AI configuration

One key per provider. Pick a provider/model per task. Every save runs a live probe — green badge means the key works.

1

Connections

API keys live here, once per provider. Slot routing below uses these by reference.

2

Task routing

Each slot picks a provider and model. Override the API key only if a slot needs a different account.

3

System prompts

Append-only versioning. Saving creates a new version and retires the prior. Click to expand.

4

OCR (Mistral)

Mistral OCR is a separate product from chat completions — it has its own client. Used by the document-ingest pipeline for PDFs and images.

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5

Auto-approval policy

When ON, Plaid transactions matched to pre-staged drafts auto-post. Otherwise we link only.

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