Connect Codex to Method CRM
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 Method CRM
A preset of real Method CRM operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect Method CRM
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
Method CRM
13 toolsList the tables and custom tables available to this account.
Get field names, types and account-specific write permissions.
Query one page of contacts, customers, activities or any account table.
Read a record with optional selected and expanded fields.
Create a contact, customer, lead, activity, invoice or custom record.
Patch a record; omitted fields and child records remain unchanged.
Delete the selected table record.
Count all records or records matching a filter.
Force a syncable record to QuickBooks or Xero, overriding normal timing.
List files, optionally restricted to a table and record.
Retrieve the provider's file URL without downloading it.
Update the file link's attach-to-email flag for a table record.
Delete a file by its provider ID.
About Codex
Frequently asked questions
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Open your Codex agent in one click.
NoClick runs Codex for you with Method CRM wired in as tools. Connect your account and run.