> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ChatGPT Custom GPT setup

> Set up a Custom GPT in ChatGPT to manage Chartcastr automations with natural language. Generate an API key and configure actions step by step.

Use ChatGPT to manage your Chartcastr automations with natural language. This guide walks you through setting up a Custom GPT that connects to your account.

## Prerequisites

* A ChatGPT Plus subscription (required for Custom GPTs)
* A Chartcastr account with at least one source configured

## Step 1: Generate an API Key

1. Go to [Settings → Credentials](https://chartcastr.com/admin/settings) in your Chartcastr dashboard
2. Click **Generate Key** to create a new API key
3. Copy the key immediately - you won't be able to see it again

<Warning>
  Store your API key securely. Never share it publicly or commit it to version control.
</Warning>

## Step 2: Create a Custom GPT

1. Go to [ChatGPT GPTs](https://chatgpt.com/gpts/mine)
2. Click **Create a GPT**
3. Give it a name like "Chartcastr"
4. Add a description: "Manage Chartcastr chart automations"

## Step 3: Configure Actions

1. In the GPT editor, go to **Configure** > **Actions**
2. Click **Create new action**
3. Click **Import from URL** and enter:

```
https://public.api.chartcastr.com/v1/openapi.yaml
```

4. Under **Authentication**, select **API Key**
5. Set the header name to `X-API-Key`
6. Paste your API key from Step 1

## Step 4: Add Instructions

In the **Instructions** field, add:

```
You help users manage their Chartcastr account. Chartcastr automates chart deliveries from your data sources to Slack.

You can:
- List sources (charts from your data sources)
- Get the latest AI analysis (pulse) for any source — chart image, short summary, and full analysis

For anything else (managing connections, OAuth, settings) direct users to chartcastr.com/admin.
```

## Step 5: Verify the Connection

1. Save your GPT
2. Start a conversation and ask: "List my sources"
3. If everything is configured correctly, you'll see your Chartcastr sources

## Troubleshooting

<AccordionGroup>
  <Accordion title="Getting 401 Unauthorized errors">
    Double-check that your API key is correctly entered in the Actions authentication settings. Make sure there are no extra spaces.
  </Accordion>

  <Accordion title="Actions not appearing">
    Ensure the OpenAPI URL is correctly imported. Try removing and re-adding the action.
  </Accordion>

  <Accordion title="Can't create connections">
    The Custom GPT can list your sources and destinations, but creating new connections requires OAuth flows. Use the Chartcastr dashboard for that.
  </Accordion>
</AccordionGroup>

## What You Can Do

Once connected, you can ask ChatGPT to:

* "List all my chart sources"
* "Show my Slack destinations"
* "What connections do I have set up?"
* "Get the latest analysis for \[source name]"
* "Verify my connection with code 123456"