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Connect ChatGPT / Codex ​

This page is for Codex CLI and the Codex tab in the ChatGPT desktop application. ChatGPT (web) – browser chat and regular chat in the desktop app – uses a different path. See Connect ChatGPT (web).

Setup via Chartbuddy Hub ​

  1. Install Chartbuddy Hub and launch it once (approve OS security prompts).
  2. Open AI connections in Hub (title-bar cable icon).

  1. Connect ChatGPT Desktop / Codex CLI. Hub writes the server into your Codex user config.
In AI connections, click Connect on the ChatGPT Desktop / Codex CLI row
  1. Restart ChatGPT or Codex, then start a new Codex task so tools load.

Setup manually ​

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

2. Plugins → MCPs ​

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

Open Plugins, then the MCPs tab

3. Add server ​

On the MCPs tab, click + Add server.

Click Add server on the MCPs tab

4. Enter the Chartbuddy details ​

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

FieldValue
NameChartbuddy-Hub (or chartbuddy)
TypeSTDIO
Command to launchChartbuddy binary (see OS paths below)
Arguments--mcp
Environment variablesleave empty
Working directoryleave the default

Command to launch:

  • macOS: /Applications/Chartbuddy.app/Contents/MacOS/chartbuddy
  • Windows: C:\Users\YOUR_USER\AppData\Local\Programs\Chartbuddy\chartbuddy.exe (replace YOUR_USER, or use the path shown after install)

Click Save.

Enter Chartbuddy STDIO command and --mcp argument

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:
powershell
& "$env:LOCALAPPDATA\Programs\Chartbuddy\chartbuddy.exe" --mcp-status
bash
/Applications/Chartbuddy.app/Contents/MacOS/chartbuddy --mcp-status

Exit 0 = Chartbuddy Hub is up.

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, or switch to another editor – we recommend Cursor, Claude Code, or OpenCode.

Chartbuddy Hub documentation · Desktop app · Help Center