Using with OpenAI Codex

Beta

Connect Hyperleap CRM to OpenAI Codex (web/desktop) via the Model Context Protocol. Read your leads, pipeline, conversations, and AI-extracted insights — directly from Codex.

In short: On any paid Hyperleap AI plan, add https://api.hyperleapai.com/mcp as a custom MCP server in OpenAI Codex and sign in with an MCP key from Studio. Codex can read your leads, pipeline and conversations, but can't change records or send messages, apart from saving lead insights.

Using Claude Desktop instead? See the Claude guide.

What is the CRM MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external data sources. The Hyperleap CRM MCP lets Codex read your CRM data — leads, pipeline stages, conversations, notes, and AI-extracted insights. Once connected, you can ask Codex questions about your CRM in natural language:

  • "Show me my CRM dashboard"
  • "How many new leads did I get this week?"
  • "Tell me everything about this lead"
  • "What did this lead ask about in their conversations?"
Tip:
Codex can read your CRM data, but it can't create, edit, or delete records or send messages. The one exception: asking it to extract a lead's insights saves those insights to the lead's profile.

Prerequisites

  • A paid Hyperleap plan — the MCP server is included on Plus, Pro, and Max, with CRM data (leads captured through your chatbots)
  • OpenAI Codex — the web or desktop client, with MCP connectors enabled on your account
Tip:
Codex's MCP connector UI lives in the same settings area as other ChatGPT integrations. If you don't see MCP connectors in your settings, check that your plan and account have MCP support enabled.

Step 1: Generate an MCP Key in Hyperleap Studio

You'll paste this key on Hyperleap's sign-in page in Step 2. It acts as you, so Codex only sees leads you have access to.

In Hyperleap Studio, click your profile avatar in the top-right corner, choose "My MCP Keys", then click "+ Create MCP Key". Give the key a descriptive name like Codex and click Create.

Hyperleap Studio My MCP Keys dialog with the name set to Codex
Name the key "Codex" so you can identify it later, then click Create
Note:
The key is only shown once after creation. Copy it immediately and store it securely — if you lose it, you'll need to create a new one.

Step 2: Connect Codex to Hyperleap

In the Codex desktop app, add Hyperleap as a custom MCP server, then sign in with the key you just generated. There's nothing to install: Hyperleap hosts the server, and Codex signs in to it with OAuth.

1

Open Codex Settings

In the Codex desktop app, click the menu in the bottom-left corner and select Settings.

Codex desktop app menu in the bottom-left corner with Settings highlighted
Open the menu in the bottom-left corner and click Settings
2

Open MCP Servers and Add a New One

In the Settings sidebar, click MCP servers. On the MCP servers screen, click "+ Add new MCP server" to start configuring a custom server.

Codex Settings sidebar with MCP servers selected
Select MCP servers from the Settings sidebar, then click + Add new MCP server
3

Configure the Custom MCP Server

On the Connect to a custom MCP screen, switch the transport tab to Streamable HTTP and fill in the following fields:

  • Name: Hyperleap AI (Leads and Conversations)
  • URL: https://api.hyperleapai.com/mcp

Leave Bearer token, Headers, and Headers from environment variables empty, then click Save.

Note:
The URL must be exactly https://api.hyperleapai.com/mcp. Other URLs (such as api.hyperleap.ai) will not work.
4

Sign In with Your MCP Key

Codex asks you to sign in to the new server, and the Connect to Hyperleap AI page opens in your browser. Paste the MCP key you copied in Step 1 and click "Connect". You're sent back to Codex, connected.

Note:
Don't paste the MCP key into Codex's Bearer token field. Hyperleap's MCP server only accepts the sign-in it issues through this page, so a key pasted there won't connect.

Step 3: Verify the Connection

Once connected, start a new conversation in Codex and try asking about your CRM data:

"Show me my CRM dashboard"

Codex should call the Hyperleap CRM MCP and display your dashboard data, including lead counts, pipeline stages, and recent activity.

Tip:
If Codex doesn't use the CRM tools automatically, name them explicitly: "Use the Hyperleap CRM MCP to show me my dashboard."

Troubleshooting

  • No MCP connectors option in Codex — MCP support may not be enabled on your account. Check ChatGPT/Codex settings, and confirm your plan supports custom MCP servers.
  • Connection fails — Double-check that the connector URL is exactly https://api.hyperleapai.com/mcp. Other URLs will not work.
  • Authentication error — Make sure the Bearer token field is empty, then sign in again with a current key from My MCP Keys (in the profile menu in Hyperleap Studio). A deleted key can't be used to sign in.
  • No sign-in page opens — Open the server in Codex's MCP servers settings and start the sign-in from there.
  • Disconnecting Codex — Remove the server in Codex's MCP servers settings. Deleting the key in My MCP Keys only stops new sign-ins with it; a Codex that's already connected stays connected until you remove the server.
  • No data returned — Ensure your Hyperleap account has CRM data (leads captured through your chatbots). An empty CRM will return empty results.
  • Key lost — MCP keys are shown only once. If you've lost your key, create a new one in My MCP Keys (from the profile menu).

Next Steps

Now that Codex is connected to your CRM, learn what data you can access:

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