Changelog

What changed in GPS's connector for people and assistants using it from Claude, ChatGPT and other MCP clients, newest first.

What changed for people and assistants using GPS from Claude, ChatGPT and other MCP clients, newest first. How changes are made without breaking your prompts is in Versioning.

Vision & Culture from your assistant (2026-11-04)#

Brings the total to 110 tools. update_vision_and_culture writes what get_vision_and_values reads: the vision statement, the core values and the Vision & Culture sections (purpose, BHAG and the line under it, the 1, 3, 5 and 10 year horizons, why we're different, the strategic enablers and culture).

• Admins, Super Admins and Owners, as in GPS. A consultant administering a client through myPortal may too, without a seat there. A Team Member or Viewer is refused.
• Each section given replaces what it says. The horizons change one by one: a horizon left out stays as it is, and one named keeps its title unless given a new one. GPS always keeps all four horizons.
• Only what differs is written, and the answer lists each change, before and after. The change can be undone in GPS while the sections still read as it left them.
• core_values replaces the organization's own list as a whole. GPS keeps no order for them, so the same values in another order change nothing. GPS's built-in defaults, where it has any, still show beside them. Undo puts the list back.

Your own objectives and sub-objectives in a template (2026-11-02)#

Consultants (myPortal)

• preview_strategy_template takes added_objectives: objectives of your own under the template's goals, or, with parent_objective, sub-objectives under any of its objectives (the template's or one added alongside), one level deep. Each needs a measurement type the client has, and can take its own owners. A title the template already uses is flagged as a problem in the preview, not guessed at.
• The preview and apply_strategy_template answer each objective with sub_objectives, and the preview marks the ones you added (added). Sub-objectives count toward the 25 goals and objectives one apply can make.
• An objective with sub-objectives takes its progress from them, as it does in GPS. Undoing the template archives them with everything else it made.

Monthly retainers on the billing schedule (2026-10-26)#

• list_billing lists each month of a client's retainer like a milestone: its fee, due on the month's first day, to invoice, outstanding or paid, and in the totals. A project's whole schedule holds none, because a retainer is the client's.
• record_invoicing records a retainer month (kind: retainer_month, with the id list_billing gives it) as invoiced or paid, including one paid in advance. Undo puts it back.
• get_client_pnl lists the retainer fee as its own line of revenue.
• A retainer's cost and margin are never shown. They stay in the owner's Money view.

A client's P&L (2026-10-26)#

Brings the total to 109 tools. get_client_pnl shows one client's profit and loss, month by month and in total, as myPortal's drill-down shows it: revenue by source (hourly, fixed-price milestones, add-ons), direct costs (labor at base rates, add-on costs, expenses), gross profit and GP%, and the tax on the revenue.

• The practice owner only, as in GPS. Anyone else is refused in myPortal's own words. Read-only.
• Totals by month, never a person's rate or one entry's cost. Gross, not net: there are no overheads.
• It needs cost tracking on. Hours with no rate are counted beside the figures, never in them.

Invoicing through your assistant (2026-10-26)#

Brings the total to 108 tools. GPS never issues invoices or takes payments. A practice raises its invoices in its own platform (Ignition, Xero and the like), often through that platform's own connector, and records in GPS which invoice each part went out on. Assistants see the billing schedule only: amounts before tax, dates, statuses, invoice numbers and links, and totals. They never see rates, an add-on's cost, gross profit or margins.

Consultants (myPortal)

• list_billing: the milestones and add-on charges to invoice in a period, those invoiced and not yet paid, and those paid, with their totals. Across your book, for one client, or for one project's whole schedule whatever the dates ("what is still to bill on the Website rebuild project, and what's owed?").
• record_invoicing: move a milestone or add-on on to invoiced or paid, with the invoice number and link. It's never moved back here, and undo puts it back as it was.
• add_milestone and add_add_on: add to the schedule, never a cost. There's no undo from GPS, because myPortal removes them.
• Clients whose admins switched assistants off, or that aren't in your own book, are counted, never named, and in no total.
• An expense (an add-on that charges nothing, only a cost) belongs to the owner's P&L, not the billing schedule: it's in no list or total, isn't found when named, and add_add_on takes only a charge above zero.

Time tracking (2026-10-26)#

Brings the total to 104 tools. Billable hours, never money: assistants see whether time is billable, billable and available hours, and a project's hours budget and burn. They never see rates, a project's price, cost or gross profit.

Consultants (myPortal)

• The timer: see it with get_my_day. Start it on a client (start_timer), move it to another client or change its note (update_timer), and stop it (stop_timer), which logs the time with your practice's rounding, plus a work log and allocation if you give one. One timer each. Starting is refused while one is running, rather than stopping it the way myPortal's own start does. Under a minute logs nothing, and a locked week leaves the timer running. There's no discard.
• Your day: get_my_day gives today's entries, each with its kind of work (its category, and whether it's billable), what it was for and what came of it, plus the day's billable and non-billable totals.
• Work log and allocation: log_client_time takes past time with started_at and ended_at. It, update_time_entry and stop_timer take work_category, the kind of work, which decides whether the time is billable; allocate_to, a goal, objective or action on the client's plan; and an outcome and next steps. myPortal's fixed work types are gone, so none is taken, though an older entry's is still shown. list_time_allocation_options lists what a client's time can be for. Undo puts a correction's work log and allocation back too.
• Categories: create_time_category adds one to the practice, billable or not. A name already used is refused. Undo archives it.
• Projects: list_projects across the book or for one client, in hours. create_project and update_project set the name, goals, hours budget, dates, note, and active or completed. Prices, archiving and removal stay in myPortal. Undo archives a created project, or puts an update back.
• Productivity: get_productivity gives billable against available hours and the target, for everyone to the practice owner and for themselves to anyone else, as the Productivity view does.
• Clients whose admins switched assistants off, or that aren't in your own book, are counted and never named.

