How to integrate Salesmate MCP with Codex

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

Salesmate logoSalesmate
Api Key

Salesmate is an AI-powered CRM that helps businesses organize leads, close deals, and streamline sales workflows. It's designed to boost productivity and deliver seamless customer engagement through a unified, intuitive platform.

6 Tools

Introduction

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

Also integrate Salesmate 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 Salesmate 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 Salesmate MCP server, and what's possible with it?

The Salesmate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesmate account. It provides structured and secure access to your CRM data, so your agent can perform actions like registering companies, managing products, retrieving company info, and auditing users automatically on your behalf.

  • Automated company creation and management: Instantly register new organizations in your CRM or fetch detailed records for existing companies by ID.
  • Product catalog management: Add new products with specific names, SKUs, and prices, or remove outdated items from your product list on demand.
  • Active user retrieval: Effortlessly pull a list of all currently active users for team assignments, audits, or workflow automation.
  • Module discovery: Ask your agent to list all available modules in your Salesmate environment, making it easy to explore or configure your CRM setup.

Conclusion

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

Supported Tools

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

Add Product

Tool to add a new product.

Create Company

Tool to create a new company in the Salesmate CRM.

Delete Product

Tool to delete a product by ProductId.

Get Active Users

Tool to retrieve all active users.

Get Company

Tool to retrieve details of a specific company by ID.

List Modules

Tool to list all available Salesmate modules.

FAQ

Frequently asked questions

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

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 Salesmate tools.

Yes, absolutely. You can configure which Salesmate 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.

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 Salesmate data and credentials are handled as safely as possible.

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