Configuring your AI provider

Insights uses an AI provider you choose. Pick a provider, paste in your API key, and you're set.

Where to configure

Settings → AI.

The form

• Provider — OpenAI, Anthropic, Google, OpenRouter, or Custom.
• API key — a key from your provider account. The key is encrypted at rest and never leaves the server in plaintext.
• Model — which model to use. For OpenAI, Anthropic, and Google you pick from a dropdown of supported models (or leave it blank for the default). For OpenRouter and Custom, type the model identifier.
• Base URL — only shown for Custom. The HTTPS endpoint of your OpenAI-compatible API.

Test the connection

After entering the key, click Test Connection. MoneyVue sends a tiny "respond with OK" prompt and reports back whether the provider answered. Save once the test passes.

Switching providers

To switch:

1. Pick the new provider from the dropdown.
2. Paste a new API key.
3. Pick a model (or leave blank).
4. Save.

The previous key is overwritten.

Custom (self-hosted or OpenAI-compatible)

The Custom provider lets you point Insights at any OpenAI-compatible API — a local model server, a self-hosted endpoint, or another vendor.

Custom providers are gated by an admin allowlist:

• The base URL must be https.
• The hostname must appear in the AI_CUSTOM_PROVIDER_ALLOWED_HOSTS env var.
• The resolved IP cannot be in a private range (no 127.x, 10.x, 192.168.x, link-local, etc.).

If the allowlist is empty, custom providers are disabled. Contact your administrator if you need a host added.

Models that ship in the dropdowns

The model dropdowns offer common picks for each provider — for example, OpenAI's GPT-family, Anthropic's Claude, and Google's Gemini. Specific model IDs change as providers ship new versions; use the freetext field for OpenRouter or Custom to specify any model your account has access to.

FAQ

Why don't I see my OpenAI key after saving? Saved keys show a "saved" indicator; the actual value never displays again. To rotate, paste a new key over the field and save.

Can I use a free model? Most providers offer low-cost models. Check the provider's pricing page. OpenRouter aggregates many low-cost options.

What happens if my key is wrong or revoked? The chat returns an error from the provider. Open Settings → AI and re-enter or rotate the key.