Connect Refiner to your AI agent

Productivity 10 actions available

Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.

We set up the connection using your own Refiner account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Refiner

Each one is a real action the agent can take on its own, the same things a person clicking around Refiner could do. Read-only by default; write actions are confirmed against your policy.

  • Delete Contact Tool to delete a specific contact by its identifier. Provide either the user ID or email address to identify and delete the contact.
  • Get Account Info Retrieves Refiner account information including subscription plan, usage limits, and environment statistics. This action provides: - Current subscription plan and usage limits (MTU, MTE, MPV, MSR) - Usage counters for m…
  • Get Contact Retrieve detailed information about a specific contact using their ID, email, or UUID. Returns all stored attributes, segments, and account information.
  • Get Contacts Tool to retrieve a list of contacts from your Refiner account. Use when you need to filter or paginate through contacts.
  • Get Forms Tool to retrieve a list of forms (surveys) from your Refiner account with optional filtering and pagination. Use when you need to list surveys by state, page, or include extra info/config.
  • Get Reporting Tool to retrieve aggregated reporting data for surveys including metrics and analytics. Use when you need survey analytics over a time range filtered by type, question identifiers, tags, forms, or segments.
  • Get Survey Responses Tool to retrieve all survey responses from your Refiner account with optional filtering and pagination. Use after confirming survey creation to pull response data.
  • Get Segments Tool to retrieve a list of user segments from your Refiner account. Use when you need to view or paginate segments.
  • Track Event Tool to record a user event by name for a user identified via user ID or email. Use after confirming the identifier and event name.
  • Update Contact Tool to create or update a contact's attributes or account. Identifies a contact by `id` or `email` and updates their traits or account grouping. If the contact doesn't exist, it will be created automatically.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Refiner, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Refiner questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Refiner's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Refiner to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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