Refrens MCP

Release notes

What's new

17 updates

Showing 17 of 17 updates

Use Refrens from WhatsApp

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

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

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

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

FIXED

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

Edit existing documents

NEW · v0.6.0

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

Work with clients directly

NEW · v0.5.0

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

Email documents more reliably

IMPROVED · v0.4.0

Optional From email and clearer send results.

Open created documents faster

IMPROVED · v0.3.0

Share and PDF links now appear first in create responses.

Review permissions with less scrolling

IMPROVED

Scopes are grouped with a live authorization summary.

Send documents by email

NEW

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

Tell us when a tool is missing

NEW

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

Find warehouses safely

NEW

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

Reuse clients in document creation

IMPROVED

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

Read and update CRM leads

NEW

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

Find invoices ready for IRN

NEW

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

Connect through OAuth

NEW

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

DocsAPI operational
Connector setup

Connect a Refrens business to your MCP client

Enter the app credentials generated in Refrens to mint a scoped MCP token. Use it as the bearer token in any remote MCP client.

Works withClaudeCodexChatGPTAny MCP client
1

Business

Which workspace this token can act on.

Scopes MCP calls to one business after app authentication.

2

Authentication

App credentials from Refrens > Settings > Integrations.

Stored encrypted, refreshes Refrens tokens automatically, no re-auth needed.

3

Token lifetime

How long the minted MCP token stays valid.

Token expiry

Auto-revokes after 90 days. The bearer token is shown only once.

4

MCP scopes

Grant the minimum needed. Read is always safe; write can modify data.

3 of 31 selected
Business
Clients
Inventory
Invoices and payments
3 scopes · 90d · private key