Documentation

2. Setting Up an AI Provider

Created
Jun 5, 2026
Updated
Jun 5, 2026

The assistant talks to a language model through a provider you choose. Configure your provider and key in the AI assistant tab of Chart Settings (or from the assistant panel), then pick a model.

Supported providers

ProviderKeyConnection
OpenAIOpenAI API keyDirect from the browser
AnthropicAnthropic API keyDirect from the browser
GoogleGoogle AI Studio keyDirect from the browser
AWS BedrockBedrock API keyThrough a server proxy
Google Vertex AIService-account JSONThrough a server proxy

Each provider offers a list of models; the workspace selects a sensible default and you can switch models per provider. Provider docs links are shown next to each key field so you can create a key.

How keys are used

  • OpenAI, Anthropic, and Google are called directly from your browser using the key you enter.
  • AWS Bedrock and Google Vertex AI are routed through a server proxy (server-side routes under /api/ai/...), because they require server-side credentials. Vertex expects a service-account JSON key rather than a plain string.

Security: where your key is stored

Your API key is stored in your browser's local storage on this device, and (for OpenAI/Anthropic/Google) is sent directly from your browser to the provider.

  • Use a key scoped to the minimum permissions you need, and prefer keys you can rotate or revoke.
  • Avoid entering keys on shared or untrusted machines; clearing site data removes stored keys.
  • The key is not synced across devices and is not shared between browsers.

The assistant can also verify a key with a lightweight connection test so you can confirm it works before chatting.

Next steps

With a provider configured, start a conversation.

Next: Chatting With Your Chart