Refrens

Release notes

What's new

37 updates

Showing 37 of 37 updates

Improved timezone awareness across ChatGPT, Claude, and WhatsApp

IMPROVED

You can now ask for revenue for yesterday, last week, this quarter or this FY.

Try This

What was my revenue this quarter?

See revenue and money totals in your business currency

NEW

See revenue for any date range. Totals and payments now show in your business currency, with a per-currency split when you ask.

Try This

What was my revenue yesterday?

Edit prices on tax-inclusive items

FIXED

Changing or adding to the price of an item whose prices include tax now saves the amount you asked for. Your AI assistant sees the price both with and without tax, so the tax is no longer taken out of the new price a second time.

Edit inventory items

NEW

Change an existing item’s name, SKU, prices, tax rate, HSN, unit, stock alert levels, or tags. When several items change at once, your AI assistant shows you the list and confirms before updating.

Choose the right pipeline for new leads

IMPROVED

Refrens can now find your CRM pipelines and stages. When creating a lead, your AI assistant will ask you to select or confirm the pipeline and stage before proceeding, unless you’ve already specified both.

Read bill totals from the printed numbers

FIXED

Purchase bills are now checked against the arithmetic that reproduces their printed totals before they are recorded, a printed round-off is accepted instead of blocking the bill, and a bill whose numbers cannot be reproduced is saved as a Draft that names the gap. Some bill layouts still land as Drafts; those fixes follow.

Read every line of long PDF bills

FIXED

Multi-page PDF bills are now read one page at a time, so a long bill is recorded with every printed line instead of a shortened list.

Read long PDF bills from their own text

FIXED

Large multi-page PDFs are now supported.

Record tax-inclusive bills consistently

FIXED

A bill whose line amounts already include GST is now recognised from its own arithmetic, so the same bill no longer records correctly one day and with the tax added twice the next.

Read post-tax deductions correctly on Drafts

FIXED

A Draft that carries a post-tax deduction such as a withheld amount or a receipt-level discount is no longer reported as having negative tax. Bills whose printed quantity was tagged twice by the reader are now recorded instead of being rejected.

Record zero-tax bills live

FIXED

Bills whose lines carry no tax are now recorded live even when the extracted line is marked tax-inclusive. With no tax on the line, the two pricing bases print the same money, so the bill is no longer held as a Draft with a false total warning.

Record bills with printed short dates

FIXED

Bills that print a two-digit year such as 22-May-26, or an unambiguous numeric date such as 22/05/2026, are now recorded on the first attempt. Bills with declared GST components no longer drop to Draft over a missing rounding setting.

Search quotations and other documents

IMPROVED

Ask for quotations, proformas, delivery challans, purchase orders, debit notes, and credit notes the same way you already ask for invoices. Searches now return only the document type you asked for, so invoice counts and lists no longer include other documents.

Try This

Show me my latest quotations.

Create documents without invalid unit errors

FIXED

Document creation now recognizes standard unit names such as pcs and kg. Unsupported optional units no longer cause the entire request to fail.

Keep bill totals separate from settlement withholding

FIXED

Document proposals now keep TDS/withholding out of bill totals, preserve attributable source credits as line discounts, and retain declared tax-component rounding exactly.

Handle purchase discounts and deductions accurately

FIXED

Purchases created from bills now place attributable pre-tax discounts on the correct line, preserve fixed post-tax deductions, and verify the saved tax and final total.

Review purchases before creating them

IMPROVED

Purchase proposals now show vendor details, line-item calculations, totals, and only essential source context in one consistent summary before you confirm.

Keep foreign vendor details on purchases

FIXED

Purchases created from foreign bills now preserve the vendor’s state or region and VAT number, and verify those details after saving.

Search CRM leads

NEW

Find CRM leads by contact, pipeline, stage, filters, or free text.

Try This

Show me leads generated today in my Sales Pipeline

Create purchases and expenses accurately from documents

IMPROVED

Refrens now reconciles line items, taxes, and totals from an attached bill, shows you a summary before creation, and verifies the saved amounts afterward.

Try This

Record this purchase.

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.

Documentation

Connect Refrens to Claude, ChatGPT, or WhatsApp

Choose where you want to use Refrens, sign in, and control what it can access.

Connect RefrensSetup
MCP endpointhttps://mcp.refrens.com/api/mcp

Use this endpoint for Claude or ChatGPT. For WhatsApp, follow the WhatsApp steps below.

