How to integrate Chatforma MCP with Codex

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Chatforma MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

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Api Key

Chatforma is a chatbot automation platform for building and managing bots. It helps teams run dialogs, segments, broadcasts, forms, and user updates from one place.

10 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Chatforma MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

Also integrate Chatforma with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Chatforma MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

What is the Chatforma MCP server, and what's possible with it?

The Chatforma MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Chatforma account. It provides structured and secure access to your bots, users, segments, dialogs, messages, and variables, so your agent can find audiences, review conversations, inspect user details, and send targeted messages on your behalf.

  • Bot and audience discovery: Have your agent list your bots, browse their users, and find people within a segment or with open dialogs.
  • Dialog review and replies: Let the agent read messages from a user's bot dialog and send a direct text reply into the conversation.
  • Targeted message dispatches: Direct your agent to send a text dispatch to one user or a selected audience segment.
  • Predefined message delivery: Instruct your agent to review configured bot messages and send the right one to an individual user or segment.
  • User variable lookup: Have your agent review available bot variables and retrieve the current value of a chosen variable for a specific user.

Conclusion

You've successfully integrated Chatforma with Codex using Composio's MCP server. Now you can interact with Chatforma directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Chatforma operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1000+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Chatforma operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

Every Chatforma action and event your agent gets out of the box.

Get User Variable

Get the current value of one bot variable for one bot user.

List Bots

List bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.

List Dialog Messages

Return one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.

List Predefined Messages

List predefined messages configured in a bot so a message ID can be selected for sending.

List Segments

List the user segments configured for a bot, including segment IDs needed for targeted sends.

List Users

List a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.

List Variables

List variables configured for a bot, including IDs and types needed to read user-specific values.

Send Dialog Message

Immediately send a user-visible text message into a specific user's bot dialog.

Send Predefined Message

Send a configured bot message to one user or dispatch it to a segment.

Send Text Dispatch

Create a user-visible text dispatch for one bot user or a segment.

FAQ

Frequently asked questions

With a standalone Chatforma MCP server, the agents and LLMs can only access a fixed set of Chatforma tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Chatforma and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Codex fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Chatforma tools.

Yes, absolutely. You can configure which Chatforma scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Chatforma data and credentials are handled as safely as possible.

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