Connect Codex to Casebook
Set up in minutes
Choose where it runs
On your computer through your own Codex, or hosted in the cloud. The rest of setup adapts to your choice:
Pick what it can do in Casebook
A preset of real Casebook operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect Casebook
One sign-in. The agent acts through your account, scoped to the operations you picked.
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
<your-link> is your personal server URL — setup mints it for you.
Tools Codex gets
Casebook
24 toolsList cases (first page only).
Get case.
Create case.
Update case.
List people (first page only).
Get person.
Create person.
Update person.
List intake reports (first page only).
Get intake report.
Create intake report.
Update intake report.
List notes (first page only).
Get note.
Create note.
Update note.
List service enrollments (first page only).
Get service enrollment.
Create service enrollment.
Update service enrollment.
List case statuss (first page only).
List case types (first page only).
List service offerings (first page only).
List providers (first page only).
About Codex
Frequently asked questions
More ways to connect
Open your Codex agent in one click.
NoClick runs Codex for you with Casebook wired in as tools. Connect your account and run.