Integrations
RetirementNeuron for ChatGPT
RetirementNeuron for ChatGPT lets an authorized ChatGPT session ask questions about the retirement plan you already saved in RetirementNeuron. ChatGPT is a separate service operated by OpenAI. RetirementNeuron remains the source of the saved plan and the calculations.
Read-only access
The connection can read. It does not save changes, create tasks, or update your plan. Sign-in uses Auth0. The access scope is retirement:read.
Information that can be retrieved
- Retirement-plan assumptions, including retirement age and scenario names
- Asset and account totals
- Spending assumptions
- Social Security assumptions and modeled benefits
- Tax estimates
- Medicare and IRMAA information
- Saved scenario comparisons and other derived analysis
Those results are sent back to the ChatGPT session that requested them. Unsaved what-if questions are calculated for that reply and are not written to your plan.
What this connection does not do
- It does not add, edit, or delete accounts, scenarios, or tasks.
- It does not file taxes, claim Social Security, or enroll you in Medicare.
- It does not provide personalized investment, tax, or legal advice.
Disconnect ChatGPT
Signed-in users can turn the connection off from Settings. Disconnecting in RetirementNeuron immediately stops ChatGPT from reading your saved plan, including with a token ChatGPT already has. It does not delete your household or your plan.
When the server can remove the matching Auth0 grant, that same action removes the external ChatGPT authorization. Connecting again then requires a new approval. If grant removal does not succeed, Settings says so, RetirementNeuron access stays off, and you can remove or disconnect RetirementNeuron in ChatGPT. Those are different actions. Disconnect in RetirementNeuron does not by itself mean the ChatGPT app was removed.
Allow ChatGPT again is a separate Settings action. While the connection is off, a ChatGPT request cannot turn it back on. After you allow it again, the next request can link only through the existing verified-email rules. Your plan data stays in RetirementNeuron either way.
Delete your RetirementNeuron account
Account deletion is separate from disconnect. From Settings, choose Delete RetirementNeuron account. That anonymizes the login, removes the ChatGPT identity link, and clears direct identifiers such as member names and date of birth. Planning amounts are not immediately erased. Database backups and application logs are kept for their configured retention windows and are not deleted at the moment you press the button. After deletion, ChatGPT can no longer read the plan.
You can also download a partial privacy export from Settings. The file includes saved profile, household, member, account, preference, and scenario-name data. It does not include unsaved ChatGPT calculations, full scenario documents, or security logs.