Refine API Terms of Service
Effective June 8, 2026
These API Terms of Service (the “API Terms”) govern access to and use of the application programming interface and related developer tools (collectively, the “API”) made available by Refine Technologies, Inc. (“Refine,” “we,” “us,” or “our”).
These API Terms supplement and are in addition to Refine’s standard Terms of Service (the “Main Terms”), available at refine.ink/terms-of-service. The Main Terms continue to apply to all use of Refine’s services, including use of the API. To the extent of any conflict between the Main Terms and these API Terms with respect to use of the API, these API Terms control.
By accessing or using the API, generating an API key, or making any API request, you (“Customer,” “you,” or “your”) acknowledge that you have read, understood, and agree to be bound by these API Terms and by the Refine Data Processing Agreement available at refine.ink/data-processing-agreement (the “DPA”), which is incorporated by reference. If you are accessing the API on behalf of an entity, you represent that you have the authority to bind that entity to these API Terms.
Plain-English Summary
This summary is provided for convenience and does not replace the full terms below. In case of conflict, the full terms control.
- The API is for your own internal research, review, and analysis, not for providing services to third parties or building products on top of Refine.
- One license per legal entity. Subsidiaries, parent companies, and affiliates each need their own agreement.
- Don’t resell, sublicense, or redistribute API access or outputs.
- Don’t use Refine outputs to train, fine-tune, or evaluate any AI model.
- Some commercial users (private equity and venture capital firms, hedge funds, asset managers, investment banks and broker-dealers, quantitative trading firms, economic consulting firms, and management consulting firms or law firms when generating client deliverables) require a separate written enterprise agreement with Refine before using the API. See Section 3 for the full list.
- The API is currently in alpha. We may change, rate-limit, or discontinue it at any time, with no uptime guarantee and no backward compatibility commitment.
- Your documents stay yours. Refine claims no ownership of content you submit through the API.
1. Definitions
Capitalized terms used but not defined in these API Terms have the meanings given in the Main Terms or the DPA. For purposes of these API Terms:
- “API”
- means Refine’s application programming interface, software development kits, sample code, documentation, and related developer tools, including any updates or modifications thereto.
- “API Key”
- means the unique credentials issued by Refine to authenticate API requests.
- “Customer Content”
- means any documents, text, prompts, or other materials submitted to the API by Customer.
- “DPA”
- means the Refine Data Processing Agreement available at refine.ink/data-processing-agreement, as may be updated from time to time.
- “Output”
- means any content generated by the API based on Customer Content.
- “Restricted Commercial User”
- has the meaning set forth in Section 3.
- “Service Bureau Use”
- means use of the API or Output to provide services to, or generate work product for, any third party, with or without compensation.
2. License and Permitted Use
2.1 Grant
Subject to Customer’s compliance with these API Terms, Refine grants Customer a limited, non-exclusive, non-transferable, non-sublicensable, revocable right during the term of these API Terms to access and use the API solely for Customer’s internal research, review, and analysis purposes.
2.2 Internal Use Only; One License Per Legal Entity
The rights granted in Section 2.1 are limited to a single legal entity. For purposes of these API Terms, “Customer” means the specific legal entity identified in the account registration or acceptance flow, and does not include any parent, subsidiary, affiliate, sister company, or other related entity of that legal entity, regardless of common ownership or control. No such related entity may access the API, generate or use an API key, or access or use the Output, and Customer may not use the API or Output for the benefit of any such related entity. Each related entity that wishes to access the API must accept these API Terms in its own name or enter into a separate agreement with Refine. Branches, departments, and internal business units of Customer that are not separately incorporated legal entities are treated as part of the same Customer. Output may be accessed and used only by employees and authorized contractors of Customer acting within the scope of their employment or engagement and solely for Customer’s internal business purposes.
2.3 Prohibited Uses
Customer shall not, and shall not permit any third party to:
- (a) Engage in Service Bureau Use of the API or Output, including but not limited to using the API or Output to produce consulting deliverables, client reports, expert witness submissions, litigation support, or other work product for or on behalf of any third party;
- (b) Embed, integrate, or incorporate the API or Output into any product, application, platform, or service that is made available to any third party, whether for a fee, free of charge, or under a revenue-sharing arrangement;
- (c) Sell, resell, sublicense, lease, rent, lend, redistribute, transfer, or otherwise commercially exploit the API, any Output, or any access credentials, in whole or in part, regardless of whether consideration is exchanged and regardless of the form of the redistributed material (including verbatim Output, processed Output, derivative reports, summaries, or aggregations);
- (d) Use the API or Output in any manner prohibited by Section 8;
- (e) Use the API or Output in any manner prohibited by Section 9;
- (f) Use the API or Output in any manner prohibited by Section 10;
- (g) Use the API or Output in any manner prohibited by Section 11;
- (h) Access the API by any means other than the interfaces and methods documented by Refine, or attempt to circumvent any rate limits, authentication mechanisms, or other technical controls;
- (i) Use the API in any manner that violates applicable law or these API Terms, or that infringes, misappropriates, or violates the intellectual property, privacy, or other rights of any third party.
