anytime. No questions asked.

Q: Do you support team/enterprise licenses? A: Yes! Contact us for volume pricing. Teams of 5+ get discounts.

Q: Does this work with Cursor IDE? A: Yes! Cursor uses VS Code engine. Full compatibility.

Q: Do I need OneStream DLL files for IntelliSense? A: No! Reference assemblies download automatically (~3 MB) and provide complete IntelliSense on all platforms. You can optionally add custom DLL folders for third-party libraries.

Q: Which OneStream versions are supported? A: OneStream 7.0+ is supported. IntelliSense reference assemblies are available for 8.0 and 9.0.

Q: Can I use this offline? A: Free features work offline. Premium features require network access to OneStream environment.

Q: Will this slow down VS Code? A: No. The extension is highly optimized and uses minimal resources.

Q: Can multiple developers share one license? A: No. Each developer needs their own license. We offer team discounts for 10+ licenses with our Business plan.

Q: What if I have a problem during the trial? A: Join our Discord or email us. We respond quickly to trial users.

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🎯 Common Use Cases

Use Case 1: Emergency Production Debugging

Scenario: CFO reports incorrect consolidation numbers. Deadline: 2 hours.

Without Premium:

• Log into OneStream web interface
• Navigate to error logs
• Search through hundreds of errors
• Copy stack traces to text file
• Open SQL Management Studio
• Write queries to investigate data
• Export business rule
• Debug in text editor
• Re-import, test, repeat
• Total time: 1.5-2 hours (if you're lucky)

With Premium:

• See error notification in VS Code immediately
• Click to view full stack trace (5 seconds)
• Command Palette → "SQL Query Editor" for diagnostic queries with schema IntelliSense (2 min)
• Edit rule directly in VS Code with C# IntelliSense (5 min)
• Generate XML deployment package (10 seconds)
• Test and deploy
• Total time: 15-20 minutes

Time saved: 1+ hour when you need it most

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Use Case 2: Daily Development Workflow

Scenario: Building new Finance Rule with complex SQL logic

Without Premium:

• Write code in Business Rule Editor (no IntelliSense)
• Guess at BRApi method names (or search docs)
• Save rule, log out
• Open SQL Management Studio
• Test query logic
• Switch back to Business Rule Editor
• Make changes, save
• Repeat 10-20 times per day
• Wasted time: 2-3 hours daily

With Premium:

• Write code in VS Code with full C# IntelliSense (works on Mac, Windows, Linux!)
• api. → See all available methods instantly
• Command Palette → "SQL Query Editor" to test queries without leaving VS Code
• Schema IntelliSense shows table/column names
• Edit, test, refine in one interface
• Wasted time: 20-30 minutes daily

Time saved: 1.5-2 hours per day = 7-10 hours per week

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Use Case 3: Team Collaboration

Scenario: 3 developers working on the same application

Without Premium:

• Developer A edits Finance Rule, exports XML
• Developer B edits same rule (doesn't know A changed it)
• Developer B deploys, overwrites A's work
• A's changes are lost
• Conflict resolution takes hours
• No version history, no audit trail

With CodeBridge for OneStream Premium + Git:

• All developers pull rules from OneStream database
• Each works in their own Git branch
• Check sync status before deploying
• Merge changes using Git workflows
• Complete audit trail of who changed what
• No more lost work, no more conflicts

Time saved: Countless hours of frustration + rework

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🚀 What's Next?

Roadmap (Coming Soon)

• ✅ C# IntelliSense (Shipped in v5.2!)
• ✅ VB.NET IntelliSense (Shipped in v6.0.16!)
• ✅ MCP Setup Wizard (Shipped in v6.0.45!)
• ✅ Dimension Member Rename/Delete (Shipped in v6.0.61!)
• ✅ MCP Data Exploration Tools (Shipped in v6.0.68!)
• 📊 Performance profiling for Finance Rules
• 🧪 Automated testing framework integration
• 🔗 Slack/Teams integration for error notifications
• 📈 Analytics dashboard (rule complexity, execution time)

Premium subscribers get early access to all new features.

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🤝 Community & Contribution

Join 500+ developers:

• 🎥 Video Tutorials - Learn how to use all features
• 💬 Discord Server - Chat with other users, get help, share tips, report bugs, and request features
• 📋 Feedback Form - Share feedback, report bugs, or request features (no Discord needed)
• 📝 Write a Review - Help others discover this tool

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📦 System Requirements

• VS Code: Version 1.60.0 or higher
• Cursor IDE: Any version
• OneStream: Version 8.0 or higher (for premium features)
• Network: Access to OneStream environment (for premium features)
• OS: Windows, macOS, or Linux

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📄 License & Legal

• Extension: MIT License
• Premium features: Subscription required

DISCLAIMER: This is an independent, third-party tool and is not affiliated with, endorsed by, or officially supported by OneStream Software LLC. OneStream® is a registered trademark of OneStream Software LLC. This extension is developed and maintained by OnPoint EPM.

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