AI agent integrationRefiner

Refiner integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Refiner never means pasting credentials into a prompt.

Request access See API details

CategoryDocuments & Forms

Use Refiner from Claude Code

Bring Refiner context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Refiner with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Documents & Forms

What the Refiner integration exposes

Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.

One connection, many teammates

Connect Refiner once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

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.

Connection

API and auth details

Refiner provides survey and customer-feedback APIs for SaaS products. Integrations can identify users, import traits, fetch forms, retrieve NPS/CSAT/rating reports, list survey responses, manage user data, and authenticate with bearer tokens, request parameters, or basic auth.

Source: Type catalog metadata
Auth schemes: API key
API docs: https://refiner.io/docs/api/
Official site: https://refiner.io/

Source links

FAQ

Questions people ask before connecting Refiner

Can Claude Code use Refiner?

Yes. Type lets an AI teammate use connected Refiner actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Refiner through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Refiner catalog entry includes public integration details and example capabilities where available.

Is this the same as a Refiner MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.