Refiner AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Refiner MCP or direct API to launch surveys, analyze feedback, segment users, and automate follow-up actions through natural language.
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Refiner is a customer feedback and survey platform for collecting actionable user insights. Easily analyze responses and boost engagement with targeted surveys.
▪ Tools & Triggers
Supported Tools and Triggers
Every Refiner action and event your agent gets out of the box.
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 monthly tracked users, events, page views, and survey responses - Per-environment breakdown of usage statistics - Last updated timestamps for all usage metrics Use this when you need to check account status, monitor usage against limits, or audit environment statistics.
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.
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