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Reports Nov 11, 2026

Meet the Rilla MCP: Coach From Your Team's Real Conversations in Claude, ChatGPT and Cursor

In This Blog

  • Key takeaways
  • What does the Rilla MCP do?
  • What can you ask the Rilla MCP?
  • How do you connect Rilla to Claude, ChatGPT or Cursor?
  • What can't the Rilla MCP do?
  • How do you judge any sales coaching tool that works with AI?
  • How do you get the Rilla MCP?
  • Frequently asked questions
  • Related reading

Trusted by 2000+ of the top sales teams

The Rilla MCP connects Rilla to Claude, ChatGPT and Cursor. Sales leaders sign in with their Rilla login and ask questions about their reps and recorded conversations, then turn the answers into one-on-one notes, trainings and charts. It is read-only and sees only what your Rilla role can see.

Key takeaways

  • The Rilla MCP lets Claude, ChatGPT and Cursor read your team's recorded Rilla conversations, so you can ask about your reps in plain language inside the AI tool you already use.
  • The best questions name a rep or team and give a time window or a count, like "my team's last 20 conversations", because the AI reads conversations a page at a time.
  • It is read-only, you sign in with your own Rilla login, and it can never see more than your Rilla role already can.
  • When you compare sales coaching tools that work with AI, check that each one lets you trace every answer back to a real conversation.

What does the Rilla MCP do?

The Rilla MCP lets you ask Claude, ChatGPT or Cursor about your team's conversations, and the AI answers from your live Rilla data. You connect it once, sign in with your Rilla login, and then ask questions about your reps, teams and conversations the same way you would ask a colleague (Rilla MCP reference).

Your reps already record their conversations in Rilla. Without the MCP, getting those conversations into a general AI tool means exporting them or copying transcripts into a chat by hand. With it, the AI tool looks things up in Rilla itself. In Claude, the connector can list conversations, teams and users, open a single conversation with its transcript and survey results, and read usage numbers for each rep and team.

Then do whatever you want with the answer, like turning it into a PDF, a spreadsheet or a slide for your next meeting. If your AI tool is also connected to your other work tools, it can use Rilla and those tools in the same chat.

The MCP works with Claude (on the web and in Claude Desktop), Claude Code, ChatGPT and Cursor. Those are the tools in Rilla's setup guide as of November 2026.

Illustration of a Claude-style chat with sample data. A sales leader asks Rilla to build a discovery training plan from last week and gets a Monday, Wednesday and Friday plan; asks to compare talk ratio for the top 3 and bottom 3 reps and gets a bar chart; and asks for a bar chart of where customers heard about us and gets a ranked chart of lead sources. Rilla steps such as "Found 20 conversations from last week" tick off before each answer.

An illustration with sample data: the reps, names and numbers are made up. It shows the kind of questions you can ask and answers you can get once Rilla is connected to an AI tool like Claude.

What can you ask the Rilla MCP?

Ask the questions you would ask after a week of ride-alongs: what each rep does well, where deals slip, what customers keep saying and what to train next. Give every question a time window or a count, because the AI pulls a list of conversations first and then reads them a page at a time (Rilla MCP reference).

Here are ten prompts written the way a sales leader would type them. Swap in your own reps' names.

Prep for a 1:1

  • "Pull Maria's conversations from the last two weeks. What does she do well, where does she lose the customer, and give me three quotes for our 1:1."
  • "Read Dan's last 10 conversations and find the one habit that would help him most this month. Show me where it happens in each conversation." (This fits coaching one habit at a time.)

Find what keeps coming up across the team

  • "Look at my team's last 20 conversations. What objections came up most, and which rep handled them best?"
  • "Which reps on the West team had the lowest talk ratio last week?" (This example comes from Rilla's docs. Talk ratio is the share of the conversation the rep spends talking; see what a healthy sales talk ratio looks like.)
  • "Compare talk ratio for my top 3 and bottom 3 reps over the last 30 days."

Build a training

  • "Pick three strong and three weak examples of how my reps handled the close last week, and turn them into a training for Monday."
  • "Use Rilla to build a discovery training plan from last week's conversations."

Prepare for a deal

  • "Pull Chris's conversations from yesterday that didn't close. For each one, give me a short brief: who was in the room, what the customer cares about, what stopped them and what to say on the follow-up."

Report to your leaders

  • "Make a bar chart of where customers heard about us, from this month's conversations."
  • "How many conversations did each rep on my team record last week, compared with the week before? Put it in a table."

Three habits make the answers better:

  1. Set the scope. Name the rep or team and give a window ("last two weeks") or a count ("last 20 conversations"). If something is missing, it is usually outside the date range you asked about or outside what your role can see.
  2. Say what you want back. A table, a one-page brief, three quotes or a Monday plan gives the AI a clear finish line.
  3. Ask for the moments. Have the AI name the conversation and quote what was said, so you can open it in Rilla and listen before you coach on it.

How do you connect Rilla to Claude, ChatGPT or Cursor?

You add Rilla to your AI tool as a custom connector with one web address, then sign in with your Rilla login. There is no API key to create (Rilla setup guide). You need a Rilla account with the Admin or Team Manager role.

The short version for any supported tool:

  1. In your AI tool, open its connector or MCP settings.
  2. Add a custom connector and paste in customer.rillavoice.com/mcp.
  3. Sign in with your Rilla login, and you're connected.

