How to connect Refiner to Claude

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Refiner account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Connecting Refiner to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

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.