SolutionsCodex

Codex + Sanka: programmatic access to your business operations

Sanka's MCP plugin gives Codex full access to business data so developers can build automated workflows, batch operations, and integrations.

Workflow Engine
LeadDealQuoteOrderInvoicePaymentReconciliationRenewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
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Codex + Sanka: programmatic access to your business operations

Sanka's MCP plugin gives Codex read and write access to your live business data. Build automated workflows, generate reports, run batch operations, and integrate business processes into your development stack.

Read

Query companies, deals, invoices, inventory, and every other business object in your workspace through structured tool calls.

Write

Create and update records programmatically. Codex handles validation, association, and idempotent upserts via external IDs.

Automate

Chain tool calls into multi-step workflows: query data, transform it, create downstream records, and verify results.

What Codex can access

  • Full CRUD on companies, contacts, deals, orders, invoices, payments, estimates, and purchase orders
  • Inventory management — query stock levels, create transactions, manage locations
  • Subscription and billing — create and update subscriptions, generate invoices, track payments
  • Task and project management — create tasks, update status, manage assignments
  • Custom properties — read and write custom fields on any object type
Capability MCP tool Example
List open deals list_deals Query pipeline by stage, value, or owner
Create invoice create_invoice Generate invoice with line items from deal data
Update inventory create_inventory_transaction Log stock movements with quantity and location
Batch import upload_import_file + import_records Import items from CSV with field mapping
Score a deal score_record Get qualification score with explanation

Typical developer workflows

  • Automated reporting: query deal pipeline, calculate metrics, and generate formatted reports on a schedule.
  • Data migration: read from external sources, transform, and batch-create records in Sanka with idempotent external IDs.
  • CI/CD integration: run post-deploy checks that verify business data integrity or create release-related tasks.
  • Custom dashboards: pull live data from Sanka into your own applications and dashboards.
Codex: Build a weekly pipeline summary

[1/4] Querying open deals via list_deals...
      → 23 deals found, total pipeline $1.2M

[2/4] Grouping by stage...
      → Qualification: 8 deals ($340K)
      → Proposal: 9 deals ($520K)
      → Negotiation: 6 deals ($340K)

[3/4] Identifying at-risk deals (no activity > 14 days)...
      → 3 deals flagged

[4/4] Creating summary task for sales team...
      → Task "Weekly Pipeline Review — Apr 14" created

Build on top of real business data, not mock APIs

Codex operates against your live Sanka workspace. Every tool call hits the same data your team uses daily — no sandbox divergence.

Hosted MCP server

Connect to https://mcp.sanka.com/mcp — no local dependencies, always up to date with the latest API surface.

SDK access

Use sanka-sdk via npm or PyPI for direct API access outside of MCP contexts. Same data, same auth.

Idempotent by design

External IDs on every create call ensure reruns don't duplicate records. Safe for automation and CI pipelines.

Get started

  1. Add the MCP server: configure https://mcp.sanka.com/mcp in your Codex environment or agent setup.
  2. Authenticate: connect your Sanka account. Codex inherits your workspace role and permissions.
  3. Explore the tools: try list_companies or list_deals to see your live data.
  4. Build your first workflow: chain reads and writes into a multi-step automation — query deals, create invoices, update status.

Full API surface for every business object

Codex + Sanka covers every operational domain in your workspace:

  • CRM: companies, contacts, deals, pipelines, scoring
  • Commerce: orders, subscriptions, estimates, purchase orders
  • Finance: invoices, payments, expenses, bills, disbursements
  • Inventory: items, locations, stock levels, transactions
  • Operations: tasks, tickets, projects, contracts, custom objects

One MCP connection. Full business data access. Build anything.