3. Restricted Commercial Use
3.1 Restricted Commercial Users
Use of the API by or for the benefit of any Restricted Commercial User (as defined below) requires a separate written enterprise agreement with Refine. Use of the API by a Restricted Commercial User without such an agreement is a material breach of these API Terms. Customer acknowledges that unauthorized use of the API by or for the benefit of a Restricted Commercial User causes irreparable harm to Refine for which monetary damages would be inadequate, and Refine is entitled to seek injunctive and other equitable relief in addition to any other remedies available at law or in equity.
A “Restricted Commercial User” means any of the following:
(a) Status-based. The following entities, regardless of how they use the API or Output:
- (i) private equity firms and venture capital firms;
- (ii) hedge funds, including long/short, macro, credit, event-driven, and multi-strategy funds;
- (iii) quantitative trading firms and proprietary trading firms, including systematic, high-frequency, statistical arbitrage, and market-making firms;
- (iv) asset managers and investment management firms;
- (v) investment banks and broker-dealers;
- (vi) economic consulting firms, including firms providing expert witness, litigation support, regulatory, or antitrust economic analysis.
(b) Use-based. The following entities, but only when using the API or Output for the purpose described:
- (i) management consulting firms, when generating client deliverables using the API or Output;
- (ii) law firms, when generating client work products using the API or Output.
3.2 Determination
(a) Status-based. Customer represents and warrants that, as of the date Customer accepts these API Terms and at all times during use of the API, Customer is not an entity described in Section 3.1(a). Customer shall promptly notify Refine if Customer becomes such an entity and shall cease all use of the API until a separate written enterprise agreement with Refine has been executed.
(b) Use-based. Customer covenants that it will not use the API or Output in any manner that would constitute use as a Restricted Commercial User under Section 3.1(b) without first executing a separate written enterprise agreement with Refine. If Customer becomes aware of any actual or inadvertent use that would constitute Restricted Commercial Use under Section 3.1(b), Customer shall promptly notify Refine and cease such use, but may continue using the API for other permitted purposes pending execution of a separate enterprise agreement covering the restricted use.
4. Data Processing and Personal Data
4.1 Incorporation of DPA
To the extent Customer’s use of the API involves the processing of personal data subject to applicable data protection laws (including the EU General Data Protection Regulation, the UK General Data Protection Regulation, the California Consumer Privacy Act, and successor or analogous legislation), the DPA is hereby incorporated into and forms part of these API Terms. By accessing or using the API, Customer agrees to be bound by the DPA.
4.2 Customer Responsibilities Regarding Third-Party End Users
For the avoidance of doubt, nothing in this Section 4.2 authorizes Customer to use the API to process personal data on behalf of any third party in any manner that would constitute Service Bureau Use, Restricted Commercial Use without a separate enterprise agreement, or any other use prohibited by these API Terms. This Section 4.2 allocates data-protection responsibilities in any circumstance where Customer does in fact process personal data on behalf of a third party, including circumstances expressly permitted by Refine in writing. If Customer uses the API to process personal data on behalf of any third party (such as a controller for whom Customer acts as a processor), Customer is solely responsible for:
- (a) Acting as the controller, or as the processor on instructions of the controller, with respect to such personal data, and complying with all applicable obligations under applicable data protection laws;
- (b) Ensuring that Customer has a lawful basis to process such personal data and to disclose it to Refine as a sub-processor or processor (as applicable);
- (c) Ensuring that Customer’s contractual arrangements with such third parties include data protection commitments at least equivalent to those Refine makes to Customer in the DPA, including with respect to confidentiality, sub-processor controls, security measures, breach notification, data subject rights, and prohibition on AI training and human review;
- (d) Providing all required notices to data subjects and obtaining all required consents or other lawful bases for processing.
