Refrens MCP

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.

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