---
url: https://chartbuddy.io/hub/docs/connect-mcp/chatgpt-codex.md
---
# Connect ChatGPT / Codex

This page is for **Codex CLI** and the **Codex** tab in the ChatGPT desktop application. **ChatGPT** in the browser and regular chat in the desktop app use a different path. See [Connect ChatGPT](/connect-mcp/chatgpt).

Install Chartbuddy Hub and launch it once before you add the server.

::: tip Agent path

1. Fetch [`/hub/llms.txt`](https://chartbuddy.io/hub/llms.txt) → [`mcp-setup.md`](https://chartbuddy.io/hub/mcp-setup.md) → [this page `.md`](https://chartbuddy.io/hub/docs/connect-mcp/chatgpt-codex.md).
2. Do not load `llms-full.txt` by default.
   :::

## 1. Open Settings

In the ChatGPT desktop app, click **Settings** in the **bottom-left** corner of the sidebar.

![Click Settings in the bottom-left of ChatGPT Desktop](/images/chatgpt-mcp/01-click-settings.png)

## 2. Plugins → MCPs

In the settings sidebar, open **Plugins** (under Integrations). Then open the **MCPs** tab.

![Open Plugins, then the MCPs tab](/images/chatgpt-mcp/02-plugins-then-mcps.png)

## 3. Add server

On the MCPs tab, click **+ Add server**.

![Click Add server on the MCPs tab](/images/chatgpt-mcp/03-add-server.png)

## 4. Enter the Chartbuddy details

Choose **Connect to a custom MCP** (STDIO). Fields appear in this order — fill in every row:

| Field | Value |
|-------|--------|
| **Name** | `chartbuddy` (or `chartbuddy-mcp`) |
| **Type** | **STDIO** |
| **Command to launch** | `/Applications/Chartbuddy.app/Contents/MacOS/chartbuddy` |
| **Arguments** | `--mcp` |
| **Environment variables** | leave empty |
| **Working directory** | leave the default |

::: info Windows command
`C:\Users\YOUR_USER\AppData\Local\Programs\Chartbuddy\chartbuddy.exe` — use this for **Command to launch** on Windows. A public Windows Chartbuddy Hub build is not shipping yet; use the macOS path until it does, then replace `YOUR_USER` (or use the path shown after install).
:::

Click **Save**.

![Enter Chartbuddy STDIO command and --mcp argument](/images/chatgpt-mcp/04-enter-details.png)

## After saving

1. Keep **Chartbuddy Hub** running.
2. Start a **new** Codex session and enable the Chartbuddy MCP server for that session if tools do not appear.
3. If ChatGPT asks to approve **network / loopback** for `chartbuddy`, approve it — the adapter must reach Chartbuddy Hub on `127.0.0.1`.
4. Optional check:

::: code-group

```powershell [Windows]
& "$env:LOCALAPPDATA\Programs\Chartbuddy\chartbuddy.exe" --mcp-status
```

```bash [macOS]
/Applications/Chartbuddy.app/Contents/MacOS/chartbuddy --mcp-status
```

:::

Exit `0` = Chartbuddy Hub is up.

## Handoff

Optional context for a chat that will use the tools:

```text
Chartbuddy MCP is configured (stdio → chartbuddy --mcp → Chartbuddy Hub).
Transport: newline JSON-RPC or Content-Length framed MCP — not HTTP docs.
Open charts: list_charts (chart-* refs). get_active_chart skips menus/popovers.
Missing tools usually mean the chartbuddy MCP server is off for the chat, or a new chat is needed.
```

## Troubleshooting

### Tool call blocked — “reasoning summaries” / organization verification

On the desktop **Codex** tab, Chartbuddy may be configured correctly and still fail when OpenAI’s automatic approval reviewer blocks the tool call — often with an error about **“reasoning summaries”** requiring organization verification. That comes from OpenAI’s approval / org settings, **not** from Chartbuddy or a bad MCP path.

**Options:**

1. Use **Codex CLI** instead of the desktop Codex tab (same MCP config, often fewer approval blockers), or
2. Verify your organization at [platform.openai.com/settings/organization/general](https://platform.openai.com/settings/organization/general), **or** switch to another editor — we recommend [Cursor](/connect-mcp/cursor), [Claude Code](/connect-mcp/claude-code), or [OpenCode](/connect-mcp/opencode).