Integration · Forms
Connect Claude & ChatGPT to Refiner
Ask your AI what your NPS was last month, what users said in the latest survey, or how one customer has answered over time in Refiner. It can list surveys and responses, pull NPS, CSAT, rating and distribution reports, and look up contacts and segments. It can also identify users and track events so the right people see your surveys.
Free plan, no credit card. Takes about a minute.
Try asking
“What was our NPS in September?”
The AI pulls an NPS report for your surveys in that date range.
“Summarize the comments from last week's onboarding survey.”
It finds the survey, lists its responses for the week and summarizes what people wrote.
“How has [email protected] answered our surveys?”
It looks up the contact by email and shows her traits and survey activity.
What your AI can do
Surveys and responses
List surveys by status with response and view counts, and read responses filtered by survey, date, tag or segment.
Reports
Get aggregated NPS, CSAT, ratings, distribution and count reports for one or more surveys over a date range.
Contacts and events
Search contacts and segments, read a contact's survey activity, and identify users and track events for targeting.
“Which surveys are live right now, and how many responses do they have?”
It lists published surveys with response and view counts.
“What did users in the Trial segment say this month?”
It finds the segment and lists responses from its users in that date range.
“Track a completed_onboarding event for user 4812.”
It sends the event for that user, which can trigger a survey you have set up in Refiner.
9 tools for Refiner
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
get_accountGet the connected Refiner workspace's account details.get_contactGet one contact by `id`, `uuid` or `email`, with their traits and survey activity.get_survey_reportGet aggregated survey results: `type` is nps, csat, ratings, distribution or count, filtered by `form_uuids` and a date range.identify_userChanges dataCreate or update a user in Refiner by `body_id` (your user ID) or `body_email` so they can be targeted by surveys.list_contactsList contacts (identified users), with optional `search` on email, ID or name, `segment_uuid`, `order_by` and `page_cursor` paging.list_responsesList survey responses, filtered by `form_uuid`, `date_range_start`/`date_range_end`, `tag_uuid` or `segment_uuid`. Page with `page_cursor`.list_segmentsList user segments.list_surveysList surveys (forms); set `list` to all, published, drafts or archived and `include_info` to 1 for response and view counts.track_eventChanges dataTrack an event (`event` name) for a user identified by `body_id` or `body_email`; events can trigger surveys.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Refiner from the app list.
- 2
Paste your key
Paste your Refiner API key. In the Refiner dashboard go to Integrations > REST API and copy the key.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Refiner?
The AI can read your account, surveys, survey responses, aggregated reports, contacts and segments. It can also create or update users by ID or email and track events for them, which Refiner uses to target surveys.
Does the AI see my Refiner credentials?
No. Your Refiner API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can keep it to reading responses and reports. identify_user and track_event write data to Refiner and can trigger surveys, so they can require your approval before they run. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Refiner account.
Which reports can the AI pull?
get_survey_report returns aggregated results of type nps, csat, ratings, distribution or count. You can filter by one or more surveys and a date range, so the AI can compare periods or surveys when you ask.
Related integrations
Let your AI work in Refiner today.
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