OpenAI · CLI coding agent

Connect Helm to Codex.

Give the Codex CLI your whole business to work with.

Connect Helm to the Codex CLI over MCP and your coding agent can read and write your business as it works: tasks, projects, time, invoices, CRM, and more. Add the helm server to ~/.codex/config.toml and authenticate with a workspace API key. Same 84 tools, driven from your terminal.

Setup docs

Setup

Connect in three steps.

Generate a key, add the config to Codex, and start working your business from your agent.

1
Generate an API key
In Helm, go to Settings → API Keys and create a workspace-scoped key (starts with helm_sk_).
2
Add the config to Codex
Paste the block on the right into ~/.codex/config.toml and drop in your key.
3
Start working
Restart Codex and ask it to read or update your Helm workspace in plain language.

~/.codex/config.toml

[mcp_servers.helm]
command = "npx"
args = ["-y", "@helm-ai/mcp-server@latest"]
env = { HELM_API_KEY = "helm_sk_..." }

Once connected

Codex works your whole business.

One API key opens 84 tools across every Helm app. Same data your team edits by hand.

Projects & tasks

List, create, update, and comment on tasks across every project.

Time tracking

Log hours against projects and roll them into invoices.

CRM

Read and write accounts, contacts, and pipeline deals.

Invoices & estimates

Draft, read, and update invoices and line-item quotes.

Documents

Create and edit docs, pages, and folders in your workspace.

Calendar & schedules

Manage events and set up recurring agent runs.

Try it

Things to ask Codex.

“List my overdue invoices.”

“Create tasks for each item in this checklist.”

“Log 3 hours to the API project and add a status comment.”

“What deals are in my pipeline this week?”

FAQ

Codex and Helm.

How do I add Helm to Codex?

Add an [mcp_servers.helm] block to ~/.codex/config.toml pointing at npx -y @helm-ai/mcp-server@latest, and set HELM_API_KEY to a key from Settings → API Keys. Codex loads it as an MCP server over stdio.

Does Codex use the same tools as the other clients?

Yes. Every MCP client reaches the same 84 tools across every Helm app. The only difference is the config format: Codex uses TOML, the others use JSON.

Which plans include this?

The CLI and MCP server are included on every Helm plan. See the Pricing page for current plan limits.

Is it secure?

You authenticate with a workspace-scoped API key (HELM_API_KEY). It only grants the tools your plan supports, every call is logged in your audit trail, and you can rotate or revoke it anytime from Settings → API Keys.

Other clients