MCP - How to connect

Connect FinFox to an MCP-compatible AI client.

FinFox does not currently provide a public remote MCP endpoint. The steps below connect Codex CLI to the local read-only stdio server in a FinFox repository checkout. Superannuation and savings tools use the public FinFox Supabase project values; credit-card and route data load from the repository. A service-role key is never required.

1. Prepare the repository

Open a terminal in your local Portfolio repository and install the workspace dependencies.

cd "/absolute/path/to/Portfolio"
pnpm install

2. Configure data access

Export the same public project URL and publishable key used by the FinFox web app. These values enable the superannuation and savings tools; never use a Supabase service-role key.

export SUPABASE_URL="https://<project-ref>.supabase.co"
export SUPABASE_PUBLISHABLE_KEY="<publishable-key>"

3. Add FinFox to Codex

Replace the example path with the absolute path to your repository. Run this in the same terminal so the local server inherits the FinFox data environment.

codex mcp add finfox -- node "/absolute/path/to/Portfolio/apps/finfox-web/mcp/server.mjs"

4. Confirm the saved configuration

Check that Codex has saved FinFox as an enabled stdio server and that the command points to the correct local file.

codex mcp list
codex mcp get finfox

5. Test the connection

Start a new Codex session, paste this prompt and approve the read-only tool call if asked. An overview of FinFox datasets confirms the local server and tool discovery are working.

Use finfox_get_app_overview and summarise the available FinFox datasets.