  1. Add Refrens to your AI client using the endpoint above.
  2. On the Refrens authorization page, enter the business URL key and App ID from Settings > Integrations.
  3. Add the private key created for the Refrens app.
  4. Choose the permissions you need and select Authorize.
custom connectorClaude

Add Refrens from Claude's connector settings.

  1. Open Claude Settings and go to Connectors.
  2. Choose Add custom connector.
  3. Name the connector Refrens and paste the endpoint shown above.
  4. Leave the OAuth Client ID and Client Secret blank unless your workspace administrator gave you these values.
  5. Select Add or Connect, then complete the Refrens authorization page.

If Claude says a server with this URL already exists, remove the older custom connector or reconnect the existing Refrens entry.

custom connectorChatGPT

Add Refrens from ChatGPT's connector or app settings.

  1. Open ChatGPT Settings and go to Connectors or Apps.
  2. Create a custom MCP connector for your workspace.
  3. Name the connector Refrens and paste the endpoint shown above.
  4. Allow OAuth discovery and dynamic client registration if ChatGPT shows these options.
  5. Complete the Refrens authorization page and return to ChatGPT.

Once connected, test with: Run Refrens health_check and list my latest 5 invoices.

Refrens AI chatWhatsApp

Use the same Refrens tools and permissions from a WhatsApp conversation.

  1. Open Refrens AI on WhatsApp
  2. Send Hey Refrens to start.
  3. Select Connect Refrens in the reply.
  4. Complete the Refrens authorization page and choose the permissions you want to grant.
  5. Return to WhatsApp and send your request.

After the first Hey Refrens, follow-up messages stay connected for 15 minutes. Start again with Hey Refrens after the window closes.

Choose accessPermissions
business:read

Read safe business profile and context.

clients:read

Look up a saved client or vendor, and check their tax registration from the government registry. Currently only supports India GST.

clients:create

Create clients and vendors.

inventory:read

Read inventory items, batches, stock status, warehouses, and inventory shortcuts.

transactions:read

Read stock transactions within supported date windows.

inventory:write

Create and edit inventory items.

transactions:write

Adjust or transfer stock.

invoices:read

Read invoices, invoice payments, aging, and receivables helpers.

expenditures:read

Read expenditures, vendor bills, payment status, and line items.

invoices:create

Create invoices.

quotations:create

Create quotations/estimates.

proformas:create

Create proforma invoices.

purchaseorders:create

Create purchase orders.

salesorders:create

Create sales orders.

deliverychallans:create

Create delivery challans.

expenditures:create

Create expenses and purchases.

invoice-payments:write

Record invoice payments.

invoices:cancel

Cancel invoices.

documents:send-email

Email an existing invoice, credit/debit note, purchase order, proforma, or sales order.

documents:update

Patch invoiceTitle, dueDate, tags, terms, billedTo, or billedBy on an existing document.

invoices:irn

Generate IRN/e-invoice details for existing invoices.

creditnotes:create

Create credit notes.

debitnotes:create

Create debit notes.

leads:create

Create CRM leads.

leads:read

View CRM leads.

leads:update

Update existing CRM leads.

expenditures:cancel

Cancel expenditures.

invoices:delete

Permanently delete invoices.

expenditures:delete

Permanently delete expenditures.

inventory:delete

Permanently delete inventory items.

72 toolsAvailable Tools

Tools use the Refrens business you connected during setup.

72 of 72 tools available.

Setup and business context

Use these first to confirm the connector and identify the connected business.

3 tools
health_check
none

Checks whether the MCP server is reachable and Refrens credentials are configured.

get_more_tools
none

Records an unsupported capability request for roadmap consideration.

get_business_basic_context
business:read

Returns safe business context for the connected Refrens business.

Clients

Look up a saved client or vendor, check their tax registration from the government registry, or add a new client or vendor.

3 tools
get_client
clients:read

Fetches one client record by its public client id. No search/list yet, so the id must come from a document or from create_client.

check_gstin
clients:read

Looks up an Indian GSTIN in the government GST registry and returns the registered name/address plus ready-to-use client and billedTo field mappings, with a confirmation step before that data is used.

create_client
clients:create

Creates a new client. Returns the clientId to pass as billedTo.clientId on later document calls.

Inventory reads

Read inventory items, batches, tracking, stock state, and business-friendly shortcuts.