Strategy template list (2026-10-26)#

Brings the total to 94 tools.

Consultants (myPortal)

• list_strategy_templates lists Empiraa's strategy templates: name, slug, category, description, and how many goals and objectives each holds. It also gives every category and how many templates it holds. Filter by category or by words. Until now an assistant could preview a template only if it already knew the name.
• It reads no client account, so it takes no organization_id. A practice's own templates aren't listed: they're applied in myPortal.

Org chart, Improvement Plan, notetakers, check-ins, timesheets and KPI sync (2026-10-05)#

Brings the total to 93 tools.

Org chart

• Add positions, or a whole structure at once (previewed first); edit a position; put someone in or take them out; remove an empty position.
• People outside GPS go on the chart by name only. Nobody is ever invited, linked or given a seat.
• Removing an empty position (no one in it, nothing under it) is the one removal an assistant can make. It can be undone in GPS.

Improvement Plan

• The dashboard: pipeline, top ideas, contributors and tags, as a tool and as an interactive view in Claude and ChatGPT. Admins only, as in GPS.
• Vote for an idea, or take a vote back.

Meetings and notetakers

• Find the GPS meeting a recording belongs to, by time, attendee, meeting link or calendar event.
• Mark a meeting held (organizer only). There's no undo, as GPS never reopens a completed meeting.
• Add notes to a meeting or an agenda item; read a transcript; say who its speakers are.

Check-ins

• Answer your own meeting check-in or check-out, and a check-in your consultant sent you. A sent check-in moves its objectives as a GPS check-in does.
• Viewers can answer their own check-ins, and nothing else.
• get_my_focus lists the meeting check-ins you still owe.

Timesheets (consultants)

• See your week, fill it in (previewed; clients copied from last week, never hours), correct or void an entry, and submit or withdraw it.
• Approvers: see the weeks waiting, approve, return or reopen; see the practice's week and the hours by client for a month. Hours only.

Keeping a KPI in sync

• Set up GPS's own sync for a KPI from a short list of options: Xero (revenue invoiced, paid invoices added once each, receivables, bills), HubSpot (won deals added once each, deals won, pipeline, new deals, contacts, leads, meetings) and Google Sheets or Excel (a column's latest value or total, a labeled row, a row count).
• Preview what it would show now, then turn it on or stop it. Undo puts the previous sync back.

myPortal and "what changed" (2026-10-02 to 2026-10-03)#

Brings the total to 63 tools.

Everyone

• Ask "what's gone off track?" and "what changed in GPS this week?" (list_status_changes and list_recent_changes).

Consultants (myPortal)

• Run a client book: see how each client is doing; get a one-page client brief; keep private notes; run check-in rounds and read the answers; raise actions for client people; request documents; preview and apply strategy templates; check practice capacity; log time.
• myPortal tools always name the client, and respect the client's AI switch.
• Practice notes and time stay private to the consultant.
• Consultants can undo their own notes, time entries and applied templates.

Organization admins

• Choose drafts only for assistants' document requests.
• Choose counts only for assistants' view of check-in answers.

Changes, with trust built in (2026-10-01 to 2026-10-02)#

Brings the total to 47 tools: 27 that read, 18 that make changes and 2 previews.

Changes

Assistants can create and update only, never delete or archive:

• record_objective_progress: check-ins that set or add exactly like the GPS toggle, and never write a goal's progress;
• goals and objectives: create, update (including status), and add owners or assignees;
• actions: create_action and update_action;
• improvement ideas: create and update;
• comments: add_comment;
• meetings: agenda items, decisions, issues, the summary, the transcript, and schedule_meeting, with GPS people only;
• batch check-ins (record_progress_batch) and batch actions (create_actions_batch), each applied only after its preview tool.

Trust

• Every change an assistant makes is attributed in GPS's AI activity log.
• Check-ins, field edits and status changes can be undone for 7 days.
• Retried calls are deduplicated.
• GPS pauses a runaway connection.

Reading GPS (2026-10-01)#

Adds 25 read tools across the plan, goals and objectives, actions, KPIs, meetings, improvement ideas, comments, people, files, notifications, reports, the hub and Next 90 Days, plus search and fetch and get_my_focus. Results carry links into GPS, and never a stored file's address.

Connect (2026-09-30)#

• GPS's own OAuth 2.1 sign-in for assistants (dynamic client registration, client ID metadata documents, PKCE and rotating refresh tokens), with a consent screen and Connected apps.
• An organization switch for AI assistants (Off, View only, Full), for admins.
• Account tools: who am I, and which organizations.