delete_contact
Delete a contact from your Refiner project. Identify the contact by their user ID, email, or Refiner UUID. **Deleting a contact will also remove their survey responses.** If you need to delete for compliance but keep responses, consider overwriting sensitive data with empty values using the Identify User tool instead.
list_contacts
List contacts in your Refiner project with optional filtering. Returns contact details including attributes, segments, and account associations. Supports filtering by survey, segment, or search query, and pagination for large datasets.
get_contact
Retrieve detailed information about a specific contact, including their attributes, segments, and account association. Identify the contact by their user ID, email, or Refiner UUID.
identify_user
Create or update a user record in Refiner with custom traits (attributes). Use this to import user data from your backend into Refiner. Traits that don't exist yet will be created automatically. You can also associate users with accounts for grouping.
track_event
Track a user event in Refiner. Event data will be merged with event data tracked through the JavaScript client library. Useful for triggering surveys based on backend events.
get_reporting
Retrieve aggregated survey reporting data. Supports NPS scores, CSAT scores, ratings averages, response distributions, and response counts. Filter by survey, segment, question, tag, or date range.
tag_response
Add tags to a survey response for categorization and analysis. Tags help organize responses and can trigger webhook events when added.
list_segments
Retrieve all segments in your Refiner project, including both data-driven and manual segments. Returns each segment's UUID, name, and whether it is a manual segment.
get_account
Retrieve information about your Refiner account, including subscription plan details, usage metrics (tracked users, events, page views, survey responses), and configured environments.
manage_segment
Add or remove a user from a manual segment in Refiner. Identify the user by their user ID or email. If no user matches the provided identifier, a new user will be created when adding.
store_response
Store a survey response for a user. Useful for importing historical survey data or storing responses collected through your own custom survey UI.
list_responses
Retrieve survey responses with filtering by survey, segment, date range, and completion status. Returns response data, survey info, and contact details for each response.
list_surveys
Retrieve surveys in your Refiner project. Filter by status (published, drafts, archived) and optionally include configuration details.
manage_survey
Perform management actions on a survey: publish, unpublish, duplicate, or delete. Specify the survey UUID and the action to perform.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Manage customer feedback surveys for web and mobile applications. Create and retrieve survey responses (NPS, CSAT, CES, etc.), manage contacts and their traits, track user events, organize contacts into segments, and tag survey responses. Identify and update users with custom attributes, group users into accounts, and import user data from backend databases. Receive webhook notifications when surveys are completed, seen, or dismissed, when users enter segments, and when tags are added to responses.
Common questions about connecting Refiner to AI agents with Metorial.
