Changelog

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New features

• Set up NDA policies from your playbook. If your firm has no default NDA policy, the NDA library shows a setup card. Admins can paste or upload a .txt or .md playbook, and Metal compiles it into a draft policy. New NDA stays disabled until setup is done. Policies now display as a playbook table with Issue, Round 1, and Round 2 and later columns. Use Publish and use as default to publish a draft in one step. See NDA Library setup.
• Task priority, statuses, and saved views. Tasks now have a priority you can set on create or edit, plus Priority and Created columns. Two new statuses, In Review and Blocked, count as open work. Save task views with filters and sorts, and group a view by tag. My Tasks now lives in the views menu.
• Search and filter the deal intake inbox. Search intake runs by subject and sender, and filter by Needs action, In progress, Failed, or Complete. See Intake a teaser or CIM.
• Connected MCP servers from the Metal connector. The Metal MCP server adds list_connected_mcp_tools and call_connected_mcp_tool, so your AI client can use read-only tools from the MCP servers you connected in Metal. See MCP tools reference.
• Workflow outcomes and run debriefs. In the workflow builder, use Define outcomes to set the outcomes a run can finish with: Succeeded, Partial, Declined, or Nothing written. Run lists show each run’s outcome and filter by it. A new Debrief tab on the run page sums up what the run did, what it skipped, and what blocked it. Completion emails include the outcome and debrief; Slack updates add the outcome. See Review results.
• Broader global search. Global search now finds CIMs, Expert calls, People, and Activities, alongside pages, companies, deals, and files. See Global search.
• Fix and retry CRM writeback errors. If your organization writes edits back to its CRM, admins now get an in-app notification when a writeback fails. Each error explains the cause and links to the fix. Use Retry to resend it, or Open in chat to work through it with chat. Errors that newer edits replace close on their own. See After you save.
• Skills over Metal MCP. AI tools connected to Metal MCP can list, read, and save your firm’s skills and their files. See Available tools.
• Automations on the Usage dashboard. A new Automations card ranks the agents, workflows, tools, and skills that ran without a person, by tokens or actions. See Usage analytics.
• DDQ bank sources. Admins and Power users can add organization-wide folders as DDQ bank sources, with folder-name rules and optional automatic indexing. Turn on Only include final, sent versions to keep drafts out, and review or override Metal’s picks on the Decisions tab. Browse the bank and use Test a question to check answers. See Prepare the DDQ bank.
• Multi-source DDQ runs. Pick one or more bank sources when you start a DDQ run, or keep All sources. See Start a DDQ run.
• Company email touchpoints. Ask chat how often your firm emailed a company, for any range up to 365 days. Chat reports outbound and inbound counts and the latest date for each. Counts are aggregate only and never include subjects, bodies, or addresses. Developers can use the new Aggregate company email touchpoints endpoint. See Company email touchpoints.
• Edit activity notes. Click Edit notes on an activity’s detail page to edit its notes, or Clear notes to remove them. On CRM-linked activities with notes mapped, your edits write back to the CRM, with Retry if the sync fails. See Edit activity notes.
• Full screen dashboards and widgets. Canvas, Deal Pipeline, and IR Pipeline dashboards have a Full Screen button, and each widget can expand on its own. Filters, tabs, and inputs keep their state. Click Minimize or press Escape to exit. See View full screen.
• Person activity feed API. GET /v1/people/{id}/activities lists a person’s activities, newest first. See List activities for a person.
• Add an existing fundraising process from the Active Fundraising widget. The widget now has a + Add Fundraising Process button that opens a picker, so you can attach a fundraising process that already exists without leaving the pipeline. Create New Fundraising Process is still there when you have IR edit permission. See Add a fundraising process from the pipeline list.

