ChatData Sync White Paper
Executive Summary
ChatData Sync helps everyday users describe what they want to track in plain language, then activates a structured tracker that can be read and updated through chat.
Today, the platform supports plain-English schema generation, project creation, sync reads and writes, schema migration, and chatbot connection paths for ChatGPT, Claude, and custom API clients. Named assistant connections add independent operation, table, field, status, and expiry controls.
What It Can Do Today
- Generate tracker schema from plain language
- Create owner-scoped projects with a legacy project key or named assistant connections
- Read and write records through sync endpoints
- Filter list responses by unpaid status and date range, with totals included
- Migrate schema as tracking needs evolve, preserving existing shape unless destructive changes are explicitly allowed
- Export your data as CSV at any time
- Rotate project keys and create, suspend, rotate, or revoke named assistant connections
- Protect updates with record revisions and retry mutations safely with idempotency keys
How It Works
- Describe what you want to track.
- Review generated tables and fields.
- Create your project.
- Connect your AI tool with the connection URL and a named assistant secret.
- Log and retrieve records by chat.
- Update schema over time when your workflow changes.
Security and Trust
Layered controls in plain language: signed-in account access for owner actions, explicit collaborator sharing, named assistant policies for least-privilege access, payload and rate limits, prompt-injection checks on AI routes, CORS allowlist controls, audit activity logging, revision checks, idempotency replay, and credential rotation.
No online system can guarantee zero risk. ChatData Sync is designed to reduce common abuse and misconfiguration patterns while keeping ownership boundaries clear.
What We Do Not Do
- We do not sell user records or tracker content.
- We do not use the records you save to your tracker to train AI models.
- ChatData Sync staff do not browse user tracker records as a routine product practice. Limited access can occur only to investigate a security incident, fulfill a verified data request from the account owner, or comply with a legal obligation.
- We do not share project keys or named assistant secrets with anyone outside the people and tools you choose.
- We do not require your connection URL or credential to be public; you control where you paste them.
Where Your Data Lives
Account data and tracker records are stored in Google Cloud (Firebase / Firestore). Hosting and processing may occur in Google Cloud regions used by the deployed project. Authentication identities are managed through Firebase Authentication. Billing details, if you subscribe, are handled by Stripe; payment card numbers are never stored by ChatData Sync.
What Stays Yours
- You own the records you put into ChatData Sync.
- You can export your tracker data on demand (CSV from the Data tab).
- You can rotate your project key and independently suspend, rotate, or revoke named assistant connections.
- Named assistant secrets are shown only when created or rotated; the server stores only a hash and a hash-derived fingerprint.
- You can request deletion of your tracker and its records; active-system removal is immediate, while backup and security-log copies follow the retention windows in our Privacy Policy.
Use Cases
Side-Hustle CRM
Track clients, jobs, and payment status. Ask unpaid-only questions in chat for faster follow-up.
Family and Home Log
Keep searchable records for household tasks, service history, maintenance, and important notes.
Maintenance and Service Tracking
Store equipment or vehicle updates with date and cost fields, then retrieve history quickly.
Tutoring and Coaching Records
Capture sessions, follow-ups, and payments in one place with plain-language updates.
Current Boundaries (What We Are Not Claiming)
To keep this paper accurate, here is what ChatData Sync does not claim today:
- Enterprise identity management such as SCIM, SSO policy orchestration, or arbitrary custom roles
- Complex analytics query engine for arbitrary aggregations
- Automatic schema rollback or version-branch management
This paper does not present SLA guarantees.
Security FAQ
- Who can read or write my records? The signed-in owner, explicitly shared collaborators, and tools using the project key or a named assistant connection whose policy allows the operation.
- Can I rotate the security token? Yes. Project keys can be rotated from tracker settings, and named assistant connections can be suspended, rotated, or revoked independently.
- How do retries and concurrent edits stay safe? Reuse the same
Idempotency-Keyfor a retry, and sendIf-MatchorexpectedRevisionfor an update or delete. Matching retries replay the original result; stale revisions return a conflict. - How does the platform handle suspicious prompt attempts? AI routes include prompt-injection detection heuristics and can reject unsafe control directives.
- Does the platform limit abusive requests? Yes. Payload limits and per-route rate limits are enforced.
How We Keep These Promises
This white paper is tied to checks that run on the deployed product, not just the documentation:
- The release pipeline enforces a required-secret contract before a build is allowed to ship.
- A live release smoke job runs the core user path (describe a tracker, generate it, list unpaid records, list completed jobs) against staging before each release.
- The OpenAPI contract is published at
/api/openapi.jsonand is verified against the actual deployed routes by automated tests. - Health endpoints respond on the deployed environment so any third party can spot-check liveness at
/api/health/live,/api/health/ready, and/api/health.
If any of these checks fail, the affected change does not ship. If a published claim ever drifts from the deployed product, we treat the claim as the bug and correct the white paper.
Who It Is For
Best for everyday users, solo operators, side-hustle businesses, and teams validating a structured chat-based workflow before larger custom builds.
Start Here
- Create an account.
- Describe your workflow.
- Generate and review the schema.
- Connect your chatbot tool with the connection URL and a named assistant secret or legacy project key.
- Run a first write test and a first read test.
- Evolve your tracker as your workflow grows.