Connect AI

You can open and edit files without connecting AI. To work with an agent in a folder, set up the official Codex or Claude Code program first.

Before you connect

Set up the connection in the desktop app. The provider may need an account, a subscription, an API key, or a running model server. Start with a sample document. Relevant text, attachments, and conversation context may be sent to the provider. See AI and your data.

Choose a connection

Connection	What you need	What to check
Codex program	Official program and account	Separate from direct ChatGPT sign-in
Claude program	Claude Code and account	Organization policies may restrict delegated access
API	Provider key and model settings	API fees may be separate from a web subscription
Local AI	Compatible running model server	Verify the server address and model

Set up the connection

Subscription programs

1. Open Settings → AI from Home and choose Codex or Claude.
2. Install the official program if the card says it is missing. Open the sign-in window and complete sign-in there.
3. Return to the app and check the status again. Confirm the account, then choose the connection under AI to use.
4. Check the model shown in the editor’s AI panel.

A browser ChatGPT session does not sign the Codex program in. A non-subscription login can incur usage fees. Changing accounts or signing out can affect the standalone program on this computer.

API

1. Open Settings → AI → Advanced → AI models and select your provider.
2. Enter the key in the app and check the base URL if your provider requires one.
3. Select a model, run the connection test, and save.
4. Choose the provider under AI to use or select Use this AI. Confirm the AI panel shows the connection you intended.

Saving a key alone does not select the active provider. Keep API keys out of documents and support messages.

Local AI

1. Start a compatible model server.
2. Open Settings → AI and register the server address and model.
3. Confirm the server is reachable and exposes the expected model.
4. Select it under AI to use and try a short request.

Check the host, port, and model if it cannot connect. A server running on another computer receives the request over the network.

Direct ChatGPT sign-in

Direct app sign-in has a known issue at the provider consent step. It is separate from the Codex program connection. If it does not complete, check the release notes and use a connection you have already set up.

Claude organization policy errors

The error 3p_delegated_access_policy_denied can indicate a restriction on third-party delegated access. Ask your organization administrator what is allowed and review the app’s subscription connection help. Reinstalling the app cannot change an organization policy. Keep work documents in approved accounts and providers.

Try a small first request

1. Open the sample meeting notes.
2. Ask the AI panel to shorten the announcement to three sentences while keeping the date, place, capacity, and fee.
3. Check that the answer keeps March 20, 2–4 p.m., the fictional Willow Library meeting room, 12 places, and free admission. Apply only the changes you want, save, and reopen the file.

A connected status only means the connection is ready. Check the response and the saved file separately. See AI editing and connection troubleshooting.

For work with an entire folder, see Get started with the AI agent.