Install Steps
- Open the agent thread UI in right dock with
cmd + R. - In the top right, click the
...icon and under MCP Servers, selectAdd Custom Server.... This should open theAdd MCP Servermodal. - In the bottom left of the modal click
Configure Remoteserver. - Replace the entire content of the input JSON with the following and click
Add Server.
"url": "https://api.plan.ref.tools/mcp?plan=<PLAN_ID>&apiKey=<your api key>".
Verify
- Open a new thread in the agent thread panel and select the
...settings icon then clickSettings. - You should see RefPlan enabled in the Model Context Protocol (MCP) Servers section.
Get help
If you have any issues, please reach out tohelp@ref.tools. We’re happy to help you get started!