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How to connect Retently to Claude

Connect Claude Web, Desktop and Cowork to Retently MCP. List all customer feedback from last week, add 'urgent' tag to negative feedback, and more using natural language, with authentication handled for you.

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Retently is a customer experience management platform for gathering and analyzing customer feedback via surveys. It helps businesses improve retention by acting on real-time insights from their customers.

15 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Retently account to Claude via Composio Connect, enabling it to list all customer feedback from last week, add 'urgent' tag to negative feedback, get latest NPS score for your account, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

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Connecting Retently to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Retently account

Back in Claude, ask it to connect to Retently or give it any Retently-related task.

For example, ask Claude to:

  • "List all customer feedback from last week"
  • "Add 'urgent' tag to negative feedback"
  • "Get latest NPS score for your account"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Retently account is ready to use.

What is the Retently Claude Connector, and what's possible with it?

The Retently MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Retently account. It provides structured and secure access to your customer feedback and survey data, so your agent can perform actions like analyzing feedback, managing customers, organizing survey results, and tagging feedback—completely on your behalf.

  • Automated customer management: Effortlessly create, update, or delete customers in your Retently workspace, ensuring your CRM data stays up to date.
  • Feedback analysis and retrieval: Retrieve recent feedback, pull detailed feedback entries, or get a list of all customer responses for easy sentiment tracking and reporting.
  • Survey and campaign insights: Instantly fetch all your Retently campaigns or get the latest NPS score to stay on top of your customer satisfaction metrics.
  • Feedback organization with tags and topics: Let your agent categorize and organize feedback by adding tags or topics, so you can quickly identify trends and areas for improvement.
  • Advanced customer lookup: Quickly get detailed information about any customer by their unique ID, perfect for personalizing follow-ups or resolving support issues.

Troubleshooting

1. Why does Claude not use the Composio connector for Retently?

The connector can show as connected, but Claude must use it in each Retently conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Retently again.

2. Why does Claude show an MCP server error before Retently connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Retently.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Retently.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Retently authorization link not work?

The Composio connector is one server. Your Retently account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Retently connection.
  • Composio creates a fresh Retently authorization link.
  • Open that link in your browser and finish the Retently sign-in.

4. Why do Retently actions fail after they worked before?

The Retently connection can expire or lose permission.

  • Ask Claude to inspect the Retently connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Retently account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Retently.
  • If the action still fails with a permission error, check that the connected account has that permission in Retently itself.

5. How do I switch to a different Retently account?

Claude can manage the Retently connection for you.

  • Ask Claude to disconnect or delete the current Retently account.
  • Ask Claude to connect Retently again.
  • Open the new Composio authorization link for Retently.
  • Sign in with the other Retently account in the browser.
  • After the account connects, ask Claude to retry the Retently task.

6. Why is my Retently connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Retently connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Retently tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Retently.
TOOLS

Supported Tools

Every Retently action and event your agent gets out of the box.

Add Feedback Tags

Add tags to feedback items by providing feedback IDs and corresponding tags.

Add Feedback Topics

Add topics to feedback items by providing feedback IDs and corresponding topics.

Create or Update Customers

Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties.

Delete Customers

Delete customers from the workspace by providing their unique IDs.

Get Campaigns

Tool to retrieve a list of campaigns associated with the account.

Get Customer By ID

Tool to retrieve detailed information about a specific customer by their unique ID.

Get Customers

Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.

Get Feedback

Tool to retrieve feedback received from customers.

Get Feedback by ID

Tool to retrieve detailed information about specific feedback by its unique ID.

Get Latest Score

Tool to retrieve the latest NPS score for the account.

Get Outbox

Retrieve the outbox of surveys that are scheduled to be sent.

Get Reports

Tool to retrieve reports related to NPS surveys, including scores and trends.

Get Templates

Tool to retrieve a list of survey templates available in the account.

Send Transactional Survey

Tool to send a transactional survey to customers.

Unsubscribe Customers

Unsubscribe customers from receiving surveys by providing their email addresses.

FRAMEWORKS

How to build Retently MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Retently MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Retently MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Retently MCP with Claude Code

Codex logo

Codex

Use Retently MCP with Codex

OpenClaw logo

OpenClaw

Use Retently MCP with OpenClaw

Hermes logo

Hermes

Use Retently MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Retently MCP with Atomic Agent

Google ADK logo

Google ADK

Use Retently MCP with Google ADK

LangChain logo

LangChain

Use Retently MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Retently MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Retently MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Retently MCP with LlamaIndex

CrewAI logo

CrewAI

Use Retently MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Retently MCP with Pydantic AI

AutoGen logo

AutoGen

Use Retently MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Retently MCP server, the agents and LLMs can only access a fixed set of Retently tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Retently and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Retently tools.

Yes, absolutely. You can configure which Retently scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Retently data and credentials are handled as safely as possible.

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