--- title: "Connect Grafana to Retently - APIANT.ai" description: "When \"New Dashboard\" fires in Grafana, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/grafana-to-retently" --- # Connect Grafana to Retently When **New Dashboard** fires in [Grafana](https://apiant.ai/connections/grafana), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Grafana **1** trigger Grafana **24** actions Retently **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Grafana and Retently to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Grafana can start in Retently - When **New Dashboard** in Grafana then **Create or Update Customer** in Retently - When **New Dashboard** in Grafana then **Resubscribe customer** in Retently 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 Grafana and Retently ## Triggers and actions 1 trigger · 40 actions - Trigger **New Dashboard** Triggers when a new dashboard is created in your Grafana instance. - Action **Add Team Member** Adds an existing Grafana user to a team. - Action **Create Alert Rule** Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule. - Action **Create Annotation** Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags. - Action **Create Folder** Creates a new folder in Grafana, optionally nested under a parent folder. - Action **Create or Update Dashboard** Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message. - Action **Create Team** Creates a new team in your Grafana organization with a name and optional email. - Action **Delete Alert Rule** Deletes a Grafana-managed alert rule or recording rule by its UID. - Action **Delete Annotation** Deletes an annotation from Grafana by its id. - Action **Delete Dashboard** Deletes a dashboard from your Grafana instance by its unique identifier. - Action **Delete Folder** Deletes a Grafana folder along with all dashboards and alerts stored in it. - Action **Find Annotations** Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags. - Action **Find Teams** Finds teams in your Grafana organization by name or partial name. - Action **Get Alert Rule** Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder. - Action **Get Annotation** Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to. - Action **Get Dashboard** Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier. - Action **Get Data Source** Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID. - Action **Get Folder** Returns a Grafana folder by its UID, including its title and parent folder. - Action **Get Team** Returns a Grafana team's details (name, email, organization, created and updated times) by its ID. - Action **List Data Sources** Returns all data sources configured in your Grafana organization, with their names, types and connection settings. - Action **List Folders** Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder. - Action **Remove Team Member** Removes a user from a Grafana team. - Action **Update Alert Rule** Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings. - Action **Update Annotation** Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values. - Action **Update Folder** Updates an existing folder's title, or moves it under a different parent folder. - Action **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Grafana** Grafana offers application analytics visualization services and features graphing, styling, template...](https://apiant.ai/connections/grafana) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) Reviews ## What our customers say ## More from Grafana - [ **Grafana to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/grafana-to-hubspot) - [ **Grafana to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/grafana-to-salesforce) - [ **Grafana to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/grafana-to-slack) - [ **Grafana to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/grafana-to-mailchimp) - [ **Grafana to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/grafana-to-stripe) - [ **Grafana to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/grafana-to-shopify) ## More into Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Grafana and Retently, answered ### ### What can start an automation from Grafana? Any of Grafana's 1 trigger in the catalog, including New Dashboard. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Retently when something happens in Grafana? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Grafana? Retently has no triggers in the catalog today, so automations start in Grafana. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Grafana or Retently? 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. ### ### Can my AI client use Grafana and Retently without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.