The Retently MCP lets you work with your Retently data directly from Claude Cowork. Once connected, you can ask Claude to pull responses, build reports, look up customers, and run actions in your account using plain language, without logging in to Retently.
This article covers connecting Retently as a custom connector in Claude Cowork. If you use Claude Code instead, see Connect the Retently MCP to Claude Code. For what you can do once connected, see What the Retently MCP Can Do.
The MCP is still being actively improved. If something is missing or could work better, send us your feedback, ideally with the exact prompt you used, so we can optimize for that use case.
Before You Start
You need to be logged in to the Retently account you want to connect. Claude links to whichever account is active in your browser during the connection step.
Set your AI access permissions
Before connecting, open your AI Connections page in Retently. Under Customer Personal Identifiable Information Access, you will find two toggles. By default, both are switched off. They control whether Claude can read personal identifiable information (PII) and whether it can manage personal data.
What each state means:
On: Claude can read contact and customer properties, use filters, attribute survey responses to the customers who left them, and perform write actions such as sending surveys, tagging, and assigning.
Off (default): Claude can pull aggregate, quantitative data only. It cannot read contact properties, use filters, attribute responses to specific customers, or perform any write actions.
Most of the MCP's most useful capabilities depend on these toggles. Filters, contact properties, customer attribution, and every write action are tied to the PII read and manage settings. With both toggles off, you are limited to anonymous, quantitative data. Unless you specifically need to keep your data anonymous, we recommend enabling both.
If you want to let someone work with quantitative data without exposing PII, consider creating a separate, tightly scoped access token for that purpose instead of leaving the toggles off.
Set these toggles before you connect. The connection captures your access level when you authenticate, so if you change a toggle afterward (for example, you connected with PII access off and now want to switch it on), reconnect and re-authenticate the Retently MCP for the change to take effect.
Step 1: Open the Connectors Page in Claude
In Claude Cowork, go to Settings.
Open the Connectors section.
The layout changes from time to time. The Connectors page is currently found under Customize. If it has moved, look for "Connectors" wherever connectors are managed.
Step 2: Add Retently as a Custom Connector
Click Add custom connector.
Give it a name. Retently is the obvious choice.
In the MCP server URL field, enter:
`` https://mcp.retently.com/mcp ``
Save the connector.
After saving, Claude shows the connector as added but not yet connected.
Step 3: Connect and Authorize
Click Connect on the Retently connector.
Claude redirects you to your browser, where your Retently account is logged in.
A permissions screen appears showing what the connection will be allowed to do. This screen mirrors the two toggles from the AI Connections page. If you left them off in your account, you can enable them here to grant that access for this connection.
Click Allow access.
After a moment, you are returned to Claude and the connector is connected.
Step 4: Review the Tools and Approval Settings
Once connected, Claude lists all the available Retently tools (the actions it can perform on your behalf).
If the Retently tools do not appear right away, restart your Claude session. A session loads its available MCP tools when it first starts, so a server you add mid-session may not be picked up until you restart.
You can set how Claude handles these tools:
Needs approval: Claude asks you to approve or dismiss each tool before it runs. This is the safest setting while you get familiar with the connection.
Always allow: Claude runs the tools without asking each time.
Choose whichever fits how closely you want to supervise. You will need the tools enabled for Claude to do anything useful, so do not disable them all.
You Are Connected
Retently is now available in Claude Cowork. A good first step is to ask Claude to list everything it can do:
What can the Retently MCP do? List all the tools and give a short description of each.
From there, ask the kinds of questions you normally ask yourself when looking at your Retently data. See What the Retently MCP Can Do for categories of tools and example prompts.
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