Change Log

Improvement

• context.environment and context.location.host in background jobs: Background jobs now receive the same context.environment (e.g., production, staging) and context.location.host values that are available in web requests. This makes it easier to branch logic by environment or build host-aware URLs from asynchronous code.

• skip_ssl_verification option for api_call_send: The api_call_send mutation accepts a new skip_ssl_verification boolean in its options. When set to true, SSL certificate verification is skipped for HTTPS requests - useful when integrating with internal services that use self-signed certificates. Disabled by default.

• assign and function tags accept arguments in multiline.

• assign tag supports string interpolation inside hash values.

• [] and {} empty array/hash literals can be used as argument values.

• pos-cli deploy improvements:

  • Significantly faster cold deploys: Deploying a ~1,000-file application is now approximately 3× faster. Benchmarked against a real-world pos application (5,883 files): cold deploy time dropped from ~11.8s to ~3.9s. Warm deploys (no file changes) are slightly faster thanks to a better algorithm for skipping unchanged files. It also affects the Instance Clone feature.
  • All validation errors reported at once: When a deploy contains multiple invalid files, all errors are now collected and reported together in a single response instead of stopping at the first failure. This means you can fix all issues in one round rather than discovering them one by one.
  • Deploy report: Each deploy now returns a structured report listing which files were upserted or deleted per resource type (partials, GraphQL queries, pages, assets, etc.), making it easier to understand exactly what changed. Requires pos-cli 6.0.0+.
  • pos-cli deploy --dry-run now includes assets: Dry-run mode reports which assets would be added or removed without uploading them. Requires pos-cli 6.0.0+.
  • Automatic cleanup for public-only modules (opt-in, requires auto_manage_public_only_modules: true in config.yml): platformOS can now detect when a module contains only public files and, when it does, treat those files with the same lifecycle rules as regular application files - meaning files removed from the deploy are automatically deleted from the instance. Previously, module files were never deleted on deploy, which required adding each module name individually to the modules_that_allow_delete_on_deploy setting in the config. Because this changes deletion behaviour, it is disabled by default and must be explicitly opted into.

• Improved asset_manifest generation during pos-cli pull: greatly improves internal memory management and performance of generating asset_manifest (which includes all Assets). This also affects the Instance Clone feature.

• Module handling — warning when a declared module is missing: If a module is listed in pos-modules.lock.json but its source files are missing from the deploy, a warning is now emitted.

• Unknown app/config.yml properties are now warnings, not errors: If your config.yml contains a feature flag that does not exist in the target environment (for example when deploying from staging to a production environment that hasn't received that flag yet), the deploy no longer fails.

• Better error messages for duplicate translation keys: When multiple translation files define the same key for the same locale, the reported error now lists each offending key alongside the specific files that defined it, instead of lumping all files together.

• Duplicate model name detection on deploy: If two Model Schemas, Profile Types, or User Profiles resolve to the same parameterized name, the deploy now fails fast with a clear error listing the conflicting name and the files that introduced it.

Bug Fix

• raw_url handling for cloned instances: When an asset's raw_url points at an instance CDN path (/instances/N/assets/...), the host and instance ID are now rewritten to match the current instance's CDN configuration. This fixes broken asset URLs on cloned instances. External raw_url values (without the instance path segment) continue to be served as-is.

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.