Changelog

MCP is Live

Meridian's MCP integration is now live. Connect your preferred AI tool directly to your Meridian data and query deals, companies, people, meetings, and documents in plain language, without opening the platform. The Claude connector brings all of it inside Claude with your firm's permissions intact, so deal context stays governed instead of copied and pasted between tools.

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July Enhancements & Usability Improvements

1. People tables can now be sorted by Primary Company, so you can group every contact under the account they belong to.
2. Sourcing Theme can now be set directly on Deal and Company creation forms, so you can assign a theme the moment a record is created.
3. Updates to visible Kanban card attributes can now be saved for your entire organization, so your whole team works from the same board view.

MCP Early Access

Meridian's new MCP integration connects Claude and ChatGPT directly to your deal data, so your team can query deals, companies, people, meetings, and documents in plain language without ever opening Meridian. Your existing permissions stay intact, giving your firm a secure, read-only window into deal data without copying and pasting context into AI tools.

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Common Fields Across Companies and Active Deals

Choose any fields you want to share between a company and its active deal, and editing one instantly updates the other. Shared fields are flagged with a green link icon and tooltip so the connection is always visible. For a cleaner view, shared fields can be hidden from the Company sideblade to avoid duplication without losing the data.

Custom Fields for People and Themes

The custom attribute fields you already use on Companies and Deals now extend to Person and Sourcing Theme records. Track any firm-specific data point exactly where you need it, without workarounds or missing context across your coverage universe.

June Enhancements & Usability Improvements

1. Word and PowerPoint documents can be added as CIM/IC Memos for Deals for metric extraction.
2. You can now set a separate default stage for companies when an active deal moves to a dead stage.
3. Add-on tab is now exportable for platform Companies.

Multiple active deals on a company

One company, many deals, no problem. Meridian now supports up to 20 active deals on a single company record, so teams can track parallel opportunities without orphaning deals or disrupting company-level views, automations, and reports.

Even more advanced filtering

The new advanced filter menu on Deal Pipeline, Companies, People, and Reports tables lets you stack up to 20 filter rules joined by AND/OR logic. Choose any attribute including hidden columns, and apply operators tailored to each field type for precise, multi-condition queries across your entire dataset.

New webhook system

Meridian's new webhook system pushes real-time notifications to your connected tools the moment a Company or People record is created, updated, or deleted. Your wider workflow stack stays in lockstep with Meridian without polling or manual syncing.

May Enhancements & Usability Improvements

1. "Days in Stage" is now available as a filterable, exportable column on Company tables, covering both pipeline and deal stages so you can track how long a prospect has been in a stage without needing an active deal.
2. Pipeline stage can now be edited inline on Company tables.
3. A Sourced Deals tab has been added to People records with the Banker role.
4. Login and Sourcing module loading speeds have been improved.
5. Explanatory text and tooltips have been added to the Meetings module to clarify privacy settings and visibility controls.