Articles on: CxAI

Integrate ChatGPT with CxPlanner

Overview


How do I integrate ChatGPT with CxPlanner?


This guide explains how to connect ChatGPT to CxPlanner using API and OAuth. The integration allows you to securely access and use CxPlanner data directly within ChatGPT, with access tied to each individual user.


Only users with the Company role Admin can create API credentials. Each user must individually authorize the connection in ChatGPT.


When and why to use this

Use this integration when you want to connect ChatGPT with your CxPlanner environment.

  • When you want to access CxPlanner data in ChatGPT
  • When enabling AI-driven workflows or automation
  • When providing users with secure access via ChatGPT
  • When working with user-based authentication (OAuth)


Key points:

  • The API module must be enabled for your company
  • The integration uses OAuth (Public / PKCE)
  • Each user must authenticate individually
  • Access is always tied to the individual user’s permissions


How to - step by step

1. Create API access in CxPlanner

  1. Click your avatar
  2. Go to Company Profile
  3. Navigate to API
  4. Scroll down and click Generate new API key
  5. Enter a name (e.g. ChatGPT integration)
  6. Select OAuthPKCE Public
  7. Create the API and copy the Client ID


Store your Client Secret securely - it cannot be retrieved again after closing.


2. Set up the app in ChatGPT

  1. Log in to ChatGPT as a workspace admin
  2. Go to Workspace settings
  3. Navigate to Apps
  4. Enable Developer mode



3. Create a new integration

  1. Click Create new app
  2. Upload an app icon (optional)
  3. Enter a name (e.g. 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



4. Authorize the connection

  1. ChatGPT will initiate authentication
  2. You will be redirected to CxPlanner
  3. Log in and approve access
  4. The connection is now linked to your user





Behavior and results

Once the integration is complete, it works as a user-based connection.


Authentication details

Element

Description

Authentication

OAuth (Public / PKCE)

Access type

User-based

Data access

Based on user permissions in CxPlanner

Sharing

Not shared - each user must authorize


Important details

  • Each user in the company must connect ChatGPT individually
  • ChatGPT only accesses data the user already has permission to view
  • The app is available company-wide once installed
  • Admins control setup - not individual data access


Troubleshooting

Problem

Cause

Solution

Cannot create API

Missing Admin permissions

Contact a company administrator

API section not visible

API module not enabled

Contact support to enable the module

Login/authentication fails

Incorrect OAuth setup

Ensure OAuthPKCE Public is selected

Users cannot connect

Not individually authorized

Ask the user to complete the login flow

No data available in ChatGPT

Missing permissions in CxPlanner

Check user project and data access


Quick facts

  • Requires: Company role Admin (setup)
  • Location: Company Profile → API / ChatGPT → Workspace settings → Apps
  • Affects: Integration, user access, API connection to CxPlanner

Updated on: 04/16/2026

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