Connect Codex to Pipeline 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 Pipeline CRM
A preset of real Pipeline CRM operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.
Connect Pipeline 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
Pipeline CRM
23 toolsRead the authenticated user's profile without returning their legacy API key.
List deals in Pipeline CRM.
Get deal in Pipeline CRM.
Create deal in Pipeline CRM.
Update deal in Pipeline CRM.
Delete deal in Pipeline CRM.
List people in Pipeline CRM.
Get person in Pipeline CRM.
Create person in Pipeline CRM.
Update person in Pipeline CRM.
Delete person in Pipeline CRM.
List companies in Pipeline CRM.
Get company in Pipeline CRM.
Create company in Pipeline CRM.
Update company in Pipeline CRM.
Delete company in Pipeline CRM.
Get note in Pipeline CRM.
Create note in Pipeline CRM.
Update note in Pipeline CRM.
List tasks and events in Pipeline CRM.
Get calendar entry in Pipeline CRM.
Create calendar entry in Pipeline CRM.
Update calendar entry in Pipeline CRM.
About Codex
Frequently asked questions
More ways to connect
More tools for Codex
Use Pipeline CRM with other agents
Open your Codex agent in one click.
NoClick runs Codex for you with Pipeline CRM wired in as tools. Connect your account and run.