Recommended Set up with your agent
ChatGPT walks you through it, one step at a time.
Help me connect StackOne to ChatGPT. Read the setup guide at https://docs.stackone.com/ai-platforms/setup-guide.md and guide me one step at a time.
Open in ChatGPTOr follow the steps yourself
Connect
1
Find StackOne
- In ChatGPT, go to Plugins in the sidebar.
- Open Your workspace and select StackOne. You can also type
StackOnein Search plugins.

StackOne isn't there
StackOne isn't there
Ask the person who manages ChatGPT at your company (a workspace owner or admin) to add it. Send them this:
2
Install and connect
- Select Install plugin. If your admin already installed it for you, skip this.
- If ChatGPT shows Connect, select it.

3
Sign in and authorize
- Sign in to StackOne. In a desktop app or code editor, this opens in your browser.
- If StackOne asks for a project, pick yours and click Continue to Accounts.
- Pick the work systems ChatGPT can use (your Linked Accounts).
- If you see Load tools when needed, leave it on.
- Click Authorize.

4
Use it in a chat
- Start a new chat.
- Type
@and select StackOne.

If something goes wrong
If something goes wrong
Can’t find or install StackOne. A workspace owner or admin adds it for everyone. If it shows Disabled by admin, ask them to give you access. Use ChatGPT on the web or the desktop app, not the mobile app.You use ChatGPT on your own plan. These steps are for company workspaces. To add StackOne yourself, see Personal Setup. On Pro, ChatGPT can read through StackOne but can’t make changes.ChatGPT asks before it uses StackOne. ChatGPT can ask for your approval before it reads or changes something. Check what it’s about to do, then approve it.A system you need is missing. Ask your StackOne admin, or see Linking Accounts. If it was linked after you connected, reconnect StackOne and pick it. If ChatGPT still can’t see it, ask a workspace admin to refresh StackOne in ChatGPT.It stopped working. Go to Settings → Plugins, select StackOne, then select Reconnect. Access lasts 90 days from when you clicked Authorize. If that doesn’t fix it, ask a workspace admin to refresh StackOne in ChatGPT.It can’t do something. It can do only what your own StackOne access allows. Ask your StackOne admin. Creating or changing records also needs a ChatGPT workspace admin to turn on write actions for StackOne.
Add or change accounts
Add or change accounts
ChatGPT reaches only the Linked Accounts you approved when you connected. To add one you link later, or one someone shares with you afterwards:To review or revoke the connection, use the same ⋮ menu in Connected Apps.
1
Open Connected Apps
In the StackOne dashboard, go to Connected Apps.
2
Edit the connection
- Open the ⋮ menu on the row for ChatGPT and select Edit tool access.
- Select the Linked Account.
- Click Save changes.
Keeping the tool list current
Keeping the tool list current
ChatGPT works from a snapshot of the tools StackOne exposed when your admin published it. Linking another Linked Account or enabling more actions on a Connector Profile doesn’t reach ChatGPT until a ChatGPT workspace admin refreshes StackOne, using Keep the published tool list current.With Advanced Tool Search on, no refresh is needed. It replaces the per-action tool list with two stable tools, Search and Execute.