Use Refiner from Claude
Add the Refiner connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorRefiner
Refiner integration for Claude and Codex
Create a Refiner connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryDocuments & Forms
Use Refiner from Codex
Add the Refiner connection to a Space that runs Codex, then use it from every channel in that Space.
Use Refiner from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Documents & Forms
What the Refiner connector can do
Refiner collects customer feedback through targeted in-product surveys, and its API exposes the contacts, forms, and account data behind those surveys. In type.com, a product or customer success Space can ask Claude to pull a specific contact's survey history, list active forms, or check how close the account is to its usage limits before launching another survey.
One connection, many Spaces
Connect Refiner once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Refiner in type.com
Pull a customer's feedback history
Look up a single contact's stored attributes and survey responses when preparing for a renewal or support call.
Pull this customer's Refiner profile and recent survey responses before our call.
List active surveys
Check which forms are currently live before launching a new one, to avoid survey fatigue.
List the surveys we currently have active in Refiner.
Check account usage before a launch
Confirm the account isn't close to its monthly tracked user limit before rolling out a new survey broadly.
Check our Refiner account usage before we launch this survey to everyone.
Representative actions
- Delete Contact
Removes a specific contact from Refiner by user ID or email.
- Get Account Info
Returns the account's subscription plan, usage limits, and current usage counters.
- Get Contact
Retrieves attributes, segments, and account info for one contact.
- Get Contacts
Lists contacts from the account with filtering and pagination.
- Get Forms
Lists surveys in the account, filterable by state and pagination.
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.com catalog metadata
- Auth schemes
- API key
- API docs
- https://refiner.io/docs/api/
- Official site
- https://refiner.io/
FAQ
Questions people ask before connecting Refiner
Can Claude pull Refiner survey data from type.com?
Yes. With a Refiner connection shared to a Space, Claude can look up contacts, list forms, and check account usage directly in a thread.
How does type.com authenticate with Refiner?
Refiner uses an API key, added once by an admin when the connection is created, who then controls which Spaces can use it.
Can survey usage checks run on a schedule?
Yes. A type.com automation can check Refiner account usage or new responses on a recurring basis and post a summary to a channel.
Is this the same as a Refiner MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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