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ShareSafe in ChatGPT

Work in ChatGPT with your confidential documents.

This connection lets you use ChatGPT on the documents in your ShareSafe Workspace. ChatGPT searches, compares and summarises the protected version, with placeholders such as [NAME_01] where ShareSafe replaced a detail. To see the original, you open the document in ShareSafe with the Open in ShareSafe link in the answer. Only the protected version is meant to reach ChatGPT.

Request a demoSee the example

You need ShareSafe Workspace and ChatGPT on the web. Whether it's available depends on your ChatGPT plan.

Example with fictional data

See it step by step.

A worked example, from connecting to asking a question about a whole vault.

Example with fictional data

  1. Step 1 of 4

    Connect and list your vaults

    Once connected, ask ChatGPT which vaults you can use. It sees only the vaults you have access to that allow ChatGPT, and only by a short name such as vault-3f9a2c, so that their real names are meant to stay out of ChatGPT. You can see which vault is which in ShareSafe, under ‘Name in Claude & ChatGPT’.

    Files from ShareSafe

    I want to add files from my ShareSafe vault

    ShareSafe: list vaults

    Your ShareSafe connection works. You have access to four vaults. I only know them by their short names, not their real names. I can bring their documents into this chat as protected versions, with sensitive values replaced by placeholders.

    VaultDocumentsYour role
    vault-3f9a2c18Admin
    vault-8b41d711Admin
    vault-c05e929Editor
    vault-71fa3e3Viewer

    Which vault should I open? You can see which vault is which in ShareSafe.

  2. Step 2 of 4

    Pick documents

    ChatGPT lists the documents in the vault you choose, each under a short name such as document_007.docx. It is designed not to receive real file names or folder names. ShareSafe shows each document's short name under ‘Name in Claude & ChatGPT’, so you can see which is which.

    Files from ShareSafe

    vault-8b41d7, please. Which documents are in it?

    ShareSafe: list documents in vault-8b41d7

    vault-8b41d7 holds these documents, among others:

    DocumentTypeDate
    document_003.pdfPDF12 Oct
    document_004.pdfPDF30 Sep
    document_005.pdfPDF2 Sep
    document_007.docxDOCX28 Oct
    document_008.docxDOCX21 Oct

    Which document should I read? You can see which one is which in ShareSafe.

  3. Step 3 of 4

    Summarise the protected version

    ChatGPT reads the protected version and summarises it. Names, dates, the rate and the account number stay placeholders.

    Files from ShareSafe

    Summarise document_007.docx

    ShareSafe: read document (protected)

    The letter confirms that [ORG_01] engages [NAME_01] as interim CFO from [DATE_01], for six months, three days a week.

    The fee is [AMOUNT_01] per day, invoiced monthly and paid to [IBAN_01], with 30 days' notice on both sides. Liability is capped at the fees paid in the previous three months.

    Two points worth checking: the letter has no confidentiality clause, and the start date falls before the board meeting it refers to.

    The values in this document are protected. Open it in ShareSafe to see the original.

  4. Step 4 of 4

    Ask the vault

    You can also ask a question about a whole vault. An AI model writes the answer from the protected content, and ChatGPT refers to each document by its short name.

    Files from ShareSafe

    Which contracts in this vault end before March, and how much notice do they need?

    ShareSafe: ask vault-8b41d7

    Three contracts end before 1 March, and two of them need action this month.

    DocumentEndsNotice
    document_003.pdf31 Jan60 days
    document_005.pdf15 Feb3 months
    document_004.pdf28 FebEnds with the main contract

    The parking lease (document_005.pdf) is already inside its notice period, so it may renew automatically unless notice went out earlier.

Ask it as you would ask a colleague.

  • Summarise

    Get the key terms of a document as a list.

    “How much notice do we need to give under this contract?”

  • Compare

    Put two versions side by side and ask what's changed.

    “What's changed since the last version?”

  • Find

    Find what you need across your documents.

    “Which documents do we still need to send?”

What ChatGPT sees – and what it doesn't.

Document content
The protected version, with placeholders such as [NAME_01].
File and vault names
Designed not to be sent to ChatGPT. ChatGPT sees a short name such as document_007.pdf or vault-3f9a2c. You see the real names in ShareSafe.
Folder names
Designed not to be shown to ChatGPT.
What ChatGPT doesn't see
Documents still waiting for review, and vaults that don't allow ChatGPT. Allowing Claude and allowing ChatGPT are separate settings for each vault.
Originals
The connector is designed to give ChatGPT no originals, and ChatGPT can't download anything.
Access rights
ChatGPT sees only what you're allowed to see, and can't change anything. One exception: with your permission, ChatGPT can flag text that's still readable. Someone with the right access then decides whether to replace it.

Detection can miss things, so you check the protected version before you share it. While you do, also make sure the rest of the content is fine to share.

If you connect an external AI service such as ChatGPT yourself, you choose to share the protected version with that provider, under its terms.

So you share with ChatGPT only what your question needs. →

What you'll need.

ShareSafe Workspace
An account with two-step verification.
ChatGPT
ChatGPT on the web; the connector doesn't work in the ChatGPT mobile apps. On Business, Enterprise and Edu, a workspace admin or owner turns on developer mode and adds the app. On Plus and Pro, OpenAI decides whether it's available and which actions work, and this changes over time.

How to connect ShareSafe to ChatGPT

Plus and Pro

  1. In ChatGPT on the web, go to Plugins (chatgpt.com/plugins) and click Add. If you don't see Add, it may not be available on your plan; see OpenAI's article below.
  2. Name it ShareSafe, enter https://mcp.sharesafe.ai/mcp as the MCP server URL, choose OAuth as the authentication and save.
  3. ChatGPT sends you to ShareSafe. Check that the page names ChatGPT (OpenAI), enter the code from your authenticator app and choose Allow.

Business, Enterprise and Edu

  1. A workspace admin or owner turns on developer mode and adds ShareSafe as an app, with the URL https://mcp.sharesafe.ai/mcp.
  2. Members then sign in with their own ShareSafe account when ChatGPT asks.

OpenAI changes these menus and plans from time to time. Availability by plan follows OpenAI's help article.

ShareSafe isn't only for AI. You can also share protected documents with colleagues and advisers. See what else it can do →

Want to see how it works with documents like yours?

We'll walk you through the connection and look at what your team needs. You don't need to bring anything confidential.

Request a demo