How to connect Salesforce to Codex

1. 1. Enable Salesforce in Metorial

   In your Metorial portal, enable the Salesforce 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.

   Copy

   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 Salesforce tools.

• Describe Object: Retrieve metadata about a Salesforce object type, including its fields, relationships, record types, and supported operations.
• Upsert Record: Insert or update (upsert) a Salesforce record using an external ID field.
• Manage Bulk Job: Create, monitor, and manage Salesforce Bulk API 2.0 jobs for processing large data volumes.
• Run Report: Run an existing Salesforce report and retrieve its results, or list available reports.
• Composite Request: Execute multiple API subrequests in a single call using the Salesforce Composite API.
• Search Records: Perform a full-text search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).
• Manage Chatter: Interact with Salesforce Chatter feeds.
• Update Record: Update an existing Salesforce record.
• Get Record: Retrieve a single Salesforce record by its ID and object type.
• Get Org Limits: Retrieve the current API usage limits and remaining allocations for the Salesforce org.
• Query Records: Execute a SOQL (Salesforce Object Query Language) query to retrieve records.
• Delete Record: Delete a Salesforce record by its ID and object type.
• Create Record: Create a new record in Salesforce for any standard or custom object type.
• Get User Info: Retrieve information about the authenticated Salesforce user from the OAuth userinfo endpoint.

• Limit which Salesforce 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 Salesforce tool with tools.<tool>.approval_mode.

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.