Big March. AI agents now can reach across connected tools and get things done. Templates make documentation standards automatic. Saved views publish once and show up everywhere they should. Six features live today. Here is the rundown.⚡

Connect Transform to any application with an MCP server. Use account-level connections for internal tools: ERP, CRM, PSA, or chat platforms like Slack or Teams. Use org-level connections to work directly with customer systems. Authenticate once, then describe the outcome. Transform chains the tool calls together and gets it done.

Admins build reusable note templates with rich text, tables, and diagrams. Team members pick a template when creating a note and it loads instantly. Great for BRDs, solution designs, and any document the team creates repeatedly. Templates are versioned automatically, so standards are always trackable.

Six default roles out of the box. Clone any of them, configure read/create/edit/delete access per entity, and it's yours. Permissions are enforced at the nav level. Users only see what they are supposed to see, from day one.

Point a pivot table at any saved view and the data updates automatically as the view does. Swap between sprint views without rebuilding anything. Need a one-off cut? Create a custom filter directly on the pivot instead.

Set the scope and display level of any saved view to account, org, or project. A saved view scoped to the account is available at every org and project automatically. Scope it to an org and every project within that org has access. Publish once, and the right views are available to every team member at the right level.

Projects and sections now have currency, fees, and expense fields. Tasks get level of effort, percent complete, and auto-calculated remaining effort. Column totals roll up at the footer. Budget and effort tracking, right where the work lives.