How to Connect and Use Refrens MCP with ChatGPT and Claude?

Refrens MCP lets you connect your Refrens business with AI assistants such as ChatGPT and Claude.


Once connected, you can interact with Refrens directly through a conversation.


You can ask questions about your invoices, receivables, inventory, expenses, and other business data. You can also ask the AI assistant to perform supported actions such as creating invoices, quotations, leads, and expenses, recording payments, and updating CRM workflows.


For example, you can ask:


  • “Show me all overdue invoices.”
  • “Which customers owe me the most?”
  • “Create a quotation for this customer.”
  • “Record ₹10,000 received against this invoice.”
  • “Add this person as a lead in Refrens.”
  • “Which inventory items are running low?”
  • “Give me my morning business digest.”



Let’s see how to connect Refrens MCP with ChatGPT and Claude.


Before You Start: Generate Your Refrens API Credentials


Before connecting Refrens to ChatGPT or Claude, you need to generate API credentials for your Refrens business.


In Refrens, go to:


Business Settings → Integration → Accounting Integration → Generate API Keys


Refrens will generate the credentials required for the integration, including:


  • URL Key
  • App ID
  • App Secret
  • Private Key


You will need these details while authorizing Refrens MCP.


See how to generate Refrens API Keys →


Keep these credentials secure and do not share them publicly.


Connecting Refrens MCP with Claude


Step 1: Open Connectors in Claude


Open Claude and go to:


Settings → Connectors → Click the + button → Add custom connector


Alternatively, use the link below:


Open Claude Custom Connectors →


Claude supports adding remote MCP servers through its Custom Connectors section.


Step 2: Add Refrens MCP


Enter the following details:


Connector Name


Refrens MCP


Remote MCP Server URL

https://mcp.refrens.com/api/mcp


Click Continue.


You may see the following screen:



Keep the default selection shown in the image and click Add.


Step 3: Authorize Your Refrens Business


Claude will redirect you to the Refrens MCP authorization page.


Enter the following Refrens credentials:


Business URL Key


Enter the URL Key generated for your Refrens business.


For example:


{{urlKey}}


App ID


Enter the App ID generated from Refrens.


Authentication Credential


Select your preferred authentication method and enter either the App Secret or the PEM Private Key generated by Refrens.


Refrens MCP supports authentication using either an App Secret or a PEM Private Key.


Step 4: Select Permissions


You can now choose which Refrens permissions, or scopes, you want the AI assistant to access.


For example, you may provide access to:


  • Business information
  • Invoices
  • Quotations
  • Payments
  • Expenses and purchases
  • Inventory
  • Stock transactions
  • CRM leads
  • Other supported Refrens workflows


Only provide access to the capabilities you want the connected AI assistant to use.


Step 5: Authorize the Connection


Once you have entered your credentials and selected the required permissions, click Authorize.


You will be redirected to Claude.


Refrens MCP should now be available inside Claude.


Connecting Refrens MCP with ChatGPT


Step 1: Turn On Developer Mode


In ChatGPT, go to:


Settings → Security & Login


Ensure that Developer Mode is turned on.


Step 2: Open Plugins in ChatGPT


Go to:


Settings → Plugins → Browser Plugins → New Plugin


Step 3: Add Refrens MCP


Enter the following details:


Plugin Name


Refrens


MCP URL



https://mcp.refrens.com/api/mcp



Leave Advanced Settings blank.


Step 4: Connect Your Refrens Business


After adding the MCP URL, you will be redirected to the Refrens MCP setup page.


Enter the following details:


Business URL Key


Enter your Refrens business URL Key.


For example:


{{urlKey}}


App ID


Enter the App ID generated from your Refrens account.


Private Key


Enter the Private Key generated with your Refrens API credentials.


Step 5: Authorize the Connection


Click Authorize.


Once authorization is complete, you will be redirected to ChatGPT, and Refrens MCP will be connected to your Refrens business.


You can now ask ChatGPT to access your business information or perform supported actions in Refrens.


For example:


  • “Show me all overdue invoices.”
  • “Which customers owe me the most?”
  • “Create an invoice for this customer.”
  • “Add this person as a lead in Refrens.”
  • “Which inventory items are running low?”


How to Check Whether Refrens MCP Is Connected


Once the setup is complete, start a new conversation in ChatGPT or Claude.


