Connect Codex to Neon 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 Neon CRM
A preset of real Neon CRM operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect Neon 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
Neon CRM
25 toolsReads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Reads documented organization-scoped metadata.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Changes ordinary CRM records; organization automation may apply.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
Reads documented organization-scoped metadata.
About Codex
Frequently asked questions
More ways to connect
Open your Codex agent in one click.
NoClick runs Codex for you with Neon CRM wired in as tools. Connect your account and run.