Step 1 of 3 · LLM provider
LLM provider
An OpenAI or Claude provider and API key are required. Saved values persist in .customer-settings.json and override .env for the same keys. Secrets are never shown. Leave a secret blank to keep the current value.
Step 2 of 3 · Asana
Asana
Choose personal access token or OAuth, then follow the matching guide. You can skip this step and add Asana later.
How to create an OAuth app
- Sign in to Asana.
- Open My apps and create an app.
- Copy the redirect URL below and add it to the app’s Redirect URLs. The value must match exactly.
- Under OAuth permission scopes, enable
tasks:read, tasks:write, workspaces:read, users:read, custom_fields:read, custom_fields:write, projects:read, projects:write. Use granular scopes, not Full permissions.
- Copy the Client ID and Client secret into the fields below, then click Connect Asana OAuth. That saves these settings and opens Asana so you can allow access.
Connect saves OAuth settings, then opens Asana in a new tab. This page updates when that tab finishes.
Optional: board and Shop name field
Leave blank unless you need to pin job creation to one Asana board or a Shop name custom field.
Project Intelligence