Connect CallOptix to Codex.
Give your local Codex assistant access to CallOptix through an authenticated remote MCP connection.
Documentation reviewed
Before you start
- An active CallOptix administrator account with a verified email address.
- MCP access enabled for that account. Ask your CallOptix administrator if you are unsure.
- Calls available in your CallOptix workspace to try your first question.
For Codex: Use a current desktop Codex client, Codex CLI, or Codex IDE extension with MCP support. This guide covers local clients; Codex cloud setup has not been verified.
Need access? Contact CallOptixConnect your account.
- 1
Open MCP server settings
In the desktop app, open Settings → MCP servers → Add server. In current OpenAI documentation, this desktop experience is described as the ChatGPT desktop app. In the Codex IDE extension, open the gear menu → MCP servers → Add server.
Prefer the terminal? Use the CLI commands below instead of these desktop setup steps.
- 2
Add a remote server
Name the server calloptix, choose Streamable HTTP, and enter the URL below. Save the server, then select Restart (or Restart extension in the IDE).
MCP server URLhttps://mcp.calloptix.com/mcp - 3
Authenticate with CallOptix
Select Authenticate next to the server. In the browser window, sign in with your verified CallOptix administrator account, review the requested access, and approve the connection.
Your CallOptix account needs MCP access enabled. The desktop app, CLI, and IDE share MCP configuration on the same Codex host.
- 4
Check that CallOptix is available
Open a conversation and type /mcp to inspect connected servers. Confirm CallOptix is available, then try the first question below.
Configuring a local client does not automatically configure Codex cloud. We have not verified a CallOptix setup flow for Codex cloud.
Prefer the command line?
With Codex CLI installed, add CallOptix from your terminal. If the command opens an authorization flow, finish it in your browser.
codex mcp add calloptix --url https://mcp.calloptix.com/mcpIf you still need to sign in, run:
codex mcp login calloptixThen open Codex and use /mcp to check the connection. This configures your local client, not Codex cloud.
Your first question
Make sure you’re connected.
Paste this into your assistant after connecting CallOptix.
Use CallOptix to show my five most recent calls.What to expect: Your assistant should use a CallOptix tool and return the latest calls available to your account. Review any tool confirmation it presents.
No calls returned? Check that your workspace has data. An empty result can be valid; an authentication or access error needs the troubleshooting steps below.
Explore 25 questions to ask nextA little help
If something gets stuck.
I can’t find the option to add a connector.
Check the supported plan and workspace permissions in your assistant’s guide. ChatGPT requires Developer mode for this custom setup. Claude Team and Enterprise require an organization owner to add the connector first. Interface labels can change; use the linked official instructions for the latest controls.
CallOptix says MCP access is not enabled.
Ask your CallOptix administrator to enable MCP access for your account. Creating a connector does not enable account access. If you are the administrator and need help enabling it, contact CallOptix through the contact link below.
My account is not eligible to connect.
The current release requires an active CallOptix administrator account with a verified email address and MCP access enabled. Verify your email in CallOptix if prompted. Agent accounts cannot connect in this release; contact your administrator if your account is archived.
Sign-in or authorization fails.
Use your CallOptix email and password on the CallOptix sign-in page. Confirm the server URL matches this guide, restart the connection from your assistant, and finish the authorization flow. If you have forgotten your password, use the CallOptix app’s password reset flow. Contact us with the error message and assistant name if it still fails; never send your password or tokens.
The connection is added, but my assistant does not use it.
Enable CallOptix for the current conversation in ChatGPT or Claude. In a local Codex client, check /mcp and complete authentication if needed. Start a new conversation and explicitly ask it to use CallOptix. Refresh the app’s tools or reconnect if your assistant reports stale tools.
The first question returns no calls.
A successful connection can return an empty result when no calls are available to your account. Confirm you can see calls in CallOptix, then ask for a date range you know contains calls. Results depend on your workspace data, permissions, and enabled features.
How do I disconnect?
Disable or remove CallOptix in your assistant’s connector or MCP server settings. Ask your CallOptix administrator to disable your account’s MCP access if you need to stop its access across clients.
Official instructions
Assistant menus and plan availability can change. These steps were checked against the documentation linked below on September 22, 2026. This is a setup guide, not a live connection status check.
OpenAI: Model Context Protocol setup (opens in a new tab)