7 tools
list_inventory_items
inventory:read

Generic inventory list with filters for name, item type, tracking method, stock management, and stock status.

get_inventory_item_by_sku
inventory:read

Fetches one inventory item by SKU.

list_inventory_batches
inventory:read

Lists batches for an inventory item by SKU, with optional batch code or name filters.

find_warehouse
inventory:read

Lists the business's warehouses with their codes (WH0001), names, primary flag, and active status — the codes that inventory write tools require.

get_warehouse_by_code
inventory:read

Fetches one warehouse by exact code.

get_inventory_tracking_method_breakdown
inventory:read

Counts inventory grouped by BATCH, SERIAL, NONE, and unspecified/other tracking methods.

list_low_stock_items
inventory:read

Lists inventory with low or critical stock status.

Inventory writes and transactions

Create and edit items, and inspect or mutate stock transactions. Mutation tools require explicit write scopes.

6 tools
create_inventory_item
inventory:write

Creates a new inventory item. Warehouse-managed businesses should pass warehouse codes such as WH0001 — use find_warehouse to look them up.

update_inventory_item
inventory:write

Updates fields on an existing inventory item by SKU — name, prices, tax, HSN, unit, thresholds, tags, or the SKU itself. Stock quantities change through the transaction tools.

delete_inventory_item
inventory:delete

Permanently deletes an inventory item by SKU. Destructive and irreversible.

list_inventory_transactions
transactions:read

Lists transactions for one SKU. Dates are optional, default to the last 30 days, and may span at most 31 days.

adjust_inventory_stock
transactions:write

Records a manual BUY or SELL stock adjustment. MCP clients should treat this as destructive.

transfer_inventory_stock
transactions:write

Transfers stock between warehouses using warehouse codes. MCP clients should treat this as destructive.

Invoice reads and shortcuts

Read invoices, find invoices, and answer common receivables questions.

8 tools
list_invoices
invoices:read

Lists invoices with pagination, status, e-invoice generated status, supply type, invoice number, client, invoice-date, due-date, sort filters, and optional share links.

get_invoice_by_id
invoices:read

Fetches one invoice by the internal invoice ID returned by list or find tools.

find_invoice_by_number
invoices:read

Finds invoices by business-facing invoice number, including share link and PDF URL by default.

list_overdue_invoices
invoices:read

Lists overdue invoice documents; use get_invoice_aging_summary for aging buckets.

list_unpaid_invoices
invoices:read

Shortcut for unpaid invoices.

list_due_soon_invoices
invoices:read

Lists outstanding invoices due in the next N days.

list_high_value_unpaid_invoices
invoices:read

Combines unpaid and partial invoices, sorted by due amount.

find_invoices_to_generate_irn
invoices:read

Finds compact India invoice candidates for IRN generation, defaulting invoice date to last month and filtering failed/not-generated e-invoice status plus supported supply types.

Invoice analysis and payments

Summaries and payment helpers that turn invoice documents into compact business answers.

17 tools
list_invoice_payments
invoices:read

Lists payments recorded against one invoice ID.

get_invoice_payment_status
invoices:read

Returns paid amount, due amount, outstanding flag, overdue flag, and last payment.

list_recent_invoice_payments
invoices:read

Finds recent payments visible in the newest invoice window; older-invoice payments can be missed.

get_invoice_aging_summary
invoices:read

Groups overdue invoices into aging buckets.

get_receivables_summary
invoices:read

Summarizes unpaid, partial, and overdue receivables by currency.

get_revenue_summary
invoices:read

Revenue in business currency: the full value of PAID and PARTIALLY PAID invoices by invoice date in the business timezone, with part-paid invoices reported separately and what is still due.

get_daily_business_digest
invoices:read + inventory:read

Builds a schedule-friendly digest covering receivables, overdue invoices, invoices due soon, and low or critical stock alerts.

get_client_invoice_summary
invoices:read

Summarizes receivables and recent invoices for one client.

find_invoice
invoices:read

Flexible invoice search by number, client id or name, status, e-invoice generated status, supply type, and date range, including share link and PDF URL by default.

get_invoice_line_items
invoices:read

Returns focused line-item details for one invoice.

create_invoice
invoices:create

Creates an invoice with customer, item, payment, shipping, term, and reminder details.

record_invoice_payment
invoice-payments:write

Records a payment against an invoice. MCP clients should treat this as destructive.

cancel_invoice
invoices:cancel

Cancels an invoice by setting status to CANCELED. MCP clients should treat this as destructive.

delete_invoice
invoices:delete

Permanently deletes an invoice. Destructive and irreversible.

generate_invoice_irn
invoices:irn

Generates IRN/e-invoice details for an existing invoice using the business e-invoice configuration.

send_document_email
documents:send-email

Emails an existing invoice, credit note, debit note, purchase order, proforma, or sales order (not quotations or delivery challans). Subject/body are server-generated. Sends are immediate; fromEmail is optional and omitting it sends from invoices@refrens.com with no Reply-To.

patch_document
documents:update

Partially updates invoiceTitle, dueDate, tags, terms, billedTo, or billedBy on an existing document of any supported type except sales orders, which are withheld in this release. billedTo/billedBy are deep-merged onto the stored party, non-atomically. Line items, status, payments, and other financial fields are refused with a pointer to the dedicated tool where one exists. Performs GET, merge, PATCH, then a read-back GET to verify the write.

