Setting Up the Reteno Plugin for Claude Code and Claude Cowork

The Reteno plugin works with both Claude Code and Claude Cowork. It combines the Reteno MCP connection with reusable skills for creating segments, emails, and workflows, as well as email deliverability audits, messaging analytics, brand details, and onboarding funnel analysis.

Once installed, you can describe a Reteno task in plain language, let Claude retrieve the required data, and review proposed changes without repeatedly switching between Claude and the Reteno interface.

For the available skills, example tasks, and integration limitations, see Integrating Reteno with AI Agents.

Reteno also provides a plugin for OpenAI Codex.

Choose Your Environment

The plugin, the Reteno skills and the Reteno MCP connection are the same in both environments. What differs is the installation: Claude Cowork installs the plugin from the interface, Claude Code from the command line.

/plugin marketplace add reteno-com/ai-plugin
/plugin install reteno@reteno-plugins

Requirements

Before you start, make sure you have:

• An active Reteno account.
• A paid Claude plan (Pro, Max, Team, or Enterprise).
• Claude Desktop for macOS or Windows.
• Permission to install personal or organization plugins.

Installation

Step 1. Add the Reteno Plugin Marketplace

1. In Claude Desktop, open Cowork and go to Customize → Plugins → Add → Add marketplace.

2. Select Add from a repository and enter the Reteno plugin repository URL:

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

3. Click Sync.

Claude adds the marketplace and displays the Reteno plugin.

Step 2. Install the Plugin and Connect Your Reteno Account

Installing the plugin adds the Reteno skills, but Claude cannot access your Reteno data until you connect the bundled Reteno connector. After you sign in and authorize access, Claude can use the Reteno MCP tools available to your account.

1. In the plugin list, find the Reteno plugin and click +.

2. Select the Reteno plugin card, then click Manage to open its Skills and Connectors settings.

3. Open Connectors and click Connect.

4. Sign in to Reteno and confirm access.

After authorization, click Open desktop app to return to Claude Desktop. You can also close the browser tab and return manually.

The connector uses Reteno account authorization. You do not need to enter a Reteno REST API key in Claude.

Working with Several Accounts

The connector authorizes one Reteno account. Switching brands inside Reteno under a single user does not carry over to the connector, so each account needs its own login and password. To work with another account, disconnect the connector and connect it again with that account's credentials.

Updating the Plugin

Reteno ships new plugin versions with new skills, so creating segments, emails, and workflows needs version 0.4.0 or later. Update the plugin the same way you added it:

1. Open Customize → Plugins.
2. Click Add → Add marketplace, enter the Reteno repository URL again, and click Sync. Claude re-reads the repository, even when it reports that the marketplace is already added.
3. Update the Reteno plugin from its card.
4. Open Manage → Connectors and click Connect if the connector asks for authorization again. Reinstalling the plugin clears the previous authorization.

The skills a version carries are listed on the plugin card. Version 0.4.0 carries nine: business-profile, email-deliverability, email-from-reference, email-model-editor, reteno-analytics, reteno-email-editor, segment-designer, web-funnel-analyzer, and workflow-designer.

If the card still shows the previous set of skills:

• Quit Claude Desktop completely through its icon in the system tray. Closing the window leaves the app running, and the plugin list is re-read only at start.
• Remove the Reteno plugin and then the Reteno marketplace, add the marketplace again, and install the plugin.

Tool Permissions

After connecting, you’ll see the available Reteno MCP tools. By default, Claude may ask for confirmation before using a tool.

You can set frequently used read-only tools to Always allow. Keep confirmation enabled for tools that create or update messages, contacts, workflows, or other account data unless broader access is approved by your organization.

Enable Network Access for Reteno Skills

The Reteno connector talks to the remote Reteno MCP server and needs nothing configured here. Some skills do more than call MCP tools: the deliverability skill runs public SPF, DKIM, DMARC, MX and SSL checks, and the funnel skill opens an external page in a browser. Those run from the Cowork execution environment, which needs outbound access.

