Fiscal Year End Normalization on Create Company
The Create Company endpoint now normalizesfiscal_year_end values to zero-padded MM/DD format (e.g., 7/31 → 07/31).Duplicate Metric Validation on Create
The Create Metrics endpoint now rejects requests that contain duplicate metrics in a single payload. A400 error is returned identifying the conflicting metric by category, date, metric_cadence, and budget_id. When on_conflict strategy was skip the second metric would be silently ignored. In the case of overwrite a 500 would be raised.Stricter Validation for PUT Custom Column Values
The Update Custom Column Values endpoint now enforces stricter validation for select and multi-select options:| Scenario | Previous behavior | New behavior |
|---|---|---|
option_id combined with value or color | 400 (generic) | 400 with explicit message |
color without value | Accepted silently | 400 |
Invalid color format (not #RRGGBB) | Accepted silently | 400 |
option_id from a different custom column | 400 | 404 |
Decoded but missing option_id | 400 | 404 |
| Overriding color of an existing shared option | Silently ignored the new color | 400 |
| Duplicate new options with conflicting colors in one request | 500 | 400 |
Select-Style Metrics Supported on Create
The Create Metrics endpoint now supports writing select-style custom metrics with a predefined set of options.value must be one of the options for the configured metric.Skip Pre-existing Metrics on Create
The Create Metrics endpoint now lets you skip pre-existing metrics that would conflict with the ones you’re writing, rather than overwriting them. This can be controlled through theon_conflict query parameter.Excel Plugin Support via Standard Metrics MCP
The Standard Metrics MCP now includes a tool that teaches Claude the full syntax for the Standard Metrics Excel add-in’sSM.GET formula.
This enables Claude to build live spreadsheets that automatically refresh with the latest portfolio data. See the Excel and MCP guide to get started.File upload size limit set to 32MB
File uploads are now limited to 32MB for the Create Document endpoint to match the in-app limit.Reporting Currency Added to Companies Response
Addedreporting_currency to our response within the Get Companies endpoint.Denormalized Entity Names on Investment Detail Responses
Investment detail endpoints now return related entity names directly, removing the need for separate lookup calls to resolve IDs.| Endpoint | New fields |
|---|---|
financing-events | company_name |
share-classes | company_name |
transactions | company_name |
securities | company_name, fund_name, share_class_name (certificates only) |
Investment Data API Updates
Added new filter parameters across the Investment Details API:- Financing:
sort_by(byclosing_dateorround_size),is_crypto, andco_investors(filter by co-investor name and role) - Share classes:
purchase_type(primaryorsecondary) - Transactions:
event,input_security_id, andoutput_security_id - Securities:
fund_id
Removed Deprecated /custom-metrics endpoint
The /custom-metrics endpoint has been removed after its deprecation period. Please use the Get Metrics Options endpoint instead.Created At Field added to Metrics Response
Addedcreated_at timestamp to our response within the Get Metrics endpoint indicating when the datum was created.Archived Field added to Metrics Response
Addedarchived boolean to our response within the Get Metrics endpoint indicating whether the datum belongs to a category that is archived.Deprecate Invalid Metric Cadence Options
The following cadence options are deprecated in the Create Metrics endpoint:"day"(daily)"week"(weekly)"half_year"(half-yearly)
Reach out to our team if you rely on these cadence types and need assistance migrating to the new cadence options.
Archived Metrics Filtering
Addedinclude_archived parameter to our Get metrics endpoint for filtering out archived metrics. Set include_archived=0 to exclude archived metrics from API responses (as the endpoint defaults to including archived metrics).