Reo is now headless

Claude, now backed by your Reo data

Every response reflects what's actually happening in your accounts, not just public information.

Reo champions, prospects and hiring signalsReo account overview for Nutanix
Get started

Five minutes, start to finish

Install the connector once. Every conversation from then on can pull from your live Reo workspace.

Before you start
4 checks
  • 01Claude desktop app
  • 02An active Reo.Dev account
  • 03Data-out API + Product API enabled
  • 04Logged out of Reo.Dev
  1. 1

    Log out of your Reo.Dev account.

    Log out of Reo.Dev
  2. 2

    Open the Claude desktop app. From the left navigation menu, select Customize.

    Open Claude and click Customize
  3. 3

    A pop-up modal opens. Under Customize, select Connectors.

    Select Connectors under Customize
  4. 4

    From the top-right corner, click Add > Add custom connector.

    Add custom connector
  5. 5

    Give it a name (example — Reo MCP) and enter the following remote URL https://mcp.reo.dev/mcp
    Then, click on Add.

    Name the connector and enter the remote URL
  6. 6

    Click on Connect. You'll get redirected to the Reo.Dev web app. Log in to your Reo account to complete the setup.
    Note: To complete this step, ensure that you're logged out of Reo.

    Connect and log in on Reo.Dev
  7. 7

    Once you log in, you'll land back in Claude. A success modal appears in the top-right. If you see a screen like the one below, you're all set ✅

    Connection confirmed in Claude
  8. 8

    To verify the connection, navigate to Customize > Connectors and check the status indicator for Reo Connector.

    Verify Reo Connector status
First run

Getting started with Reo MCP × Claude

Once the connector is set up, open a new Claude chat and type:

Get me started with Reo MCP

Claude walks you through a short setup flow to personalize how Reo data works for you inside Claude. It takes a few minutes and you can skip any step.

New Claude chat with the Reo MCP starter prompt
Prompt library

Highest-value GTM workflows, as prompts & one-command skills

Prompt Guide 101

A curated set of prompts covering the 8 highest-leverage use cases. Copy, paste, customize for your workflow.

Get the full guide (PDF)

Account research and intelligence

Generate an account brief for [Company X]

Account prioritization

Give me the top 10 accounts I should reach out to today and why

Buyer discovery

Find the economic buyers at [Company X]

Personalized outreach messages

Draft a personalized outreach message for [Contact Name], [Title] at [Company X]

Meeting prep and sales call briefs

Prep me for a call with [Company X]

Map engineering org chart

Map the engineering org at [Company X] from leadership to ICs, grouped by sub teams

Competition displacement

Which accounts using [Competitor X] in [Segment A] are evaluating [Your Company]?

Identify at-risk accounts

Which engaged accounts in [Segment A] have seen a drop in activity recently?

Ready-to-use Claude Skills

Named skills and slash commands built around proven GTM workflows. Add a skill file once in Claude and it's live in your / menu instantly.

How to add skills to Claude

Do this once. Then use any of the skills below by typing their slash command.

  1. 1

    Open the Claude desktop app > from the left navigation menu > select Customize.

    Open the Claude desktop app > from the left navigation menu > select Customize.
  2. 2

    A pop-up modal will open up. Under Customize > select Skills.

    A pop-up modal will open up. Under Customize > select Skills.
  3. 3

    From the top-right corner > click Add > Upload a skill.

    From the top-right corner > click Add > Upload a skill.
  4. 4

    Upload the skill files we have shared, and you're all set.

    Upload the skill files we have shared, and you're all set.

Once done, skills and commands are available immediately via the / slash menu.

#01Type /hot-account-list in a Claude chat

Daily Account Prioritizer

Build a hot accounts list for daily outreach

Download skill file
#02Type /account-research in a Claude chat

Account Research

Full account intelligence brief for any company

Download skill file
#03Type /call-prep in a Claude chat

Sales Call Prep

Turn your calendar into per-meeting prep cards

Download skill file
#04Type /engineering-org-chart in a Claude chat

Engineering Org Chart

Visual org chart for any target account

Download skill file
#05Type /Reo-buyers in a Claude chat

Buyer Intelligence

Verified buyer emails for any account list

Download skill file
Troubleshooting

Common issues, quick fixes

Can you add custom connectors on a free Claude plan?+
The Free plan supports only 1 connector. If you've already added a connector, you'll need to either remove it to add Reo's connector, or upgrade to a higher plan.
My connection isn't working. What should I do?+
Before going through the authentication flow, make sure you're logged out your Reo account. If you're logged in, the connection will fail. Log out of Reo first, then try authenticating the connector again. In case the problem still persists — please reach out to your account manager or drop us an email at support@reo.dev.
How to enable custom connector for your team?+

If you're on a Team or Enterprise plan and still can't access connectors, it may be because an Owner or Primary Owner hasn't enabled them for your organization yet. Enabling a connector makes it available to your team, but it doesn't automatically grant anyone access. Each person still needs to authenticate individually before they can use it.

Here's how you can do that:
  1. Navigate to Organization settings > Connectors
  2. Under connectors, click on Add > Custom
  3. Enter the name and the following remote URL https://mcp.reo.dev/mcp
    Then, click on Add.
Once enabled at the org level, individual users can connect the Reo MCP server:

Note: To complete this step, it is mandatory that every user must have logged out of Reo account.

  1. Go to Settings > Connectors
  2. Locate the Reo Connector > Click on Connect
  3. Complete the authentication flow

Note: Custom connector tool access is controlled at the organization level. If the org owner has set access to "Needs approval," individual members cannot change it to "Always allow" from their own accounts. The "Always allow" permission can only be enabled by the org owner.