Your account
Approve access for a connected app
What you're agreeing to when an app such as ChatGPT or Claude asks to connect to your Agiled account.
When you connect an app such as ChatGPT, Claude, or an automation tool to Agiled, Agiled shows an approval screen first. It names the app and lists what it is asking to do, so you stay in control of your data.
Approve or deny access
- Check the app name. It should be the app you just started connecting.
- Check you're signed in to the right organization.
- Read what the app is asking for (see below).
- Select Allow access to connect, or Deny if anything looks wrong.
You're done when you're back in the app that asked, and it can work with your Agiled records.
What the app may ask for
- Confirm your account identity, read your profile name, and read your email address: the app can tell which Agiled account is connecting.
- Read workspace records: the app can look up your contacts, deals, projects, invoices, and other records you can already see.
- Create or update workspace records: the app can add or change records, such as preparing an invoice draft or logging time. AI assistants still can't send invoices or estimates, or mark invoices paid; those stay with you.
- Stay connected until access is revoked: you won't need to approve it again each time.
The app only ever sees what you can see in Agiled.
Good to know
- Not sure why an app needs to change records? Select Deny. You can connect again later.
- To disconnect, remove the connection in the app itself. If you gave it an API key, revoke the key in Settings › API too.
- The approval keeps failing? Start again from the app that asked, and check you're signed in to the right Agiled organization.