Refiner API

Name: Refiner API
Brand: Refiner API
Availability: InStock

✓ Official Vendor SpecCRMContact Managementbearer17 EndpointsREST

For Agents

Programmatically identify or create a user, track an event for a user. Covers 17 operations with bearer authentication.

Use for: I need to identify or create a user, I want to track an event for a user, Search for store a survey response, Find all all survey responses

Install Jentic One Beta

Connect the Refiner API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Refiner API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Refiner API.

Identify or create a user

Track an event for a user

Store a survey response

Get all survey responses

GET STARTED

Start building with Refiner API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Refiner API for, with concrete tasks.

★ CRM Operations

Use the Refiner API to perform crm operations programmatically. The API provides 17 endpoints covering core functionality including identify or create a user, track an event for a user, store a survey response.

Call POST /identify-user to identify or create a user

Automated Account Management

Automate account operations by combining multiple Refiner API endpoints. Agents can track an event for a user and then store a survey response in a single workflow.

Call POST /track-event to track an event for a user, then verify the result

AI Agent Integration via Jentic

AI agents discover and call Refiner API endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle bearer tokens manually.

Search Jentic for 'identify or create a user', load the operation schema, and execute with Jentic-managed credentials

Key Endpoints

17 endpoints — refiner is a customer survey and feedback platform.

METHOD

PATH

DESCRIPTION

POST

/identify-user

Identify or create a user

POST

/track-event

Track an event for a user

POST

/responses

Store a survey response

GET

/responses

Get all survey responses

POST

/responses/tags

Tag a survey response

GET

/reporting

Get aggregated reporting data

GET

/contacts

List all contacts

GET

/contact

Get a single contact

POST

/identify-user

Identify or create a user

POST

/track-event

Track an event for a user

POST

/responses

Store a survey response

GET

/responses

Get all survey responses

POST

/responses/tags

Tag a survey response

GET

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Refiner API bearer credentials are stored encrypted in the Jentic vault (MAXsystem). Agents receive scoped access tokens — raw secrets never enter the agent context.

Intent-based discovery

Agents search by intent (e.g., 'identify or create a user') and Jentic returns the matching Refiner API operation with its input schema, so the agent can call the right endpoint without browsing docs.

Time to first call

Direct Refiner API integration: 1-3 days for auth handling, response parsing, and error cases. Through Jentic: under 1 hour — search, load schema, execute.

FAQs

Specific to using Refiner API through Jentic.

What authentication does the Refiner API use?

The Refiner API uses a Bearer token in the Authorization header. Through Jentic, these credentials are stored encrypted in the MAXsystem vault and injected at execution time, so raw secrets never enter the agent context.

Can I identify or create a user with the Refiner API?

Yes. Use the POST /identify-user endpoint. The API returns structured JSON responses that agents can parse and act on directly.

What are the rate limits for the Refiner API?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

How do I identify or create a user through Jentic?

Install the Jentic SDK with pip install jentic, authenticate at https://app.jentic.com/sign-up, then search for 'identify or create a user'. Jentic returns the matching Refiner API operation with its input schema. Load the schema and execute the call — credentials are injected automatically.

How many endpoints does the Refiner API have?

The Refiner API exposes 17 endpoints covering account, contacts, forms operations.

Refiner API

Connect the Refiner API to your agent

Capabilities

Start building with Refiner API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs