--- title: "Connect HappyFox Chat to Refiner - APIANT.ai" description: "When \"New Missed Chat\" fires in HappyFox Chat, your agent runs \"Get contact\" in Refiner." canonical: "https://apiant.ai/connect/happyfox-chat-to-refiner" --- # Connect HappyFox Chat to Refiner When **New Missed Chat** fires in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), your agent runs **Get contact** in [Refiner](https://apiant.ai/connections/refiner). Describe the whole flow and it is built, tested on every scenario and kept running. HappyFox Chat **3** triggers HappyFox Chat **8** actions Refiner **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HappyFox Chat and Refiner 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 HappyFox Chat can start in Refiner - When **New Missed Chat** in HappyFox Chat then **Get contact** in Refiner - When **New Offline Message** in HappyFox Chat then **List contacts** 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 HappyFox Chat and Refiner ## Triggers and actions 3 triggers · 14 actions - Trigger **Finished Chat** Triggered when a chat in HappyFox Chat ends and its transcript is created. - Trigger **New Missed Chat** Triggered when a chat in HappyFox Chat ends without an agent answering it. - Trigger **New Offline Message** Triggered when a visitor leaves an offline message in HappyFox Chat. - Action **Get agent** Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions. - Action **Get department** Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents. - Action **List agents** Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions. - Action **List canned responses** Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them. - Action **List departments** Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each. - Action **List offline messages** Returns the offline messages visitors left in HappyFox Chat while no agent was available. - Action **List transcripts** Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range. - Action **List visitors** Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information. - Action **Delete contact** Deletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses. - Action **Get contact** Fetches all data on record for a specific contact. - Action **Identify User** Creates 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 contacts** Returns all contacts on record in the Refiner project. - Action **List segments** Lists the user segments in your Refiner environment, ordered by name. - Action **Track Event** Tracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches. ## Each app on its own - [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat) - [ **Refiner** Refiner is a customer survey tool for data driven SaaS teams.](https://apiant.ai/connections/refiner) Reviews ## What our customers say ## More from HappyFox Chat - [ **HappyFox Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/happyfox-chat-to-hubspot) - [ **HappyFox Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/happyfox-chat-to-salesforce) - [ **HappyFox Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/happyfox-chat-to-slack) - [ **HappyFox Chat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/happyfox-chat-to-mailchimp) - [ **HappyFox Chat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/happyfox-chat-to-stripe) - [ **HappyFox Chat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/happyfox-chat-to-shopify) ## More into Refiner - [ **lemlist to Refiner** lemlist is an outreach email platform with personalized images and videos.](https://apiant.ai/connect/lemlist-to-refiner) - [ **HubSpot to Refiner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-refiner) - [ **Salesforce to Refiner** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-refiner) - [ **Slack to Refiner** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-refiner) - [ **Google Sheets to Refiner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-refiner) - [ **Gmail to Refiner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-refiner) Questions ## HappyFox Chat and Refiner, answered ### ### What can start an automation from HappyFox Chat? Any of HappyFox Chat's 3 triggers in the catalog, including New Missed Chat, New Offline Message and Finished Chat. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Refiner when something happens in HappyFox Chat? 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 HappyFox Chat? Refiner has no triggers in the catalog today, so automations start in HappyFox Chat. 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 HappyFox Chat 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. ### ### Can my AI client use HappyFox Chat and Refiner 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.