You can ask:


“Is Refrens connected?”


Or:


“Run the Refrens health check.”


You can also test the connection using a real Refrens request, such as:


“Show me my latest five invoices.”


What Can You Do with Refrens MCP?


Once connected, you can use normal conversational instructions. You do not need to remember API names or technical commands.


Manage Leads and CRM


You can say:


“Add this person as a lead in Refrens.”


You can also upload a visiting card with your message. Your AI assistant can use the information on the card to help create the lead.


You can then continue the workflow:


“Set a follow-up for Friday.”


After speaking with the customer, you can say:


“Move this lead to Qualified and add a note that they’re interested in the annual plan.”


This lets you manage the lead without repeatedly navigating through CRM screens.


Create Quotations and Invoices


You can ask:


“Create a quotation for five units of Product X.”


When the customer confirms the quotation, continue the conversation:


“Create an invoice for the same customer.”


Depending on the permissions granted to the connector, Refrens MCP can help create invoices and other sales documents, including:


  • Quotations
  • Proforma invoices
  • Sales orders
  • Purchase orders
  • Delivery challans


Record Payments


When you receive a payment, you can say:


“Record ₹10,000 received against this invoice.”


Where applicable, you can also specify:


  • Payment method
  • Payment date
  • Transaction reference
  • TDS
  • Transaction charges


Refrens MCP includes a dedicated permission for recording invoice payments.


Check Outstanding and Overdue Payments


Instead of opening reports and applying filters, you can ask:


  • “Show me all overdue invoices.”
  • “Which customers owe us the most?”
  • “How much money is outstanding?”
  • “Give me an ageing summary.”


When invoice read access is enabled, Refrens MCP can access:


  • Invoice payment status
  • Receivables summaries
  • Ageing information
  • Overdue invoices
  • Invoices due soon


Record Expenses and Purchases


You can also record business expenses through a conversation.


For example:


“Record ₹1,200 spent on a client lunch.”


Or:


“Create a vendor expense for this bill.”


When the required expenditure permissions are enabled, Refrens MCP supports creating:


  • Petty expenses
  • Vendor expenses
  • Purchases


Manage Inventory


You can ask:


“Which inventory items are running low?”


You can then continue with:


“Show me the stock transactions for this item.”


Depending on the permissions provided, Refrens MCP can read inventory information and perform supported stock actions, including:


  • Stock adjustments
  • Warehouse transfers
  • Stock transaction tracking


Get a Daily Business Digest


You can ask:


“What needs my attention today?”


Refrens can bring together important business information, including:


  • Outstanding receivables
  • Overdue invoices
  • Invoices due soon
  • Low-stock items
  • Critical-stock items


Refrens MCP includes a business digest designed to combine these important alerts into one summary.


If your AI assistant supports scheduled tasks, you can also schedule the digest to run automatically every morning.


For example:


“Run my Refrens business digest every weekday morning at 9 AM.”


Instead of checking multiple dashboards every morning, the important information that needs your attention can come directly to you.


Permissions and Security


Refrens MCP uses OAuth-based authorization.


During setup, you can choose the minimum permissions required for your use case instead of giving the AI assistant access to everything.


For example, if you only want to check invoices, you can provide invoice read access without granting permission to create invoices or modify inventory.


If you change the permissions or revoke the connector later, reconnect Refrens MCP from your AI assistant to complete the authorization process again.


Always keep your Refrens API credentials private.


Reconnecting Refrens MCP


If Refrens MCP stops working or you change its permissions:


  1. Open the connector settings in ChatGPT or Claude.
  2. Disconnect or remove the existing Refrens MCP connection.
  3. Add the Refrens MCP server again.
  4. Complete the authorization process.
  5. Select the required permissions.
  6. Click Authorize.


If Claude reports that a connector with the same MCP URL already exists, remove the older Refrens MCP connector or reconnect the existing one.


Refrens MCP Details


MCP Name


Refrens MCP


MCP Server URL

https://mcp.refrens.com/api/mcp



Refrens MCP Documentation


View Refrens MCP Documentation →


Generate Refrens API Keys


See how to generate your Refrens API credentials →


Once Refrens MCP is connected, you don’t need to think about which screen, dashboard, or report to open.


Simply tell ChatGPT or Claude what you want to know—or what you want done—and continue the conversation from there.

Updated on: 12/09/2026

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