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.

When to choose Claude Cowork over OpenAI Codex: Claude Cowork is the better choice if you prefer a graphical interface and don't want to use a terminal. If you're comfortable with the command line, OpenAI Codex is an alternative that offers the same capabilities.

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. Under Domain allowlist, enter *.reteno.com in the Additional allowed domains field and click Add.

Installation

Step 1. Add the plugin marketplace

In Cowork, go to Customize → Connectors → Personal plugins → + 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:

• If no plugins are installed yet, first install any Anthropic plugin to activate the Personal section: go to Browse plugins, filter by Anthropic, and install any plugin (for example, Marketing). The Personal → + option will appear.
• If your organization restricts personal plugin installations, ask your admin to install the plugin through Organization settings → Plugins.

Step 2. Install the plugin

Find the Reteno plugin in the personal list and click +.

You can update the plugin manually from the same menu.

Step 3. Connect your Reteno account

Go to Customize → Reteno → Connectors, enter https://mcp.reteno.com, and click Connect. Sign in to Reteno in the browser window that opens and confirm access.

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 prompts, 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 templates.

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.

Troubleshooting

I don't see the Personal tab in Browse plugins.

Install any Anthropic plugin first to activate the Personal section. Go to Browse plugins, filter by Anthropic, and install any plugin (for example, Marketing).

My organization doesn't allow personal plugins.

Ask your admin to install the plugin through Organization settings → Plugins.

The MCP connection isn't working after I signed in.

Make sure *.reteno.com is added to the Domain allow list in Settings → Capabilities. If the issue persists, disconnect and reconnect from Customize → Reteno → Connectors.

The agent doesn't seem to know my Reteno account.

Check that the connection status in Customize → Reteno → Connectors shows as connected. If not, click Connect again and complete the sign-in flow.