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API Enhancements

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Requested Documents and Metrics Added to Information Requests

The Get Information Requests endpoint now returns requested_documents and requested_metrics arrays for each information request.
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API Enhancements

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Non-FYE-Aligned Metrics Filtered by Default

The Get Metrics endpoint now filters out quarterly and yearly metrics that no longer align with a company’s current fiscal year end by default, matching the metrics visible in the app.To return these previously included non-FYE-aligned metrics, set include_non_fye_aligned=true. Omit the parameter or set it to false to use the new filtered response.
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API Enhancements

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Fiscal Year End Normalization on Create Company

The Create Company endpoint now normalizes fiscal_year_end values to zero-padded MM/DD format (e.g., 7/31 → 07/31).
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API Enhancements

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Duplicate Metric Validation on Create

The Create Metrics endpoint now rejects requests that contain duplicate metrics in a single payload. A 400 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.
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API Enhancements

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Stricter Validation for PUT Custom Column Values

The Update Custom Column Values endpoint now enforces stricter validation for select and multi-select options:
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API Enhancements

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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.
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API Enhancements

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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 the on_conflict query parameter.
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MCP Enhancements

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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’s SM.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.
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API Enhancements

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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.
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API Enhancements

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Reporting Currency Added to Companies Response

Added reporting_currency to our response within the Get Companies endpoint.
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API Enhancements

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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.
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API Enhancements

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Investment Data API Updates

Added new filter parameters across the Investment Details API:
  • Financing: sort_by (by closing_date or round_size), is_crypto, and co_investors (filter by co-investor name and role)
  • Share classes: purchase_type (primary or secondary)
  • Transactions: event, input_security_id, and output_security_id
  • Securities: fund_id
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API Enhancements

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Accrued Interest Added to Securities Response

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Deprecations

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Removed Deprecated /custom-metrics endpoint

The /custom-metrics endpoint has been removed after its deprecation period. Please use the Get Metrics Options endpoint instead.
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API Enhancements

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Created At Field added to Metrics Response

Added created_at timestamp to our response within the Get Metrics endpoint indicating when the datum was created.
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API EnhancementsDeprecations

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Archived Field added to Metrics Response

Added archived boolean to our response within the Get Metrics endpoint indicating whether the datum belongs to a category that is archived.

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Deprecate Invalid Metric Cadence Options

The following cadence options are deprecated in the Create Metrics endpoint:
  • "day" (daily)
  • "week" (weekly)
  • "half_year" (half-yearly)
While these cadence types will continue to work, they do not properly represent our supported time periods and you will likely encounter issues trying to access metrics written with these cadence types.
Reach out to our team if you rely on these cadence types and need assistance migrating to the new cadence options.
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API Enhancements

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Archived Metrics Filtering

Added include_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).