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Updates

• Workflows is now Automations. The Workflows item in the sidebar is now Automations. It still opens the workflow hub. See The sidebar.
• My runs grouped by workflow. My runs shows one card per workflow with its latest run, 7-day run counts, and next scheduled run. See The workflow hub.
• Workflow concurrency limits. Metal limits how many runs of one workflow, and of one organization, run at once. Extra runs wait in the queue and start automatically.
• Read-only workflow steps. People who can view but not edit a workflow can now see its steps.
• Show hidden workflows. Built-in workflows your firm hid stay out of the hub. Admins can bring them back with Show hidden in table view.
• Work-product templates retired. The Create document from template step is no longer available, and workflows built on discontinued templates are read-only. Saved workflows and past runs stay viewable.
• Salesforce writeback skips computed fields. Metal never sends Salesforce formula or relationship-path fields, so those edits no longer fail the update.
• More DealCloud fields write back. DealCloud User fields and multi-select custom picklists now sync every selected value. See What you can change.
• Notes format in the CRM. Metal writes activity notes to DealCloud or Salesforce as plain text by default, or as Markdown rendered to HTML. See Notes format in the CRM.
• Stricter CRM Base Url rules. Metal now checks a CRM integration’s Base Url before saving. It must use https, the default port, and your CRM vendor’s domain. Self-hosted CRMs need a public hostname. If an existing integration starts failing with a configuration error, ask an Admin to update its Base Url. See Base Url requirements.
• Exchange mailbox problems in settings. When Metal can’t read your Exchange mailbox, settings show Needs attention with the next step to take. See Connect your mailbox.
• Attendees and related records on new activities. The new activity page splits links into an Attendees card and a Related card.
• Easier deal intake review. Intake runs and results are easier to scan, with clearer sections and status labels. A run that is waiting to retry shows as in progress instead of Failed. See Intake a teaser or CIM.
• More helpful intake receipts. When sender emails are on, the deal intake receipt now quotes the email’s subject, lists the attached files, and says what happens next. See Emails to the sender.
• Better citations and answers in chat. Chat cites company records and enriched data it draws on. Questions that span every portfolio company now check the full document list instead of only top matches.
• Activity counts in chat. Chat can total emails, meetings, and calls across up to 100 companies over a date range. Emails and meetings now link to a company when a participant’s company name matches it exactly. See How emails and meetings get related.
• Edit a person’s taxonomy. Edit a person’s industries, sectors, and subsectors on the Person Details card or in the edit dialog. See Working with people.
• Existing people. When you add a person whose email already exists, Metal tells you instead of opening the existing record silently. See Add a person.
• Redesigned CIM pages. CIM reports use the same layout as other record pages, with a breadcrumb and tabs that stay visible as you scroll. See CIM Library.
• NDA document type. Metal now classifies NDAs as their own NDA document type. See Document types.
• Playbooks from executed NDAs only. When Metal drafts a playbook from a folder of NDAs, it counts only executed agreements and skips drafts, forms, and redlines.
• Linked deals in MCP document tools. Document tools in Metal MCP return the deals each document is linked to. See search_documents.
• Collapsed answered questions. Once you answer a question in chat, it shrinks to three lines with Show more.
• Dashboards page. New dashboard is now in the page header, and dashboards appear as a full-width grid. New widgets match your light or dark theme. See Create a dashboard.
• View Profile from the person card. The person card has a View Profile button. Folders in Files open in a new tab with ⌘/Ctrl-click.
• Settings opens on Profile. Settings now opens on Profile instead of Appearance.
• Full deal labels on hover. Truncated status and stage badges in deal tables show the full label on hover.
• List search matches words anywhere. List toolbar search splits your search into words and matches each word anywhere in the name, ignoring case. For example, cap part finds “Summit Capital Partners”. See Search a list.
• Data retention is read-only. The Data retention page shows your current window, status, and dry-run counts. Nothing is deleted yet. See Data retention.
• Mark all as read. The notifications menu has a Mark all as read action, and unread notifications show a blue dot.

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Bug fixes

• Fixed NDA redlines skipping edits to words Word flagged for spelling and to multi-line blocks such as notice addresses.
• Fixed chat starting Outlook sign-in when your Exchange mailbox needed reconnecting.
• Fixed chat failing with “Some requested connections are not available” after you disconnected an MCP server. Metal now drops connections you no longer have and tells you which ones.
• Fixed connections chat turned on not staying on for your next message.
• Fixed your first message briefly disappearing in a new side-panel chat.
• Fixed CIM charts showing “undefined” for years with no value, and commentary treating missing years as declines.
• Fixed enrichment and chat failing with a generic error when a data provider ran out of credits. They now name the source, and runs skip it until credits return.
• Fixed structured-output workflow steps failing more often than needed, including when the model’s output needed a repair. Failures now name the cause.
• Fixed DealCloud review steps showing deal IDs instead of names, and stray characters in picklist values.
• Fixed Salesforce re-imports wiping saved start and end times on date-only activities.
• Fixed organization picker sign-in failures showing no error.
• Fixed SharePoint download blocks telling you to contact Metal instead of your SharePoint admin.
• Fixed the Expert Calls search box placeholder. It now reads Search by company….
• Fixed the setup checklist’s deal stages task opening the wrong page.
• Fixed long integration names pushing card actions onto a second line.
• Fixed search date filters set to the earliest possible date being ignored.
• Fixed deal intake filing a placement agent’s sponsor deal under the placement agent instead of the sponsor.
• Fixed deal intake writing to the CRM for a pass on a recently Abandoned deal.
• Fixed emails sent from chat sometimes including a second greeting.
• Fixed extracted financials mixing units, such as millions and thousands, on the same row, and EBITDA margins going blank on screening financials.

