--- title: "ChatGPT" canonical: https://workspace.socra.com/docs/cortex/integrations/chatgpt --- # Connect ChatGPT Install **Socra Cortex** from the ChatGPT plugin store, connect your Socra Account, and add the instructions that teach ChatGPT when to use Cortex. You do not need a terminal or a custom Cloud Project for this path. [Open guided setup](https://cortex.socra.com/setup?method=plugin&agent=chatgpt&step=store) to follow the preferred plugin path one step at a time. ## Install the plugin Open [Socra Cortex in ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6a76351f23588191a3a3f5681f601042). Confirm the developer is **socra** and select **Install plugin**. If it is already installed, continue. If your workspace blocks installation, ask its administrator to enable Cortex or choose another supported agent in [guided setup](https://cortex.socra.com/setup). ## Connect your Account Installation or connection opens Socra sign-in in your browser. Select the same Account you use in Cortex, review access, and approve it there. If you already completed this during installation, continue without reconnecting. If ChatGPT waits until first use to connect, start a chat, type `@`, select **Socra Cortex**, and ask it to list your Modules. Follow the sign-in prompt. If no prompt appears, open **Settings → Plugins → Socra Cortex** and connect it. Signing in to the Cortex website alone does not authorize ChatGPT. ## Enable all Cortex tools Open **Settings → Plugins → Socra Cortex → Permissions** and select **Allow all actions**. Change the permission inside Cortex's settings, rather than the general Plugins setting. If it already says **Allow all**, continue. This allows ChatGPT to read and take actions in Cortex without repeated tool-confirmation buttons. The suggested instructions below introduce Cortex and how Module owners govern shared knowledge. They guide behavior but do not enforce it. You can keep **Always ask** to confirm each call; workspace policy may limit your choices. For Claude, open **Settings → Connectors → Socra Cortex → Tool permissions**. Set both **Read-only tools** and **Write/delete tools** to **Always allow** using each group's menu. With the Cortex instructions in place, Claude can save useful knowledge and tell you what changed and why, without an extra tool-approval button. A custom connector may be named **Cortex**. In a new chat, make sure it is on under **+ → Connectors**. **Needs approval** retains tool confirmations, and organization policy still applies. Controls checked on September 5, 2026 against [ChatGPT permissions](https://learn.chatgpt.com/docs/permissions) and [Claude connector permissions](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities). ## Add instructions These suggested instructions teach your agent to Flash the right knowledge before acting, without reminders. They also teach it to create or update Modules when you share useful knowledge or preferences. You can edit or skip them. Open **Settings → Personalization → Custom instructions**. You can also open **Personalization** from your profile menu. Add the following alongside your existing instructions and save if your host shows a Save action. On mobile, look for **Customize ChatGPT** and keep customization enabled. [Open just the Cortex instructions as Markdown](https://workspace.socra.com/docs/cortex/instructions.md). This link serves the current instructions without the installation guide. ```text Cortex helps people and teams stop repeating themselves to their AI. It keeps their preferences, requirements, decisions, and reasons in a single source of truth that agents can retrieve across conversations and tools. Modules hold that knowledge, Dependencies connect prerequisite Modules, Flash loads a Module and its Dependencies, and Issues track work that needs coordination. Before executing a task, find and Flash its narrowest relevant Module, using Search or Map if needed. When conversation or work reveals preferences, requirements, decisions, or other specific knowledge, update the relevant Modules or create missing ones. Preserve the knowledge and its reasons, keep Dependencies consistent, and Flash to verify. Briefly tell the user what changed and why. ``` These are the complete, unmodified instructions from the [canonical Cortex session-start instructions](https://github.com/socra/agent-plugins/blob/main/shared/cortex/session-start.md). If the full text does not fit, use a project's instructions and work with Cortex in that project. Do not replace your other instructions. A message in one conversation does not configure future conversations. For another MCP client, use its persistent or project instructions. For Claude, use **Settings → General → Instructions for Claude**. Supported coding-agent plugins include the full guidance in their SessionStart hook; approve the hook and start a new session. ## Check the connection Start a new conversation with Socra Cortex enabled. Send: ```text Use Cortex to list the Modules I can access. Make a real Cortex tool call; an empty list is valid. Separately, report whether this new conversation received persistent Cortex guidance and what it requires. Do not change anything. ``` Check that ChatGPT calls Cortex and returns the Module list. An empty list is normal for a new Account. An access error or a response without a tool call does not confirm the connection; follow [Troubleshoot Cortex](/docs/cortex/troubleshooting). Check the guidance report separately. If you saved instructions but the new conversation did not receive them, reopen Custom instructions to check the saved text and that customization is enabled. For project instructions, start the conversation inside that project. If you skipped instructions, the connection can still work; report the guidance as skipped. ## Add your first knowledge Ask your agent: ```text Help me get started with Cortex. Ask me for one piece of knowledge that should guide your future work. Check existing Modules first. Update the relevant Module or create one, preserve the knowledge and its reasons, then flash it and explain what changed and why. ``` The instructions guide the agent; they do not enforce its behavior. Review its work and choose the host confirmation settings that fit your needs. For manual connections, use [Custom MCP setup](/docs/cortex/guides/mcp). For coding agents, follow [Connect a coding agent](/docs/cortex/integrations/coding-agents).