• USER DATA
  • SEGMENTS
  • AUDITS
  • HUMAN

How to update user segment traits with your AI

Connect Refiner to your agent to manage contact details and technical traits without manual data entry.

Ask AI about this page

Short answer

How can I update user segment traits using my AI?

Your agent finds the right user in Refiner and applies new contact info or technical attributes to them. This keeps your segmentation data fresh based on your conversations. You'll see the updated traits in your Refiner dashboard immediately.

Data outcomes

Where your data lands.

The AI moves information between your conversations and your Refiner database.

USER DATA

Updated contact details

The agent identifies a specific user and updates their profile. You get a clean, updated contact record in Refiner.

SEGMENTS

Refined user groups

The agent uses technical traits to move users into different segments. Your targeting stays precise.

AUDITS

Traceable changes

Every update is tied to the specific user identified. You can track how traits changed over time.

HUMAN

Manual review needed

If the agent can't find a specific user, it will ask you for the correct ID or email. You decide when to proceed with bulk changes.

The workflow

What your AI does when you request a trait update.

The agent handles the lookup and the write operations so you don't have to navigate the Refiner UI.

  1. Locate the user

    The agent searches your Refiner database to find the specific person you are talking about.

    identify_refiner_user

  2. Check existing segments

    The agent looks at your current segment structure to see where the user fits or where they should go.

    list_refiner_segments

  3. Apply new traits

    The agent writes the new technical or contact information to the user's profile.

    identify_refiner_user

  4. Confirm the update

    The agent verifies the change was successful and tells you the user is now correctly categorized.

    identify_refiner_user

Try it

Copy these to start.

Use these prompts to trigger the Refiner Connector.

Starting points

Replace the bracketed text with your actual user emails or segment names.

Refiner Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_oZTOqi44qYgTigtg1YbvsSD1RxDyuO25XsEYbPFL/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Refiner capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "refiner-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oZTOqi44qYgTigtg1YbvsSD1RxDyuO25XsEYbPFL/mcp"
    }
  }
}
Copy into chat04

  • Find the user with email alex@example.com in Refiner and update their 'subscription_status' to 'active'.

  • Look up the user 'user_98765' and change their technical trait 'last_login_device' to 'mobile'.

  • List all my current segments in Refiner so I can see where to move this user.

  • Identify the user associated with the email sam@company.com and add 'VIP' to their segment list.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Refiner once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start managing your segments through any compatible client immediately.

Connect Refiner to your AI

FAQ

How the Refiner Connector behaves

  • 01

    Can the AI delete users from Refiner?

    No. The current tools only allow the agent to identify users and manage their traits or segments.

  • 02

    Will the AI change my segment names?

    No. The agent can move users into existing segments, but it cannot rename or delete the segments themselves.

  • 03

    How does the AI know which user to update?

    You need to provide an identifier like an email address or a specific user ID in your prompt.

  • 04

    Can I update multiple users at once?

    The agent works best when you specify users individually, though you can ask it to process a list if you provide the details for each.

  • 05

    Does the AI see all my customer data?

    The agent only accesses the specific user data and segment lists required to complete the task you requested.

  • More questions about Refiner? See everything the Refiner Connector can do

Connect Refiner to Claude, Cursor, ChatGPT & more