Sales document creation

Create customer and vendor-facing sales documents.

7 tools
create_quotation
quotations:create

Creates a quotation/estimate. The quotation number is assigned from the business series.

create_proforma
proformas:create

Creates a proforma invoice and sets billType to PROFORMAINV.

create_purchaseorder
purchaseorders:create

Creates a purchase order and sets billType to PURCHASEORDER.

create_deliverychallan
deliverychallans:create

Creates a delivery challan and sets billType to DELIVERYCHALLAN.

create_salesorder
salesorders:create

Creates a sales order with customer, item, shipping, term, and reminder details.

create_creditnote
creditnotes:create

Creates a credit note, optionally linked to existing invoices.

create_debitnote
debitnotes:create

Creates a debit note, optionally linked to existing invoices.

Expenditure reads and writes

Read vendor bills, find expenditure PDFs, inspect payment or line-item details, and create expenses or purchases.

12 tools
list_expenditures
expenditures:read

Lists expenditures with pagination, status, expense number, vendor-name, date, sort filters, optional share links, and derived purchase/petty-expense kind.

get_expenditure_by_id
expenditures:read

Fetches one expenditure by the internal expenditure ID returned by list or find tools.

find_expenditure_by_number
expenditures:read

Finds expenditures by business-facing expense number, including share link and PDF URL by default.

find_expenditure
expenditures:read

Flexible expenditure search by number, vendor name, status, invoice date, and due date.

get_expenditure_payment_status
expenditures:read

Returns paid amount, due amount, outstanding flag, overdue flag, and last payment.

get_expenditure_line_items
expenditures:read

Returns focused line-item details for one expenditure.

create_expense
expenditures:create

Compatibility signpost; direct creation is blocked and routes clients to the frozen proposal flow.

create_purchase
expenditures:create

Compatibility signpost; direct creation is blocked and routes clients to the frozen proposal flow.

prepare_expenditure_proposal
expenditures:create

Validates purchase or simple-expense facts from any MCP client and freezes an exact proposal for confirmation.

commit_expenditure_proposal
expenditures:create

Single-use commits a frozen proposal by id and payload hash, then reports its verified read-back outcome.

cancel_expenditure
expenditures:cancel

Cancels an expenditure. MCP clients should treat this as destructive.

delete_expenditure
expenditures:delete

Permanently deletes an expenditure. Destructive and irreversible.

Leads

Create, read, and update CRM leads in the connected business.

9 tools
create_lead
leads:create

Creates a CRM lead with customer, contact, pipeline, and stage. Idempotent via externalId — identical retries return the existing lead.

get_lead
leads:read

Fetches one CRM lead by its internal leadId.

get_pipelines
leads:read

Lists CRM pipelines, stages, and stage reasons so you can choose valid names for lead workflows. Set includeArchived to include archived configuration.

search_leads
leads:read

Searches CRM leads by pipeline, stage, contact, exact IDs, dates, budget, or free text.

update_lead
leads:update

Partially updates an existing CRM lead.

move_lead_stage
leads:update

Moves an existing CRM lead to a stage.

assign_lead
leads:update

Assigns or unassigns an existing CRM lead.

set_lead_follow_up
leads:update

Sets or clears an existing CRM lead follow-up date.

add_lead_comment
leads:update

Appends a customer-visible comment or internal note to a CRM lead.

Not currently supported: serial-number details; e-way bill, LHDN, and ZATCA actions; reading, cancelling, or deleting credit notes; downloadable invoice reports; removing payments; and changing approval status. Refrens can email invoices, credit and debit notes, purchase orders, proformas, and sales orders, but not quotations or delivery challans.
AccessManaging Your Connection

Refrens renews your connection automatically. If access expires or you revoke it, connect again.

To grant newly added permissions, remove Refrens from your AI client, add it again, and approve the new permissions.

Your dataSecurity and Privacy
  • Keep your Refrens app credentials private and use them only when authorizing this connection.
  • Refrens uses the connection only for the permissions you authorize.
  • You can revoke access at any time from your AI client and reconnect with different permissions.