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New features

• Tool permission modes in chat. Choose Ask, Auto, or Allow all to control when chat stops for approval. Set a default under Settings → Account → Permissions, or override it per chat from the composer chip. Always allow saves a standing approval you can remove later. See Control tool permissions in chat.
• Personal chat preferences. Under Settings → Chat Preferences, use your firm’s default connections or choose your own for new chats. The Connections menu on Home and the standalone chat page links to View my defaults. See Chat preferences.
• Context size indicator. A ring beside the chat send button shows how full the conversation’s context is and when chat will auto-summarize.
• Find and page through lists. The lists page now loads lists in pages with Load more, and its tabs filter on the server. List search matches any part of a name. Over the API, GET /v1/lists accepts filter (my-lists, shared-with-me, firmwide) and q, and returns metadata.hasMore. See Find lists.
• Funds on limited partners. Metal now keeps each LP’s funds up to date from its fundraising processes. The LP table and LP lists add a Funds column, and the LP table adds a Funds filter. See Lists of IR records.
• Create fundraising processes from the Investor Pipeline. The Investor Pipeline list widget has a Create Fundraising Process button. See Track fundraising on the Investor Pipeline.
• Create activities in DealCloud. Metal can now create DealCloud activities, including notes, once their people, companies, and deals are linked. When your organization has more than one destination, pick one with Create in on the new activity page. See Create activities in DealCloud.
• Email attachments on activities. Activity detail pages show a paperclip that lists an email’s attachments. You can download them or add them to Metal.
• Custom HTML in workflow emails. Send email steps can now use a custom HTML body. See Write a custom HTML body.
• Workflow actions in dashboard widgets. HTML widgets can open a workflow’s run dialog and preview files from workflow runs you have access to.
• Lowest-of and highest-of score blends. Scoring framework blends can use Lowest of or Highest of in addition to Weighted average.
• Last activity on people. Hover a person’s Last Activity Date on a person list to see and open their recent activities.
• Usage dashboard for admins. Every admin can now open the full usage dashboard, including a Surfaces breakdown. Work done by automations shows as an Automations row on the leaderboard. See Usage analytics.

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Updates

• Smoother widget refreshes. Widgets keep showing their last output while a new version generates, with a spinning refresh button.
• Richer scoring framework cards. Cards show the description, measure and blend counts, blend methods, and created and updated dates. States read Active, Inactive, or Rolled back.
• Memories in Settings. The memories page now pages through long lists and asks you to confirm before deleting a memory.
• Expert call selections persist. Selected calls in the Expert Call Library stay selected when you change the search or filters, so one analysis can cover calls from several searches.
• Folder sources in projects. Folders added to a project are grouped as one source you can browse.
• Update a file’s password from its detail page. Files that need a password show an Update Password button. See Password-protected files.
• CRM labels in field pickers. CRM picklist fields show the same labels you see in your CRM.
• Source logos on activities. Activities from Microsoft Exchange, Fireflies, and Plaud show their logos.
• Project names in run notifications. Workflow run completion emails name the deal or company the run was about.
• Quality of Earnings spreadsheets. Metal can now classify Excel workbooks as Quality of Earnings. See Document types.
• Better document dates. When a file has no date in its content, Metal reads the date from the file name. Metal also ignores extracted dates later than when the file was processed, so they no longer jump to the top of “latest” sorts.
• Newer models. Workflow steps set to Claude Sonnet 5 now run on Claude Sonnet 5.5. Scoring runs on GPT-6 Luna by default, and GPT 5.6 Terra is the failover model when the primary model is unavailable.
• “All” workflows tab. The Team tab on Workflows is now All.
• NDA library out of beta. The NDA library no longer shows beta badges.

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Bug fixes

• Fixed workflows created from chat not listing you as the author, which could remove your access to them.
• Fixed custom MCP servers whose URL ends in /sse failing to connect. Metal now uses the URL exactly as entered. See External MCP servers.
• Fixed the company Expert Calls tab showing “No expert calls found” when the company had calls. Analyses now appear in their own section.
• Fixed deal Expert Calls widgets not marking calls from other companies in the sector. These now show a Sector match badge.
• Fixed list enrichment retrying failed cells without limit.
• Fixed iterating workflows sometimes running more items at once than allowed.
• Fixed Box filing failing to link a deal’s folder and move attachments on reruns.
• Fixed project sources briefly listing a removed folder’s files, and showing child folders as separate sources.
• Fixed chat Actions search returning unrelated results.
• Fixed long project chat titles overflowing.
• Fixed the Create New List dialog running off screen.
• Fixed Save scrolling out of view in the dashboard share dialog.
• Fixed misaligned icons in skill visibility chips.

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New features

• Chat fills any field on create. When chat creates a company, it can set any field, including custom fields.
• Exchange email attachments in chat. Chat can now see which files are attached to Exchange emails. See Exchange.
• Reasoning summaries for OpenAI models. Chat now shows the model’s reasoning summary as it works when you use a supported OpenAI model.

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Updates

• Auto approval details. When Auto pauses on a call, the approval banner explains why. Calls that Auto clears show an Auto-approved note in the transcript. See How Auto works.
• Claude Haiku 5.5. Metal now uses Claude Haiku 5.5 for lighter tasks alongside Claude Sonnet 5.5 and Claude Opus 5.5.
• Faster bulk work in chat. Chat can batch many Metal lookups and read-only MCP calls into a single script, so large data tasks finish in fewer steps.
• Easier edits in Human review. Each reviewed field has a visible Edit button. Long text fields open in a larger editor. See Human review steps.
• Person taxonomy writes back to DealCloud. When writeback is on and mapped, a person’s industries, sectors, and subsectors write back to DealCloud. See What you can change.
• Your edits stay put. Locations and other fields you edit on companies and people are no longer overwritten by later enrichment.
• Confirm before linking Slack. A Slack connect link now shows the Slack workspace, email, and user ID it will link. Metal links the account only after you click Link Slack account.
• Tighter project permissions. Chat project actions only appear on chats you created or administer.
• Outlook connection status in chat. Chat now tells you when your mailbox is temporarily unavailable, and shows the reconnect prompt when Outlook needs you to sign in again.
• NDA Policy Compiler opens from the policy form. Go to NDA Review & Redlining → Settings → Review policies → New policy and click Open NDA Policy Compiler. The compiler opens in a new tab so your policy form stays open. It no longer appears under Workflows. See Compile the NDA policy.
• Tighter permissions. Only Admins can manage API keys, custom attribute schemas, CRM field mappings, and CRM integrations. Only Admins or a deal’s creator can delete a deal, and only Admins can delete a person. Only an existing owner can change a fundraising process’s privacy. Files shared with specific people or teams no longer appear in other workspace members’ search results.
• Clearer script failures in workflows. Failed script steps now show the error’s cause instead of a log reference.
• Workflows continue through Metal updates. Running workflow steps now hand off at a checkpoint and resume when Metal deploys an update, instead of being interrupted.

