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Data & analytics integration

Refiner integration for AI agents

Insiro connects AI agents to Refiner so they can act in it under your rules. Refiner is a customer feedback and survey platform for collecting actionable user insights. Easily analyze responses and boost engagement with targeted surveys. Every Refiner action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Refiner?

With Insiro, agents can answer questions in plain English over the data, refresh reports on a schedule, flag anomalies and explain what changed and export results to the people who need them, all inside the permissions you set for Refiner.

  • Answer questions in plain English over the data.
  • Refresh reports on a schedule.
  • Flag anomalies and explain what changed.
  • Export results to the people who need them.

A journey through Insiro

Refiner logo RefinerInsiroSlack

Example: Refiner → Insiro → Slack to post the morning metrics brief to leadership. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Refiner

Can Insiro AI agents use Refiner?

Yes. Insiro connects AI agents to Refiner through its governed MCP gateway. Agents can answer questions in plain English over the data and refresh reports on a schedule using each person's own Refiner access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Refiner?

Refiner connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Refiner read-only for agents?

Yes. In Insiro Governance, set Refiner to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put Refiner to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions