How do I connect my AI to Clickmax with OAuth?

Add the MCP URL to your AI client, sign in to Clickmax in the browser window, and approve access. Then install the Skills to guide the AI in operating the platform.

For your AI to operate Clickmax, it needs two pieces that work together:

MCP (Model Context Protocol): gives the AI real-time access to your account's tools and data (leads, transactions, funnels, members…).
Skills: teach the AI to use Clickmax: the rules, concepts and flows of each area.

Install both: one without the other does not work

MCP without Skills: the AI has the tools but does not understand Clickmax — and builds the wrong funnels, flows and segments.
Skills without MCP: the AI knows what to do but has nowhere to do it.

The setup below connects the two. Follow the 4 steps in order.

Prerequisites

a client that supports remote MCP over Streamable HTTP, OAuth and public Dynamic Client Registration (DCR);
browser access to your Clickmax account;
a terminal with npx available (step 3).

Step 1 - Add MCP

In your AI client (Claude, Codex, Grok, and others):

Open the MCP server settings.
Copy the URL below and add a new MCP server.

https://mcp.clickmax.io/mcp

Name it clickmax — this is just a local label, so you can recognise the connection in your list.
Save and start the connection.

Prefer to copy instead of typing? Under Settings > Connections, on the MCP tab, you'll find the same URL ready to copy.

Opened this URL directly in a browser?

You were brought to this guide — it's the same address MCP clients use to start authentication.

When the connection starts, the client opens Clickmax authorization in your browser:

Sign in to your Clickmax account if you are not already signed in.
Check which client is requesting access and what it will be able to do.
Select Allow access.
Return to the AI client to finish connecting.

Check before approving

Authorization lets the client use the available MCP tools to read and change data in your Clickmax account. Cancel if you did not start the connection or do not recognize the client.

Step 3 — Install the Skills

The public Agent Skills teach the AI to operate each area of the platform. Install them all with one command:

npx skills add https://docs.clickmax.io

The command discovers and installs the skills from the docs discovery index (/.well-known/agent-skills/index.json).

The base URL on its own, to paste into the command:

https://docs.clickmax.io

Prefer to install manually? Download the package with every skill already organised into folders (<skill>/SKILL.md + reference files):

Download clickmax-skills.zip

On Claude Code? Install the plugin and skip steps 1 and 2

Claude Code has a shorter path: the official plugin ships the MCP configuration and the skills together.

/plugin marketplace add bilhon-technologies/clickmax-skills
/plugin install clickmax@clickmax-skills

The first time the AI uses a Clickmax tool, authorization opens in your browser — the same sign-in as step 2.

Turn auto-update on, or your skills go stale

The plugin is republished whenever a skill changes. But Claude Code only fetches updates for marketplaces that have auto-update enabled, and third-party marketplaces ship with it off. Turn it on once:

Run /plugin.
Go to the Marketplaces tab.
Select clickmax-skills.
Choose Enable auto-update.

When a new version lands, Claude Code prompts you to run /reload-plugins; if you skip it, the version loads on your next start. To update right away:

/plugin marketplace update clickmax-skills

Without this step your local copy stays pinned to the installed version, and the AI keeps working from outdated platform rules — even after Clickmax changes.

Even without auto-update, the AI notices on its own: the MCP server the plugin bundles also announces the published revision, and the AI says so once when the loaded skill is behind, pointing at /plugin marketplace update clickmax-skills as the right command for this install path.

On Codex? Install the plugin and skip steps 1 and 2

Codex has the same shorter path: the same plugin bundles the MCP server and the skills in one install. Register the source once:

codex plugin marketplace add bilhon-technologies/clickmax-skills

Then install it — from the CLI or from /plugins in the TUI:

codex plugin add clickmax@clickmax-skills
codex mcp login clickmax

Start a new session before using it.

Update it by hand — Codex has no personal auto-update

Unlike Claude Code, there's no per-marketplace auto-update toggle. We publish a new plugin version and your installed copy stays on the old one until you run:

codex plugin marketplace upgrade clickmax-skills

Business/Enterprise workspaces are the exception: an admin imports this same repository under Admin > Plugins > Import marketplace, and the marketplace syncs automatically every day, with Sync now to force it right away.

Here too the AI notices on its own when the copy is behind, pointing at codex plugin marketplace upgrade clickmax-skills as the right command.

Keep the skills current on other clients

Other clients have no automatic update: the downloaded copy stays frozen at the version you installed.

You find out through two channels, with nothing to check yourself.

The first: every published SKILL.md carries the revision it was generated at, and the MCP announces the current revision when it connects. If the two disagree — or the installed skill is old enough to carry no revision at all — the AI says so once and carries on with the task; the warning never blocks your work.

