Articles on: CxAI

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.



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

Updated on: 07/26/2026

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