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Connect Codex to Attio

Connect Codex to Attio in 3 steps: 1. Sign in to ApexGenius and connect Attio. 2. Add the ApexGenius plugin. 3. Start using Attio in Codex. Start in Plugins in the ChatGPT desktop app and authorize your connection.

Connect AttioSee the setup

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How to connect Attio to Codex

  1. 1Sign in to ApexGenius and connect Attio
  2. 2Add the ApexGenius plugin to Codex
  3. 3Start using Attio in Codex

FirstConnect Attio to ApexGenius

ThenConnect ApexGenius to Codex

Attioapp.attio.com/oidc/authorize1 of 3

Connect Attio. Attio opens its own sign-in. Sign in and allow ApexGenius.

Then ask Codex:

Use whoami to show which Attio user and workspace are connected, then list the lists in my workspace. Do not change anything.

Written setup, step by stepShow

Before you start

  • An account with permission to use the Attio resources you intend to connect.

1. Connect Attio to ApexGenius

  1. Open Attio in Connections. Choose Connect, or Add connection when offered. Give the connection a name if prompted. If Gateway setup pending appears, contact ApexGenius support before continuing.
  2. Choose the account and review access. Sign in to Attio in the browser, choose the workspace, and allow access. Attio uses browser authorization; no API key is pasted into ApexGenius.
    The full Attio sign-in page that opens when you connect Attio, with a red box around the sign-in options.
    Connect opens Attio's sign-in. Sign in with Google or your work email, then allow ApexGenius.Open full-size image (opens in a new tab)
  3. Review the connected account and resources. Confirm the connected Attio user and workspace. Open Tools to review the record, list, note and task actions. Your Attio permissions set what the connection can reach.
  4. Check the connection. Use Test connection or Check again and read the reported status. Add an AI agent from the AI agents page, choose Read only for the first test, and try the question below.
Connect Attio →

2. Connect ApexGenius to Codex

  1. In the desktop app, open Settings, then MCP servers and Add server.
  2. Name the server ApexGenius, choose Streamable HTTP, and paste the MCP address above.
  3. Save, then select Restart. Choose Authenticate for ApexGenius and complete the browser sign-in.
  4. When ApexGenius asks what this AI client may use, choose Read only for the first test, or Custom to limit it to the tools you need.
  5. Start a new conversation and select ApexGenius from the available tools before asking for live data.
Official Codex setup instructions ↗

Watch the setup

Follow each step at your own pace.

Codex desktop app with Plugins selected and ApexGenius listed under Available to your account.
Open Codex in the ChatGPT desktop app, then Plugins, and find ApexGenius.Open full-size image (opens in a new tab)

Step 1 of 4Open Plugins

The walkthrough uses the original ChatGPT web plugin captures. After connecting, open Codex in the desktop app and start a new task with ApexGenius. A ChatGPT web connection does not verify Codex access.

A public ApexGenius plugin listing is not verified. Use a plugin shared with you or one you created, subject to your account and workspace policy.

OpenAI Plugins guide (opens in a new tab)Full Codex setup guide
Create a personal plugin

Where Developer mode is available, open ChatGPT Settings, then Security and login, and enable it. In Plugins, select the plus button, enter ApexGenius and a description, then add this URL under Connection. Create the connection, complete OAuth, and review the tools. Return to Codex in the desktop app and start a new task with the plugin enabled.

https://server.autom8.pro/mcp
OpenAI custom connection guide (opens in a new tab)
No plugin available? Use desktop settings
  1. In the ChatGPT desktop app, open Settings, then MCP servers, then Add server.
  2. Name the server ApexGenius, choose Streamable HTTP, and paste the MCP address below.
  3. Save, select Restart, then Authenticate. Sign in to ApexGenius and authorize the intended connections and access.
  4. Start a new Codex task and ask one read-only question. Check the returned result and its matching successful read in Activity.
https://server.autom8.pro/mcp
OpenAI desktop MCP settings (opens in a new tab)
Manual setup for developers

Codex CLI is optional. Run these commands, complete browser authorization, then start a new session. Do not paste bearer tokens or static authorization headers.

Register the remote MCP server

codex mcp add apexgenius --url https://server.autom8.pro/mcp

Authorize in your browser

codex mcp login apexgenius

Inspect registered servers

codex mcp list

The desktop app, CLI, and IDE extension share MCP configuration on the same host. The IDE extension does not install plugins. ChatGPT web does not read local Codex configuration.

3. Verify one safe read

Use whoami to show which Attio user and workspace are connected, then list the lists in my workspace. Do not change anything.

Use whoami to show which Attio user and workspace are connected, then list the lists in my workspace. Do not change anything.

Compare the returned account and resource with Attio. Check the connection status separately from the result of the first read.

What Codex can do in Attio

41 operations. Read looks things up and changes nothing. Write changes Attio and runs only when that tool is enabled.

Read26 operations

Looks things up. Changes nothing.

Records and objects

  • list-objectsList the objects in the workspace, such as companies, people and deals.
  • search-recordsFull-text search for records by name, email, domain or other indexed fields.
  • list-recordsList records in one object with filters and sorting.
  • get-records-by-idsRead full details for specific records by ID.
  • list-attribute-definitionsList the fields on an object, with their types and valid options.

