Refrens MCPDocs

Refrens MCP

Changelog

A record of product updates, improvements, and fixes.

Showing 17 of 17 updates

Use Refrens from WhatsApp

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NEW

Connect your Refrens account and use Refrens directly from WhatsApp, similar to ChatGPT and Claude.

Try This

Hey Refrens, show me my latest expense.

Stay connected on more than one device

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FIXED

Using the same account on your phone and your laptop no longer signs you out of both.

Check a GSTIN before adding a client

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NEW

Look up an Indian GSTIN in the government GST registry and confirm the registered name and address before creating a client or invoice.

Try This

Look up GSTIN 29AAJCR7259L1ZI and confirm the details before adding it as a client.

Copy example prompts

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NEW · v0.7.0

Copy a ready-to-use prompt from release notes and paste it into your AI client.

Try This

Run my Refrens daily business digest.

Disconnect an AI client instantly

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FIXED

Turning off a connection now takes effect right away, however long you have been using it.

Edit existing documents

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NEW · v0.6.0

Update the title, due date, tags, terms, or party details on a document you already created.

Work with clients directly

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NEW · v0.5.0

Look up saved clients and create new ones before creating documents.

Email documents more reliably

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IMPROVED · v0.4.0

Optional From email and clearer send results.

Open created documents faster

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IMPROVED · v0.3.0

Share and PDF links now appear first in create responses.

Review permissions with less scrolling

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IMPROVED

Scopes are grouped with a live authorization summary.

Send documents by email

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NEW

Email supported sales documents from your AI client with a dedicated permission.

Tell us when a tool is missing

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NEW

Tell us about a capability you need so we can consider it for the roadmap.

Find warehouses safely

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NEW

Look up warehouse codes, names, and status before working with inventory.

Reuse clients in document creation

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IMPROVED

Use a saved client when creating documents instead of entering their details again.

Read and update CRM leads

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NEW

View CRM leads and keep their details, follow-ups, and notes up to date.

Find invoices ready for IRN

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NEW

Find eligible Indian invoices that are ready for e-invoice IRN generation.

Connect through OAuth

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NEW

Connect an AI client through OAuth and choose the permissions it can use.