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# Integrate ChatGPT with CxPlanner

## Overview: ChatGPT integration

The ChatGPT integration connects ChatGPT to CxPlanner with OAuth (Public / PKCE) so each user can securely use CxPlanner data inside ChatGPT under their own permissions.

* Your role must be **Company Admin** to create API credentials. Each user must authorize the connection in ChatGPT.
* You can find the menu at avatar - **Company Profile** - **API**, and in ChatGPT at Workspace settings - Apps.
* This creates a user-based API connection. It does not share one user's data access with other users.

|| Only users with the company role Admin can create API credentials. Each user must individually authorize the connection in ChatGPT.
||| Store your Client Secret securely. It cannot be retrieved again after you close the dialog.

## How to integrate ChatGPT with CxPlanner

### Create API access in CxPlanner
1. Click your avatar.
2. Go to **Company Profile**.
3. Open **API**.
4. Click **Generate new API key**.
5. Enter a name, for example ChatGPT integration.
6. Select **OAuthPKCE Public**.
7. Create the API and copy the **Client ID**.

### Set up the app in ChatGPT
1. Log in to ChatGPT as a workspace admin.
2. Go to **Workspace settings**.
3. Open **Apps**.
4. Enable **Developer mode**.

### Create a new integration
1. Click **Create new app**.
2. Optionally upload an app icon.
3. Enter a name, for example CxPlanner.
4. Configure access to the platform (MCP server / OAuth).
5. Load the default OAuth settings.
6. Paste your **Client ID** from CxPlanner.
7. Leave the remaining settings as default.
8. Click **Create**.

### Authorize the connection
1. Start authentication from ChatGPT.
2. When redirected to CxPlanner, log in and approve access.
3. Confirm the connection is linked to your user.

${frame}[Tutorial: CxAI: Integrate CxPlanner with ChatGPT](https://www.loom.com/embed/cbb289e3efdc478f80d7a567f1a7b8ab)

## Results: ChatGPT integration

| Element | Description |
|---|---|
| Authentication | OAuth (Public / PKCE) |
| Access type | User-based |
| Data access | Based on the user's permissions in CxPlanner |
| Sharing | Not shared. Each user must authorize |

* Each company user must connect ChatGPT individually
* ChatGPT only accesses data the user can already view
* Admins control setup, not individual data access

## Troubleshooting: ChatGPT integration

| Problem | Cause | Solution |
|---|---|---|
| Connection is required again | ChatGPT or OAuth session was dropped | Disconnect the app in ChatGPT, then reconnect and re-authorize in CxPlanner |
| Cannot create API credentials | Your company role is below Admin, or the API module is off | Ask a **Company Admin** to enable the API module and create the OAuthPKCE Public key |
| User can connect but sees no data | User lacks CxPlanner permissions for that project data | Grant the user the needed project access in CxPlanner, then retry in ChatGPT |