How to connect Refiner to Claude Cowork

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Introduction

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.

Also integrate Refiner with

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.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

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

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Refiner account

Back in Cowork, ask the agent to connect to Refiner or give it any Refiner-related task.

For example, ask Cowork to:

  • "List all active surveys this month"
  • "Fetch survey responses for NPS form"
  • "Update contact traits for user email"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Refiner account is ready to use.

What is Claude Cowork?

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.

What is the Refiner MCP server, and what's possible with it?

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.

Supported Tools & Triggers

Tools
Delete ContactTool to delete a specific contact by its identifier.
Get Account InfoTool to fetch refiner account subscription and environment usage details.
Get ContactTool to retrieve details of a specific contact by its id.
Get ContactsTool to retrieve a list of contacts from your refiner account.
Get FormsTool to retrieve a list of forms (surveys) from your refiner account with optional filtering and pagination.
Get ReportingTool to retrieve aggregated reporting data for surveys including metrics and analytics.
Get Survey ResponsesTool to retrieve all survey responses from your refiner account with optional filtering and pagination.
Get SegmentsTool to retrieve a list of user segments from your refiner account.
Track EventTool to record a user event by name for a user identified via user id or email.
Update ContactTool to update an existing contact's attributes or account.

How to build Refiner MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Refiner MCP?

With a standalone Refiner MCP server, the agents and LLMs can only access a fixed set of Refiner tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Refiner and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Refiner tools.

Can I manage the permissions and scopes for Refiner while using Tool Router?

Yes, absolutely. You can configure which Refiner scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Refiner data and credentials are handled as safely as possible.

Used by agents from

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Context
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We handle tool reliability, observability, and security so you never have to second-guess an agent action.