TLDR
- Figma stock jumped 15% on Monday after OpenAI CEO Sam Altman demonstrated ChatGPT integration at the DevDay conference in San Francisco
- The integration connects Figma’s design tools to ChatGPT’s 800 million monthly users through OpenAI’s Apps SDK framework
- Users can sketch product flows in ChatGPT and have Figma convert them into workable diagrams without leaving the chat window
- The rally marked Figma’s biggest single-day gain since its July 2025 IPO on the New York Stock Exchange
- OpenAI plans to offer monetization options for third-party app integrations, with developer submissions opening later in 2025
Figma shares climbed over 15% on Monday. The rally came after OpenAI CEO Sam Altman demonstrated ChatGPT integration at the DevDay conference in San Francisco.
The stock closed at its highest level since early September. Trading volume spiked well above normal levels.
Altman showed how Figma would integrate with ChatGPT through OpenAI’s Apps SDK. The framework allows third-party applications to work directly within ChatGPT conversations.
ChatGPT currently has over 800 million monthly users. That puts Figma’s design tools in front of a huge potential audience.
“When someone’s using ChatGPT, you’ll be able to find an app by asking for it by name,” Altman explained during the presentation. He demonstrated how users could sketch a product flow and then ask Figma to turn it into a workable diagram.
The integration means ChatGPT users won’t need to leave their conversations to access Figma’s design tools. The Figma app takes over to complete requested tasks.
Users can also launch FigJam, Figma’s collaborative workspace tool, directly from ChatGPT. This keeps everything in one place.
How the Integration Works
The Apps SDK builds on the Model Context Protocol. Anthropic introduced this open standard last year. OpenAI adopted it as the foundation for third-party app connections.
Subscribers to Apps SDK-connected products can log in without switching applications. The seamless experience could drive more engagement for integrated apps.
Users can now sketch ideas in natural language. ChatGPT converts them into professional design files without leaving the chat window.
Altman said OpenAI plans to offer multiple monetization options for apps that integrate with ChatGPT. The company hasn’t detailed specific revenue-sharing structures yet.
Developer submissions for the Apps SDK will open later in 2025. Figma was one of the first companies to get featured at DevDay.
Last week, OpenAI launched a shopping feature with Etsy. Users can now buy products listed on Etsy through ChatGPT. The Figma integration follows a similar pattern of bringing third-party services into the ChatGPT interface.
Stock Performance and Market Reaction
The rally marked Figma’s largest single-day gain since its market debut in July. The design software maker went public on the New York Stock Exchange in July 2025.
The stock had dropped in September before Monday’s rally. This integration announcement gives the company a fresh catalyst.
Figma has been developing its own generative AI features. The company uses models from OpenAI and other providers. These tools help users work on app and website designs faster.
The ChatGPT integration adds another layer to Figma’s AI strategy. It expands the company’s reach by hundreds of millions of potential users.
The Apps SDK framework opens doors for other software makers too. Altman said many apps would connect to ChatGPT through the platform.
Software developers who want to participate can start preparing their applications now. OpenAI will begin accepting submissions for review in the coming months. Apps that make it through will join Figma in the ChatGPT ecosystem.
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