The second does not depend on the AI noticing anything: when we publish a new version, the first action your AI runs in Clickmax after that brings a short notice along with the answer, and the same notice shows up in the Clickmax bell — clicking it opens this page in a new tab. That second notice does not repeat — it comes back only the next time the Skills actually change.

When it shows up (or when you notice the AI getting something wrong that the platform has already changed), run:

npx skills update -g

Use -g for skills installed for your user, which is what step 3 does by default. Without -g, the command updates the skills in the current project folder.

The command compares your copy against the published index and re-downloads only the skills that changed.

Step 4 — Test

With MCP connected and the skills installed, ask for a real task:

Am I connected to Clickmax? Which account am I?

Identify the hot leads with no contact in the last 7 days.

If everything is right, the AI returns your identity, reads real data from the account and calls the skill that matches the task. If the client does not load the skill on its own, ask for it by name (e.g. Use the clickmax-pipelines skill…).

The tool name may look different from what the skill cites

Skills cite tools by the name Clickmax registers, such as leads_search. Many clients add a prefix of their own when displaying that same tool — mcp__clickmax__leads_search, mcp_clickmax_leads_search and other variations, depending on the client and on how you connected.

It is the same tool, and the AI makes the connection on its own. If you need to name a tool by hand (in a permission or a rule inside your client), use the already-prefixed name shown in your client's own tool list, not the one in the skill.

Skills catalogue

There are 30 public skills, grouped by area. The phrase "Use when" is the trigger the AI uses to load the skill — describe your task in those terms to call it up.

CRM

Skill	Use when you want to…
`clickmax-leads`	find, inspect, filter or compare CRM leads and their commercial context
`clickmax-leads-activity-analysis`	analyse activity streams, event timelines and activity metrics for leads and opportunities
`clickmax-list-segments`	create, inspect, update, refresh or use manual lists and dynamic segments to group leads
`clickmax-pipelines`	work with pipelines, stages, opportunity cards, attendants or pipeline analytics
`clickmax-tags`	inspect, create, update, delete, clone or apply CRM tags to leads

Payments and offers

Skill	Use when you want to…
`clickmax-payments-dashboard-analysis`	see payments dashboard KPIs, paginated views, "my sales" or filters for revenue analysis
`clickmax-transaction-operations`	inspect transactions and sales, read transaction charts or refund a transaction
`clickmax-seller-subscriptions`	inspect, chart, cancel or change the card on customer subscriptions sold through Clickmax
`clickmax-offers`	inspect, create, clone, update, approve, archive or delete product offers and checkout variants
`clickmax-wallet-receivables`	check the wallet, receiving account approval, balances, "receivables", statements, withdrawals or readiness to sell
`clickmax-workspace-plans`	inspect, compare, predict cancellation of or cancel your own workspace's SaaS subscription
`clickmax-products`	create, inspect, list, archive, unarchive or delete catalogue products, both one-off payment and subscription
`clickmax-failure-diagnosis`	understand why sales are failing or being declined, group failed payments by reason and see the recoverable value

Members

Skill	Use when you want to…
`clickmax-members`	inspect, create, update, enable, disable, enrol or remove members and their access/progress
`clickmax-classrooms`	list, inspect, create, update, link content, copy members between or delete classrooms
`clickmax-modules`	list, inspect, create, update, reorder or delete modules and the lesson ordering of a course
`clickmax-portal-enrollments`	list, add, bulk add or remove enrolments at portal level
`clickmax-members-area`	build an entire members area — portal, classrooms, courses, modules, lessons, students and sign-in links — end to end

Automations and funnels

Skill	Use when you want to…
`clickmax-flows`	create, inspect, change, validate or activate/archive an automation flow and its step graph
`clickmax-funnels`	research, create and design funnels with responsive pages, then connect, validate, publish, deactivate or analyse the graph
`clickmax-pages`	create, inspect, restyle, rebuild, clone, configure or publish a Clickmax-hosted page
`clickmax-forms-quizzes`	create, edit, publish, inspect or analyse forms and quizzes
`clickmax-external-pages`	connect an external page or site to Clickmax tracking and forms through the Clickmax page scripts
`clickmax-packs`	inspect, create, edit, snapshot, publish or import packs — shareable bundles of funnels, pages, flows and offers
`clickmax-projects`	create, list, inspect, rename, set as default or delete workspace projects

Analysis and results

Skill	Use when you want to…
`clickmax-analytics`	ask business questions about revenue and KPIs: how much you made, how you are performing, top products, leads in a period
`clickmax-sales-insights`	know what is selling: top offers and products by revenue and quantity, order-bump attach rate, period-over-period trend
`clickmax-insights-dashboards`	build, change or read a saved opportunities dashboard, starting from a template or asking for the numbers you already have
`clickmax-vturb`	analyse VSL / Vturb video performance: play rate, engagement, retention, A/B test winner or who is watching right now

Help

Skill	Use when you want to…
`clickmax-support`	get a how-to or "why isn't this working" answer sourced from the help centre

Always-current catalogue

The list above is a readable summary. The source of truth, with full descriptions and hashes, lives at /.well-known/agent-skills/index.json.

