By connecting Lucid with Codex, you can use natural language to locate and summarize your documents, generate diagrams, and share them with your team. Read this article to learn more.
Plan availability: Free, Individual, Team, and Enterprise.
- Not available on FedRAMP accounts.
- Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.
Set up the connection
The steps to connect Codex with Lucid depends on your Codex account type:
- Business or Enterprise Codex users: A Codex organization owner needs to authorize the connection for the entire Codex organization. Once the connection has been authorized, users on the Codex organization can set up the connection for their own account by following the steps in the Connect Codex to your Lucid account section.
- Free, Go, Plus, or Pro Codex users: Set up the connection by following the steps in the Connect Codex to your Lucid account section.
Regardless of your Codex account type, if you are on a Team or Enterprise Lucid account, your Lucid admin must first enable the MCP server.
For Lucid admins: Enable the MCP server
If you are an admin on a Team or Enterprise Lucid account, you must first enable the Lucid MCP server by following these steps:
- Select Admin from the navigation menu on the left side of the Lucid Home Page.
- Click Security from the navigation menu on the left side of the page.
- Select AI controls from the options that appear below "Security".
- Under “MCP access”, use the toggle next to "Allow users to connect”.
- Click Enable MCP or Disable MCP in the modal that appears.
- Click Save changes in the top-right corner.
Once the MCP server has been enabled in Lucid, users on your account can follow the steps in the Connect Codex to your Lucid account section below to complete the setup.
Connect Codex to your Lucid account
Follow these steps to connect Codex to your Lucid account:
- Open Codex.
- Select Plugins from the navigation menu on the left side.
- Search “Lucid”.
- Click the plus sign icon on the right side of the “Lucid” tile.
- Click Install Lucid.
- Follow the on-screen prompts to authorize Codex to connect to your Lucid account.
Note: If you encounter an error, the connection may need to be authorized by your Codex or Lucid admin. For more information, check out the Set up the connection section above.
Features
The Lucid Codex app has the same features and capabilities as the Lucid MCP server. This includes:
| Functionality | Example |
| Search, fetch, and summarize content | |
| Search Lucid documents for specific content. | "Show me all Lucid documents that talk about the website redesign project." |
| Fetch and summarize document details and content. | "Find the 'Q4 Website Redesign Workflow' document in Lucid, and give me a summary of action items." |
| Fetch an image. | "Find the ‘Product Mockups’ document in Lucid and fetch the original source image attached to the ‘Feature A Screenshot’ shape." |
| Generate and edit content | |
| Create a diagram with prompting. | "Create a diagram in Lucid that maps out a user authentication flow." |
| Create an org chart with a CSV file or text prompt that includes employee information. | "Use the attached CSV file to create an org chart in Lucid." |
| Generate a UML sequence diagram from PlantUML markup. | "Create a UML sequence diagram in Lucid using the following PlantUML syntax." |
| Edit, add, or delete shapes in a document. | "In my Lucid IT Escalation Process document, update all decision blocks to a red fill with bold white text." |
| Add synced Jira Cards to a document. | "Create Jira cards in my Lucid Sprint Planning board from the issues in my Jira Product Team 8 space." |
| Generate a Dynamic Table. | "Generate a dynamic table in my Lucid brainstorming doc and map MCP-254 & DEV-333 Jira issues by assignee and status." |
| Share documents and collaborate | |
| Create a shareable link for a Lucid document. | "Create a shareable link with view-only permissions for my 'FY26 Q3 Product Roadmap' document in Lucid." |
| Share a document with specific collaborators using their email address. | "Share my 'Q1 Marketing Campaign Flowchart' document in Lucid with jsol@email.com. Add them with full Edit permissions." |
| Pull and respond to comments. | "Respond to Jill's comment on the flowchart about the updated schema." |
| Manage content | |
| Move, create, rename folders. | "Change the name of my ‘IT Processes folder’ to ‘IT & Security processes.'" |
| Move and rename documents. | "Move my ‘March Sprint Review document’ to my ‘Q1 Sprint Reviews’ folder." |
| Export a document as a PNG. | "Export of my ‘Project Timeline’ document in Lucid as a PNG file." |
| Send feedback | |
| Send feedback about the MCP to Lucid’s team. | "Request an export diagram feature in Lucid’s MCP server." |
FAQ
What information can the Codex integration access?
Lucid’s Codex app uses the Lucid MCP server to surface Lucid documents that you have permissions to access. It can access document titles, content, comments, and metadata to provide the LLM with the context it needs to fulfill your request.
The MCP cannot currently access documentation in Lucid accelerators.
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