What's New in Zylo

Connect your choice of external AI assistants directly to your software portfolio data using the Zylo Model Context Protocol (MCP) Server–now generally available. This open-standard universal adapter allows technical teams to query SaaS applications, analyze department spend, and manage contracts using natural-language conversation within their existing workflows. By eliminating manual exports, scripting, and custom integrations, the MCP Server brings immediate, conversational speed-to-insight directly to your preferred AI clients. 

Available in: Core (read only), Premium (read/write), Enterprise (read/write)

Key Benefits

• Flexible AI collaboration: Connect Zylo data directly to any MCP-compatible AI tool or LLM, such as Anthropic Claude, Google Gemini, and OpenAI ChatGPT.
• Natural-language portfolio actions: Use conversational requests to analyze spend, surface upcoming renewal risks, or create application budgets in minutes.
• Safe "Human-in-the-Loop" guardrails: Protect sensitive configuration data with mandatory, explicit user confirmations before any modifying or destructive action is executed.
• Granular enterprise security: Ensure data protection through TLS traffic, narrow permission scoping, and automatic adherence to your Zylo role settings.
• Tailored authentication methods: Choose between OAuth 2.0 with PKCE for interactive desktop environments or scoped API keys for automated headless workflows.

The Zylo MCP Server performs actions via the Zylo Enterprise API. When you submit a question, the MCP server maps the request to precise querying, resource management, or alerting tools to help models avoid hallucinations. All data queries and adjustments are governed by user permissions, requiring administrators to assign the designated MCP role before a session can be authorized.

Learn more: Zylo MCP Server | Get started with the Zylo MCP Server

You can now define persistent background context about your organization that is referenced when generating responses via Clarity’s in-app chat or via the MCP server. Admins set this company-wide context once—such as your industry, size, key business priorities, procurement policies, or naming conventions for cost centers—so responses reflect how your organization actually works. Because the context is saved at the company level, it carries across chat sessions instead of being lost when a conversation ends.

Important Note: This feature is not yet a generally available Service and is instead currently available as a Preview for Customer use in its discretion. For more information, contact your Zylo representative.

Key Benefits

• More relevant responses: Clarity and the MCP server tailor answers to your industry, priorities, and policies instead of relying on generic defaults
• Context that persists: Company context carries across chat sessions, so it isn’t lost when a conversation ends
• Set once, applied for everyone: Administrators define the context a single time and it applies across your organization
• Consistent context across your team: Every user's chats draw on the same shared understanding of your business

Navigate to Admin>Organization Settings >AI Controls to access the Company Context section. For the most reliable results, keep the context focused and concise—a short, high-signal summary of your organization works better than a long, detailed one. Update it as your business priorities or policies change so responses stay accurate via Clarity and the MCP server.

Learn more: Enterprise AI Controls

You can now open Admin directly from the main left navigation pane, without going through the profile menu. Plus, Admin is reorganized into clear groups: Organization Settings, User Management, Configuration, Security & Integrations, Activity History, Dashboards, and App Catalog—so related controls are easier to find and use. 

Key Benefits

• Faster access to Admin: Reach every administrative setting in one click from the left navigation pane instead of the profile menu
• Easier to find settings: Related controls are grouped into subsections, such as Organization Settings and User Management
• Clearer naming: Simpler labels such as User List, Cost Allocation, Application Statuses, and Workflow Suppression make destinations easier to scan
• Everything in one place: Global settings for Dashboards and App Catalog are now within Admin alongside your other administrative controls
• Dedicated AI Controls: AI governance settings now have their own destination under Organization Settings

Check out the navigation changes‍

Admin moves from the profile menu to the main left navigation pane with these new subsections:

• Organization Settings: Update Company Info, AI Controls, and Portfolio Filtering
• User Management: Access and edit your Zylo User List and Views
• Configuration: Customize important global settings such as Custom Fields, Categorization, Application Statuses, Cost Allocation, and Workflow Suppression
• Security & Integrations: Configure SAML, Company Tokens, Connected Apps, and OAuth Sessions
• Activity History: Review a comprehensive history of events in Zylo
• Dashboards: Find and modify global dashboard settings
• App Catalog: Manage Applications, User Groups, and Settings for App Catalog

Learn more: Admin Menu Overview

You can now instantly share live, fully configured Zylo views with your colleagues using a direct URL. Every filter, grouping, sorting order, and scoped data view you apply to a table in Zylo is encoded right into the address bar. Instead of sending static screenshots or typing out manual filter instructions, you can simply copy and paste a link to align your team on the exact same live data.

Key Benefits

• Eliminate manual reconstruction: Recipient opens the URL and lands on the identical configured state with zero effort.
• Drive cross-functional alignment: Ensure Finance, IT, and Procurement all start from the same tailored entry point during discussions.
• Maintain interactive context: Instead of using a static screenshot, keep team workflows inside Zylo where colleagues can actively drill down into live data.
• Save filters to reuse: If you’ll use this same view frequently, save it as a filter for easy access reuse and share it any time.

