> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.refrens.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Refrens MCP: How to Connect and Use Refrens AI on Slack?

Refrens AI brings your business into Slack. Tell it what you need in plain words - from creating an invoice to checking overdue payments - and it gets the work done in Refrens.

Mention **@Refrens AI** in a channel, message it directly, or add it to a group DM. Tell it what you need in plain words, and it will help you get the work done in Refrens.

**What you can do**

• Create invoices, quotations, proforma invoices, delivery challans, sales orders, purchase orders, credit notes, and debit notes
• Record payments against invoices
• Turn a bill or receipt into an expense by sharing a PDF, JPG, or PNG
• Update items, prices, and stock, or transfer stock between warehouses
• Find clients, invoices, and leads, and check revenue, outstanding dues, and overdue invoices

[And much more>](https://mcp.refrens.com/docs)
[
](https://mcp.refrens.com/docs)

### 1. Add Refrens AI to Your Slack Workspace

Open the Refrens AI app page on Slack and follow the prompts to add it to your workspace.

If your workspace requires approval to install apps, request approval from your Slack administrator.

(**Note**: Slack integration is currently in invite-only mode. Please reach out to your account manager to get our Slack App link.


### 2. Connect Your Refrens Account
###
The first time you interact with Refrens AI, you’ll receive a **private link to connect your own Refrens account:**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image-318_bpdiih.png =800x499)
Click on "Connect Refrens," and you will be redirected to the Refrens authorization page:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image-319_x9s5yg.png =800x509)

Here, you need to provide:

1. **Business URL key**
2. **Refrens App ID**
3. **Private Key**

###### Where can you find the Business URL key, Refrens App ID, and Private Key?

\=> In your Refrens account, go to: **Business Settings → Integrations → AI Integrations → Generate API Keys:**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image_1tt080i.png =725xauto)

You can copy the required credentials from the **Generate API Keys** section.

\=> If you are generating API keys for the first time, the option will be displayed as **“Generate API Keys.”**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/chatgpt-image-sep-25-2026-1133_3y4nqv.png =603xauto)

\=> If you are regenerating API keys, the option will be displayed as **“Regenerate API Keys.”**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image_g3z353.png =592xauto)


||| Important: If you regenerate your API keys, make sure to replace the old API key with the newly generated one wherever it is being used, such as in your Claude, ChatGPT, or other connected integrations. It’s a good practice to keep your API keys saved securely for future reference. Keep your API credentials confidential and do not share them with anyone.

After entering the required details, review the permissions that Refrens AI will have access to:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image-320_15qmbug.png =800x368)

Select the permissions required for the actions you want to perform through Refrens AI for Slack.

### Destructive permissions:
######
**Destructive permissions** allow Refrens AI to perform actions that can permanently remove or modify data in your account, such as **deleting invoices, expenses, or inventory items**.

These permissions are not enabled by default and should only be granted when you need Refrens AI to perform such actions on your behalf.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image-321_dp5chw.png =800x375)

After reviewing the permissions, click **Authorize Refrens AI**:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image-322_1txcstx.png =800x369)


Your Refrens account will now be connected to Refrens AI on Slack.

### 3. Start a Conversation


Once the app is added, you can start using Refrens AI in any of these ways:

* **Direct message:** Open Refrens AI in Slack and send your request.
* **Channel:** Mention **@Refrens AI** along with your request.
* **Group DM:** Add Refrens AI to the conversation and ask it for help.

For example:
> @Refrens AI, show me all overdue invoices.
Once you mention Refrens AI in a thread, you can continue talking in that thread without tagging it again.

## What Can You Do with Refrens AI on Slack?

### Create Invoices and Other Business Documents
Create invoices, quotations, proforma invoices, delivery challans, sales orders, purchase orders, credit notes, and debit notes.

For example:
> Create a quotation for ABC Traders for 10 units of Product A at ₹500 each.

### Record Payments Against Invoices
Tell Refrens AI which invoice was paid, the amount received, and any relevant payment details.

For example:
> Record ₹10,000 received by bank transfer against invoice INV-101 today.
Actions that affect money require you to press **Confirm** before they proceed.

### Turn Bills and Receipts into Expenses
Share a bill or receipt as a **PDF, JPG, or PNG** and ask Refrens AI to turn it into an expense.

For example:
> Create an expense from this bill.
Include any additional details needed for the entry in your message.

### Manage Items, Prices, and Stock
Update item details and prices, adjust stock, or move stock between warehouses.

For example:
> Update the selling price of Product A to ₹550.
Or:
> Transfer 20 units of Product A from the Main Warehouse to the Surat Warehouse.
Actions that affect stock require your confirmation before they proceed.

### Find Clients, Invoices, and Leads
Look up records without searching through multiple screens.

For example:
> Find the latest invoice for ABC Traders.
Or:
> Find the lead for Rahul at ABC Traders.

### Check Revenue and Customer Dues
Ask about revenue, outstanding amounts, and overdue invoices.

For example:
> Show me this month’s revenue.
Or:
> Which customers have overdue payments?

##
## Using Refrens AI in Channels and Threads

Replies posted in a channel are visible to everyone in that channel. 

Choose where you start the conversation based on who should see the business information being discussed.

For follow-up questions, continue in the same thread. Once you’ve tagged Refrens AI in that thread, you don’t need to mention it in every message.

## How Your Data Is Handled

Refrens AI uses the following information to process your requests:
* **Messages and files:** The bot reads only the messages and files you send it, plus the first message of a thread where you tag it.
* **OpenAI processing:** Your message and any file you share are sent to OpenAI. OpenAI retains the conversation so the bot can follow its context.
* **Temporary storage:** Refrens stores the bot’s most recent reply in encrypted form for up to one hour.


### Have an idea/suggestion that could make this better? **We’d love to hear it!**

Share your feature requests and suggestions with us on our feedback board: [__Share Your Feature Request__](https://feedback.refrens.com/b/5v8l52jm/feature-ideas?utm_source=chatgpt.com)>

If you still have questions, reach out to us at [__care@refrens.com__](mailto:care@refrens.com) or contact us through chat support for quicker assistance.