In Claude (Pro and Max plans):

  1. Open Settings, then Customize > Connectors.
  2. Select + Add, then Add custom connector.
  3. Enter Rilla as the name and https://customer.rillavoice.com/mcp as the server URL.
  4. Select Continue on each screen, keeping the detected sign-in, then select Add.
  5. Select Connect, sign in to Rilla the way you normally do (single sign-on works), and select Accept on Rilla's Authorize App screen.
Screen recording of connecting Rilla in the Claude desktop app: Customize, Connectors, Add custom connector, the name Rilla and the server URL https://customer.rillavoice.com/mcp, Add, Connect, signing in to Rilla, Accept on Rilla's Authorize App screen, Claude showing Connected, and the list of Rilla's read-only tools with their permission settings.

Connecting Rilla in Claude: add a custom connector with the Rilla server URL, sign in to Rilla, accept, and Claude lists Rilla's read-only tools.

On Claude Team and Enterprise plans, an owner adds the connector first in Organization settings > Connectors with the same URL. Each member then selects Connect and signs in with their own Rilla account, so everyone sees only their own access (Rilla setup guide; Claude Help Center).

Claude Desktop uses the connectors on your Claude account, so once Rilla is added it is there too. Claude Code takes one terminal command, which is in the setup guide.

In ChatGPT, you open Plugins, add a custom MCP server with the Rilla URL, choose OAuth as the sign-in method and sign in to Rilla. In a ChatGPT workspace, your admin's settings decide whether members can add custom MCP servers.

In Cursor, use the Add to Cursor link in the setup guide, or add the server URL to your mcp.json file, then sign in when Cursor asks.

To check that it works, ask: "List my conversations from last week in Rilla." If the answer comes from Rilla, you're connected. The setup guide has the exact steps for every tool.

What can't the Rilla MCP do?

The Rilla MCP reads; it does not change anything, and it is not a bulk export. It answers focused questions about a set of conversations you can see, which is why scoped prompts work best.

  • It can't change anything in Rilla. "Every tool only reads data; nothing in Rilla is created, changed or deleted" (Rilla MCP reference). It can't upload recordings, score conversations, leave comments or assign lessons.
  • It doesn't search every word your team has said. Search finds conversations by details like the title or job number. The AI picks a set of conversations, then reads them one by one, a page at a time. Asking about "all of our conversations this year" gives it far more than it can read in one answer.
  • It isn't a bulk export. To load every conversation into a spreadsheet, data warehouse or reporting tool on a schedule, Rilla's docs point you to the Data Export API, which uses an API key. The MCP is for one person asking questions in a chat.
  • It can't see past your role. "Results never include reps, teams or conversations outside your access."
  • The AI can still get things wrong. A general AI tool can misread a conversation or mix up two of them. Ask it to name the conversation and quote the moment, then check it in Rilla before you coach a rep on it.
  • Answers don't update themselves. A chart in your AI tool is a snapshot. Run the question again next week, or ask Rick and save the chart to a Rilla dashboard that keeps updating.

How do you judge any sales coaching tool that works with AI?

Many sales tools now connect to Claude and ChatGPT through MCP, including conversation recorders, customer relationship management (CRM) systems and AI roleplay tools. Judge any of them on the same questions, whether or not you ever buy Rilla.

Question to ask

Why it matters

Rilla's answer

Which AI tools are documented, and what plan or admin step does each need?

You want written steps for the tools your team already pays for.

Claude, Claude Desktop, Claude Code, ChatGPT and Cursor, per the setup guide.

Can the AI change data, and what needs your confirmation?

If the AI can write, you want to know which actions ask you first.

Read-only.

Does it return the real conversation or only summaries?

Real quotes let you check the answer and play the moment for the rep.

The AI can open a conversation and its transcript.

Does each person sign in with their own login, and does access follow their role?

Personal logins keep each manager to their own team.

Own Rilla login, same access as the web app.

How much can it read per question, and how do you move data in bulk?

It tells you which questions fit a chat and which need an export.

A page at a time; bulk loads use the Data Export API.

Can you trace an answer back to the moment it came from?

You will coach a real person on it.

Ask for the conversation and the quote, then check it in Rilla.

Does the vendor's own AI know your sales process?

A general AI tool doesn't, unless you explain it every time.

Rick scores against your company's process.

Who can turn access off, and how fast?

People change roles and leave.

An Admin can change a role or remove a user; it takes effect within an hour.

For a wider look at how teams use AI to coach, read how sales teams are using AI to coach reps.

How do you get the Rilla MCP?

As of November 2026, the Rilla MCP is available to Rilla customers. If your team already uses Rilla, an Admin or Team Manager can connect it today by following the Rilla MCP setup guide. If you don't use Rilla yet, book a demo to see how Rilla records and coaches your team's conversations, and how the MCP brings them into Claude, ChatGPT and Cursor.

Frequently asked questions

Do sales reps need to connect the Rilla MCP?

No. Rilla's docs say Admins and Team Managers can connect, the same people who can open Settings > Developer in the Rilla web app. Other roles can sign in, but their requests are refused. The MCP is built for the leaders who coach the team.

Which Claude plans work with the Rilla MCP?

Rilla's setup guide covers Claude Pro, Max, Team and Enterprise, plus Claude Desktop and Claude Code. Anthropic's help center says custom connectors also work on Claude's free plan, limited to one custom connector. On Team and Enterprise, an owner has to add the connector before members can connect.

What happens to someone's access when they change roles or leave?

An Admin can end a person's access by changing their role to one that can't connect, or by removing them from Rilla. Rilla's docs say this takes effect within an hour.

Related reading

  • Rilla Intelligence: ask Rick about all of your team's conversations
  • Meet the all-new Rilla Intelligence
  • How sales teams are using AI to coach reps
  • Stop the feedback dump: coach one habit at a time

Coach More. Sell More.

Jake Bell

Head of Growth at Rilla

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