Guides

Connect Recon to the AI tool your team uses.

Step-by-step setup for Claude, ChatGPT, Cursor, Codex, and any MCP-compatible client. Plus prompt templates and the workflows that get the most out of it.

Setup guides

Connect Recon's MCP server to the AI tool your team already uses.

Recon for Claude (Desktop and Web)

Add Recon as a Custom Connector in Claude. Works the same way on Claude Desktop and claude.ai web. One setup, OAuth, and your customer memory is in any Claude chat.

2 min read

Recon for Claude Code

Add Recon's MCP server to Claude Code with a single CLI command. Investigate customers from your terminal.

1 min read

Recon for ChatGPT

Add Recon as a Custom Connector in ChatGPT via Developer Mode. Setup takes three steps and works in any chat thread.

3 min read

Recon for Cursor

Add Recon to Cursor so your coding assistant has memory of every customer. Edit one config file, restart Cursor.

2 min read

Recon for Codex CLI

Add Recon's MCP server to OpenAI's Codex CLI. One config block, OAuth flow, then customer memory in every terminal session.

2 min read

Recon for any MCP client

Generic setup notes for clients that aren't covered by a per-tool guide. URL, transport, and authentication.

2 min read

Workflow guides

End-to-end workflows for the roles that use Recon every day.

Prompt templates

Copy-paste prompts that teach your AI tool to use Recon well. One per role: founders, support, product, engineering, customer success.

5 min read

Customer call prep in 60 seconds

How to prep for a customer call using Recon and your AI tool. Real prompts, real flow, real time savings.

3 min read

Triage a support ticket with full context

Take a support ticket from arrival to first response with the customer's full history surfaced by Recon, not the customer asking you to remind them.

4 min read

Find at-risk customers before they churn

Use Recon and your AI tool to find customers showing risk signals across product usage, support, and renewals, before the renewal call.

3 min read

Reference

What the MCP tools return and how Recon's memory stays current.

The Recon MCP tools

Reference for the six tools Recon exposes via MCP: get_account, list_accounts, search, impact, themes, theme_evidence. Inputs, outputs, when to use which.

4 min read

Start with a snapshot

Connect your first source in under 10 minutes.

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