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Bug fixes

• Fixed a new chat message sometimes resuming an older paused turn instead of starting fresh.
• Fixed the limited partner list’s Last Activity hover showing the wrong activities.
• Fixed chat staying stuck on an unanswered question or approval after you sent a new message.
• Fixed completion and failure notifications not reaching the person a workflow run was started for.
• Fixed DealCloud activity writeback failing when the start and end dates map to the same field.
• Fixed Exchange emails and meetings missing their source badge and platform filter.
• Fixed large workflow loops slowing down as they ran.
• Fixed NDA redlines skipping edits in paragraphs with hidden Word bookmarks.
• Fixed project chats failing when a project source is no longer available.
• Fixed scheduled, webhook, and email-triggered workflows saving firmwide lists as private.
• Fixed SharePoint sync permanently skipping files that hit a rate limit.
• Fixed Slack channel replies stalling when the Metal app is missing a permission. Metal now posts a notice instead.
• Fixed Microsoft Teams ignoring channel mentions after the Metal app was added to a team.
• Fixed removing the Metal app from one Teams team or personal chat disconnecting Teams for the whole organization.
• Fixed some email subjects showing as encoded text, such as =?UTF-8?q?....
• Fixed fundraising memos written by a company being classified as Investment Memo instead of Other.

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New features

• Scheduled messages in chat. Ask chat to send a follow-up later or on a repeating schedule, such as “Every Monday at 9am, summarize new activity on my active deals.” Chat asks for permission before it creates a schedule. Scheduled messages show a SCHEDULED MESSAGE marker. Ask chat to list or cancel your schedules at any time. See Schedule messages in chat.
• Overall score with benchmarks. Company and deal Scores tabs now show an Overall score card. It averages every score on a 0 to 100 scale and shows one bar per framework. The card benchmarks the score against Overall, Sector, and Subsector percentiles. The CIM Library uses the same Overall score and benchmark. See CIM Library.
• Custom default dashboards for people and investor relations. Admins can now customize the default dashboard on person, limited partner, fund, and fundraising process pages. Click Customize Dashboard on a detail page, or go to Settings → Default Dashboards. See Dashboards vs. Default Dashboards.
• My Tasks filter. On Tasks, click My Tasks to see only the tasks assigned to you.
• Platform Company and Parent Company list columns. Deal lists can add a read-only Platform Company column. Company lists can add a Parent Company relationship column. See Deal-specific columns.
• Favorite folders in chat sources. Pick your favorite folders directly from the chat source picker.
• Task progress in past chats. Reopened chats now show the agent’s task checklist under Progress.
• CRM writeback details. Settings → CRM Writeback now explains each error with What happened, Next step, and the affected fields. A Waiting creates tab lists records waiting on a dependency before Metal creates them in your CRM. See After you save.
• OAuth client type for custom MCP servers. Admins can set OAuth Client Type to a public client with no secret, or a confidential client that sends its secret in the header (Basic) or the body (POST). See Statically configured OAuth client.
• Unlock protected files in connected storage. Connected storage browsers now prompt for a password when a file needs one. You can also use Update Password from the file’s menu. See Connected storage.
• Macro-enabled PowerPoint files. Metal now imports and processes .pptm decks the same way as .pptx.
• Passwords in file names. End a protected file’s name with pw_ and its password, such as Deck pw_hunter2.pdf, and Metal unlocks the file for you. When password discovery is on for your workspace, Metal also looks through the folder for likely passwords and tries up to five, most likely first. A password you enter yourself always takes priority.