For agents — programmatic discovery

Endpoints served by the docs for clients compatible with Agent Skills:

Resource	URL
MCP endpoint (Streamable HTTP)	`https://mcp.clickmax.io/mcp`
Skills discovery index (schema `0.2.0`)	`https://docs.clickmax.io/.well-known/agent-skills/index.json`
`SKILL.md` per skill	`https://docs.clickmax.io/.well-known/agent-skills/<skill>/SKILL.md`
Skill archive (with references)	`https://docs.clickmax.io/.well-known/agent-skills/<skill>.tar.gz`
Complete package (all the skills)	`https://docs.clickmax.io/.well-known/skills/clickmax-skills.zip`

Each index entry carries name, description, type (skill-md or archive), url and digest (sha256) for integrity checking.

The index also carries a top-level revision: the revision of the published skill set, which moves only when a skill actually changes. It is the same value stamped in metadata.revision and in the footer of every SKILL.md, and the same one the MCP announces on connect — compare the two to tell whether a local copy is stale.

Request limit

MCP accepts up to 100 requests every 10 seconds per user. All MCP connections and clients authorized by the same account share this limit.

This limit is separate from the public API workspace limit. When it is exceeded, MCP returns 429 rate limit exceeded; wait a few seconds before trying again.

Troubleshooting

Symptom	Likely cause	What to do
The login window does not open	the browser blocked the popup	allow popups for Clickmax authorization and start the connection again
Sign-in was canceled	authorization was not completed	start the connection again and complete sign-in in your browser
The time to complete sign-in expired	sign-in was not completed within 10 minutes	start the connection again and complete sign-in in your browser
Access was denied or consent was canceled	the client was not authorized	start the connection again and approve only if you recognize the client
The client asks for manual credentials or does not start sign-in	the client does not support OAuth with public Dynamic Client Registration (DCR) for remote MCP	use a client compatible with remote MCP over Streamable HTTP, OAuth and public DCR
The client does not list the Clickmax tools	the server was not added, or the configuration did not reload	reopen the client and confirm the URL `https://mcp.clickmax.io/mcp`
It connects but returns no data	the account has no permission for the resource requested	check that your account has access to the resource in Clickmax
It returns `429 rate limit exceeded`	AI connections for the same user exceeded 100 requests in 10 seconds	wait a few seconds and try again; configure the clients to reduce concurrent requests if the error continues
The AI says it linked the page to the funnel, but the page is not there	the page was linked to a step that does not show a page — A/B test, conditional, automation, traffic source or quiz	ask it to create a page step, link the page to that step, and point the test or conditional at that step
The AI reports it could not link the page to the funnel	the page is in another project, and page and funnel must be in the same one	ask it to create the page in the funnel's project and link it again
Only one of the pages stayed in the funnel	both were linked to the same step, and each step shows a single page — the second replaces the first	ask for one step per page and check in the builder that each step has its own
The AI is connected but gets the flows wrong	skills not installed	run step 3 (`npx skills add https://docs.clickmax.io`)
The AI says the skills are outdated	your local copy predates the latest publish	run `npx skills update -g` (drop `-g` for project-level installs)
Timeout or transport failure	the client does not support Streamable HTTP	use a client compatible with remote MCP over Streamable HTTP

Before approving access

Confirm that you started the connection and recognize the client shown in the browser.
Read the consent request before allowing access to your account data and tools.
Cancel authorization if you do not want to complete the connection.

#How do I connect my AI to Clickmax with OAuth?

#Prerequisites

#Step 1 - Add MCP

#Step 2 - Sign in and approve access in your browser

#Step 3 — Install the Skills

#On Claude Code? Install the plugin and skip steps 1 and 2

#Turn auto-update on, or your skills go stale

#On Codex? Install the plugin and skip steps 1 and 2

#Update it by hand — Codex has no personal auto-update

#Keep the skills current on other clients

#Step 4 — Test

#Skills catalogue

#CRM

#Payments and offers

#Members

#Automations and funnels

#Analysis and results

#Help

#For agents — programmatic discovery

#Request limit

#Troubleshooting

#Before approving access