Connect Codex to HubSpot

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

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How to connect HubSpot to Codex

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

1
Connect HubSpot to ApexGenius
Open HubSpot in ApexGenius
Open HubSpot in Connections and choose Connect.
2

Connect HubSpot
HubSpot opens its own sign-in. Sign in and allow ApexGenius.
3
Connect ApexGenius to Codex
Choose Codex
Back on Start, pick Codex and copy the prompt.
4

Approve access
ApexGenius opens its approval page. Review the access, then approve.

Then ask Codex

Find the available HubSpot account identity read tool, then use it to show which HubSpot account is connected. Do not retrieve contacts or change anything.

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Written setup, step by stepShow

Before you start

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

1. Connect HubSpot to ApexGenius

Open HubSpot 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.
Open HubSpot in Connections and choose Connect. HubSpot then opens its own sign-in.Open full-size image (opens in a new tab)
Choose the account and review access. Choose Continue to HubSpot. On HubSpot’s own page, sign in to the intended account, choose the portal, and review the requested access before returning to ApexGenius.
HubSpot opens its own sign-in screen. Sign in to the account with access to your intended portal.Open full-size image (opens in a new tab)
Review the connected account and resources. Check the saved portal and account identity. If you have more than one HubSpot connection, choose the intended account before reviewing its Tools tab.
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 HubSpot →

2. Connect ApexGenius to Codex

In the desktop app, open Settings, then MCP servers and Add server.
Name the server ApexGenius, choose Streamable HTTP, and paste the MCP address above.
Save, then select Restart. Choose Authenticate for ApexGenius and complete the browser sign-in.
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.
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 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

No plugin available? Use desktop settings

In the ChatGPT desktop app, open Settings, then MCP servers, then Add server.
Name the server ApexGenius, choose Streamable HTTP, and paste the MCP address below.
Save, select Restart, then Authenticate. Sign in to ApexGenius and authorize the intended connections and access.
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

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.

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

Find the available HubSpot account identity read tool, then use it to show which HubSpot account is connected. Do not retrieve contacts or change anything.

Find the available HubSpot account identity read tool, then use it to show which HubSpot account is connected. Do not retrieve contacts or change anything.

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

Full guide: the HubSpot setup guide.

What it looks like in Codex

Illustration of a task, not a recorded customer result. Your answers come from the account and dates you choose.

How the route works

CodexApexGenius MCP route

Which HubSpot account is connected, and which objects can I read and write? Do not change anything.

Working with ApexGenius1 tool search · 1 read

RequestCheck the account

Account scopeAuthorized connections checked

apex_search_toolsHubSpot account · Find HubSpot readsComplete

apex_call_read_toolget_user_details · Read the connected user and accessComplete

Illustrative example: the connected portal is Example Co. Contacts, companies, deals and tickets can be read and written. Nothing was changed.

Read-only route

Codex

Try asking

Which HubSpot account is connected, and which objects can I read and write? Do not change anything.

Which deals are open this month, with their stage, amount and owner?

Find the contact with the email I give you and show their company and recent activity.

Create a deal for the company I name with the amount and close date I give you. Show me the record first.

What Codex can do in HubSpot

29 operations: 18 read, 11 write. Read looks things up and changes nothing. Writes change HubSpot and run only when you turn them on.

Account and schema

4 read

get_user_detailsread
Read the connected user, account and object access. Start here.
get_organization_detailsread
Read teams, job titles, seat counts and account settings.
discover_hubspot_schemaread
Find object types and whether each can be read or written.
tool_guidanceread
Read HubSpot’s usage notes for one or more tools.

CRM records

4 read · 1 write

search_crm_objectsread
Search and filter CRM records, up to 200 a page.
get_crm_objectsread
Read up to 100 CRM records by id.
query_crm_dataread
Query CRM data with HubSpot’s SQL. No joins or subqueries.
search_ownersread
Find record owners by name, email or id.
manage_crm_objectswrite
Create or update CRM records and activities.

Properties, pipelines and segments

2 read · 3 write

search_propertiesread
Find property definitions by keyword.
get_propertiesread
Read full property definitions, with types and options.
manage_custom_propertieswrite
Create custom properties on CRM objects.
manage_custom_pipelineswrite
Create and change pipelines.
manage_segmentwrite
Create segments, and add or remove records in static segments.

Conversations and intent

3 read

search_conversationsread
Search conversations and messages in the inboxes you can see.
get_conversation_channel_metadataread
List inboxes, channels and channel instances.
search_intent_signalsread
Search buyer intent signals, grouped by company.

Campaigns and marketing email

3 read · 2 write

read_campaign_dataread
Read campaign analytics, asset metrics and contacts.
get_campaign_attribution_reportsread
Read closed-won revenue and deal attribution by campaign.
get_marketing_email_analyticsread
Read marketing email results for a date range.
manage_campaign_objectswrite
Create or update campaigns and their assets.
manage_marketing_emailwrite
Manage marketing email templates, drafts, previews and A/B variants.

Content and AI search

2 read · 3 write

get_content_analytics_reportread
Read analytics for landing pages, website pages and blog posts.
get_aeo_metricsread
Read brand-level AI search metrics.
manage_aeo_promptswrite
Read tracked AI search prompts and their answers, and add new ones.
manage_aeo_recommendationswrite
Review AI search recommendations and start one.
manage_landing_pagewrite
Create, edit, clone and publish landing pages. Publishing makes a page public.

Onboarding and feedback

2 write

manage_onboardingwrite
Check CRM onboarding status and work through its steps.
submit_feedbackwrite
Send feedback about the MCP server to HubSpot.

You choose the access. When you approve Codex, pick Full access, Read only, or Custom.

One connection covers one HubSpot portal and what your HubSpot user can see.

HubSpot decides which tools the portal gets, from its subscription and your user permissions. get_user_details shows yours.

Calls go only to mcp.hubspot.com. ApexGenius keeps the grant encrypted and refreshes it.

Enabled writes run immediately. Turn a tool off to block calls.

HubSpot’s MCP creates and updates records but does not delete them. Publishing a landing page makes it public.

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Questions about connecting Codex to HubSpot

Updated October 26, 2026.

How do I connect HubSpot?

Choose Connect on the HubSpot connection in ApexGenius. On HubSpot’s own page, sign in, choose the portal, and allow access. There is no API key to paste.

Does this use the official HubSpot MCP server?

Yes. ApexGenius connects to HubSpot’s hosted MCP at mcp.hubspot.com and passes its tools to your AI agents through one governed connection.

Can my AI change HubSpot records?

Yes, when the write tool is on. It can create and update contacts, companies, deals, tickets and activities. HubSpot’s MCP does not delete records. Turn a tool off to block calls.

Why can’t I see every tool?

HubSpot decides which tools a portal gets from its subscription and your user permissions. AI search tools need Marketing Hub Professional or Enterprise. Ask your AI to run get_user_details to see your access.