ChatGPT / Codex

Connect Shipchart to OpenAI's Codex agent to manage your portfolio from the CLI or IDE extension.

Note: ChatGPT's web and desktop apps require OAuth 2.1 for MCP, which we don't support yet. The instructions below are for Codex (CLI and IDE extension), which supports bearer token auth.

1. Generate an API token

Select read and write abilities. Copy the token immediately.

2. Add the MCP server

First, set your token as an environment variable. Add this to your shell profile (~/.zshrc, ~/.bashrc, etc.):

export SHIPCHART_TOKEN="your-token-here"

Then add Shipchart to your Codex config at ~/.codex/config.toml (or project-scoped .codex/config.toml):

[mcp_servers.shipchart]
url = "https://shipchart.app/mcp"
bearer_token_env_var = "SHIPCHART_TOKEN"

3. Restart Codex

Restart Codex to load the new MCP server. You can verify it's connected by running /mcp in the Codex TUI.

4. Test it

In Codex, ask:

"What's my current monthly revenue across all projects?"

Codex will use the Shipchart tools to fetch your portfolio data and respond.

Troubleshooting

Server not connecting

Make sure the SHIPCHART_TOKEN environment variable is set in your shell. Run echo $SHIPCHART_TOKEN to verify.

Tools not appearing

Check that your config.toml is valid TOML. Use /mcp in the Codex TUI to check server status.

For a full list of available tools, prompts, and resources, see the MCP Overview.