How to integrate Clientary MCP with Codex

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Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Clientary MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or app, whichever you prefer.

Composio removes the Authentication handling completely from you. We handle the entire integration lifecycle, and all you need to do is just copy the URL below, authenticate inside Codex, and start using it.

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 870+ 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 Clientary MCP in Codex

Codex CLI

Run the command in your terminal.

Terminal

This will auto-redirect you to the Rube authentication page.

Rube authentication redirect page

Once you're authenticated, you will be able to access the tools.

Verify the installation by running:

codex mcp list

If you otherwise prefer to use config.toml, add the following URL to it. You can get the bearer token from rube.app → Use Rube → MCP URL → Generate token

[projects."/home/user/composio"]
trust_level = "untrusted"

[mcp_servers.rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex in VS Code

If you have installed Codex in VS Code.

Then: ⚙️ → MCP Settings → + Add servers → Streamable HTTP:

Add the Rube MCP URL: https://rube.app/mcp and the bearer token.

VS Code MCP Settings

To verify, click on the Open config.toml

Open config toml in Codex

Make sure it's there:

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
Codex App MCP Settings
  1. Restart and verify if it's there in .codex/config.toml
[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"
  1. Save, restart the extension, and start working.

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

The Clientary MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Clientary account. It provides structured and secure access so your agent can perform Clientary operations on your behalf.

Supported Tools & Triggers

Tools
Create ClientTool to create a new client record in Clientary.
Create ContactTool to create a new contact within a specified client.
Create ExpenseTool to create a new expense record in Clientary to track expenditures within your account.
Create LeadTool to create a new lead record in Clientary.
Create ProjectTool to create a new project in Clientary with name and rate.
Create TaskTool to create a new task in Clientary.
Delete ClientTool to remove a client and all associated projects, invoices, estimates, and contacts.
Delete LeadTool to permanently delete a lead and all associated Estimates and Contacts.
Delete PaymentTool to remove an existing payment from an invoice.
Delete Payment ProfileTool to remove a specific payment profile from a client's account.
Delete Recurring ScheduleTool to remove a recurring schedule by its identifier.
Get ClientTool to fetch details for a specific client using its ID.
Get ContactTool to retrieve a single contact by its ID.
Get EstimateTool to retrieve details for a single estimate by ID.
Get ExpenseTool to retrieve details for a single expense record in Clientary.
Get Hour EntryTool to obtain details about a specific time entry in Clientary.
Get InvoiceTool to retrieve detailed information for a specific invoice by ID.
Get LeadTool to retrieve a single lead by its ID.
Get ProjectTool to retrieve a single project by its identifier.
Get StaffTool to retrieve a single staff member by their ID.
Get TaskTool to retrieve a specific task by its ID.
List Client ContactsTool to retrieve all contacts for a specific client with pagination support.
List Client ExpensesTool to retrieve all expenses for a specific client within an optional date range.
List Client InvoicesTool to retrieve all invoices for a specific client with pagination support (30 results per page).
List Client ProjectsTool to retrieve all projects associated with a specific client with pagination support (10 results per page).
List ClientsTool to retrieve all clients with pagination support (10 results per page).
List ExpensesTool to retrieve expenses by date range (defaults to current fiscal year).
List LeadsTool to retrieve all leads with pagination support.
List PaymentsTool to retrieve all payments with pagination support (30 results per page).
List Project EstimatesTool to retrieve estimates scoped to a particular project with pagination support (30 results per page).
List Project ExpensesTool to retrieve all expenses for a specific project within an optional date range.
List Project HoursTool to retrieve all time tracking entries logged against a specific project.
List Project InvoicesTool to retrieve all invoices linked to a specific project with pagination support (30 results per page).
List ProjectsTool to retrieve all projects with pagination support (10 results per page).
List StaffTool to retrieve all staff members for an account.
List TasksTool to retrieve all tasks with pagination support (50 results per page).
Send Invoice MessageTool to send an invoice message to recipients via email.
Update ClientTool to update an existing client record in Clientary with partial or complete field modifications.
Update ExpenseTool to update an existing expense record in Clientary with partial or complete field modifications.
Update Hour EntryTool to modify an existing time entry in Clientary with partial or complete field updates.
Update ProjectTool to update an existing project in Clientary with partial or complete field modifications.
Update TaskTool to update an existing task in Clientary with partial or complete field modifications.

Conclusion

You've successfully integrated Clientary with Codex using Composio's Rube MCP server. Now you can interact with Clientary 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 Clientary operations
  • Managed authentication through Composio's Rube
  • Access to 20,000+ tools across 870+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

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

How to build Clientary MCP Agent with another framework

OpenAI Agents SDK

OpenAI Agents SDK

Use Clientary MCP with OpenAI Agents SDK

Claude Agent SDK

Claude Agent SDK

Use Clientary MCP with Claude Agent SDK

Google ADK

Google ADK

Use Clientary MCP with Google ADK

LangChain

LangChain

Use Clientary MCP with LangChain

Vercel AI SDK

Vercel AI SDK

Use Clientary MCP with Vercel AI SDK

Mastra AI

Mastra AI

Use Clientary MCP with Mastra AI

LlamaIndex

LlamaIndex

Use Clientary MCP with LlamaIndex

CrewAI

CrewAI

Use Clientary MCP with CrewAI

Claude Code

Claude Code

Use Clientary MCP with Claude Code

FAQ

What are the differences in Tool Router MCP and Clientary MCP?

With a standalone Clientary MCP server, the agents and LLMs can only access a fixed set of Clientary tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Clientary and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Codex?

Yes, you can. Codex fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Clientary tools.

Can I manage the permissions and scopes for Clientary while using Tool Router?

Yes, absolutely. You can configure which Clientary scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Clientary data and credentials are handled as safely as possible.

Used by agents from

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