Insites
Real-time instance creation, custom date ranges, and a sharper Console experience
Released 2026-04-22
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New external V2 API endpoints for your Pipeline data
Released 2026-04-13
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Deploy and manage your Insites instance directly from Claude Desktop or VS Code
Released 2026-04-03
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Run code instantly and manage constants without leaving your terminal
Released 2026-04-02
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Optimized API endpoints and enhanced cart management
Released 2026-03-30
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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

Capability Description
Sync files Push a single file to your instance immediately
Deploy Batch deploy multiple files in one operation
View logs Fetch instance logs for debugging
Manage environment variables List, add, or update env vars
List modules See which modules are installed on your instance

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.

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.