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Prerequisites

  • Codex CLI installed (npm install -g @openai/codex)
  • A V5 bearer token — get one from POST /admin/tokens/issue

Setup

1

Add the V5 server to Codex config

Codex reads MCP config from .codex/config.json at the project root:
.codex/config.json
The ascend-gtm-ops repo includes this file pre-configured.
2

Set your token

3

Verify

Codex should call hubspot_crm and return results.

TOML config (alternative)

Codex also reads .codex/config.toml:
.codex/config.toml

Agentic mode with V5

Codex works best in full-auto mode for GTM data tasks:
With V5 connected, Codex can call google_ads_query, ga4_report, and format the output — all in one command.

Notes

  • Codex has no session hook — manually update HANDOVER.md after multi-step sessions
  • Bearer token auth (no OAuth flow) — suitable for scripts and CI