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Updates

• Multi-column sorting on IR tables. On the funds, limited partners, and fundraising processes tables, hold Shift and click a second column header to sort by two columns. See The IR table pages.
• “Scoring framework” naming. Scoring settings and the workflow builder now say “scoring framework” instead of “scoring definition.”
• List scores stay visible while rescoring. Score columns linked to a scoring family keep the current score and show Rescoring or Rescore failed while Metal updates them.
• Exchange emails link to companies. Metal now relates Exchange emails to companies whose website domain matches a correspondent’s email domain. Links you added manually stay in place. See How emails and meetings get related.
• Activity participants write back to your CRM. When writeback is on and mapped, Metal sends an activity’s people, companies, and deals to your CRM. See What you can change.
• Edit follows CRM permissions. Metal now disables Edit on CRM-linked companies, deals, people, and activities that your CRM doesn’t let you change. Delete is unaffected.
• Company file counts over MCP. Company search, list, and get tools now return how many documents you can see for each company. See Companies.
• Find activities by recipient in chat. Chat can now find emails a specific Metal user received on To or Cc. Activity results in chat no longer include participant email addresses.
• With Intelligence connections renew automatically. Existing connections need one more reconnect to turn this on. After that, Metal signs in again on its own when the session expires, so you no longer need to reconnect each week.
• Clearer workflow failure notices. Push, email, and in-app failure notices now show a plain-language reason instead of a raw error.
• Owner role retired. Members who had Owner are now Admin and keep the same access. See Available roles.
• Tighter admin controls. Only Admins can change deal and fundraising status and stage settings, company statuses, topics, extraction templates, and enrichment settings. Only Power users and Admins can change scoring frameworks. Only Admins can merge people.
• Folder sharing permissions. Only an Admin, a workspace owner, or the folder’s creator can change a folder’s sharing or public access, or delete it. See Folder sharing and access.
• Stronger account security. Deleted API keys stop working right away. When an admin changes your role, Metal signs you out of sessions that used the old role. DOCX previews no longer run embedded content.
• Private MCP tool lists. Each person’s connection to an external MCP server now keeps its own tools, resources, and prompts, discovered with that person’s credentials. See External MCP servers.
• Claude 3.7 Sonnet retired. Saved references to Claude 3.7 Sonnet now use Claude Sonnet 4.6.
• Slack is available to every organization. Slack is always listed under Settings → Integrations and Settings → Connections.
• Fewer duplicate DealCloud notes. When several people forward the same meeting note, Metal updates the existing DealCloud interaction instead of creating another one. Unclear matches go to review.
• Gamification removed. XP, streaks, and achievements are no longer shown.
• Failed sign-in rate limit. After 10 failed sign-in attempts in a minute, the API returns 429. See Handling 429 responses.
• Edit branch conditions over MCP. update_workflow_step can change a branch’s condition without resending its steps. See Workflows.
• Clear filters beside Columns. On Tasks, Clear filters now sits next to the Columns button.
• Clearer Salesforce query errors. When Salesforce rejects a query from chat or a workflow, Metal now explains what to fix.

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Bug fixes

• Fixed scheduled workflows skipping runs while an earlier run waited on a Human review step.
• Fixed renaming a workflow input blocking the save. Metal now updates every reference to the input.
• Fixed My runs on Workflows missing runs in busy organizations.
• Fixed Dashboards pages occasionally showing a not found page.
• Fixed folder breadcrumbs on record pages linking to an empty folder.
• Fixed the expert call company filter only searching calls already loaded.
• Fixed Add Company missing from empty lists.
• Fixed the file table filter bar dropping parts of a saved filter.
• Fixed chat Outlook searches that use from:, subject:, or received: returning no results.
• Fixed password entry for protected files in the Box, Google Drive, ShareFile, and SharePoint browsers. Long file names now wrap in the password dialog.
• Fixed password-protected spreadsheets failing to process. Metal now marks them as requiring a password and indexes them once you enter it.
• Fixed idle chats losing their live connection.
• Fixed generated PowerPoint decks losing template text colors.
• Fixed re-analyzed CIMs showing two Porter’s Five Forces tabs on company and deal pages.
• Fixed chat answers sometimes saving the model’s reasoning text.
• Fixed My runs not showing on first load of the workflow runs page.
• Fixed reopened chats replaying finished conversations.
• Fixed chat not resolving linked records in list relationship columns.
• Fixed Analyze Expert Calls opening the analysis list instead of the analysis you started. Expert call analysis runs now show a View analysis button.
• Fixed chat approval cards appearing for people who didn’t raise the request.
• Fixed Porter’s Five Forces scores not showing in some browsers.
• Fixed workflows started from Slack failing with an invalid-input error.
• Fixed chat pausing on an empty question card.
• Fixed deal intake misclassifying submissions when the advisor in the documents differed from the sender.
• Fixed starting sign-in for some integrations.
• Fixed scheduled messages in chat stopping for some users. See Schedule messages in chat.
• Fixed some password-protected PDFs failing to unlock and process.
• Fixed chat being unable to change only the condition of a workflow branch step.

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New features

• Tasks over MCP. AI clients can now find, read, update, and delete Metal tasks with list_tasks, search_tasks, get_task, update_task, and delete_task. Reads require read:tasks. Updates and deletes also require write:tasks. See Tasks.
• Dakota Marketplace in the MCP catalog. Dakota Marketplace is now in Metal’s curated catalog of external MCP servers. It gives chat access to Dakota research on allocators, contacts, funds, deals, and filings. Each person connects with their own Dakota Marketplace login. Availability is rolling out to all organizations. See External MCP servers.
• Parent Company column on company lists. Company lists can now show a Parent Company relationship column for add-ons. Metal fills in the parent company automatically. See Lists.
• Manage allowed recipient domains. Admins can now edit the organization’s allowed email recipient domains under Settings → Email Domains in the Allowed recipient domains card. Workflow emails and calendar invites only go to org users and these domains. See Send a calendar invite from a workflow.
• Choose the OAuth client type for MCP servers. When admins add or edit an OAuth MCP server, a new OAuth Client Type selector sets how Metal authenticates to the provider’s token endpoint: Confidential — secret in header (Basic), the default, Confidential — secret in body (POST), or Public — no client secret for providers that register clients without a secret. On servers that use Dynamic Client Registration, changing the type invalidates existing connections, and everyone in the organization must reconnect. See Configure OAuth.
• Favorite folders in chat. The Files & Folders source picker in chat has a Favorites tab. It lists the folders you bookmarked in Metal storage, ShareFile, SharePoint, Box, Google Drive, and Egnyte. Search and filter the list, then add a folder as a chat source.

