Gemini CLI¶
Connect Open Referral to Gemini CLI as a custom MCP server. The most reliable path today uses a personal Open Referral token via an HTTP header — it bypasses Gemini CLI's OAuth auto-discovery (which currently fails, see Troubleshooting). Once connected, ask Gemini about your referral program in plain language; it reads live data from Open Referral — read-only, and privacy by design.
Success
What you get: program metrics, monthly trends, pending team actions, recent referrals and best-practice playbooks — straight from your terminal.
Prerequisites¶
- Gemini CLI installed and working.
- An Open Referral account on an eligible plan (Essential or Scale), with an Admin or Recruiter role.
- A personal Open Referral API token (it starts with
orf_). Generate one in Open Referral under your API tokens / Copilot settings.
Step 1 — Store your token¶
Put your token in an environment variable (never paste it directly into the config file):
export OPEN_REFERRAL_TOKEN="orf_your_personal_token"
Add that line to your shell profile (~/.zshrc, ~/.bashrc, …) to make it permanent.
Step 2 — Edit your Gemini CLI settings¶
Open ~/.gemini/settings.json (or the project-level .gemini/settings.json) and add
Open Referral under mcpServers:
{
"mcpServers": {
"open-referral": {
"httpUrl": "https://mcp.openreferral.io",
"headers": {
"Authorization": "Bearer ${OPEN_REFERRAL_TOKEN}"
}
}
}
}
The httpUrl field tells Gemini CLI to use HTTP transport, so the headers block is applied.
Step 3 — Verify the connection¶
Restart Gemini CLI and run:
/mcp list
open-referral should appear as connected. There's no /mcp auth step — the Bearer
token authenticates every request directly.
Step 4 — Use it¶
Ask, for example:
- "How is our referral program doing this quarter?"
- "What's waiting on my team right now?"
- "Show me recent referrals with unpaid bonuses."
- "What are best practices to relaunch a referral program that's losing steam?"
What Gemini can access¶
Open Referral exposes 7 read-only tools. Gemini can read, but never modifies your data.
| Tool | What it returns |
|---|---|
| List My Organisations | Organisations where you are Admin or Recruiter |
| Get Program Overview | Total referrals, pipeline, hires, bonuses paid |
| Get Referral Trend | Monthly referral trends |
| List Pending Actions | Items awaiting your team |
| List Recent Referrals | Latest referrals (candidate names minimised) |
| List Knowledge Entries | Best-practice playbooks available |
| Get Knowledge Entry | Full text of a specific playbook |
Success
Privacy by design: candidate identities are minimised to a first name + initial. Emails, phone numbers and direct identifiers are never sent to Gemini. See our Privacy Policy.
Troubleshooting¶
Cannot perform dynamic registration without issuer— this appears if you run/mcp auth open-referral. It's Gemini CLI's OAuth auto-discovery failing, not a server problem. Use the Bearer-token method above instead of/mcp auth.open-referralshows as disconnected. Check thatOPEN_REFERRAL_TOKENis set in the shell that launched Gemini CLI (echo $OPEN_REFERRAL_TOKEN), then restart.- "No organisations found." Your Open Referral account has no Admin or Recruiter role.
- "Copilot not available on your plan." The connector requires an Essential or Scale Open Referral plan.