How to connect Zoho to Codex

1. 1. Enable Zoho in Metorial

   In your Metorial portal, enable the Zoho 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 Zoho tools.

• People Manage Employee: List, search, create, or update employee records in Zoho People.
• CRM Get Modules: List all available modules in Zoho CRM along with their metadata.
• Desk Manage Ticket: Create, update, or delete support tickets in Zoho Desk.
• CRM Get Records: Retrieve records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, etc.).
• CRM Search Records: Search for records in a Zoho CRM module using criteria, email, phone, or keyword.
• Books Manage Expense: Create, update, delete, or list expenses in Zoho Books.
• Projects Manage Project: Create, update, delete, or list projects in Zoho Projects.
• Books Manage Contact: Create, update, or delete contacts (customers/vendors) in Zoho Books.
• Projects Manage Task: Create, update, delete, or retrieve tasks within a Zoho Projects project.
• Desk Get Tickets: List, search, or retrieve support tickets from Zoho Desk.
• CRM Manage Record: Create, update, or delete records in any Zoho CRM module (Leads, Contacts, Accounts, Deals, etc.).
• Books Manage Invoice: Create, update, delete, or change the status of invoices in Zoho Books.
• Books Get Invoices: List or retrieve invoices from Zoho Books.
• CRM Get Related Records: Retrieve related records for a Zoho CRM record, such as Notes, Attachments, Emails, Deals, Contacts, or custom related lists.
• Desk Manage Contact: List, get, create, update, or delete Zoho Desk contacts.
• And 157 more on the Zoho MCP server page.

• Limit which Zoho 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 Zoho 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.