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Updates

• Claude Sonnet 5.5 is the new platform default model. Metal now uses Claude Sonnet 5.5 by default, and GPT-6 Luna replaces the previous lightweight model for smaller tasks such as summarizing long conversations.
• Admin-only team membership changes. Only Admins and Owners can add or remove team members, change a team’s external ID, or delete a team. Members can still edit a team’s descriptive fields. See Teams.
• Admin-only external keys. Only Admins and Owners can create or delete your organization’s external provider keys.
• Session privacy is limited to the creator and admins. Only the person who created a chat session, or an Admin or Owner, can change whether it is private or move it into, between, or out of a project.
• Owner role retired. Metal no longer has an Owner role. Existing Owners are now Admins and keep their admin access. See Roles & permissions.
• Folder sharing, privacy, and deletion are restricted. Only admins, workspace owners, or the folder’s creator can change who a folder is shared with, make it private or public, or delete it. A creator can only delete a folder that doesn’t still contain private files owned by someone else. A workspace owner or admin can delete it either way. Other members get a permission error. In synced storage such as Box, SharePoint, and Egnyte, sharing and privacy come from the integration, so you can’t change them in Metal.
• Portfolio removed from the Records sidebar. Portfolio no longer appears under Records in the sidebar.
• MCP scope-bypass setting removed from admin settings. The Bypass MCP scope checks organization setting is gone, and MCP clients must request the scopes each tool needs. Scopes are now enforced for every organization, including those that had the bypass turned on. A stored bypass setting is ignored. If a tool returns insufficient scope, request the missing scope in your client and reconnect to re-consent. See OAuth scopes.
• Custom From addresses follow your recipient domains. Send email and Send calendar invite steps that send from a custom-domain From address now only deliver to org users and your allowed recipient domains. Metal skips other addresses and lists them in the step result. See Send a calendar invite from a workflow.
• Deal intake recognizes resends. When you forward or resend an email that intake already took in within the last 30 days, Metal doesn’t process the deal again. Emails with new material are processed as usual. See Intake a teaser or CIM.
• Find activities by source system in chat. Chat can now filter activities by the platform they came from, such as your CRM, and shows that platform in results.
• Stronger security for integration connections. Connecting an integration now verifies that the sign-in finishes in the same browser that started it.
• Intake creates CRM records once. When intake creates a company or deal in your CRM, Metal links the new record to Metal right away. If the step retries, Metal doesn’t create a second CRM record. If Metal can’t confirm a create finished, it flags the record for admin review instead of trying again. See Deal intake and workflow writes.

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Bug fixes

• Fixed Memories not updating from recent chats.
• Fixed quality checks failing when Metal generated PowerPoint decks and other Office documents.
• Fixed company merges that could stall and drop the surviving company’s CRM link. Metal also now prevents two companies from linking to the same CRM record.
• Fixed deal intake missing a matching CRM opportunity when names differ only by characters such as ß and SS.
• Fixed deal intake treating a forwarded follow-up with new terms as a resend of the original email. Two forwards of the same email now count as one submission.

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New features

• Deal intake over email. Send a teaser or CIM to your intake workflow’s address and Metal files the deal. No agent replies on the thread: when your organization has sender emails turned on, Metal sends the sender a receipt and an end email, and the Metal team answers the run’s questions on its review page. See Intake emails and questions.

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Updates

• Choose the matching opportunity. When several open CRM opportunities match an incoming deal, intake asks which one it is. The Metal team answers on the run’s review page; picking Stop: write nothing leaves the CRM records alone, writes nothing, and ends the run Partly processed. See Intake emails and questions.

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Bug fixes

• Fixed built-in NDA reviews on Claude Opus 5.5 returning incomplete check results.

