What's New in Zylo

You can now see a complete, timestamped record of changes across your Zylo portfolio—who reassigned an application's business owner, edited a contract, or updated a field, and what each value was before. Activity History standardizes change events across Zylo objects into one filterable audit trail, available both globally in Admin and through API queries. Every event is attributed to a specific actor—a user, an integration, or an AI agent—so changes stay traceable no matter how they were triggered.

Key Benefits

• Answer "who changed this, and when": Trace every change to a named actor with a timestamp and the previous and new values, without keeping records outside Zylo.
• Accountability across multi-admin teams: Tell intentional updates apart from accidental overwrites when several administrators manage your SaaS data.
• Audit and compliance readiness: Give IT and InfoSec a traceable change history to satisfy internal and external audits.
• Governed automation and AI: See whether a change came from a person, an integration, or an AI agent acting through a token, so automated and AI-driven actions carry the same accountability as human ones.
• Access it in Zylo or through the API: Review changes in one portfolio-wide view, or query them through Zylo's Enterprise API to feed your own security and log systems.

Activity History captures each change under a consistent Actor-Action-Target-Details model: the actor who made the change, the action taken, the target object affected, and the details of what changed, along with a timestamp. You can filter the history by object type, actor, action, and date range, and export the results. Governance and security teams can also query audit events through Zylo's Enterprise API to stream change history into external security and log-aggregation systems.

Learn more: Activity History

You can now view Pricing Model information for applications directly in Zylo to see how each application bills—User/Seat, Platform, Consumption, or a combination. View the Pricing Model on the Savings Pipeline table (previously known as App Renewals in Zylo). Sort the column to instantly surface your seat-based applications, where reclaiming unused licenses drives real savings, and set aside platform-priced apps where license optimization will not reduce cost. Zylo identifies each application's pricing model from its contract data and AI, giving you insights directly in Zylo instead of manual research in outside tools.

Key Benefits

• Focus on the apps that will actually save money: Direct your renewal and reclamation effort toward seat-based apps, and skip platform-priced apps where optimization will not lower cost.
• Replace manual research with a source of truth: Stop exporting app lists to external services or searching vendor sites to work out how each application is licensed.
• Move faster ahead of renewals: Sort your portfolio by pricing model to build a savings roadmap in minutes instead of weeks.
• Scale across a large portfolio Classify hundreds of applications at once, so the license model is known for every app, not just the ones you have time to research.
• Act on it with confidence See the source behind each value—AI or Zylo Verified—and the reasoning Zylo used to classify it.

As part of this release, the App Renewals page is now the Savings Pipeline page–refreshed to provide a default view for contract renewals in the next 12 months with cost savings opportunities, pricing model, percent of active users, and usage source fields. The Savings Pipeline page also includes a new Apps with Usage Opportunity aggregate card, surfacing apps where the Percent Active Users is below 80%. Navigate to Vendor Data > Savings Pipeline to review the Pricing Model data in the application table with tags on each application by how it is licensed: User/Seat for apps licensed per user or seat, Platform for apps priced as a flat platform or capacity fee, and Consumption for apps billed on usage. An application can carry more than one tag when it bills in multiple ways, and apps with unclear pricing models appear as Unclassified. You can also add the Pricing Model field to the Applications and Usage page tables. 

Learn more: Savings Pipeline

You can now add custom fields to contracts, payments, and users—not just applications—to track the company-specific data that matters most without falling back to manual tracking in spreadsheets or across multiple systems. Choose the object a field applies to, use the field types you need, including multi-select dropdowns, and manage everything from a redesigned Custom Fields page in Admin. And because Zylo's MCP can read custom fields, you can query and act on that data conversationally.

Key Benefits

• Less time in spreadsheets: Capture company-specific data directly on contracts, payments, users, and applications instead of tracking it outside Zylo.
• The right data on more objects: Add custom fields where you need them, so records better reflect how your organization works.
• AI-ready with MCP: Query and update custom fields conversationally through Zylo's MCP—for example, flag a payment as reviewed or pull a list of contracts marked as key vendors.
• More flexible options: Enable multi-select dropdowns to capture more than one value in a single field.
• Easier management: The redesigned Custom Fields page includes an Object column for sorting, plus in-context help guides you as you build fields for each object.

Custom fields now apply across multiple major Zylo objects, so you can adapt records to your own processes. For example, flag a suspicious payment as reviewed, mark a contract as a key vendor to stay ahead of critical renewals, or tag users as contractors to surface the cost of their licenses. Set the field types, dropdown options, display order, and visibility for each object from the Custom Fields page. For setup steps and the full list of field types, see the Custom Fields article.

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Learn more: Custom Fields

The Zylo knowledge base is now the Zylo Help Center—a single, trusted destination for product knowledge, support, and essential Zylo resources. Sign in with your Zylo credentials to browse hundreds of in-depth articles, ask questions with smart search from any page, and request or manage support tickets. A redesigned homepage and navigation make it easy to move from a broad category into the exact content you need. Plus, find featured articles on recent product releases and quickly upskill to maximize your SaaS management with Zylo.

Key Benefits

• One place for answers and help: Browse hundreds of in-depth product articles and reach the Zylo support team without leaving the Help Center
• A gateway to your Zylo resources: Jump to the product changelog, API documentation, blog, webinars, and more from one portal
• Redesigned navigation: Move from homepage categories into content sections quickly to find exactly what you need
• Smart search on every page: Ask a question in your own words or search for articles from anywhere in the Help Center
• Refreshed reading experience: Navigate articles with in-page navigation or download the entire article as a PDF or markdown file 
• Support at your fingertips: Request help and track your existing tickets alongside knowledge you are already using
• Secure, client-only access: Sign in with your Zylo credentials for content made for Zylo clients

You can access the Zylo Help Center directly in the Zylo app by clicking on Help Center from your profile icon menu. 

Learn more: Visit the Zylo Help Center

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