Project AI Settings

All AI policies are stored and applied per Connection, not per Schema.

Policy scope

AI access, auto-apply, data transfer, and masking settings belong to each Connection.

Note: Database and Schema are Chat contexts, not policy boundaries.

Project AI policy table for public and private Connections

Management permissions

Who can configure a Connection depends on its sharing scope and ownership.

TargetManagerNotes
Public ConnectionProject OwnerShared policy for project members.
Private ConnectionConnection ownerApplies only to the owner's private Connection.
Local projectUser on this deviceManaged locally with no sharing scope.

Connection settings

Configure these values for each Connection.

SettingBehavior
AI accessWhether the Connection may be selected as an AI context.
Default Database and SchemaInitial Database and Schema for a new Chat.
Auto-apply schema changesWhether DDL SQL cards run automatically.
Auto-apply data changesWhether DML cards such as INSERT, UPDATE, and DELETE run automatically.
Allow data transferStored policy allowing actual row results to be sent to an external provider.
Always mask sensitive dataMasks sensitive values before query results are sent to a provider.

Default Database and Schema

The default target is only an initial selection for a new Chat.

  • It can be changed in the context picker before sending.
  • It is not a policy scope or permanent AI access boundary.
  • If any public Connection exists, changing the private Connection default target is disabled.
  • Without a default, the AI does not choose an arbitrary Connection.

SQL execution policy

NeoSQL evaluates the SQL type and target Connection policy together.

SQL typeAutomatic executionWhen auto-apply is off
SELECTRuns after the response when a route existsNo separate auto-apply setting
DMLRuns when data auto-apply is onRun button and confirmation
DDLRuns when schema auto-apply is onRun button and confirmation
UNKNOWNNot executableNot executable

Caution: Connection Read-only and Confirm protection and DDL permissions may require another confirmation or block execution.

Data transfer and masking

Distinguish stored Connection policies from approval state in the current app runtime.

  • Allow data transfer is a stored project policy on the Connection.
  • Approve subsequent lookups persists across later requests and other Chats in the same project runtime.
  • It resets on project switch, app or page restart, or an automatic-approval failure.
  • Owners and local users can always choose it; regular members see it only when the Owner allows it.
  • Account projects can also apply the always-mask-sensitive-data policy.

Caution: Sensitive-data masking is unavailable in local projects. Review the actual values before approving transfer.