Connect SynkedUP to Codex

👋 Don't read this page. Hand it to your AI. Everything below this box is written for Codex, not for you, and it is fine if it looks like Greek. Copy this page's link, paste it into a Codex thread, and say: "Help me connect SynkedUP using these instructions." Codex reads the whole page and walks you through the few parts only you can do (installing Codex, signing in, getting your token from SynkedUP, and one download). If you get stuck, contact SynkedUP support at [email protected].

Connect your SynkedUP data (jobs, work areas, crew hours, and more) to Codex, OpenAI's coding agent. Ask questions in plain English like "How many hours did we log on the Johnson patio job last week?" and get instant answers, and a dashboard of your own numbers the moment you connect.

Time to set up: about 10 minutes

You only have to do this once.

💡 Codex is not ChatGPT. Codex is OpenAI's agent app and command-line tool, included with paid ChatGPT plans. It connects to SynkedUP with your token today. ChatGPT itself does not (see the note below). If your customer said "we want it in Chat", check which one they mean before you start.

🤖 If you are Codex reading this: this is SynkedUP's guide for connecting the user's account to Codex. Run the commands you can, and guide the user through the parts only they can do: installing, signing in, getting their token, and the report pack download in Step 5. Five rules. (1) Keep the token out of the conversation, and never print or read their settings file. (2) The server address is exactly https://mcp-server.synkedup.com/mcp; never guess another. (3) Fully quit Codex before its settings file is edited, because it reads that file at startup. (4) The report pack in Step 5 is installed by the user in a terminal BEFORE the first thread. Do not try to download it yourself mid-conversation: your own safety review refuses a download into the skills folder, and a refused install stalls the flow with the user watching. (5) Prove the connection with the Step 6 company-name test, never by listing tools, and treat that test as a checkpoint, not the finish line. The moment the real company name comes back, say "Hang on a sec, pulling data and building your dashboards." and build it, in the same thread, without a menu and without asking. Setup is not done until the user is looking at their dashboard. The full delivery rules are in Step 6.

Before you start

You'll need three things:

  1. A ChatGPT plan that includes Codex. Plus, Pro, Business, Enterprise or Edu. If you only have the free plan, you'll need to upgrade first at chatgpt.com/pricing.
  2. Codex installed. Either the Codex app on your computer, or the Codex CLI in your terminal. Both read the same settings file, so this guide covers both. See Step 1.
  3. Your SynkedUP connection token. This is a private password-like key that links Codex to your SynkedUP account. See Step 2 for how to get it.

💡 What about ChatGPT? Not yet. ChatGPT only accepts connectors that sign in with OAuth, and SynkedUP's connection uses a token instead. We are looking at adding OAuth. Until then, Codex, Grok and Claude all work with the token you already have.

Step 1: Install Codex and sign in

Option 1: the Codex app (easiest). Go to openai.com/codex, download the app for your computer, open it, and sign in with your ChatGPT account.

Option 2: the Codex CLI (terminal). This needs the free Node.js helper first. Go to nodejs.org, click LTS, and run the installer with the defaults. Then open Terminal (Mac) or PowerShell (Windows) and run:

npm install -g @openai/codex

Then run codex once and sign in with your ChatGPT account when it asks.