--- title: "Refiner integrations and MCP server - APIANT.ai" description: "Connect Refiner to any other app, or use it from your AI client over MCP. Refiner is a customer survey tool for data driven SaaS teams." canonical: "https://apiant.ai/connections/refiner" --- # Refiner integrations Connect Refiner to any other app, or use it from your AI client over MCP. Refiner is a customer survey tool for data driven SaaS teams. Connects with an API key [refiner.io](https://refiner.io/) **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 to automate with Refiner? 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) Popular ## Refiner with the apps people pair it with most - [ **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) - [ **Google Calendar to Refiner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-refiner) - [ **Google Drive to Refiner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-refiner) - [ **Mailchimp to Refiner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-refiner) Pair it ## Connect Refiner with another app - [ **lemlist to Refiner**](https://apiant.ai/connect/lemlist-to-refiner) - [ **HubSpot to Refiner**](https://apiant.ai/connect/hubspot-to-refiner) - [ **Salesforce to Refiner**](https://apiant.ai/connect/salesforce-to-refiner) - [ **Slack to Refiner**](https://apiant.ai/connect/slack-to-refiner) - [ **Google Sheets to Refiner**](https://apiant.ai/connect/google-sheets-to-refiner) - [ **Gmail to Refiner**](https://apiant.ai/connect/gmail-to-refiner) - [ **Google Calendar to Refiner**](https://apiant.ai/connect/google-calendar-to-refiner) - [ **Google Drive to Refiner**](https://apiant.ai/connect/google-drive-to-refiner) - [ **Mailchimp to Refiner**](https://apiant.ai/connect/mailchimp-to-refiner) - [ **Stripe to Refiner**](https://apiant.ai/connect/stripe-to-refiner) - [ **Shopify to Refiner**](https://apiant.ai/connect/shopify-to-refiner) - [ **QuickBooks Online to Refiner**](https://apiant.ai/connect/quickbooks-online-to-refiner) - [ **Pipedrive to Refiner**](https://apiant.ai/connect/pipedrive-to-refiner) - [ **ActiveCampaign to Refiner**](https://apiant.ai/connect/activecampaign-to-refiner) - [ **Notion to Refiner**](https://apiant.ai/connect/notion-to-refiner) - [ **Airtable to Refiner**](https://apiant.ai/connect/airtable-to-refiner) - [ **Trello to Refiner**](https://apiant.ai/connect/trello-to-refiner) - [ **Asana to Refiner**](https://apiant.ai/connect/asana-to-refiner) - [ **JIRA to Refiner**](https://apiant.ai/connect/jira-to-refiner) - [ **ClickUp to Refiner**](https://apiant.ai/connect/clickup-to-refiner) - [ **Zoom to Refiner**](https://apiant.ai/connect/zoom-to-refiner) - [ **Discord to Refiner**](https://apiant.ai/connect/discord-to-refiner) - [ **Twilio to Refiner**](https://apiant.ai/connect/twilio-to-refiner) - [ **SendGrid to Refiner**](https://apiant.ai/connect/sendgrid-to-refiner) - [ **Outlook to Refiner**](https://apiant.ai/connect/outlook-to-refiner) - [ **Intercom to Refiner**](https://apiant.ai/connect/intercom-to-refiner) - [ **Freshdesk to Refiner**](https://apiant.ai/connect/freshdesk-to-refiner) - [ **Klaviyo to Refiner**](https://apiant.ai/connect/klaviyo-to-refiner) - [ **Brevo to Refiner**](https://apiant.ai/connect/brevo-to-refiner) - [ **Typeform to Refiner**](https://apiant.ai/connect/typeform-to-refiner) - [ **JotForm to Refiner**](https://apiant.ai/connect/jotform-to-refiner) - [ **Calendly to Refiner**](https://apiant.ai/connect/calendly-to-refiner) - [ **PandaDoc to Refiner**](https://apiant.ai/connect/pandadoc-to-refiner) - [ **Webflow to Refiner**](https://apiant.ai/connect/webflow-to-refiner) - [ **Wix to Refiner**](https://apiant.ai/connect/wix-to-refiner) - [ **Instagram to Refiner**](https://apiant.ai/connect/instagram-to-refiner) - [ **OpenAI to Refiner**](https://apiant.ai/connect/openai-to-refiner) - [ **OneDrive to Refiner**](https://apiant.ai/connect/onedrive-to-refiner) - [ **Google Docs to Refiner**](https://apiant.ai/connect/google-docs-to-refiner) - [ **Ontraport to Refiner**](https://apiant.ai/connect/ontraport-to-refiner) - [ **Freshworks CRM to Refiner**](https://apiant.ai/connect/freshworks-crm-to-refiner) - [ **GoHighLevel to Refiner**](https://apiant.ai/connect/gohighlevel-to-refiner) - [ **Capsule CRM to Refiner**](https://apiant.ai/connect/capsule-crm-to-refiner) - [ **Copper to Refiner**](https://apiant.ai/connect/copper-to-refiner) - [ **Streak to Refiner**](https://apiant.ai/connect/streak-to-refiner) - [ **NetHunt CRM to Refiner**](https://apiant.ai/connect/nethunt-crm-to-refiner) - [ **MINDBODY to Refiner**](https://apiant.ai/connect/mindbody-to-refiner) - [ **PostgreSQL to Refiner**](https://apiant.ai/connect/postgresql-to-refiner) - [ **MySQL to Refiner**](https://apiant.ai/connect/mysql-to-refiner) - [ **Vercel to Refiner**](https://apiant.ai/connect/vercel-to-refiner) - [ **PagerDuty to Refiner**](https://apiant.ai/connect/pagerduty-to-refiner) - [ **Gravity Forms to Refiner**](https://apiant.ai/connect/gravity-forms-to-refiner) - [ **HubSpot Enterprise to Refiner**](https://apiant.ai/connect/hubspot-enterprise-to-refiner) - [ **Google Forms to Refiner**](https://apiant.ai/connect/google-forms-to-refiner) - [ **Facebook Lead Ads to Refiner**](https://apiant.ai/connect/facebook-lead-ads-to-refiner) - [ **monday.com to Refiner**](https://apiant.ai/connect/monday-com-to-refiner) - [ **Google Ads to Refiner**](https://apiant.ai/connect/google-ads-to-refiner) - [ **Google Tasks to Refiner**](https://apiant.ai/connect/google-tasks-to-refiner) - [ **Telegram to Refiner**](https://apiant.ai/connect/telegram-to-refiner) - [ **MailerLite to Refiner**](https://apiant.ai/connect/mailerlite-to-refiner) What your agent can do with Refiner ## Triggers and actions 6 actions - 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. Reviews ## What our customers say Questions ## Refiner, answered ### ### Is there a Refiner MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Refiner. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Refiner actions on demand, or have APIANT build, test and run automations that use Refiner. Nothing to install. ### ### What can your agent do in Refiner? 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 I use Refiner directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Refiner two ways. Ask it to do something in Refiner 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Refiner API? No. APIANT connects to the Refiner API for you, with your Refiner API key. Describe what you want in plain language and your agent builds it on the Refiner triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Refiner API documentation and adds it. ### ### Which apps can Refiner connect to? Any app in the catalog; the list on this page pairs Refiner with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.