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Codex Setup

docs/codex.md

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Codex Setup

Using planning-with-files with OpenAI Codex.


Overview

Codex discovers skills from .codex/skills/ and hooks from .codex/hooks.json or ~/.codex/hooks.json.

This integration includes both:

  • .codex/skills/planning-with-files/ for the skill itself
  • .codex/hooks.json plus .codex/hooks/ for lifecycle automation

The hook behavior reuses the same mature shell scripts as the Cursor integration, with a thin Codex adapter layer for the differences in hook protocol.

Important: Codex hooks require hooks = true in ~/.codex/config.toml. The older codex_hooks = true still works as a deprecated alias.


Installation

Share the skill and hooks with your whole team by committing .codex/ to your repository:

bash
# In your project repository
git clone https://github.com/OthmanAdi/planning-with-files.git /tmp/planning-with-files

# Copy the Codex integration to your repo
cp -r /tmp/planning-with-files/.codex .

# Commit to share with team
git add .codex/
git commit -m "Add planning-with-files skill for Codex"
git push

# Clean up
rm -rf /tmp/planning-with-files

Method 2: Personal Installation

Install just for yourself:

bash
# Clone the repo
git clone https://github.com/OthmanAdi/planning-with-files.git /tmp/planning-with-files

# Copy the skill
mkdir -p ~/.codex/skills
cp -r /tmp/planning-with-files/.codex/skills/planning-with-files ~/.codex/skills/

# Copy the hook scripts
mkdir -p ~/.codex/hooks
cp -r /tmp/planning-with-files/.codex/hooks/* ~/.codex/hooks/

# Copy hooks.json
# If you already have ~/.codex/hooks.json, merge the planning-with-files entries manually
cp /tmp/planning-with-files/.codex/hooks.json ~/.codex/hooks.json

# Clean up
rm -rf /tmp/planning-with-files

Note: If you already have a ~/.codex/hooks.json, do not overwrite it blindly. Merge the SessionStart, UserPromptSubmit, PreToolUse, PostToolUse, and Stop entries into your existing file.

Enable Hooks in config.toml

Ensure your ~/.codex/config.toml contains:

toml
[features]
hooks = true

If you already have a [features] section, add hooks = true under it instead of creating a duplicate section. codex_hooks = true is still accepted as a deprecated alias for users on older configs.

Verification

bash
codex --version
codex features list | rg '^(hooks|codex_hooks)\s'
ls -la ~/.codex/skills/planning-with-files/SKILL.md
ls -la ~/.codex/hooks.json ~/.codex/hooks/

If neither hooks nor the deprecated alias codex_hooks appears in codex features list, upgrade Codex before troubleshooting the skill.


How It Works

Hooks

Codex reads hooks from:

  1. .codex/hooks.json in your project root
  2. ~/.codex/hooks.json for your global install

This integration includes the Codex lifecycle hooks used by the adapter:

HookWhat It Does
SessionStartRuns session-catchup.py, then injects active plan context
UserPromptSubmitRe-injects plan and recent progress on every user message
PreToolUseRe-reads the first 30 lines of task_plan.md before Bash
PostToolUseReminds the agent to update progress.md after Bash activity
PreCompactReminds the agent to flush progress.md and task_plan.md before compaction
StopEmits an advisory progress-sync reminder when phases are incomplete (non-blocking since v3.1.0)

The Three Files

Once activated, the skill creates and maintains:

FilePurposeLocation
task_plan.mdPhases, progress, decisionsYour project root
findings.mdResearch, discoveriesYour project root
progress.mdSession log, test resultsYour project root

Opting out for one-shot runs (CI, codex exec)

A one-shot session that shares a working directory with an active plan gets the plan context injected even though it never opted in: a CI review bot, a read-only research agent, or a nested orchestrator can end up "reconciling the plan" instead of doing its own job, and may mutate task_plan.md and progress.md that belong to another session (issue #195).

Set PLANNING_DISABLED=1 to disable all planning-with-files hooks for that invocation only:

bash
PLANNING_DISABLED=1 codex exec -o review.md '$code-review review this branch'
PLANNING_DISABLED=1 codex exec -C <repo> -s read-only '<research prompt>'

With the variable set, every hook (SessionStart, UserPromptSubmit, PreToolUse, PostToolUse, PreCompact, Stop) exits before reading the plan: no context injection, no follow-up messages, no plan-file writes. PreToolUse still emits its allow decision so tool calls proceed normally. Interactive sessions in the same directory are unaffected. The same variable is honored by the canonical Claude Code dispatchers (inject-plan.sh, gate-stop.sh, check-complete.sh/.ps1), so it works for CI automation on any platform whose hooks route through those scripts.


Team Workflow

Workspace Installation

With workspace installation (.codex/ committed to your repo):

  • Everyone on the team gets the same skill and hooks
  • The Codex setup is version controlled with the project
  • Updates ship through normal git review

Personal Installation

With personal installation (~/.codex/):

  • You can use the skill across all projects
  • You keep your setup even if you change repositories
  • Existing global hooks may need manual merging

Troubleshooting

Hooks Not Running?

  1. Check that hooks = true (or the deprecated alias codex_hooks = true) is present in ~/.codex/config.toml
  2. Verify .codex/hooks.json or ~/.codex/hooks.json exists
  3. Restart Codex after adding or changing hooks
  4. Run codex features list | rg '^(hooks|codex_hooks)\s'

Already Using Other Global Hooks?

That is fine, but do not overwrite your existing ~/.codex/hooks.json. Merge the planning-with-files entries instead.

Seeing Duplicate Hook Messages?

Avoid installing the same planning-with-files hooks in both places at once:

  • workspace .codex/hooks.json
  • global ~/.codex/hooks.json

If you enable both, Codex may run both sets of hooks and duplicate the reminders.

Windows Support

OpenAI's current Codex hooks documentation says hooks are disabled on Windows. The skill files can still be installed there, but the hook automation is currently for macOS/Linux Codex environments.


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