Articles on: General FAQs

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, or ask the AI assistant to perform supported actions such as creating invoices, quotations, leads, 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.


Before You Start: Generate Your Refrens API Credentials



Before connecting Refrens to ChatGPT or Claude, you need 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 your:

  • 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, go to Settings > Connectors


Click the + button and select: Add custom connector


Claude currently 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://refrens-mcp.vercel.app/api/mcp


You can leave the fields under Advanced Settings blank unless your Claude workspace specifically requires a pre-registered OAuth Client ID or Client Secret.


Click Add or Connect.


Step 3: Authorize Your Refrens Business



Claude will redirect you to the Refrens MCP authorization page.


Enter your 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
Use the App Secret or Private Key generated from Refrens, depending on the authentication option you choose.


The MCP authorization flow supports authentication using either an App Secret or PEM Private Key.


Step 4: Select Permissions



You will then be able to choose which Refrens permissions, or scopes, you want the AI assistant to access.


For example, you may allow 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: Click Authorize



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


You will be redirected back to Claude.


Refrens MCP should now be available inside Claude.



Connecting Refrens MCP with ChatGPT



Step 1: Turn on Developer Mode


Go to Settings > Security & Login > Ensure that Developer Mode is turned ON.


Step 2: Open Plugins in ChatGPT


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://refrens-mcp.vercel.app/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:
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 along with your Refrens API credentials.


Step 5: Authorize


Click Authorize.


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


You can now start asking ChatGPT to access 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 If Refrens MCP Is Connected


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


You can simply ask:
“Is Refrens connected?”
Or try:
“Run the Refrens health check.”


You can also test the connection with 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.”
Upload a visiting card along with the message and your AI assistant can use the information to help create the lead.
You can then continue the workflow:
“Set a follow-up for Friday.”
After you speak 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 continue managing the lead without repeatedly navigating through CRM screens.


Create Quotations and Invoices


You can ask:
“Create a quotation for five quantities of Product X.”
When the customer confirms, continue the conversation:
“Create an invoice for the same customer.”
Refrens MCP supports creating invoices along with other sales documents such as quotations, proforma invoices, sales orders, purchase orders, and delivery challans, depending on the permissions granted to your connector.


Record Payments


When a payment comes in, you can say:
“Record ₹10,000 received against this invoice.”
You can also specify information such as the payment method, date, transaction reference, TDS, or transaction charges where applicable. Refrens MCP includes a dedicated permission for recording invoice payments.


Check Outstanding and Overdue Payments


Instead of opening reports and applying filters, ask questions such as:
“Show me all overdue invoices.”
“Which customers owe us the most?”
“How much money is outstanding?”
“Give me an aging summary.”
Refrens MCP can access invoice payment status, receivables summaries, aging information, overdue invoices, and invoices due soon when invoice read access is enabled.


Record Expenses and Purchases


You can also work with business expenses.
For example:
“Record ₹1,200 spent on client lunch.”
Or:
“Create a vendor expense for this bill.”
Refrens MCP supports creating petty expenses, vendor expenses, and purchases when expenditure permissions are enabled.


Manage Inventory


You can ask:
“Which inventory items are running low?”
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 such as stock adjustments and warehouse transfers.


Get a Daily Business Digest


You can also ask:
“What needs my attention today?”
Refrens can bring together important information such as:

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

Refrens MCP includes a business digest specifically designed to combine these important alerts into one summary.
If your AI assistant supports scheduled tasks, you can also schedule this to run every morning.
For example:
“Run my Refrens business digest every weekday morning at 9 AM.”
This way, instead of checking multiple dashboards every morning, the important things that need 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 providing permissions to create or modify inventory.


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


Your Refrens API credentials should always be kept 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://refrens-mcp.vercel.app/api/mcp


Refrens MCP Documentation:
View Refrens MCP Documentation →


View Changelog:
Stay updated with What's new in Refrens MCP>


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 you need 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: 21/08/2026

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