# Quickstart: Codex

**You need:** the Codex CLI or IDE extension, and an API key in `RA_API_KEY`.

1. **Get a key.** Sign up at https://app.closefinch.com/sign-up (the Free plan, no card). An owner creates a key in Settings → API keys and picks its scopes: `crm:read` to read, plus `crm:write` and `agents:write` to make changes. Keep it in an environment variable, never in a file you commit:

   ```bash
   export RA_API_KEY=ra_live_…
   ```
2. **Add the server** to `~/.codex/config.toml`:

   ```toml
   [mcp_servers.revenueagent]
   url = "https://api.closefinch.com/mcp"
   bearer_token_env_var = "RA_API_KEY"
   ```
3. **Check it.** Check it works: ask the assistant "Who am I in Closefinch?" It calls `ra_whoami` and answers with your organization, role and scopes.

Next: [task recipes](https://www.closefinch.com/docs/recipes) and [the MCP tools](https://www.closefinch.com/docs/mcp/tools).