Lists and pipelines

  • list-listsList the lists in the workspace, filtered by name or slug.
  • list-list-attribute-definitionsList the entry fields on one list, with their types and options.
  • list-records-in-listList the entries in one list with filters and sorting, including their records.

Notes

  • search-notes-by-metadataFind notes by record, author, meeting or creation time.
  • semantic-search-notesFind notes by topic with AI search.
  • get-note-bodyRead the full text of one note.

Tasks

  • list-tasksList tasks with filters, such as incomplete tasks due this week.

Comments

  • list-commentsList comments on a record or list entry, with replies.
  • list-comment-repliesLoad more replies in one comment thread.

Meetings and calls

  • search-meetingsFind past and upcoming meetings by people, records or time.
  • search-call-recordings-by-metadataFind call recordings by people, records, title or time.
  • semantic-search-call-recordingsFind call recordings by topic with AI search.
  • get-call-recordingRead one call recording with its transcript.

Emails

  • search-emails-by-metadataFind emails by people, domain or time.
  • semantic-search-emailsFind emails by topic with AI search.
  • get-email-contentRead the full body of one email.

Workspace

  • whoamiRead the connected user and their workspace access. Start here.
  • list-workspace-membersList workspace members and their teams.
  • list-workspace-teamsList the teams in the workspace.

Reports and SQL

  • run-basic-reportCount, sum or average records or list entries, grouped as you choose.
  • query-particle-sqlRun a read-only SQL query on workspace data. Not on every Attio plan.

Write15 operations

Changes Attio. Runs only when enabled.

Records and objects

  • create-recordCreate a person, company, deal or custom object record.
  • upsert-recordCreate or update a record that matches on a field such as email or domain.
  • update-recordUpdate an existing record by its ID.
  • merge-recordsMerge two records of the same object into one. The primary record wins. Cannot be undone here.

Lists and pipelines

  • create-listCreate a list for records of one object type.
  • add-record-to-listAdd a record to a list as a new entry.
  • update-listChange a list's name, slug or permissions.
  • update-list-entry-by-idUpdate a list entry when you know its entry ID.
  • update-list-entry-by-record-idUpdate the one entry a record has in a list, found by the record ID.

Notes

  • create-noteCreate a note on a record.
  • update-noteAppend or prepend text to a note, or change its title.

Tasks

  • create-taskCreate a task with a deadline, assignee and linked record.
  • update-taskChange a task's deadline, status, assignee or linked record.

Comments

  • create-commentComment on a record or list entry, or reply in a thread.
  • delete-commentDelete a comment you created, with every reply under it.

You choose what Codex can use

When you approve Codex, pick Full access, Read only, or Custom. Read only allows the Read operations and nothing else. Custom picks apps and tools one by one.

Limits in Attio

  • · The connection acts as the Attio user who signed in. Attio permissions set what it can reach; ApexGenius does not add a record-level allowlist.
  • · The read route checks Attio's live tool labels and rejects writes or unlabeled operations.
  • · Enabled writes run immediately. Turn a tool off to block calls.
  • · Merges and deleted comments cannot be undone here, and there is no delete for records, lists, notes or tasks. Remove those by hand in Attio.
  • · query-particle-sql is not on every Attio plan, and Attio limits calls per workspace. Disconnecting stops future access; it does not undo a change that already ran.

What it looks like in Codex

An illustrative read-only request and response. Your results come from the account and dates you choose.

How the route works
Codex
CodexApexGenius MCP route
Who am I in Attio, and which workspace is connected? Do not change anything.
ApexGenius
Working with ApexGenius1 tool search · 1 read
RequestCheck the account
Account scopeAuthorized connections checked
apex_search_toolsAttio workspace · Find the Attio read routeComplete
apex_call_read_toolwhoami · Read the connected userComplete
Codex

Illustrative example: the connected user is Alex in the Northwind workspace. Compare this with the Attio account you authorized before reading records. Nothing was changed.

Read-only route
Codex

Try asking

“Who am I in Attio, and which workspace is connected? Do not change anything.”

“Find every contact at Acme in Attio and show their titles and emails.”

“Count open deals by stage in Attio. Do not change anything.”

“Log a note on the Acme company record that sums up today's call. Show me the note first.”

More connections like this one

One ApexGenius account covers every pair below. Connect an app once and each agent you allow can use it.

Questions people ask first

How do I connect Attio?

Open Attio in ApexGenius Connections, choose Connect, and sign in to Attio in the browser. ApexGenius registers itself with Attio. You never paste an API key.

What can my AI read in Attio?

People, companies, deals and custom records, lists and their entries, notes, tasks, comments, synced meetings, call recordings and emails, plus reports. It sees only what your Attio user can see.

Can my AI change records?

Yes. It can create and update records, list entries, notes and tasks, and merge records. Enabled writes run immediately. Turn a tool off to block calls.

Can it delete records?

No. Attio's MCP has no delete for records, lists, notes or tasks. The only delete is for a comment you created. Merges cannot be undone here.

Why did a SQL question fail?

query-particle-sql is not on every Attio plan. Ask the same question as a report instead; run-basic-report handles counts, sums and averages.

Connect Attio to Codex today

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7 days free. No card required. Disconnect any time.