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Connect your AI

Set up Safe-Desk with the AI your office already uses.

Safe-Desk swaps client data for placeholders before ChatGPT or Claude sees it. Connecting takes a few minutes and you do it once per computer or per AI account. Pick how you work below and follow the steps. This page checks each connection for you and turns green when it works.

Checking whether you are signed in to Safe-Desk.
A short walkthrough with captions, narrated by Sophia. Everything in it is also written out below.

Which one fits how you work?

You can set up more than one. Most offices start with the first.

Path A

The Chrome extension

For anyone who opens ChatGPT or Claude in Google Chrome. Do this once on each computer.

  1. Download the extension

    The Chrome Web Store listing is on its way. Until it is up, download the extension from Safe-Desk: sign in, open Settings, and choose Download the extension.

    Open Settings

    You'll see a file named safe-desk-extension.zip in your Downloads. Right-click it and choose Extract All (on a Mac, double-click it). Remember where the folder lands.

  2. Load it into Chrome

    Copy this address, paste it into Chrome's address bar and press Enter. Chrome won't open it from a link.

    chrome://extensions

    Turn on Developer mode at the top right. Choose Load unpacked and pick the folder you extracted.

    You'll see a Safe-Desk card on the page. Click the puzzle-piece icon at the top right of Chrome and pin Safe-Desk.

  3. Get a connection code

    The code links the extension to your Safe-Desk account. It works once, for 10 minutes.

    Or in Safe-Desk, open Settings and press Get a connection code. It's the same code.

  4. Type the code into the extension

    Click the Safe-Desk icon in Chrome's toolbar. Type or paste the 8-character code and press Connect.

    You'll see your name, your firm, and Active on ChatGPT and Claude. From now on, open ChatGPT or Claude as usual.

Checking the extension

Sign in to Safe-Desk so this page can check.

If something goes wrong

The extension says the code didn't work

Each code works once and runs out after 10 minutes. Press Get a connection code again and type the new one straight away. The code is 8 letters and numbers; spaces and dashes don't matter.

I can't find the Safe-Desk icon in Chrome

Click the puzzle-piece icon at the top right of Chrome. Safe-Desk is in that list. Click the pin next to it so it stays on the toolbar.

There's no Developer mode switch, or Load unpacked is missing

Make sure the address bar says chrome://extensions; the switch is at the top right of that page. If it is greyed out, the computer is managed by a work policy that blocks it. Email us and we'll help you get the extension another way.

Still stuck? Email contactus@sophiaxt.com and we'll walk you through it.

Path B

The connector in Claude or ChatGPT

Your own Claude or ChatGPT reads client files you upload to Safe-Desk, with placeholders where the client details were, and hands the finished draft back. Do this once for each AI account.

  1. Copy the Safe-Desk address

    Everyone uses the same address.

    https://desk.sophiaxt.com/mcp

  2. Add it to your AI app

    In Claude: open Settings, then Connectors, and choose Add custom connector. Name it Safe-Desk and paste the address.

    In ChatGPT: open Settings, then Connectors. Under Advanced, turn on developer mode. Choose Create, name it Safe-Desk, paste the address and choose OAuth.

    Soon Safe-Desk will be listed in both apps' connector directories. Then you'll find Safe-Desk there and click Connect instead of pasting.

  3. Allow it on the Safe-Desk page

    Your AI app opens a Safe-Desk page. Sign in if it asks. Check that the page names your app and your own account, then choose Allow.

    You'll see your AI app again, with Safe-Desk listed as connected.

  4. Try it on a file

    Upload a client document under Files in Safe-Desk. In a chat, turn on the Safe-Desk connector from the tools menu and ask, for example: "List my Safe-Desk files and draft a reply to the newest one."

    You'll see a link to the finished document. It opens on Safe-Desk with the real details filled in, and only you can open it.

Checking the connector

Sign in to Safe-Desk so this page can check.

If something goes wrong

I don't see Connectors, or Add custom connector

Custom connectors depend on your plan. On Claude Team and Enterprise, the organization's owner may need to add Safe-Desk first. In ChatGPT, developer mode must be on under Settings, Connectors, Advanced, and your workspace has to allow it. These menus move from time to time, so email us if yours look different.

The Safe-Desk page shows an error, or Allow does nothing

Sign in to Safe-Desk in the same browser first, then start again from your AI app. If the page says the request expired, close it and add the connector again; each request lasts 10 minutes.

The AI says it can't find any files

The connector only sees files you uploaded under Files in Safe-Desk, and only your own. Upload one first, and turn the Safe-Desk connector on in that chat's tools menu. It can't see what you paste into the chat itself; the Chrome extension covers that.

Still stuck? Email contactus@sophiaxt.com and we'll walk you through it. More detail is in the connector guide.

Path C

Chat inside Safe-Desk

Staff type into the chat on the Safe-Desk page. The firm's owner connects an AI provider once, for everyone.

  1. Open Settings as the owner

    Sign in to Safe-Desk with the owner account and open Settings. Find the part called Your AI provider.

    Open Settings

  2. Connect a provider

    Choose Connect with OpenRouter, sign in to OpenRouter and approve Safe-Desk. Or paste an API key from Anthropic or OpenAI instead. Your provider bills your own account, and staff never see the key.

    You'll see "Connected", with the last four characters of the key. Pick a model if it asks.

  3. Send a test message

    Open Chat and send something with no client details in it, such as "Say hello." An answer means it works.

Checking the chat

Sign in to Safe-Desk so this page can check.

If something goes wrong

I don't see a place to connect a provider

Only the owner account has it, in Settings under Your AI provider. If you are staff, ask your owner. If you are the owner and don't see it, email us.

The key was refused

Copy the whole key again with no spaces before or after it. Check that it is still active in your provider account.

The chat answers with an error from the provider

Safe-Desk tells you when the provider account is out of credit. Add credit in your OpenRouter, Anthropic or OpenAI account, then send the test message again. Your message was still checked, and nothing sensitive was sent.

Still stuck? Email contactus@sophiaxt.com and we'll walk you through it.