How to connect Retently to Claude Cowork

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Introduction

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.

Also integrate Retently with

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.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

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

3. 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 Cowork

4. Connect your Retently account

Back in Cowork, ask the agent to connect to Retently or give it any Retently-related task.

For example, ask Cowork 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 Cowork, and your Retently account is ready to use.

What is Claude Cowork?

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.

What is the Retently MCP server, 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.

Supported Tools & Triggers

Tools
Add Feedback TagsAdd tags to feedback items by providing feedback ids and corresponding tags.
Add Feedback TopicsAdd topics to feedback items by providing feedback ids and corresponding topics.
Create or Update CustomersTool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties.
Delete CustomersDelete customers from the workspace by providing their unique ids.
Get CampaignsTool to retrieve a list of campaigns associated with the account.
Get Customer By IDTool to retrieve detailed information about a specific customer by their unique id.
Get CustomersRetrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
Get FeedbackTool to retrieve feedback received from customers.
Get Feedback by IDTool to retrieve detailed information about specific feedback by its unique id.
Get Latest ScoreTool to retrieve the latest nps score for the account.
Get OutboxRetrieve the outbox of surveys that are scheduled to be sent.
Get ReportsTool to retrieve reports related to nps surveys, including scores and trends.
Get TemplatesTool to retrieve a list of survey templates available in the account.
Send Transactional SurveyTool to send a transactional survey to customers.
Unsubscribe CustomersUnsubscribe customers from receiving surveys by providing their email addresses.

How to build Retently MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Retently MCP?

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.

Can I use Tool Router MCP with Claude Cowork?

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.

Can I manage the permissions and scopes for Retently while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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.

Used by agents from

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Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.