Change Log

New Features

• Real-Time Instance Creation Status
  • The instance creation process now shows live status updates as each step completes — from setting up the instance to installing each module. The instance card updates in real time (e.g. "Installing CRM / System on My Instance...") so you always know exactly what's happening. The connection automatically recovers if you lose and regain network during the process.
• Custom Date Range for Usage Charts
  • Monthly usage charts (Data Objects, Peak Storage) now include a custom date range picker. Select a specific Start Month and End Month, or use quick presets — This Year, Last Year, Last 12 Months, or Last 6 Months — to filter the chart to the period you need.

Improvements

• Localisation-Aware Date Display
  • Dates across the Console now follow your account's localisation settings, applied consistently across Module Versions, Marketplace items, the Dashboard, and other date displays.
• Relative Dates on Module Versions
  • The Module Version list now shows both the formatted publish date and a relative time label (e.g. "3 months ago", "yesterday", "today") for quicker reference.
• Mobile Filter Layout
  • Filters on the People and Marketplace pages now display as full-width rows on mobile, matching the layout used on the Instances list.
• Usage Charts Default to Last Month
  • Daily usage charts now default to showing the previous month's data instead of the current month, giving you a complete data set to start with.
• CRM / System Breakdown in Data Objects
  • The Data Objects chart now includes a per-table record count breakdown for the CRM / System module, showing exactly where your data objects are being used.
• Retry Mechanism for Module Installation
  • Module installations now automatically retry on transient failures, reducing the chance of a failed install requiring manual intervention.

Bug Fixes

• Fixed an issue where changing the date filter on daily usage charts did not update the chart.
• Fixed "Invalid Date" appearing in the module version list for users with a day-before-month date format (DD/MM/YYYY).

New Features

• External API V2 Endpoints - New v2 API endpoints are now available. Please visit API > Insites API Endpoints for more details.
  • Pipelines
  • Pipeline Stages
  • Opportunities
  • Opportunity Related Contacts
  • System Fields
  • Opportunity Custom Fields

Deploy, manage, and interact with your Insites instances directly from Claude Desktop — no CLI installation or browser login required.

What is CloudShell?

CloudShell is an MCP (Model Context Protocol) server that connects Claude Desktop to your live Insites instances over HTTP. It gives you a direct bridge between your AI assistant and your Insites environment, so you can deploy files, manage environment variables, check logs, and more - all from a single conversational interface.

Why it matters

Traditional Insites development workflows require switching between terminal commands, browser tabs, and deployment tools. CloudShell removes that friction. With a single connection, Claude can read from and write to your instance without you ever leaving the conversation.

This is particularly useful for:

• Rapid prototyping and iteration on pages and templates
• Debugging issues by pulling logs in real time
• Managing environment variables across instances
• Deploying changes without touching the command line

What you can do with CloudShell

Getting started

CloudShell connects via a single endpoint and authenticates using your Insites console credentials passed as HTTP headers. Once configured in Claude Desktop, your AI assistant has direct access to your instance - no additional software to install.

For full setup instructions and tool reference, see the CloudShell documentation.

New Features

• New constants command: set, unset, and list constant variables on an instance.
• New exec command: execute Liquid code or GraphQL queries directly on an instance without deploying files. Supports inline code and --file option.
• --json flag added across 11 commands for structured JSON output (constants list, exec graphql, exec liquid, logsv2 search, logsv2 searchAround, logsv2 alerts list/add/trigger, logsv2 reports, migrations list, modules list).

Bug Fixes

• Fixed data import sending incorrect payload structure.
• Fixed sync error handling for 401 Unauthorized, 404 Not Found, and network connection failures providing unclear or missing error messages.
• Fixed missing authData guard in deploy and sync commands.
• Fixed report module throwing MODULE_NOT_FOUND error.

Improvements

• Expanded logsv2 subcommands: search, searchAround, alerts (list, add, trigger), and reports.
• Various stability and error handling improvements.

Improvement

• Update ins-table Timezone Overlay formatting.

Bug Fix

• Fix ins-sidebar-item icon flickering issue on hover.

New Features

• Event Ticket Purchases - View all tickets purchased by a company directly from their company profile.
• SendGrid Account Management - You can now delete custom SendGrid accounts when they're no longer needed.
• Version Control Activity Stream - Track all version control changes in real time via the Event Stream.
• Admin Action Tracking - Administrator actions are now logged and visible in the Event Stream.

Improvements

• Clearer Company Deletion - When deleting a company, you'll now see exactly what data will be removed and what will be kept.
• Company Profile Tabs - Improved layout and usability for the Opportunities, Event Sponsorships, and Orders tabs.
• Delete Confirmation - A clear warning message now appears before deleting a company.
• API Key Interface - Updated design for managing Instance API Keys.
• Advanced Filter - Boolean Fields - Boolean field type filters now work correctly in Advanced Filter.
• Advanced Filter - Address Fields - You can now filter CRM records by address fields.
• Redirects Interface - Cleaner, updated UI for managing redirects.
• CRM Export Filters - Export filters now apply correctly when exporting CRM data.
• Contact Prefix Options - More prefix choices available when creating or editing CRM contacts.

