Install Perfex CRM in Codex

What you need first

• Codex, installed.
• Nothing else: the server runs on its publisher's machines and Codex connects to it.
• Your own value for YOUR_AUTHTOKEN.

Steps

1. Open ~/.codex/config.toml, or create it. The Codex CLI, its IDE extension and the ChatGPT desktop app share this file.
2. Add this table at the end of the file.

[mcp_servers.perfex-crm]
url = "https://{perfex_host}/api/mcp"
http_headers = { "authtoken" = "YOUR_AUTHTOKEN" }

3. Replace YOUR_AUTHTOKEN with your own value.
4. Start Codex again and type /mcp: the server is listed.

Check it worked

Ask Codex: List the tools of perfex-crm.

If it does not start

401 Unauthorized

The endpoint wants a sign-in or a key. Sign in when Codex asks, or check the value in place of the placeholder.

The server starts, but its tools fail

A YOUR_… placeholder is still in the config, or its value is wrong.

Nothing changes after a restart

The file has the same table twice. Keep one [mcp_servers.perfex-crm] table.