Setting Up the Reteno Plugin for Claude Cowork

The Reteno plugin for Claude Cowork connects Claude directly to your Reteno account through an MCP connection — a protocol that lets AI agents communicate with external services and take actions on your behalf.

Once installed, you can manage email templates, contacts, segments, events, and analytics directly from Claude, without opening the Reteno platform. For a full list of what the agent can do, see Integrating Reteno with AI Agents.

Reteno supports two setup options. Choose the one that works best for you:

• Claude Cowork if you prefer a graphical interface
• OpenAI Codex if you’re comfortable working in the terminal

Pre-settings

1. Download and install Claude Desktop for macOS or Windows (x64).

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Note

• Cowork requires a paid Claude plan (Pro, Max, Team, or Enterprise)
• Claude Cowork is only available in the Claude Desktop app for macOS and Windows — it is not available on the web or mobile. This is because Cowork requires direct access to local files, system tools, and connected services to execute tasks.

2. After installing, click your profile icon in the bottom-left corner, then go to Settings → Capabilities. Find Cloud code execution and file creation and allow network egress — it is off by default.

3. Find the Additional allowed domains field, enter *.reteno.com, and click Add.

Installation

Step 1. Add the plugin marketplace

In Cowork, go to Customize → + Create plugin → Add marketplace.

Enter the following URL and click Sync:

• https://github.com/reteno-com/ai-plugin

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Note

If you don't see the Personal tab in Browse plugins:

• Install any Anthropic plugin first to enable the Personal tab.  Go to Browse plugins, filter by Anthropic, and install any plugin, for example Marketing.
• In some organizations, personal plugin installation is restricted. If so, ask your admin to install the plugin via Organization settings → Plugins.

Step 2. Install the plugin and connect your Reteno account

Installing the plugin alone doesn't give Claude access to your Reteno data. You also need to create a connector — this is what establishes the actual MCP connection between Claude and your Reteno account. Once the connector is set up and you sign in, Claude will be able to see and use your Reteno API tools.

1. In the Personal, find the Reteno plugin and click +. You'll see a confirmation: Reteno is installed and ready to use.

2. Click on the Reteno plugin card, then click Manage — this opens the plugin settings page with Skills and Connectors. Without this step, the Reteno connector won't appear and Claude won't be able to access your account.

3. Go to Reteno → Connectors and click Install — this sets up the MCP connector that will link Claude to Reteno.

4. Click Add to add the connector to your plugin.

5. Click Connect — Claude will open a browser window where you sign in to Reteno and grant access.

6. Sign in to Reteno and confirm access.

Once connected, click Open desktop app to return to Claude Desktop, or close the browser tab and switch back manually.

Tool Permissions

After connecting, you'll see a list of Reteno API tools. By default, the agent asks for confirmation before using each tool. If you prefer to skip these permissions, set individual tools to Always allow.

Verify the Connection

To confirm the setup is working, start a new chat in Cowork and ask:

• Are any MCP servers connected?

If the agent lists the Reteno MCP server, you're ready to go. Try a first task:

• Show me my last 5 email messages.

What to Do Next

Once the plugin is connected, you can start working with your Reteno account through natural language. Some things to try:

• Show me the Open and Click metrics for all workflows last month.
• What is workflow ID 434661 about? Describe its structure.
• Translate email template ID 3935987 into German.

For more examples, see Working with Reteno Using AI Agents.