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v20260717 (Release)

· 3 min read

This release makes it faster to connect AI tools to Una over MCP — including a new ChatGPT quick-copy option — exposes Calculations to MCP for AI-assisted authoring, and delivers major performance improvements to Matrix. It also expands NetSuite integration flexibility, adds dimension member tags and per-dimension default security profiles, and continues progress on Report Books.

New Features & Major Enhancements 🚀​

MCP & AI Integration​

  • Connecting AI tools to Una over MCP is now faster to set up, with fewer manual configuration steps required behind the scenes. The Portal's quick-copy connector setup also adds a ready-to-use ChatGPT (Developer Mode) option, alongside the existing options for tools like Claude Code.
  • MCP now exposes Calculations (calc scripts and formulas): agents can list, inspect, author, compile, and troubleshoot calculations directly, backed by an on-demand authoring guide covering syntax, scope/freeze/dense semantics, and the compile/validate loop.

Performance​

  • Large matrices — including formula-heavy ones — are noticeably faster and stay responsive during heavy recalculation, instead of freezing the UI.
  • Smarter audit logging for large data writes: Una now records only what actually changed, rather than logging every cell — so calc scripts and other bulk writes run faster without losing full traceability.

NetSuite / ERP​

  • NetSuite syncs are faster and more reliable, with quicker balance calculations, more dependable incremental updates, and the option to scope an initial load to a specific posting period.
  • The connector now supports a wider range of NetSuite setups — including custom dimensions, custom dimension member names, and account-name column variations — plus the ability to exclude non-standard segments from import.

Report Books​

  • Continued progress on the new Report Books interface, including book-level parameters (Dimension or SQL-driven), the ability to promote a canvas filter to a reusable book parameter, and delivery configuration for Email, File System, and Slack/Teams outputs.
  • Validation now flags reports with unresolved parameters or an incomplete delivery configuration before a Report Book can run.

Data Modeling & Security Settings​

  • Member tags are now available on dimension and model query results, so tagged members can be identified directly from query output.
  • Administrators can now set a default security profile for a dimension from Settings → Dimensions → Edit.

Fixes & Improvements 🛠️​

MCP​

  • MCP connections no longer expire after about an hour, allowing users to stay signed in without needing to reconnect.

Settings​

  • Metadata processing — including time-dimension processing — is now faster, especially for models with many time periods.

Layout Engine​

  • Fixed several PDF export issues, including inconsistent AI widget snapshot rendering, whitespace and layout problems, and incorrect variable rendering in canvas exports.

Matrix​

  • Row numbering is now continuous across pinned and center rows, instead of resetting.
  • Column spaces are no longer placed incorrectly following a row space.
  • Inline variance columns no longer shift to the wrong column when their paired data space is suppressed.

Canvases​

  • Users can now save an empty canvas without hitting a "Bad Request" / "Update failed" error.

Workflows​

  • Fixed a "Not Found" error when opening actions left orphaned after their parent workflow was deleted.
  • Several workflow toolbox items now let you pick a staging table from a dropdown, instead of typing the table name manually.