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reopt Handbook
reopt Handbook
Advanced Codex Usage

Foundation

Setup and LoginConfigMemories

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Handbook›Advanced Codex Usage›Setup and Login
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Setup and Login

Standardize Codex installation, updates, identity, and local developer setup.

Key takeaways

  • Setup is the first governance layer; inconsistent install, login, and update habits cause team drift before any policy can help.
  • Standardize five decisions: install path, authentication strategy, update cadence, shell support, and default repository trust.
  • Use @openai/codex@latest for unmanaged local installs but pin the reviewed @openai/codex@0.154.0 in reproducible automation until the next review.
  • Distinguish shell codex app <path> (opens Desktop from the shell) from slash /app (hands the active CLI thread into Desktop).
  • Treat plugin marketplace JSON output as the setup audit source of truth, and keep onboarding to one command block, one troubleshooting section, and a clear owner.

Setup is the first governance layer. If every developer installs, authenticates, and updates Codex differently, team behavior will drift before any policy can help.

Setup Decisions

AreaTeam standard
Install pathDecide CLI, app, IDE, or supported combination
AuthenticationDefine approved login and API key strategy
Update cadenceChoose automatic, scheduled, or pinned versions
Shell supportStandardize completions, aliases, and working directory rules
Repository trustDefine where Codex may read and write by default

Baseline Checklist

  • Codex version and install channel are documented.
  • Current stable/latest CLI baseline and npm latest are 0.154.0; npm alpha is 0.155.0-alpha.3.10.
  • Team members can reproduce the same local setup.
  • Login method does not require sharing personal secrets.
  • Local project instructions are visible from the repository root.
  • New developers can run the standard verification command.

Current Setup Notes

  • Use @openai/codex@latest for unmanaged local installs, but pin @openai/codex@0.154.0 in reproducible automation until the next review.
  • Regression-test codex agents, codex queue, working-directory commands, task mentions, the /copy picker, Interrupt hooks, and the untrusted-project and managed deny-read boundaries.
  • For 0.147.0–0.148.0, regression-test portable plugin trust, MCP OAuth/protocol behavior, resume working directory and approvals, /export, codex exec fork, Bedrock routing, async/MCP hooks, and fail-closed sandbox behavior.
  • For 0.145.0–0.146.0, regression-test paginated history/forks, expanded import, plugin marketplaces, proxy routing, MCP/App refresh, and replay preservation before rollout.
  • Treat 0.142.5 as a security/privacy bug-fix patch for trace logs; keep /delete, /import, /usage, rollout token budgets, and indexed web-search runbooks tied to the 0.140.0~0.142.0 feature notes.
  • Distinguish shell codex app <path> from slash /app: the former opens Desktop from the shell, while the latter hands the active CLI thread into Desktop.
  • Include code-mode web search, MCP schema preservation, and codex doctor editor/pager diagnostics in upgrade reviews.
  • Re-check ChatGPT v2 personal access token handling, app-server account token usage, and remote-control grants in remote host runbooks.
  • In 0.143.0–0.144.0, also verify macOS/Windows system proxy behavior, global pnpm install detection, default-enabled remote plugins, MCP authentication, and codex remote-control pair before rollout.
  • Treat plugin marketplace JSON output as the setup audit source of truth, not screenshots of the interactive /plugins UI.

Rollout Tip

Keep setup instructions short and executable. A long onboarding page that no one runs becomes a false control. Prefer one command block, one troubleshooting section, and a clear owner.

Related docs

Cmd. /desktop

Claude Code Command Master · Continue the session in Claude Code Desktop (/app).

Codex App and IDE

Use Codex across the app, terminal, and IDE without losing context discipline.

Cmd. /plugins

Codex Command Master · Browse installed and discoverable Codex plugins.

Cmd. /app

Codex Command Master · Hand off the current CLI thread to Codex Desktop.

Cmd. /doctor

Claude Code Command Master · Diagnose and optionally repair setup and configuration (skill).

Advanced Codex Usage

An advanced operations and extension guide for teams standardizing Codex usage.

Config

Design Codex configuration layers, profiles, and safe defaults for team usage.

On this page

Setup DecisionsBaseline ChecklistCurrent Setup NotesRollout Tip