Install Steps
- Click the
Extensionsbutton in the left side nav. - Click
Add custom extension - Fill in Extension Name as
RefPlan - Fill in Endpoint as
https://api.plan.ref.tools/mcp - Add a Request Header
x-ref-api-keywith value being your API key. - IMPORTANT: make sure you hit ”+ Add” next to the request header to ensure it is actually added.
- Click
Add extension
https://api.plan.ref.tools/mcp?plan=<PLAN_ID> as the endpoint.
Verify
Open a new chat and ask the agent to list your plans or read a specific plan.Get help
If you have any issues, please reach out tohelp@ref.tools. We’re happy to help you get started!