Where Customer acts as a processor on behalf of a separate controller, Customer represents and warrants that, at all times during such use, (i) Customer is authorized by the relevant controller to appoint Refine as a sub-processor; (ii) Customer’s agreement with the relevant controller permits the international transfers and sub-processing contemplated by these API Terms and the DPA, including transfers to Refine’s sub-processors as listed in the DPA; and (iii) Customer will, on Refine’s reasonable written request, provide evidence sufficient to demonstrate the authority and contractual coverage described in clauses (i) and (ii). Where Customer acts as the controller, Customer represents and warrants that Customer has a lawful basis to disclose the relevant personal data to Refine as a processor, has provided all required notices to and obtained all required consents from data subjects, and will, on Refine’s reasonable written request, provide evidence sufficient to demonstrate compliance with these obligations. Refine’s right to request evidence under this Section shall be exercised in good faith and limited to circumstances where Refine has a reasonable basis to believe verification is necessary.
4.3 No Use of Customer Content for AI Training
Consistent with Refine’s standard data commitments, Customer Content submitted through the API will not be used by Refine or its sub-processors to train, fine-tune, validate, improve, or develop any artificial intelligence, machine learning, or similar automated system.
5. Alpha Status; No Warranty; No Service Level Commitment
5.1 Alpha Status
The API is currently provided on an alpha basis. Refine may modify, rate-limit, suspend, deprecate, or discontinue the API or any feature thereof at any time, with or without notice and with or without backward compatibility. Refine makes no commitment to maintain any version of the API or any specific functionality.
5.2 No Service Level Commitment
Refine provides the API “as is” and “as available.” Refine makes no representation or warranty as to uptime, availability, throughput, latency, accuracy, completeness, fitness for any particular purpose, or fitness of Output for any decision or action. Customer’s use of the API and reliance on any Output is at Customer’s sole risk.
5.3 Disclaimer
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, REFINE DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.
6. Pricing and Fees
6.1 Credit-Based Pricing
Use of the API consumes credits at the rates published by Refine from time to time. Customer is responsible for monitoring credit consumption.
6.2 Changes to Pricing
Refine may change pricing for the API at any time. Refine will provide reasonable advance notice of material pricing changes by email or through the Refine platform. Continued use of the API after the effective date of a pricing change constitutes acceptance of the new pricing.
7. Term and Termination
7.1 Term
These API Terms apply from the date Customer first accesses the API and continue until terminated as provided herein.
7.2 Termination by Customer
Customer may terminate these API Terms at any time by ceasing all use of the API and notifying Refine in writing.
7.3 Termination or Suspension by Refine
(a) Termination for convenience. Refine may terminate these API Terms or Customer’s access to the API for any reason or no reason upon thirty (30) days’ prior written notice to Customer. Notice may be provided by email to the address associated with Customer’s account or by in-product notification.
(b) Termination or suspension for cause. Notwithstanding Section 7.3(a), Refine may suspend or terminate Customer’s access to the API immediately, in Refine’s sole discretion, with or without notice, if Refine has reason to believe that:
- (i) Customer is in breach of these API Terms, the Main Terms, or the DPA;
- (ii) Customer’s use of the API constitutes Service Bureau Use, redistribution, or Restricted Commercial Use without a separate enterprise agreement;
- (iii) Customer’s use of the API poses a security, legal, reputational, or operational risk to Refine, its other customers, or its sub-processors; or
- (iv) Customer’s use of the API violates applicable law.
(c) Suspension pending investigation. Refine may suspend access pending investigation of a suspected basis for termination under Section 7.3(b) and shall use reasonable efforts to notify Customer of any such suspension.
7.4 Effect of Termination
Upon termination pursuant to Section 7.3(a), Customer’s right to access and use the API ceases immediately following the notice period. Upon termination pursuant to Section 7.3(b), Customer’s right to access and use the API ceases immediately. In either case, upon the applicable termination, Customer shall promptly cease all use of the API, securely delete any cached or stored credentials, and securely delete or return any Output, Customer Content, and related materials in Customer’s possession that were generated or obtained through the API, except to the extent retention is required by applicable law or by Customer’s internal records-retention obligations. Customer’s obligations under these API Terms continue to apply to any retained Output, including without limitation the use restrictions in Sections 2.2, 2.3, 8, 9, 10, and 11. The provisions of Sections 2.3, 4, 8, 9, 10, 11, 12, 13, 14, 15, 18, 19, 20, and 21 survive termination, together with any other provision that by its nature is intended to survive.
