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Iterate

Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing company user privacy data.

Verdict

Iterate is a user research platform that runs in-product surveys and collects customer feedback. In Switchy, @mentioning Iterate lets your team pull survey results, check response rates, manage recipient lists, and handle privacy requests — all without leaving the conversation. Product managers use it to spot trends in NPS data during planning sessions; support leads use it to anonymize or delete user data when handling GDPR requests. The MCP exposes 13 tools, including bulk operations that require explicit confirmation flags to prevent accidental data loss.

Common use cases

  • Pull NPS trends during quarterly planning
  • Anonymize user data for GDPR requests
  • Check survey response rates before follow-up
  • Add recipients to surveys in bulk
  • Audit survey configuration before launch

Integration

Vendor
Iterate
Category
other
Auth
API_KEY
Tools
13
Composio slug
iterate

Tools

  • Add Survey Recipient

    Add one email recipient to a survey for a later send without sending the survey now.

  • Anonymize Company User

    Irreversibly remove one Iterate user's email and attributes while retaining survey responses. Optionally also remove response properties. Requires an exact user ID and explicit confirm_anonymization=true.

  • Bulk Anonymize Company Users

    Irreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining survey responses. Requires confirm_bulk_anonymization=true.

  • Bulk Delete Company User Data
    destructive

    Permanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors. This cannot be undone and requires confirm_bulk_permanent_deletion=true.

  • Delete Company User Data
    destructive

    Permanently delete one Iterate user object and all of that user's survey responses. This cannot be undone and requires an exact user ID plus explicit confirm_permanent_deletion=true.

  • Get Survey

    Return one survey's configuration and questions by survey ID. The action fails when Iterate embeds an error in an HTTP 200 response.

  • Get Survey Stats

    Return delivery, display, response-count, and response-rate statistics for one survey.

  • Import Survey Recipients

    Add a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.

  • List Survey Response Groups

    Return one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.

  • List Survey Responses

    Return one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.

  • List Surveys

    Return all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.

  • Search Company Users

    Find one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.

  • Send Survey

    Irreversibly send or schedule an email survey to one specified recipient or every previously added recipient. Requires an explicit audience and confirmation.

Setup

Setup guide

  1. 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Click 'Add MCP Integration' and select Iterate from the list. 3. You'll need an Iterate API key — generate one by logging into your Iterate dashboard, opening Settings, then API Keys, and clicking 'Create New Key'. 4. Paste the key into Switchy's auth field and click 'Connect'. 5. Switchy will verify the connection by listing your surveys; if you see survey names, the integration is live. 6. Open any Project, type '@Iterate get survey stats for [survey ID]' in the chat, and watch the MCP return delivery and response metrics. 7. For destructive actions like anonymization or deletion, the MCP requires you to pass explicit confirmation parameters — Switchy will prompt you if you forget.

What teammates see: by default, memories from Iterate are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

Not enough Projects yet to publish anonymised usage stats (we require ≥ 50 Projects per week).

Starter prompts

Check Survey Performance

@Iterate get survey stats for survey ID 'abc123'. Show me the response rate, total displays, and completion count.

Review Survey Questions

@Iterate get survey 'xyz789' and list all questions with their types and any branching logic.

Add Recipients in Bulk

@Iterate import survey recipients for survey 'def456' using these emails: user1@example.com, user2@example.com, user3@example.com. Report any duplicates or failures.

Anonymize User Data

@Iterate anonymize company user with ID 'user_12345'. Remove email and attributes but keep response data. Confirm anonymization is true.

Delete User Permanently

@Iterate delete company user data for user ID 'user_67890'. This is permanent and I confirm deletion is true.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@Iterate anonymize user ID usr_9x2kp per our GDPR request, keeping response data but scrubbing email and all custom attributes

Output

User usr_9x2kp anonymized. Email (previously j.smith@corp.example) and 4 custom attributes (role, department, signup_date, plan_tier) permanently removed. 3 survey responses retained with anonymized user reference. This action cannot be undone. Iterate's audit log recorded the operation at 2025-01-15 14:32 UTC.

