Configure AI providers

Prerequisites

  • Product permission settings.write.
  • A provider account, approved model, and either the credential or OAuth access required by the provider card.
  • Network egress from the application to a hosted endpoint, or reachability to an Ollama or LM Studio endpoint.

Route

  • Open /admin/providers.
  • Open /admin/usage.

How to configure and verify an AI provider

  1. Select a provider card. The live catalog is authoritative; it includes key-based, OAuth, Azure OpenAI, routing, and local OpenAI-compatible providers supported by the build.
  2. Enter only fields displayed for that provider: model, credential or OAuth sign-in, and an endpoint or API version when shown.
  3. Save the provider. A blank saved secret field preserves the existing write-only value; entering a value replaces it.
  4. Select Refresh models and inspect the discovery stages. Apply Free only or model visibility filters only when shown.
  5. Select the intended model and active provider, then save.
  6. Select Test provider and review configuration, endpoint/DNS, connection, authentication, request, and first-token diagnostics.
  7. Start a new, non-sensitive chat to confirm runtime selection.

Expected result: The provider is enabled, the intended model is selectable, and the staged test completes successfully.

Verification: Reopen /admin/providers, confirm the active provider and model, then check /admin/usage after the test chat. The credential remains masked; it is never displayed back to the browser.

Safety and rollback

Validate changes in a non-production scope first, and preserve a known-good configuration for rollback.

Provider requests can transmit prompts and retrieved context outside the application. Confirm residency, retention, and contractual policy first. To roll back, restore the previous active provider/model, disable the new provider, or sign out its OAuth session. Rotating a secret requires entering the replacement; do not try to recover the stored value.

Troubleshooting

Symptom Resolution
Unexpected result Re-check route, permissions, and latest refresh state before retrying.
DNS or connection stage fails Check the visible endpoint, container egress, proxy/firewall, and TLS trust.
Authentication fails Re-enter the key or complete OAuth again; confirm account scope and expiry.
Model list is empty Refresh, check account entitlement, and clear hidden or free-only filters.
First token times out Try an entitled model and review provider throttling and the configured request timeout.

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