How does Mercateer work with Codex?

Mercateer runs a public MCP server. You add it to ~/.codex/config.toml, and Codex can then call Mercateer tools to read calls and contacts, quote from your price book, and book appointments, from the terminal.

What does Codex need to authenticate?

Sign-in uses your Mercateer account over OAuth. Run `codex mcp login mercateer`, Codex opens a browser tab, you approve access, and the token is stored for you, so there are no API keys to paste.

Which Codex CLI versions are supported?

Any version that supports streamable HTTP MCP transport. If your version only supports stdio MCP, we recommend upgrading or using one of the other agents instead.

Which Mercateer plan do I need?

API and MCP access is included on the Crew and Fleet plans. You can start building free to set up your agent, then upgrade to connect Codex.

Are there rate limits?

Yes. API requests are rate-limited per caller (about 60 requests per minute per API key or connected agent). If you exceed the limit you get an RFC 9457 problem response with a Retry-After header, so the agent can back off and retry.

Can I give an agent read-only access?

Read-only scoping works through API keys, which each carry an explicit scope list, so you can issue a read-only key for lookups and a separate read-write key for agents that book jobs or update contacts. Note that the OAuth sign-in these agents use grants the agent the same full account access you have in the dashboard, so to keep an agent read-only you would connect it with a scoped API key rather than OAuth. Either way, actions that spend money or change live settings still pause for your confirmation.

What happens to my data?

Your calls, contacts, and pricing stay in your Mercateer organization. Agents act through scoped OAuth tokens or API keys, every request is logged, and actions that spend money or change live settings require your confirmation. Nothing is used to train a shared model.

AI agent

Run your AI receptionist from Codex

Connect the Mercateer MCP server to OpenAI Codex and run your front office from the terminal. Codex reads calls and contacts, quotes from your price book, and books jobs from a natural-language instruction.

Install in minutes All integrations

What is Codex?

OpenAI Codex is a coding agent that runs in your terminal and IDE, executing multi-step tasks from natural-language instructions. With the Mercateer MCP server connected, Codex can do front-office work too, pulling calls and contacts, quoting from your price book, and booking jobs without you leaving the command line.

What you can do with Codex

Look up calls, contacts, and conversations

Check the schedule and quoted jobs

Search your price book and build quotes

Book and reschedule appointments

Read and reply to inbox conversations

Subscribe to call, lead, and booking events

Install in minutes

Open your Codex config

Edit ~/.codex/config.toml. If the file does not exist yet, create it with the contents below.

Add the Mercateer MCP server

Paste the snippet below into ~/.codex/config.toml.

toml

[mcp_servers.mercateer]
url = "https://api.mercateer.com/mcp"

Authorize over OAuth

Run `codex mcp login mercateer` in your terminal. Codex opens the OAuth flow in your browser, sign in with your Mercateer account and approve access. There are no API keys to paste.

Use Mercateer in your sessions

Once authorized, Codex can call Mercateer tools alongside its other capabilities, pausing for your approval on anything that spends money or changes a live setting.

Example prompts

You

Pull yesterday's missed calls and summarize what each caller wanted.

You

Quote a 50-gallon water heater install from my price book.

You

Book the Cedar Lane job for Thursday at 9am and confirm the slot is open.

You

Find the contact for (555) 123-4567 and show their last conversation.

You

Which calls this week asked for a service we don't offer yet?

Frequently asked questions

Works with your whole stack

Mercateer speaks the same protocols as the tools you already use.

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Put Mercateer to work with Codex

Start free and connect your front office in minutes.

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