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New featuresUpdatesBug fixes
Week of September 17

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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. Start one with dryRun: true. See Dry-run a workflow and the API guide.
  • 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 and reconnect steps. 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

Workflows is now a single hub for finding, running, and managing workflows. The separate Manage Workflows page is gone.
  • 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.
Learn about the workflow hub

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Choose who can approve Human review steps

You can now control who approves a Human review step in a workflow. Pick one of three reviewer modes under Who can approve? in the workflow builder:
  • 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.
Paused runs now list every eligible reviewer. Use the Mine filter on the Workflows page to find runs waiting on you.See Human review steps.

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Import and export skills as .skill bundles

You can now move skills between workspaces as portable .skill files. Bundles are Claude-compatible, so they also work with other Claude-compatible tools.
  • 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.
Learn more in Skills import and export.

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Agent token usage

Organization → Usage now includes an Agent Tokens card. It shows the total tokens used by Metal agent runs, broken down into input, output, and cached tokens. Use it to track your firm’s AI usage alongside files and pages processed. Numbers refresh once a day (UTC). Learn more

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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.
  • Draft workflows and automatic triggers. Enabled triggers fire on draft workflows as well as published ones; pause a trigger to stop automation. Publish status still controls where the workflow appears and who can see it. See Pause and resume triggers and Pausing triggers.
  • 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

Clicking a workflow now opens its detail page with two tabs:
  • Run History (default) lists every run, filterable by status and approver.
  • Steps shows the workflow’s configuration and builder. Only editors see this tab.
Old builder bookmarks redirect to the hub or the workflow’s detail page automatically.See Workflows.

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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.