How to integrate Quaderno 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 Quaderno MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

Also integrate Quaderno 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 1000+ 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 Quaderno 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_*******" }

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

The Quaderno MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Quaderno account. It provides structured and secure access to your tax automation, invoicing, and compliance workflows, so your agent can calculate taxes, generate invoices, manage contacts and products, and handle essential document delivery on your behalf.

  • Automated tax rate calculation: Ask your agent to instantly determine the correct tax rate for any address or transaction type before creating invoices or processing sales.
  • Invoice creation and delivery: Let your agent generate detailed invoices for customers and deliver them directly via email, ensuring seamless billing operations.
  • Contact and product management: Easily create new customer or vendor contacts, add new products, or permanently delete outdated items from your Quaderno account—all through your agent.
  • Expense and tax ID cleanup: Direct your agent to remove specific expenses or registered tax IDs when they're no longer needed, keeping your records tidy and up to date.
  • Credit note and coupon handling: Your agent can deliver finalized credit notes to customers and permanently delete coupons as part of your accounting and revenue operations.

Supported Tools & Triggers

Tools
Add Expense PaymentAdds a payment to an existing expense in Quaderno.
Calculate Tax RateTool to calculate applicable tax rate for given address and transaction type.
Create ContactTool to create a new contact (customer or vendor).
Create CouponTool to create a new discount coupon in Quaderno.
Create EstimateCreates a new estimate/quote in Quaderno for a customer with line items.
Create EvidenceTool to create a new location evidence for tax compliance.
Create ExpenseTool to create a business expense in Quaderno.
Create InvoiceCreates a new invoice in Quaderno for a customer with line items.
Create ProductCreates a new product that can be used as a line item in invoices, credit notes, and expenses.
Create ReceiptCreates a new receipt in Quaderno documenting payment for goods or services.
Create RecurringTool to create a recurring document in Quaderno that automatically generates invoices on a schedule.
Create Report RequestTool to request a new report generation in Quaderno.
Create Tax IDTool to create a tax ID in a specific jurisdiction.
Create TransactionTool to create a sale or refund transaction in Quaderno.
Create WebhookTool to create a new webhook in Quaderno to receive event notifications.
Delete ContactTool to permanently delete a contact by ID.
Delete CouponTool to permanently delete a coupon.
Delete EstimatePermanently deletes an estimate from Quaderno by its ID.
Delete ExpensePermanently deletes an expense from Quaderno by its ID.
Delete ProductTool to permanently delete a product by ID.
Delete RecurringTool to permanently delete a recurring by ID.
Delete Tax IDPermanently deletes a registered tax ID from your Quaderno account.
Delete WebhookTool to permanently delete a webhook by ID.
Deliver Credit NoteSends a credit note to the customer via email.
Deliver EstimateDelivers an estimate to the customer via email.
Deliver InvoiceDelivers an invoice to the customer via email.
Deliver ReceiptSends a receipt to the customer via email.
Get AuthorizationTool to retrieve account credentials and verify API access.
Get EstimateTool to retrieve the details of an existing estimate by ID.
List ContactsTool to list contacts, paginated and filterable by name, email, or tax ID.
List CouponsTool to list all coupons.
List CreditsTool to list all credit notes from Quaderno.
List EstimatesTool to list all estimates in the account, paginated and sorted by creation date (newest first).
List EvidenceTool to list all evidence objects.
List ExpensesList all expenses from Quaderno with pagination support.
List InvoicesTool to list all invoices from Quaderno with filtering support.
List Tax JurisdictionsTool to list all tax jurisdictions.
List ProductsList all products (goods and services) from your Quaderno account.
List ReceiptsTool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID.
List RecurringsList all recurring documents (invoices, expenses, or estimates) from your Quaderno account.
List Registered Tax IDsTool to list all registered tax IDs.
List Reporting RequestsRetrieves all reporting requests for the account with their current status and download URLs.
List SessionsList Quaderno Checkout sessions with optional filtering and pagination.
List Tax CodesTool to list all supported tax codes.
List WebhooksTool to list all webhooks.
Mark Invoice UncollectibleTool to mark an invoice as uncollectible (bad debt).
Ping API ServiceTool to check if the Quaderno API service is up and verify credentials.
Record Invoice PaymentTool to record a payment on an existing invoice.
Remove Invoice PaymentTool to remove a payment from an invoice.
Retrieve ContactTool to retrieve details of an existing contact by ID.
Retrieve Contact by Processor IDTool to retrieve a contact by external payment processor customer ID and gateway name.
Retrieve CouponRetrieve detailed information about a specific coupon by its ID.
Retrieve Credit NoteTool to retrieve details of an existing credit note by ID.
Retrieve EvidenceRetrieves a specific evidence object by its ID.
Retrieve ExpenseTool to retrieve details of an existing expense by ID.
Retrieve InvoiceTool to retrieve details of an existing invoice by ID.
Retrieve Tax JurisdictionTool to retrieve a tax jurisdiction by ID.
Retrieve ProductTool to retrieve details of an existing product by ID.
Retrieve ReceiptTool to retrieve details of an existing receipt by ID.
Retrieve RecurringTool to retrieve details of an existing recurring document by ID.
Retrieve Reporting RequestTool to retrieve the status and download URL of a specific report request by ID.
Retrieve Tax CodeTool to retrieve a specific tax code by ID.
Retrieve Tax IDTool to retrieve details of a specific tax ID by its ID.
Update ContactTool to update an existing contact in Quaderno.
Update CouponTool to update an existing coupon.
Update Credit NoteTool to update a credit note.
Update EstimateUpdates an existing estimate in Quaderno by modifying allowed fields.
Update EvidenceTool to update an evidence object.
Update ExpenseUpdates an existing expense in Quaderno by modifying allowed fields.
Update InvoiceUpdates an existing invoice in Quaderno by modifying allowed fields.
Update productTool to update a product; unspecified fields remain unchanged.
Update RecurringTool to update a recurring document in Quaderno.
Update Tax IDTool to update an existing tax ID in Quaderno.
Update WebhookTool to update an existing webhook configuration.
Validate Tax IDTool to validate a tax ID.
Void Credit NoteTool to void a credit note.

Conclusion

You've successfully integrated Quaderno with Codex using Composio's MCP server. Now you can interact with Quaderno 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 Quaderno operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1000+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

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

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FAQ

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

With a standalone Quaderno MCP server, the agents and LLMs can only access a fixed set of Quaderno tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Quaderno 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 Quaderno tools.

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

Yes, absolutely. You can configure which Quaderno 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 Quaderno data and credentials are handled as safely as possible.

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