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 >  Go to Chat.

    Open Claude and go to Chat
  3. 3

    Click on Customize.

    Click Customize
  4. 4

    Then, click on Connectors.

    Click Connectors
  5. 5

    Click on the + Icon > Add custom connectors.

    Add custom connector
  6. 6

    Give it a name (eg 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
  7. 7

    Click on Connect, you will get redirected to the Reo.Dev web app. Login to your Reo account and complete the steps.
    Note: To complete this step, ensure that you're logged out of Reo.

    Connect and log in on Reo.Dev
  8. 8

    Once done, you'll land back in Claude. To check if you're connected to the Reo MCP server, under Web > Click on Reo MCP.

    Confirm Reo MCP under Web
  9. 9

    If you see a screen like the one below, you're all set ✅

    Connection confirmed
  10. 10

    Open a new chat in Claude and type:Get me started with Reo MCP

    New Claude chat with the Reo MCP starter prompt typed in
Prompt library

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

Prompt Guide 101

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 > Go to Chat.

    Open the Claude desktop app > Go to Chat.
  2. 2

    Click on Customize.

    Click on Customize.
  3. 3

    Next, click on Skills.

    Next, click on Skills.
  4. 4

    Click the + icon > Create skill > Upload the skill file. You're all set.

    Click the + icon > Create skill > Upload the skill file. 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
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:
  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.