8. No Training, Fine-Tuning, or Evaluation Use
Customer shall not use the API or any Output to train, fine-tune, validate, evaluate, benchmark, or develop any artificial intelligence, machine learning, large language model, or other automated system, or to construct any training dataset, evaluation dataset, reference dataset, or benchmark dataset for any such system. This prohibition applies whether the use is commercial, academic, research, or personal, and whether the resulting system is intended for public release, internal use, or any other purpose. Refine may grant exceptions only in writing and on a case-by-case basis. Nothing in this Section 8 prohibits (a) benchmarking activity that is conducted and disclosed in compliance with Section 10, or (b) Customer’s internal evaluation of the API and Output solely for the purpose of assessing the API’s suitability, performance, or quality for Customer’s own procurement, subscription, or internal quality-assurance decisions.
9. No Competitive Use
Customer shall not use the API or any Output to develop, improve, train, evaluate, or operate any product or service that competes with Refine’s services, including any product or service that provides automated review, error detection, or quality analysis of research papers, analytical documents, or similar written work.
10. No Public Benchmarking or Disclosure
(a) Commercial benchmarking prohibited. Customer shall not publish, present, distribute, or otherwise disclose any benchmark, performance comparison, evaluation, or analysis of the API or Output (including comparisons with other AI or analytical services) in any commercial context without Refine’s prior written consent. Prohibited commercial contexts include, but are not limited to, marketing materials, product comparisons, sales collateral, press releases, investor materials, and any other public or semi-public disclosure intended to promote, compare, or position a commercial product or service.
(b) Academic publications. Customer may publish benchmarks, performance comparisons, evaluations, or analyses of the API or Output in peer-reviewed academic publications, conference proceedings, and similar scholarly venues, provided that Customer (i) provides Refine with at least thirty (30) days’ prior written notice of the intended publication, including a draft of the relevant portions describing or characterizing the API or Output; and (ii) gives reasonable consideration to Refine’s comments on the accuracy of those descriptions. Refine’s review under this Section 10(b) is limited to factual accuracy and shall not be used to suppress or delay legitimate academic publication.
11. No Reverse Engineering
Customer shall not, and shall not permit any third party to, reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code, models, weights, prompts, system instructions, or underlying technology of the API or the Refine platform. Customer shall not extract, scrape, or systematically collect data from the API for purposes of replicating, approximating, or competing with Refine’s services.
12. Audit and Verification
12.1 Information Requests
Where Refine has a reasonable, good-faith basis to believe that a specific compliance issue exists with respect to Customer’s use of the API (including, by way of example, anomalous usage patterns suggesting Service Bureau Use, Restricted Commercial Use without an enterprise agreement, or other material breach of these API Terms), Refine may, on reasonable written notice, request information from Customer to verify Customer’s compliance with these API Terms. Such information may include details regarding Customer’s use of the API and Output, Customer’s status as a Restricted Commercial User, and Customer’s data protection practices with respect to Customer’s own end users. Refine shall exercise this right in good faith, and shall limit its requests to information reasonably necessary to verify the suspected compliance issue.
12.2 Suspension Pending Response
Customer shall respond to a request under Section 12.1 within ten (10) business days of receipt, or such longer period as Refine may reasonably specify in light of the scope of the request. If Customer fails to respond within the applicable period, Refine may suspend Customer’s API access pending Customer’s response. Notwithstanding the foregoing, Refine may suspend Customer’s API access immediately, without waiting for the response period to elapse, where Refine has a reasonable basis to believe that continued access poses an imminent legal, security, or operational risk.
13. Acceptable Use
Customer’s use of the API is subject to the acceptable use provisions of the Main Terms, which are incorporated herein. Without limiting the foregoing, Customer shall not submit through the API any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, obscene, or otherwise objectionable, or that infringes the intellectual property, privacy, publicity, or other rights of any third party.
14. Confidentiality of API Credentials
API Keys are confidential. Customer shall not share, disclose, embed in client-side code, or otherwise expose API Keys to any third party. Customer is responsible for all activity occurring under Customer’s API Keys, whether or not authorized by Customer. Customer shall promptly notify Refine of any actual or suspected unauthorized use of an API Key and shall cooperate with Refine to mitigate any resulting harm. Refine may rotate or revoke API Keys at any time for security or compliance reasons.
15. Customer Content; Ownership
15.1 Customer Retains Ownership
As between Customer and Refine, Customer retains all right, title, and interest in and to Customer Content. Refine claims no ownership of, and asserts no intellectual property rights in, Customer Content.
15.2 License to Refine
By submitting Customer Content through the API, Customer grants Refine a limited, worldwide, non-exclusive, royalty-free license to access, store, process, and otherwise use Customer Content solely as necessary to provide the API and Output to Customer in accordance with these API Terms and the DPA. This license terminates upon deletion of the relevant Customer Content or termination of these API Terms, whichever is earlier. Notwithstanding the foregoing, Refine may retain Customer Content following termination solely to the extent reasonably necessary to comply with applicable law, defend or respond to legal claims, or maintain routine archival or disaster-recovery backups, subject in each case to the AI training prohibition in Section 4.3 and any stricter requirements applicable to personal data under the DPA.