1. Open Claude Desktop.
2. 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.

3. In Additional allowed domains, enter *.reteno.com, then click Add. Add any other domain a skill has to reach — a deliverability or funnel check goes beyond Reteno's own domains.

Verify the Connection

Start a new Claude chat and test access to your Reteno account:

Use the Reteno MCP tools to show me my last 5 email templates.

If Claude returns templates from your account, the connector is ready.

To check that the plugin skills are available, ask:

Which Reteno skills are installed?

Claude should list:

• business-profile
• email-deliverability
• email-from-reference
• email-model-editor
• reteno-analytics
• reteno-email-editor
• segment-designer
• web-funnel-analyzer
• workflow-designer

What to Do Next

Once the plugin is connected, describe the result you need rather than listing individual API calls.

Edit an Email Template

Use the reteno-email-editor skill.

Read email template ID 3935987, clone it, and translate the copy into German. Preserve the existing layout, dynamic variables, links, Unicode characters, and language-specific CSS. Show me a summary of the planned changes before updating the cloned template.

Audit Email Deliverability

Use the email-deliverability skill.

Audit the technical email deliverability setup of my Reteno organization. Check the Reteno configuration and run public SPF, DKIM, DMARC, MX, domain resolution, short-link domain, and SSL checks. Save the results as Markdown and JSON reports. Separate critical issues from recommendations.

Analyze Messaging Performance

Use the reteno-analytics skill.

Analyze all email campaigns from the previous calendar month. Rank them by Click Rate, include Sent, Delivered, Open Rate, Click Rate, CTOR, Conversion Rate, Bounce Rate, and Unsubscribe Rate, and exclude campaigns with fewer than 10,000 delivered messages.

Analyze an Onboarding Funnel

Use the web-funnel-analyzer skill.

Open the onboarding flow at the provided URL, capture each step, and summarize the screens, copy, required actions, and key conversion points. Save the findings as a reusable funnel brief for an onboarding email series.

For more examples and skill descriptions, see Integrating Reteno with AI Agents.

Troubleshooting

The Marketplace Cannot Be Added

Confirm that you entered the repository URL exactly as shown:

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

If Claude still displays an error:

• Update Claude Desktop to the latest available version.
• Close and reopen the Add marketplace dialog.
• Restart Claude Desktop and try again.
• Confirm that your organization allows third-party plugin marketplaces.
• Check that your network can access GitHub.

The Reteno Plugin Does Not Appear

After adding the marketplace:

• Return to Customize → Plugins.
• Refresh the plugin list.
• Restart Claude Desktop if the marketplace was added during the current session.
• Check whether your organization restricts personal or third-party plugins.

The Reteno Connector Does Not Appear

Open the Reteno plugin card, click Manage, and check the Connectors section.

If the connector is still unavailable:

• Confirm that the Reteno plugin is installed.
• Restart Claude Desktop.
• Reopen the plugin settings.
• Check whether your organization restricts third-party connectors.

Authorization Is Complete, but Claude Cannot Use Reteno Tools

Restart Claude Desktop and start a new chat. Tools added during installation may not be available in an already open session.

Also confirm that the Reteno connector shows as connected and that you authorized the correct Reteno account.

A Reteno Skill Cannot Download a File or Reach an External Service

The connector can be working while the Cowork execution environment cannot reach outside. Check that network egress is enabled, that *.reteno.com is in the allowed domains, and that any other domain the skill needs is allowed as well. Start a new Cowork session after changing these settings.

Claude Can Read Data but Cannot Make a Change

Check the permission requested by Claude and the access rights of the connected Reteno user. The plugin cannot perform actions that are unavailable to that user.

Signing In Asks for a Password

The connector signs in with a login and a password. If you open Reteno through Google, set a password first: use password recovery for the same address on the sign-in page, and then connect the connector with it.