How to connect Refiner to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Refiner account to Cowork via Composio Connect, enabling it to list all active surveys this month, fetch survey responses for NPS form, update contact traits for user email, and more such actions on your behalf without compromising your account security.

Connecting Refiner to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Refiner through MCP without you sharing account credentials directly with the agent.

The Refiner MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Refiner account. It provides structured and secure access to your customer feedback and survey data, so your agent can perform actions like fetching contacts, analyzing survey responses, managing user segments, updating user data, and generating reports on your behalf.

• Contact management and updates: Effortlessly retrieve, update, or delete contact records, allowing your agent to keep user data clean and up-to-date.
• Survey and form discovery: Instantly list all surveys or forms in your Refiner account, filter by state, and access their configurations for deeper analysis or reporting.
• Survey response retrieval and analytics: Pull in all survey responses, filter results, and generate detailed analytics or reporting to uncover actionable insights from your customer feedback.
• User segmentation and targeting: Fetch and browse user segments, enabling your agent to target specific groups for outreach or further analysis based on collected data.
• Event tracking and behavioral logging: Automatically record user events, associate them with contacts, and enrich feedback data for advanced behavioral analytics.