How to integrate Pipeline crm MCP with Codex

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Pipeline crm 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 Pipeline crm MCP in Codex

Codex CLI

Run the command in your terminal.

This will auto-redirect you to the Rube authentication 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.

To verify, click on the Open config.toml

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:

2. 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"

3. Save, restart the extension, and start working.

The Pipeline crm MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Pipeline crm account. It provides structured and secure access to your sales pipeline data, so your agent can perform actions like tracking leads, managing deals, updating company information, organizing tasks, and streamlining sales workflows on your behalf.

• Lead and company management: Effortlessly list, retrieve, or delete companies and leads, making it easy to keep your CRM up to date and focused on the right opportunities.
• Deal tracking and stage management: Let your agent fetch deal details, monitor deal stages, or remove outdated deals to ensure your pipeline always reflects current sales activity.
• Calendar task organization: Automatically list and retrieve calendar tasks, or pull specific task details by ID to stay on top of follow-ups and scheduled activities.
• Comprehensive sales workflow automation: Ask your agent to enumerate deal stages, manage associated tasks, and streamline repetitive CRM operations so your team can focus on closing more deals.

Conclusion

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