Learn more: Filter Table Data

You can now connect your choice of external AI assistants directly to your software portfolio data using the newly released Zylo Model Context Protocol (MCP) Server. This open-standard universal adapter allows technical teams to query SaaS applications, analyze department spend, and manage contracts using natural-language conversation within their existing workflows. By eliminating manual exports, scripting, and custom integrations, the MCP Server brings immediate, conversational speed-to-insight directly to your preferred AI clients. 

Important Note: This feature is not yet a generally available Service and is instead currently available as a Public Preview for Customer use in its discretion. For more information, contact your Zylo representative. Learn more about joining the preview. This feature is available for Core, Premium, and Enterprise during Preview.

Key Benefits

• Flexible AI collaboration: Connect Zylo data directly to any MCP-compatible AI tool or LLM, such as Anthropic Claude, Google Gemini, and OpenAI ChatGPT.
• Natural-language portfolio actions: Use conversational requests to analyze spend, surface upcoming renewal risks, or create application budgets in minutes.
• Safe "Human-in-the-Loop" guardrails: Protect sensitive configuration data with mandatory, explicit user confirmations before any modifying or destructive action is executed.
• Granular enterprise security: Ensure data protection through TLS traffic, narrow permission scoping, and automatic adherence to your Zylo role settings.
• Tailored authentication methods: Choose between OAuth 2.0 with PKCE for interactive desktop environments or scoped API keys for automated headless workflows.

The Zylo MCP Server performs actions via the Zylo Enterprise API. When you submit a question, the MCP server maps the request to precise querying, resource management, or alerting tools to help models avoid hallucinations. All data queries and adjustments are governed by user permissions, requiring administrators to assign the designated MCP role before a session can be authorized.

Learn more: Zylo MCP Server | Get started with the Zylo MCP Server

Navigate your consumption-based software spend with ease through Zylo’s enhanced consumption integration experience. Now you can find a library of available consumption integrations to connect and use the new consumption widget for dedicated tracking views, allowing you to maximize contract value and eliminate costly overage surprises.

Key Benefits

• Centralized integration management: Access a single location to view all connected consumption integrations, discover available connections, and see what is coming soon to the Zylo platform.
• Proactive feature discovery: Identify untapped opportunities to track usage-based spend with automated prompts for integrations that are available but not yet connected.
• Monitor consumption usage: View a quick summary of all consumption costs in the dedicated Consumption widget on your Analytics dashboard
• Enhanced troubleshooting: Quickly identify connection issues with integration org status alerts.

Find the new Consumption tab by navigating to Connect > Integration Library. From here, you can monitor the health of existing connections or explore the library of available consumption integrations. If an integration is available but not connected, Zylo proactively surfaces a call-to-action to help you unlock that data.

Access the new Consumption widget on the default Analytics Dashboard by navigating to Dashboards in Zylo. When one or more consumption apps are connected, the Consumption widget is automatically added so that you can review total consumption across all connected integrations and more easily monitor costs by month, with trend indicators for forecasting consumption.

‍Learn more: Consumption Integrations | Monitor Consumption Usage with Integrations

You can now manage your organization's consumption usage and spend in Zylo with more integrations: Vertex AI (now Gemini Enterprise Agent Platform) usage and Snowflake cloud data warehousing–both now generally available. These integrations provide the transparency needed to monitor areas like spend commitments and usage across compute and storage levers. Plus, you can receive proactive alerts before overages occur.

Key Benefits

• Centralized consumption monitoring: View usage of Snowflake or Vertex AI alongside your entire SaaS portfolio in a single dashboard.
• Data-driven forecasting: Predict end-of-term spend based on historical usage patterns to inform future renewal negotiations.
• Granular cost attribution: Identify specific inputs and cost drivers to understand exactly what is contributing to your total spend.
• Accurate commitment tracking: Compare actual consumption against set contract terms and dollar commitments in real-time.
• Proactive overage prevention: Receive automated alerts via email, Slack, or Teams when spend trends toward exceeding your commitment.

Connecting the Snowflake  integration requires generating an RSA key pair for JWT authentication and granting specific billing viewer roles to a Snowflake service account.The Vertex AI integration securely connects to your Google Cloud BigQuery billing export via a service account. By querying a dedicated view of your integration costs, Zylo pulls detailed usage data for analysis and alerting.

‍Learn more: Connect the Snowflake integration | Configure the Vertex AI integration

Gain centralized visibility into New Relic and Twilio consumption—including spend, usage breakdowns, and overages—through two new consumption integrations now in Preview. Connect an integration to Zylo to monitor usage against contract commitments, receive proactive alerts, and build accurate forecasts ahead of renewal.

Important Note: This feature is not yet a generally available Service and is instead currently available as a Preview for Customer use in its discretion. For more information contact your Zylo representative. Learn more about joining the New Relic preview or the Twilio preview.

Key Benefits

• Track New Relic spend visibility: Monitor by SKU, account, and user type, with enough granularity to flag overage risk.
• Break down Twilio spend by category, region, and more: Identify which usage categories, regions, carriers, and message types are driving costs to surface renegotiation and right-sizing opportunities.
• Prevent overage charges before they happen: Receive alerts when New Relic or Twilio consumption approaches thresholds that trigger unexpected billing.
• Forecast renewals with real data: Replace manual tracking with centralized consumption trends to build confident cost projections ahead of your next renewal.
• Manage multi-account complexity in one place: Consolidate visibility across Twilio subaccounts and New Relic organizations without toggling between native portals.‍
• Centralize consumption visibility: Consolidate complex consumption data alongside subscription software in a unified dashboard, eliminating native console blind spot.