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New features

• Appearance settings. Choose Light, Dark, or System, then a palette or a theme, under Settings → Appearance. Choices are saved in your browser. Theme is no longer in the account menu; Settings opens on Appearance. See Appearance.
• Merge duplicate people. Open a person and click Merge, pick the record to keep, and choose which Email and Personal Email it keeps. Metal merges in the background and opens the surviving record. See Merge duplicate people.
• Merge duplicate LPs and fundraising processes. Limited partner and fundraising process pages have a Merge action for people with IR edit permission. If Metal can’t merge the records, it explains why. See Merge duplicate LPs and fundraising processes.
• Review duplicate companies. Metal merges high-confidence company matches automatically and flags the rest. Admins review them from a banner on Companies: Keep as unique or Merge with selected. See Review duplicate companies.
• Investor relations over MCP. AI clients can now search and read limited partners, funds, and fundraising processes. Each record type has its own read-only scope: read:limited_partners, read:funds, and read:fundraising_processes. See Investor relations tools.
• Scores over MCP. Use get_current_scores and get_score_history to read a company’s or deal’s current scores and how they changed over time. Both require read:scores plus read:companies (for a company) or read:deals (for a deal). See Screenings and scoring.
• PDF page images over MCP. get_document_page returns a PDF page as an image. Use it when extracted text loses charts, tables, or layout. See get_document_page.
• Default Porter’s Five Forces scoring family. Every organization now has an active Porter’s Five Forces scoring family with a 0 to 100 measure for each force and a weighted overall blend. Scoring against the family is coming. Metal never overwrites a family you have edited.
• Search by file name in connected storage. In the Box, Google Drive, ShareFile, and SharePoint browsers under Files, search now matches names across the whole current folder, not only the files already loaded on the page. See Find documents.
• Inference API for API keys. POST /v1/inference runs a single LLM completion, with optional structured JSON output, and is now available to API-key clients. It responds with a server-sent event stream that ends in a COMPLETE or ERROR frame. See Run an LLM completion.

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Updates

• Remove members from Settings → Members. Admins and Owners can remove active members from the Active tab. Removed members are signed out immediately and move to Removed. Admins can’t remove Owners or Metal team members, and nobody can remove themselves. See Remove a member.
• Keyword-only document search. search_documents accepts a rankProfile option. Set it to bm25 for exact keyword matching without semantic ranking. See search_documents.
• Relationship columns over MCP. AI clients can add Company, Person, and Deal relationship columns to Items lists and set their values. See Relationship columns.
• CIM scores per screening. CIM detail pages, the CIM Library, and CIM exports now show the score for that specific CIM, even when several CIMs share the same deal or company. See CIM Library.
• NDA reviews on Claude Opus 5.5. Built-in NDA review and negotiation workflows now use Claude Opus 5.5. See NDA Library.
• DeepSeek V4.1 Flash reasoning. DeepSeek V4.1 Flash now runs at its highest reasoning effort in chat.

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Bug fixes

• Fixed active chats being interrupted during Metal deployments.
• Fixed chat history edits occasionally being lost while a conversation saved in the background.
• Fixed an error that could stop the deal and fundraising status/stage cell editor from opening after editing an empty or taxonomy cell.
• Fixed DealCloud updates that change only industry classification being rejected.
• Fixed chat feedback so you can rate a chat message only if you have access to its conversation.

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New features

• View-only firmwide lists. When you share a list firmwide, you can now choose Can view or Can edit. View-only lists show a View only badge. Firmwide viewers can still filter, sort, export, and duplicate them. Owners, admins, and people the list is shared with directly keep edit access. See Sharing.
• Workflow dry runs. Validate a workflow without side effects. Read-only tools still run; write and destructive tools only have their inputs checked. In the Run workflow dialog, expand Advanced options and turn on Dry run, or start one with dryRun: true. See Dry-run a workflow and the API guide.
• Viewer and Editor workflow shares. Each person or team you share a workflow with gets a role. Viewer can open, run, and see run history. Editor can also edit steps. New shares default to Viewer. See Share a workflow.
• Email attachments in workflows. A Send email step can attach files produced earlier in the run, one file at a time or as a dynamic list. An email can include up to 10 files, 10 MiB each, and 20 MiB total. See Attach files to a Send email step.
• Person tags and the Vendor contact type. Tag people with firm-defined multi-value tags, and classify service providers with the Vendor contact type. MCP clients can filter by tag with search_people and list tags with list_person_tags. See People and Taxonomy.
• Large Excel uploads. Upload XLSX and XLSM workbooks up to 200 MB. Workbooks at or above about 50 MB are indexed by filename, size, and type only while the full file stays available for analysis. See File size limits.
• Multiple scoring families per workflow. Author several scoring families on a single workflow. Admins can delete a scoring family from its detail page; Metal explains why if it is still in use.
• Redesigned scoring experience. The scoring definition workspace has a new layout. Assessments show normalized primary scores up front, explain blend components, and render citations inline.
• Document themes (beta). Admins can set up document themes in Settings → Document Themes. Choose example files first, and Metal derives the theme from them.
• Outlook-to-Exchange migration. Organization admins can move users from the Outlook connection to Exchange with a guided preflight check. Migrated users do not need to reconnect. See Microsoft Exchange.
• OAuth scopes for custom MCP servers. Choose which scopes Metal requests when you connect a custom MCP server with OAuth. Include offline_access when the provider requires it for refresh. See OAuth scopes.
• MCP list and dashboard authoring. AI clients connected over MCP can create and edit lists and canvas dashboards, not only read them. Writes require the write:lists and write:dashboards OAuth scopes (paired with read:lists and read:dashboards). See List authoring, Dashboards, and the MCP overview.
• Workflow run titles. Each run gets a short title so you can find it in the runs table without opening it. You can rename a title from the table or the run detail page. Untitled or older runs show the run date. See Run titles.
• Pause and resume workflow triggers. Email, event, webhook, and schedule triggers each have a Trigger enabled switch in the builder. Schedule triggers can be paused individually. See Pause and resume triggers.
• Send calendar invites from workflows. Add a Send calendar invite step to email a meeting request as part of a workflow run. See Send a calendar invite from a workflow.
• Switch CIM versions. When a company or deal has more than one CIM screening, use Versions in the CIM toolbar to choose which one to display.
• New AI models. GPT-6 Sol, GPT-6 Luna, Claude Opus 5.5, and DeepSeek V4.1 Flash are now available in chat.

