How to connect Retently to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Retently account to Cowork 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.

Connecting Retently to Claude Cowork

1. Open Customize

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

2. Add the Composio MCP server

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

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Retently through MCP without you sharing account credentials directly with the agent.

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.