What Codex can do with Help Scout
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Codex to use the manage organization tool in Help Scout
- Ask Codex to use the get conversation tool in Help Scout
- Ask Codex to use the update customer tool in Help Scout
- Ask Codex to use the manage workflow tool in Help Scout
- Ask Codex to use the list conversations tool in Help Scout
Add the Help Scout MCP server to Codex
Run these once. Afterwards, everyone you give access to signs in the same way.
1. Enable Help Scout in Metorial
In your Metorial portal, enable the Help Scout MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
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 metorial3. Check the connection
Type /mcp in Codex to see Metorial and its Help Scout tools.
Give your team Help Scout in Codex
Once Help Scout 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.
Help Scout tools available in Codex
Full descriptions and inputs are on the Help Scout MCP server page.
- Manage Tags: List, create, update, or delete tags.
- Manage Organization: List, get, create, update, or delete organizations.
- Get Conversation: Retrieve a single conversation with its full details and threads.
- Update Customer: Update an existing customer's profile.
- Manage Workflow: List, activate, deactivate, or manually run workflows (automation rules).
- List Conversations: Search and list support conversations across mailboxes.
- List Teams: List all teams in the Help Scout account.
- List Mailboxes: List all mailboxes (shared inboxes) in the Help Scout account.
- List Satisfaction Ratings: Retrieve customer satisfaction ratings.
- Add Thread: Add a reply, note, or phone thread to an existing conversation.
- Get Customer: Retrieve a customer's full profile including all emails, phone numbers, and other contact information.
- List Customers: Search and list customer profiles.
- Create Customer: Create a new customer profile with contact information.
- Delete Conversation: Permanently delete a conversation.
- Update Conversation: Update an existing conversation's properties.
- And 4 more on the Help Scout MCP server page.
Using Help Scout tools in Codex
What to expect once Help Scout is connected.
- Limit which Help Scout 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 Help Scout 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 Help Scout to AI agents with Metorial.
Does Codex support the Help Scout MCP server?
Yes. Codex connects to the Help Scout MCP server through one CLI command, pointed at your Metorial URL. You need the Codex CLI, IDE extension or ChatGPT desktop app.Do I need an API key to connect Help Scout to Codex?
No. You sign in to Help Scout once through Metorial, and Codex uses that connection. No API keys go into Codex's settings.Which Help Scout tools can Codex use?
All 19 Help Scout tools your team allows, such as Manage Tags, Manage Organization, Get Conversation. Admins can narrow that list per team.Can I control which teammates use Help Scout in Codex?
Yes. Role-based access control decides who can use Help Scout and which of its tools appear in Codex, and every call is logged with the person's identity.What if Codex doesn't show Help Scout tools?
Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
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