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Unified workflow hub

• Switch between Table (default) and Board views. Metal remembers your choice.
• Search by name, or click My workflows to see only workflows you created.
• Filter by status, creator, connection, trigger, inputs, and lifecycle. Your filters are saved for next time.
• On Board cards, click anywhere to open the workflow. Run and Favorite work without leaving the hub.

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Choose who can approve Human review steps

• Anyone with access. Any Metal user who can open the run can approve or reject.
• Specific people. Select up to 100 users from your organization. Any one of them can approve or reject, and all of them are notified when the step pauses. Org admins and owners cannot approve unless they are on the list.
• Assign automatically. An agent picks a single reviewer when the step pauses. Org admins and owners can approve as a fallback.

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Import and export skills as .skill bundles

• Export: On Settings → Skills, click the download icon on a skill you own or can edit. Built-in system skills cannot be exported.
• Import: Click Import above the table and choose a .skill file up to 10 MB. Anyone can import personal skills. Admins and owners can import firm skills.
• Name conflicts: If a skill with the same name exists, Metal asks before overwriting. Overwriting replaces the skill’s content and keeps its owners, visibility, and creation date.

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Agent token usage

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Updates

• Salesforce is generally available. Org admins can now connect Salesforce, and the Beta badge is gone. See CRM integrations.
• Chat Defaults. Admins choose which connections are pre-selected when members start a new chat, including external MCP servers, and can turn on Enable all connections by default. See Chat Defaults.
• Workflow triggers and General access. Workflows no longer have Draft or Published states. Enabled triggers fire while the trigger is on; pause a trigger to stop automation. General access controls who can find the workflow on the hub (anyone in your organization vs Restricted). See Pause and resume triggers and Pausing triggers.
• NDA workflows on Claude Opus 5.5. Built-in NDA review and negotiation workflows now use Claude Opus 5.5. See NDA Library.
• Org-wide dashboard publishing. Only Admin, Owner, and Power roles can set a dashboard to Org-wide visibility. Members can still share with specific users and teams, or restrict a dashboard that is already org-wide. See Share a dashboard.
• Custom financial metrics. Admins define firm-specific metrics under Settings → Financial Metrics. Values appear on CIM and screening detail pages and as columns on company and deal lists. See Financial metrics.
• More list columns. Lists gain row numbers, Date Created columns you can sort by, and Days Since Last Activity and Last Activity Date on person lists.
• More relationships in Items lists. Relationship columns can now link to people, deals, limited partners, and fundraising processes.
• LinkedIn counts from company lists. Update LinkedIn connection counts in bulk directly from a company list.
• Larger bulk removals. Remove up to 1,000 entries from a list at once.
• Larger investor pipeline boards. The Investor Pipeline board now loads up to 10,000 fundraising processes.
• VDR folder type. Label a folder as a virtual data room from the folder type picker. See Connected storage.
• Legacy Word files in DDQs. DDQ runs now accept .doc uploads alongside .docx (legacy files are converted for processing). See Answer a DDQ or RFP.
• DDQ answer controls. Edit, delete, and reorder answers on a DDQ run. Choose which answer to Use in Filled Document, then click Update Filled Document to regenerate the export.
• NDA policies. Admins create and edit policies from NDA settings → Manage policies. See NDA Library.
• Linked activities. Activities can reference other activities (for example, meeting notes linked to the source email) through relatedResources on the Activities API.
• Chat understands “me.” When you refer to yourself in chat, such as “assign this to me,” Metal resolves your user automatically.
• Skills size limits. Skill content and companion files that exceed size limits return a 413 error with an explanation. See Skills.

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Workflow detail page

• Run History (default) lists every run, filterable by status and approver.
• Steps shows the workflow’s configuration and builder. Only editors see this tab.

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Bug fixes

• Fixed repeated DDQ questions (for example, “If yes, please describe.”) showing answers in the wrong position. You can remove a question after it has been answered.
• Fixed DDQ bank entries being cleared when a re-index returned no results.
• Fixed adding columns to an empty list.
• Fixed spreadsheet previews not calculating formula values.
• Fixed chat sessions that could appear stuck in a running state.
• Fixed the chat export dialog failing to open in some cases.
• Fixed workflow scores being held back by citation problems, including inside iterator steps. Scores now publish reliably.
• Fixed workflow runs stalling after an interruption instead of resuming.
• Fixed LinkedIn handles with non-Latin characters being rejected; skipped contacts are reported.
• Fixed sign-in and token refresh for external MCP servers that require a specific client authentication method.
• Fixed CIM section generation stopping partway through.
• Fixed toast notifications not appearing right after page load.
• Fixed the recent workflow runs layout shifting while it loads.
• Improved LP website link contrast in dark mode.
• Patched security vulnerabilities in third-party dependencies.