How to integrate Agiled MCP with Codex

Connect Codex to Agiled MCP. Create a new project for client onboarding, list all active deals for this month, and more using natural language, with authentication handled for you.

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Api Key

Agiled is an all-in-one business management platform for CRM, projects, and finance. It helps you streamline workflows, consolidate client data, and manage business processes in one place.

18 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Agiled MCP integration, Codex can create projects and tasks, log expenses, open support tickets, list invoices and estimates, and review deals and timesheets, all without leaving the terminal or the app, whichever you prefer.

Also integrate Agiled with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Agiled MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Agiled task. The first time, Composio asks you to connect your Agiled account.

For example, ask it to:

  • "Create a new project for client onboarding"
  • "List all active deals for this month"
  • "Add a business expense from yesterday"

What is the Agiled MCP server, and what's possible with it?

The Agiled MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Agiled account. It provides structured and secure access to your projects, tasks, contacts, deals, support tickets, invoices, expenses, estimates, products, employees, users, and timesheets, so your agent can create projects and tasks, open support tickets, retrieve business records, and review work activity on your behalf.

  • Project and task management: Have your agent create projects and tasks, or retrieve your current projects and task lists.
  • CRM and sales tracking: Let the agent retrieve contacts and deals to help you review customer relationships and sales activity.
  • Finance and product visibility: Direct your agent to retrieve invoices, estimates, expenses, products, and supported currencies.
  • Support ticket handling: Instruct your agent to create new support tickets or retrieve existing tickets for review.
  • Team and time oversight: Have your agent retrieve employees, users, and project timesheets to help you understand team activity.

Conclusion

You've successfully integrated Agiled with Codex using Composio's MCP server. Now you can interact with Agiled directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Agiled operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Agiled operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

Every Agiled action and event your agent gets out of the box.

Create Expense

Tool to create a new expense in Agiled.

Create Project

Tool to create a new project in Agiled.

Create Task

Tool to create a new task in Agiled.

Create Ticket

Tool to create a new support ticket in Agiled.

Get Contacts

Retrieve a page of contacts from Agiled, with optional pagination and search filters.

Get Currencies

List available currencies from Agiled.

Get Deals

Tool to retrieve a list of all deals.

Get Employees

Tool to retrieve a list of all employees.

Get Estimates

Retrieve a page of estimates from Agiled for reporting, with pagination options.

Get Expenses

Tool to retrieve a list of all expenses.

Get Invoices

Tool to retrieve a list of all invoices from Agiled.

Get Products

Tool to retrieve a list of all products.

Get Project Categories

Tool to retrieve a list of all project categories.

Get Projects

Tool to retrieve a list of all projects.

GET_TASKS

Tool to retrieve a list of all tasks.

Get Tickets

Tool to retrieve a list of all tickets.

Get Timesheets

Tool to retrieve timesheets for a project.

Get Users

Tool to retrieve a list of users from Agiled.

FAQ

Frequently asked questions

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