How to integrate Espocrm MCP with Codex

Connect Codex to Espocrm MCP. Show your espocrm user profile details, list all roles and permissions for your account, and more using natural language, with authentication handled for you.

Espocrm logoEspocrm
Api Key

EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.

16 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Espocrm MCP integration, Codex can create and update records, link related records, follow records and post stream notes, upload attachments, and check currency rates, all without leaving the terminal or the app, whichever you prefer.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Espocrm 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 Espocrm 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 Espocrm task. The first time, Composio asks you to connect your Espocrm account.

For example, ask it to:

  • "Show your EspoCRM user profile details"
  • "List all roles and permissions for your account"
  • "Get EspoCRM system configuration metadata"

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

The Espocrm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Espocrm account. It provides structured and secure access to your CRM data, so your agent can perform actions like retrieving user profiles, accessing system configuration, and managing user preferences on your behalf.

  • Retrieve current session user details: Allow your agent to securely fetch information about the logged-in user, including access tokens, roles, and preferences for personalized automation.
  • Access EspoCRM system metadata: Instantly pull system configuration, user details, permissions, and translation data to help your agent understand and navigate your CRM environment.
  • Automate user-specific tasks: Enable your agent to tailor workflows and responses based on the authenticated user’s profile and preferences.
  • Discover CRM capabilities programmatically: Let your agent analyze available modules, user permissions, and ACL settings to ensure actions are compliant and context-aware.

Conclusion

You've successfully integrated Espocrm with Codex using Composio's MCP server. Now you can interact with Espocrm 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 Espocrm 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 Espocrm operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

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

Create Record

Create a record for any standard or custom EspoCRM entity type.

Download Attachment

Download an EspoCRM attachment by attachment record ID.

Follow Record

Follow an EspoCRM record so its updates appear in the user's stream.

Get App User

Tool to retrieve current user data including token, ACL, and preferences.

Get Currency Rates

Retrieve the currency rates configured in EspoCRM.

Get Labels

Retrieve all EspoCRM labels in the user or system default language.

Get Metadata

Retrieve available EspoCRM application metadata or one metadata path.

Get Record

Retrieve one standard or custom EspoCRM entity record by its ID.

List Records

List one page of records for any standard or custom EspoCRM entity type.

List Record Stream

List one page of stream notes for a standard or custom EspoCRM record.

List Related Records

List one page of records connected to a source record through a named link.

List Stream

List one page of stream notes visible to the current EspoCRM user.

Post Stream Note

Post a note to an EspoCRM record stream, optionally with attachments.

Relate Records

Relate one or more existing records through a named EspoCRM link.

Update Record

Partially update any standard or custom EspoCRM entity record.

Upload Attachment

Upload a file for an EspoCRM File or Attachment-Multiple field.

FAQ

Frequently asked questions

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