New Relic and Twilio are consumption integrations that pull usage and spend data directly from each platform's API, surfacing it in Zylo's consumption monitoring views alongside alerts, trend analysis, and forecasting tools. 

Learn more: Sign up for the New Relic Preview | Sign Up for the Twilio Preview | Get Started with Integrations

Automate lifecycle tracking and ensure data consistency across your purchasing lifecycle with the new Zip procurement integration—now available as a Preview in Zylo. IT and SaaS managers gain real-time visibility into contract data from Zip in the Zylo platform, keeping application records and licensing information updated automatically as procurement milestones are achieved.

Important Note: This feature is not yet a generally available Service and is instead currently available as a Preview for Customer use in its discretion. For more information or to join a preview, contact your Zylo representative. 

Key Benefits

• Unify procurement tracking data: Sync data flows smoothly between Zip and Zylo and renewal and contract information alongside the rest of your SaaS portfolio.
• Automatically build your renewal calendar: Automated data ingestion from Zip to allow your SaaS Management program to identify priority upcoming renewals.
• Reduce manual administrative tracking: Eliminate repetitive data entry between purchasing pipelines and contract inventories to keep administrative teams aligned.

Learn more: Ask your Zylo representative about joining the Zip preview. | Get Started with Integrations

Gain visibility into your usage-based software performance with a new centralized home for connecting consumption integrations. The dedicated Consumption tab streamlines how you find and connect high-growth spend areas by consolidating all usage-based connections into a single, intuitive view.

Important Note: This feature is not yet a generally available Service and is instead currently available as a Public Preview for Customer use in its discretion. For more information, contact your Zylo representative.

Key Benefits

• Centralized integration management: Access a single location to view all connected consumption integrations, discover available connections, and see what is coming soon to the Zylo platform.
• Proactive feature discovery: Identify untapped opportunities to track usage-based spend with automated prompts for integrations that are available but not yet connected.
• Enhanced troubleshooting: Quickly identify connection issues with integration org status alerts.

Find the new Consumption tab by navigating to Connect > Integration Library. From here, you can monitor the health of existing connections or explore the library of available consumption integrations. If an integration is available but not connected, Zylo proactively surfaces a call-to-action to help you unlock that data.

Learn more: Consumption Integrations

Experience a cleaner, more intuitive Zylo with our newly launched product redesign and navigation overhaul, featuring a modernized visual interface and a completely reorganized menu system. This update organizes the platform around your real-world workflows, making it easier to find the data you need and take action on your SaaS portfolio.

Key Benefits

• Intuitive navigation: Find tools faster with a reorganized left menu that groups pages by logical workflows like accessing reports and data insights, creating automations, and more
• Enhanced data scannability: Scan and compare hundreds of line items with ease thanks to new monospaced numerical fonts in data-heavy tables.
• Reduced cognitive load: Focus on what matters with a simplified "Slate" color palette that provides distinct guideposts without distracting from your data
• Cohesive visual language: Experience a unified, modern interface that aligns the product with Zylo’s updated brand and enterprise-grade standards
• One-click insights: Access consolidated views of your inventory and license data under a single "Reports & Insights" menu item

Check out the navigation changes:

• Dashboards: Your new starting line, merging Dashboards and Alerts into a single view.
• Reports & Insights: Formerly “Analytics,” find insights on savings, compare applications, access reports, and view insights.
• Vendor Data: Formerly "Renewals" and “Suppliers,” this section groups all contract, app renewal, and vendor-related information.
• Application Data: Your new go-to space for asset management, including applications, usage, team, multi-org, and more.
• Financial Data: A centralized hub for reviewing and managing spend, this section includes payment and budget management, cost centers and allocation.

Learn more: Explore the new Zylo navigation and UI | Watch a demo

Ensure your reporting reflects a true SaaS system of record by opting non-SaaS spend out of your portfolio analysis. With new Portfolio Filtering, you can globally exclude subcategories like hosting, infrastructure, and data services from your core metrics, providing a clearer view of your actual SaaS landscape.

Key Benefits

• Refined executive dashboards: Present a curated view of SaaS metrics by removing noise from overall spend.
• Improved benchmarking accuracy: Align your data with industry standards by focusing exclusively on software-as-a-service applications.
• Automated global consistency: Apply filters once in your admin settings to refine data across dashboards, applications, usage, app renewal, and payments.
• Eliminated manual filtering: Save time and reduce errors by removing the need to manually filter out non-SaaS categories every time you run a report.
• Flexible full-portfolio views: Remove the In Portfolio filter on grid views to temporarily include hidden spend for comprehensive audits and total technology spend analysis.

Located within the Admin settings, Portfolio Filtering allows you to choose exactly which subcategories to include in your company's portfolio in Zylo.

Learn more: Portfolio Filtering