OpenAICodex

Connect Codex to AgencyZoom

Run Codex as a hosted agent in NoClick with AgencyZoom wired into its tools handle. It can use AgencyZoom directly while it works. No glue code, nothing to install. Click below to open a ready-to-run agent and connect your account.
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Opens a workflow with 24 tools ready to use.

Set up in minutes

The open button drops you into a guided setup. It asks exactly this, nothing else:
  1. Choose where it runs

    On your computer through your own Codex, or hosted in the cloud. The rest of setup adapts to your choice:

  2. Pick what it can do in AgencyZoom

    A preset of real AgencyZoom operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.

  3. Connect AgencyZoom

    One sign-in. The agent acts through your account, scoped to the operations you picked.

  4. Add your personal MCP link

    The last step mints a private MCP URL for this agent and walks you through exactly this, with your real link filled in. The page flips to Connected the moment your Codex first calls in. Codex connects when a session starts — run codex, or restart a running one (in the Codex app, Restart).

    Run this in your terminal. The Codex app shares its config, so it gets the server too

    $codex mcp add noclick --url https://mcp.noclick.app/s/<your-link>

    <your-link> is your personal server URL — setup mints it for you.

Tools Codex gets

Pick the operations you want and each becomes a tool the agent can call directly while it works.

AgencyZoom

24 tools
Search Leads

Search leads by contact, assignment and pipeline.

Create Lead

Create a personal lead in an explicit pipeline and stage.

Get Lead

Get lead details.

List Lead Notes

List notes on a lead.

Add Lead Note

Add a note to a lead.

List Lead Tasks

List tasks for a lead.

Search Customers

Search customer records, returning one page.

Create Customer

Create a customer assigned to an explicit agent.

Get Customer

Get customer details.

Add Customer Note

Add a note to a customer.

List Customer Tasks

List tasks for a customer.

List Customer Policies

List written policies for a customer.

List Customer Ams Policies

List AMS policies for a customer.

Search Tasks

Search tasks by assignee, status, period and dates.

Create Task

Create a task; meeting invitees may receive invitations.

Get Task

Get task details.

Update Task

Update task details; supply the intended title, due time and assignee.

Complete Task

Mark a task completed.

Reopen Task

Reopen a completed task.

Delete Task

Permanently delete a task.

List Employees

List the agency's employees to prove the connected account.

List Pipelines

List pipelines and their stages.

List Lead Sources

List the agency's lead sources.

List Tags

List the agency's tags.

About Codex

Codex is OpenAI's command-line coding agent. NoClick runs it as a hosted agent and lets you connect your apps to it as tools, turning it from a coding assistant into an operator that can act across your systems. Connect an integration to the agent and Codex can query, create, and update records in that app directly. You keep the Codex experience and give it real reach into the tools your team already uses.
Fast, capable code generation and editing
Good at well-scoped, concrete tasks
Strong at API and data manipulation
Familiar to teams already on OpenAI tooling

Frequently asked questions

More ways to connect

Open your Codex agent in one click.

NoClick runs Codex for you with AgencyZoom wired in as tools. Connect your account and run.