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AI agent integrationRetently

Retently integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Retently never means pasting credentials into a prompt.

Use Retently from Claude Code

Bring Retently context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Retently with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Documents & Forms

What the Retently integration exposes

Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.

One connection, many teammates

Connect Retently once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Add Feedback Tags

    Add tags to feedback items by providing feedback IDs and corresponding tags.

  • Add Feedback Topics

    Add topics to feedback items by providing feedback IDs and corresponding topics.

  • Create or Update Customers

    Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. Use this to manage your customer base in Retently.

  • Delete Customers

    Delete customers from the workspace by providing their unique IDs.

  • Get Campaigns

    Tool to retrieve a list of campaigns associated with the account. Use when you need to get details about all campaigns.

Connection

API and auth details

Retently provides customer experience and NPS API endpoints. Integrations can manage customers and companies, send transactional surveys, retrieve feedback, campaign reports, NPS/CSAT trends, templates, suppressions, and outbox data using X-Api-Key or legacy authentication methods.

Source
Type catalog metadata
Auth schemes
API key
FAQ

Questions people ask before connecting Retently

Can Claude Code use Retently?

Yes. Type lets an AI teammate use connected Retently actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Retently through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Retently catalog entry includes public integration details and example capabilities where available.

Is this the same as a Retently MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

More documents & forms apps for AI teammates