Bug Fixes

• Fixed an issue where bulk deleting companies could fail.
• Fixed incorrect values showing for event sponsorships on company profiles.
• Fixed column sorting on the Relationships tab of company profiles.
• Fixed contact imports when profiles are included.
• Fixed display issues for archiving and restoring contacts.
• Fixed Event Stream not displaying entries with a log.action value.

New Features

• V2 Get carts endpoint filter by contact_uuid,session_id,company_id

Improvements

• When deleting the cart, all of it’s cart_items must be deleted
• Cart Items V2 API

Bug Fixes

• Using partial modules/insites_ecommerce/seo, the code returns empty canonical which is flagged as an error by w3C
• Adding products with variants sometimes lead to double value
• Opening order details linked from Dashboard->Events Stream shows popup error.
• Order item is not added when adding order via IIA
• Cart Item total displayed is 0
• Updates to products should reflect in cart items (updated cart_item to be linked to product and not use screenshot of the product details)
• The computation for order_total is wrong when the product is_tax_included=true or is_sale_price_tax_included=true (for is_on_sale=true)
• Product variant get controller not working
• Table Data Styles
• Fix local storage for localisationData

Breaking Change

• Update all v2 PUT endpoint to PATCH
• Updated cart_item schema. Removed product snapshot details and now using the product details from product database.

Hotfix

• Fix Loading and editing field type issue on custom fields

What is this?

Insites AI Tools is a skill documentation package that teaches LLMs (Claude, GPT, etc.) how to write correct code for the Insites platform. When installed, AI assistants can help developers build pages, query data, create commands, handle authentication, deploy code, and follow Insites coding conventions — without hallucinating unsupported features.

GitHub repository: https://github.com/insites-io/insites-ai-tool/

New Features

• Instance Logs
  • A new "Logs" tab has been added to the instance settings page, providing users with details on how to connect the Insites CLI Tool to their instance and view logs directly.
• Intercom Integration
  • Intercom has been installed into the Console, enabling real-time customer support and communication within the platform.

Improvements

• Email Notifications
  • Added instance environment (Staging/Production) to all email notification templates including SSO Failed, Domain Requests, New SSO, Marketplace Item Install, Instance Duplication, Create Instance Success/Fail, Delete Instance, and Module Update notifications.
  • Standardised time format across all email notifications to use UTC.
  • Fixed display of special characters in email subject lines.
  • Pagination page number preferences are now stored per account, so switching between accounts retains each account's pagination state.
• Instance Display Enhancements
  • The default domain is now shown as the display URL on instance cards and details pages.
  • Added the default domain to the instance card information view.
  • Changed the system domain tag colour for better visibility.
• Insites SSO
  • SSO login now uses the default domain for instances.
  • SSO login failure emails updated to display the default domain.
  • Improved handling of SSO API endpoint failures with more user-friendly error messages instead of generic 401 responses.
• Instance Duplication
  • Improved logging on failed instance duplication attempts.
  • The user performing the duplication is now automatically added to the email allowed list on the duplicated instance.
  • Source instance module versions are now correctly populated during duplication.
  • Marketplace items are now properly installed on duplicated instances.
• Marketplace
  • Fixed missing install button for Seedling and other marketplace items.
  • Reviewed and fixed marketplace action button display logic for items without actions.
• General
  • Increased session timeout duration to one month.
  • Improved error messages across the platform for a better user experience.

Bug Fixes

• Fixed an issue where instance details page was not loading correctly.
• Fixed an issue where users were unable to view the instance frontend.
• Fixed SSO key not being created on new instances.
• Fixed an issue where SSO login failed on certain instances due to Elasticsearch errors.
• Resolved several additional minor bugs to enhance system stability and performance.

New Features

• Data export functionality added to the CLI tool.
• GraphiQL package updated to latest version.
• GraphQL GUI: tab/pin queries UX improvement.
• Instance duplication support reviewed and improved (duplicate init).

Bug Fixes

• Fixed Data Clean missing prompts module in packages.json.
• Fixed 401 client error response not being handled correctly.
• Fixed "No such file or directory" error.
• Fixed migrations generate command.
• Fixed CLI database issues.
• Fixed user list not displaying any users.
• Fixed filter-by select on the users page not working.
• Fixed database table item values not being displayed.
• Fixed database filter-by layout bug.
• Fixed database table search not working.
• Fixed database table items overflowing without scroll.
• Fixed constants page layout and loading issues.
• Fixed constants page returning "Page Not Found".
• Fixed saving a constant triggering a full page reload.
• Fixed incorrect padding on the logs list.
• Fixed GraphQL clear button not functioning.

Improvements

• Various stability and error handling improvements.
• Fixed missing scrollbar on navigation tabs.
• General styling improvements to the users page (headings, labels, buttons, spacing).
• Search input placeholder updated to "Search Users".
• Database search placeholders updated and row alignment improved.
• Added a confirmation prompt when deleting a constant.
• Increased the width of the constants input field.
• New constants now appear at the top of the list.
• Layout and button styling improvements to the Liquid and GraphQL pages.