How to connect Freeagent to Codex

  • Codex gets 40 Freeagent tools through one Metorial MCP URL.
  • Setup is 3 steps; teammates then sign in with SSO.
  • You need the Codex CLI, IDE extension or ChatGPT desktop app.

What Codex can do with Freeagent

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Ask Codex to use the delete contact tool in Freeagent
  • Ask Codex to use the create task tool in Freeagent
  • Ask Codex to use the update contact tool in Freeagent
  • Ask Codex to use the delete project tool in Freeagent
  • Ask Codex to use the delete timeslip tool in Freeagent

Add the Freeagent MCP server to Codex

Run these once. Afterwards, everyone you give access to signs in the same way.

  1. 1. Enable Freeagent in Metorial

    In your Metorial portal, enable the Freeagent MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

  2. 2. Add the server and sign in

    The Codex CLI, IDE extension and ChatGPT desktop app share this config.

    codex mcp add metorial --url <your-magic-mcp-url>
    codex mcp login metorial
  3. 3. Check the connection

    Type /mcp in Codex to see Metorial and its Freeagent tools.

Give your team Freeagent in Codex

Once Freeagent is enabled in Metorial, teammates sign in with SSO and get the same connection in Codex, with only the tools their role allows.

One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.

Freeagent tools available in Codex

Full descriptions and inputs are on the Freeagent MCP server page.

  • List Users: Retrieve users from the FreeAgent account.
  • Create Timeslip: Log a time entry (timeslip) in FreeAgent against a task and user.
  • List Bank Accounts: Retrieve bank accounts from FreeAgent.
  • Trial Balance Report: Retrieve the Trial Balance summary from FreeAgent, listing all categories with their balances for a given date range.
  • List Bills: Retrieve supplier bills from FreeAgent.
  • Update Invoice: Update an existing invoice in FreeAgent.
  • Create Contact: Create a new contact in FreeAgent.
  • List Expenses: Retrieve expenses from FreeAgent with optional filtering by date range, project, or view type (recent, recurring).
  • List Credit Notes: Retrieve credit notes from FreeAgent with optional filtering by status, contact, or project.
  • Create Expense: Record a new business expense in FreeAgent.
  • Create Bill: Create a new supplier bill in FreeAgent.
  • List Bank Transactions: Retrieve bank transactions for a specific bank account in FreeAgent.
  • Get Company: Retrieve company information from FreeAgent including name, type, currency, start dates, and tax settings.
  • List Invoices: Retrieve invoices from FreeAgent with filtering by status, contact, project, and date.
  • Delete Expense: Permanently delete an expense from FreeAgent.
  • And 25 more on the Freeagent MCP server page.

Using Freeagent tools in Codex

What to expect once Freeagent is connected.

  • Limit which Freeagent tools Codex sees with enabled_tools and disabled_tools on the metorial server in config.toml.
  • Set default_tools_approval_mode to auto, prompt, writes or approve. writes prompts only for tools that are not marked read-only.
  • Type /mcp in the composer to see the connected servers.
  • Override the approval behavior for a single Freeagent tool with tools.<tool>.approval_mode.

Troubleshooting Codex

Metorial is listed but tools are missing
Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
Metorial times out at startup
Codex waits 10 seconds by default. Raise startup_timeout_sec under [mcp_servers.metorial] in ~/.codex/config.toml.
Long tool calls fail after a minute
The default tool timeout is 60 seconds. Raise tool_timeout_sec for the metorial server in config.toml.

Based on the Codex MCP documentation.

Frequently asked questions

Common questions about connecting Freeagent to AI agents with Metorial.

  1. Does Codex support the Freeagent MCP server?
    Yes. Codex connects to the Freeagent MCP server through one CLI command, pointed at your Metorial URL. You need the Codex CLI, IDE extension or ChatGPT desktop app.
  2. No. You sign in to Freeagent once through Metorial, and Codex uses that connection. No API keys go into Codex's settings.
  3. All 40 Freeagent tools your team allows, such as List Users, Create Timeslip, List Bank Accounts. Admins can narrow that list per team.
  4. Yes. Role-based access control decides who can use Freeagent and which of its tools appear in Codex, and every call is logged with the person's identity.
  5. Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.

Connect Freeagent to other AI clients

Connect other apps to Codex