15.3 Output
As between Customer and Refine, Customer owns Output generated from Customer Content, subject to Refine’s underlying intellectual property in the API, the models, and the Refine platform. Refine assigns to Customer all right, title, and interest, if any, that Refine may have in such Output. Customer’s rights in Output are subject to the use restrictions in these API Terms.
16. Sanctions and Restricted Jurisdictions
Customer represents and warrants that Customer, and any individual or entity using the API under Customer’s account, is not: (a) located in, organized under the laws of, or ordinarily resident in any country or territory subject to comprehensive economic sanctions administered by the United States, the European Union, the United Kingdom, or the United Nations; (b) identified on any sanctions list maintained by the United States Office of Foreign Assets Control (OFAC), the U.S. Department of Commerce, the U.S. Department of State, the European Union, the United Kingdom, or the United Nations; or (c) owned or controlled by any such person or entity. Customer shall not use the API in violation of any applicable export control, sanctions, or anti-money-laundering law.
17. Changes to These API Terms
Refine may modify these API Terms at any time. Material changes will be communicated by email, through the Refine platform, or by posting an updated version at the URL where these API Terms are published, with reasonable advance notice of the effective date (not less than 30 days for materially adverse changes). Continued use of the API after the effective date of any change constitutes acceptance of the modified API Terms.
18. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL REFINE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATING TO THESE API TERMS OR CUSTOMER’S USE OF THE API, WHETHER IN CONTRACT, TORT, OR ANY OTHER THEORY OF LIABILITY, EVEN IF REFINE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, REFINE’S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE API TERMS OR CUSTOMER’S USE OF THE API, WHETHER IN CONTRACT, TORT, OR ANY OTHER THEORY OF LIABILITY, WILL NOT EXCEED THE GREATER OF (A) THE TOTAL FEES PAID BY CUSTOMER TO REFINE UNDER THESE API TERMS IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE THOUSAND U.S. DOLLARS ($1,000). THE FOREGOING LIMITATIONS APPLY EVEN IF ANY LIMITED REMEDY FAILS OF ITS ESSENTIAL PURPOSE.
19. Indemnification
Customer shall indemnify, defend, and hold harmless Refine and its officers, directors, employees, contractors, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) Customer’s breach of these API Terms or the DPA; (b) Customer’s use of the API in violation of applicable law; (c) Customer’s use of the API to provide services to, or generate work product for, third parties; or (d) any claim by any third party (including Customer’s own end users) arising from Customer’s use of the API or any Output. The foregoing indemnification obligation does not apply to the extent that a claim arises from Refine’s gross negligence, willful misconduct, or breach of its own obligations under these API Terms or the DPA.
20. Governing Law and Disputes
These API Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict of laws principles. Any dispute arising out of or relating to these API Terms shall be resolved exclusively in the state or federal courts located in Delaware, and Customer consents to the exclusive jurisdiction of such courts.
21. Miscellaneous
21.1 Entire Agreement
These API Terms, together with the Main Terms and the DPA, constitute the entire agreement between Customer and Refine with respect to Customer’s use of the API and supersede all prior or contemporaneous agreements, proposals, or communications, whether oral or written, regarding the API.
21.2 Severability
If any provision of these API Terms is held invalid or unenforceable, the remaining provisions will continue in full force and effect, and the invalid or unenforceable provision will be modified to the minimum extent necessary to render it valid and enforceable while preserving the parties’ original intent.
21.3 No Waiver
No failure or delay by Refine in exercising any right under these API Terms operates as a waiver of that right.
21.4 Assignment
Customer may not assign or transfer these API Terms or any rights or obligations hereunder without Refine’s prior written consent. Refine may assign these API Terms without consent in connection with a merger, acquisition, reorganization, or sale of all or substantially all of its assets.
21.5 Notices
Notices to Refine under these API Terms must be sent to
. Notices to Customer may be sent to the email address associated with Customer’s account.
21.6 Relationship of the Parties
The parties are independent contractors. Nothing in these API Terms creates a partnership, joint venture, agency, employment, or fiduciary relationship between the parties.
21.7 Order of Precedence
In the event of a conflict among (a) these API Terms, (b) the DPA, (c) the Main Terms, and (d) any separately negotiated agreement between Customer and Refine that expressly references and supersedes these API Terms, the order of precedence is (d), (b), (a), (c).
Last updated: June 8, 2026