OpenAI Key Setup
OpenAI models can power the Activity Summarizer, Extractor, and ToolboxAI tools. To use OpenAI, you'll need an API key from OpenAI and a few dollars of credit on your OpenAI account.
Claude Key Setup
Anthropic's Claude models can power the Activity Summarizer, Extractor, and ToolboxAI tools. To use Claude, you'll need an API key from Anthropic and a few dollars of credit on your Anthropic account.
AI Provider Data Security
Every AI provider ToolboxAI supports — OpenAI and Anthropic (Claude) — is independently SOC 2 audited, and each has its own data retention policy and security architecture on top of that. This page summarizes what each provider does with your data, and what ToolboxAI itself does to reduce what leaves your org in the first place.
ToolboxAI Privacy Layer
Before any prompt reaches an external provider like OpenAI or Claude, ToolboxAI's Privacy Layer scans it for personally identifiable information and neutralizes it — without breaking the AI's ability to reason about the record. It's on by default, for every org, with no setup required — this page covers how it actually works.