Integration
Connect CleverReach to Refiner
When something happens in CleverReach, your agent does the next thing in Refiner. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CleverReach and Refiner to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What CleverReach can start in Refiner
When New Campaign in CleverReach
then Identify User in Refiner
When New Subscriber in CleverReach
then Track Event in Refiner
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with CleverReach and Refiner
Triggers and actions 3 triggers · 25 actions
Trigger
New CampaignTriggers when a new mailing campaign is created.
Trigger
New SubscriberTriggers when a new subscriber is added to a specified integration list.
Trigger
New UnsubscriberTriggers when any current subscriber unsubscribes from a specified list.
Action
Add attributeCreate a global attribute.
Action
Add groupCreate a group (receiver list).
Action
Add mailingCreate a mailing.
Action
Add Order ItemAdd a new order item for subscriber.
Action
Add subscriber tagsAdd tags to a receiver.
Action
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Action
Delete groupDelete a group (receiver list).
Action
Delete subscriberDelete a receiver from a group.
Action
Delete subscriber tagsRemove tags from a receiver.
Action
Find SubscriberSearch for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
Action
Get groupGet a group (receiver list) by id.
Action
Get mailingGet a mailing by id.
Action
Get subscriberGet a receiver by id or email.
Action
List attributesList attributes.
Action
List groupsList all groups (receiver lists).
Action
List mailingsList mailings.
Action
List subscribersList receivers in a group.
Action
Unsubscribe EmailUnsubscribes an email address from a selected list.
Action
Update groupUpdate a group (receiver list).
Action
Delete contactDeletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses.
Action
Get contactFetches all data on record for a specific contact.
Action
Identify UserCreates a contact in Refiner, or updates the traits of an existing one, identified by user ID or email. Optionally groups the user under an account.
Action
List contactsReturns all contacts on record in the Refiner project.
Action
List segmentsLists the user segments in your Refiner environment, ordered by name.
Action
Track EventTracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from CleverReach
CleverReach to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CleverReach to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CleverReach to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CleverReach to Google SheetsGoogle Sheets
CleverReach to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CleverReach to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Refiner
HubSpot to RefinerHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to RefinerSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to RefinerSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to RefinerGoogle Sheets
Gmail to RefinerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RefinerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
CleverReach and Refiner, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Refiner when something happens in CleverReach?
Any of Refiner's 6 actions, including Get contact, Identify User, List contacts and List segments. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Refiner to CleverReach?
Refiner has no triggers in the catalog today, so automations start in CleverReach. If you need the other direction, ask: your agent reads Refiner's API documentation and adds it.
Do I have to build a connector for CleverReach or Refiner?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.