Notes

Illustrates compliance tooling for privacy regulations. Requires exact user ID and explicit confirmation flag (confirm_anonymization=true) to prevent accidental data loss. The MCP will not proceed without that flag. Use bulk-anonymize for processing multiple GDPR requests at once, but test selectors carefully—mistakes are irreversible.

Use-case deep-dives

Post-onboarding feedback collection

When Iterate wins for SaaS teams tracking first-week churn signals

A 6-person SaaS startup sends a 3-question survey to every user who hits day 7 after signup. The product manager wants response rates by cohort and the ability to trigger surveys from Stripe webhook events. Iterate is the right call here because the Add Survey Recipient and Import Survey Recipients tools let you queue surveys from your backend without manual CSV uploads, and Get Survey Stats gives you the aggregate numbers you need for weekly reviews. The API key auth means any engineer can wire it into your onboarding pipeline in an afternoon. The threshold: if you need branching logic or multi-step flows, Iterate's 13 tools won't cover it—you're looking at a heavier survey platform. For simple post-milestone pulses, this MCP gets you live in a sprint.

GDPR deletion workflow automation

When bulk anonymization tools matter for compliance-first teams

A 12-person B2B support tool processes 4-8 GDPR deletion requests per week. The ops lead needs to scrub user emails and attributes from their survey vendor without losing aggregate response data for product analytics. Iterate's Bulk Anonymize Company Users and Bulk Delete Company User Data tools are built for exactly this: you pass explicit selectors, confirm the irreversible action, and the MCP handles the API round-trip. The single-user variants (Anonymize Company User, Delete Company User Data) cover one-off requests. This is faster and less error-prone than logging into a vendor dashboard and clicking through modals. The trade-off: these are destructive operations with no undo, so you need a review step in your runbook before the AI agent executes. If your compliance volume is under 2 requests per month, manual deletion is probably fine.

Customer success check-in scheduling

When Iterate fits quarterly health-score survey cadences

A 20-person customer success team sends NPS surveys to 300 accounts every quarter, segmented by plan tier and last login date. The CS ops manager exports a filtered list from their CRM, then needs to load it into Iterate without touching the web UI. The Import Survey Recipients tool takes a batch of emails and returns duplicate/failure counts in one call, so you can script the entire flow in a Slack workflow or a weekly cron job. Get Survey pulls the question config so you can confirm you're sending the right version before the batch goes out. This works well when your recipient list changes every cycle but the survey itself is stable. The boundary: if you're sending different survey variants to different segments in the same batch, Iterate's tooling doesn't handle conditional routing—you'll need to split the import calls by hand or move to a platform with more segmentation logic.

Frequently asked

What does the Iterate MCP let me do in Switchy?

It connects your Iterate survey account so AI agents can add recipients, pull survey stats, retrieve question configs, and manage user data. You can ask an agent to check response rates, import a batch of emails for an upcoming send, or anonymize users who request GDPR deletion—all without leaving the conversation.

Do I need admin access to connect Iterate?

You need an Iterate API key, which typically requires account-owner or admin permissions to generate. The key grants full read-write access to surveys, recipients, and user data, so only connect it if you're comfortable giving the AI that level of control over your Iterate workspace.

Can the MCP send surveys or just manage recipients?

It can add recipients and import batches, but it doesn't trigger sends—you still schedule or send surveys from Iterate's dashboard. The MCP is for setup and reporting: loading contact lists, pulling stats, retrieving survey configs, and handling data-deletion requests after the fact.

Why use this instead of Iterate's dashboard or API directly?

Use the MCP when you want to combine survey tasks with other work in a single AI conversation—like pulling response rates into a Slack summary or anonymizing users flagged in a support ticket. If you're only managing surveys, Iterate's dashboard is faster; if you're building automation, their API gives you more control.

Who on the team should connect the Iterate MCP?

Whoever owns your customer-research workflow and has API-key access. Because the MCP can permanently delete user data and responses, don't share the connection with team members who shouldn't have that power. Switchy logs every tool call, so you'll see an audit trail of what the AI did.

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Data last verified 61 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.