What's New

Holistics MCP Server now supports OAuth authentication. No API key needed — each user authenticates with their own Holistics account, so you get per-user access control and a proper audit trail out of the box. No shared credentials.

Learn more: Connect AI Tools

We're introducing Dashboard auto-run on changes - a new dashboard setting that re-runs your dashboard automatically on every filter, control, or source visualization change, no Apply button required.

Previously, every change required a manual Apply click to take effect - easy to miss, especially for non-technical viewers who expect dashboards to respond immediately. Dashboard auto-run on changes removes that friction.

How it works​

1. Go to Dashboard preferences > General
2. Toggle on Auto-run on changes, then save
3. Publish your changes (Development mode) or reload the page (Reporting mode)

Note: Auto-run on changes triggers a query on every filter, control, or source visualization change. For dashboards with many charts or heavy queries, keeping manual Apply can help avoid unnecessary query costs.

Learn more: Dashboard auto-run on changes

GitHub App integration is now available in Holistics. You can connect external Git repositories at the organization level through a single OAuth install, replacing the per-person Deploy Key (SSH) and Personal Access Token (HTTPS) setup.

What's new:

• One-click connect: install the Holistics GitHub App on your GitHub org, pick the repos you want, and both git sync and PR Workflow are enabled in one step. No SSH keys to upload, no PATs to copy.
• Org-level auth: the connection belongs to your GitHub organization, not to any one person's account. Team changes won't break the integration.
• HTTPS only, no SSH required: works for orgs that prohibit org-wide SSH.
• Centralized control: permissions, repo access, and revocation are managed from your GitHub org settings, with a full audit log.

Deploy Key and Personal Access Token remain available as fallbacks for non-GitHub providers and for orgs that prefer them.

Learn more​

• Connect to GitHub with the Holistics GitHub App
• External Git: overview
• Connect with SSH Deploy Key

Auto-abbreviation is available for Number (Normal and Currency) fields. Holistics helps you pick the right unit (K, M, or B) based on the value's magnitude - no more 0.00M or 1,000K.

What's new​

A new Auto option is in the abbreviation picker alongside None / K / M / B. After configured, the system picks the abbreviated unit based on each value's magnitude:

• Under 1,000: shown as-is (e.g., 800)
• 1K - 999K: abbreviated as K (e.g., 250K)
• 1M - 999M: abbreviated as M (e.g., 12M)
• 1B+: abbreviated as B (e.g., 1.2B)

Learn more​

• Number format in GUI - configure via the GUI
• Number format in AML - as-code syntax reference

Customize Ask AI Experience lets Ask AI feel like a native part of your product.

Previously, every embedded portal showed the same default Holistics Ask AI welcome page. Now you can customize:

• Logo - use a global icon or set different icons per UI location (chat page, toolbar, left panel) with automatic fallback
• Intro headline and body - set your own welcome message with full Markdown support
• Prompt placeholder - guide users with contextual example prompts (multiple values rotate every 3 seconds)
• Assistant name - rename "Ask AI" to match your product (shown in the sidebar and top-left corner)

Customization is defined at the embed definition level using AML, giving you version control and per-portal flexibility:

EmbedPortal ecommerce_portal {
  ai {
    customization: EmbedPortalAiCustomization {
      global {
        icon: 'https://cdn.example.com/logo.png'
        assistant_name: 'Ask Hooli'
      }
      chat_page {
        icon: 'https://cdn.example.com/chat-icon.png'
        intro {
          header: 'Hi, what would you like to know?'
          body: 'Ask questions about your data in natural language.'
        }
        prompt_placeholder: ['Ask me anything, eg: Top 5 products by revenue', 'Try: Show monthly revenue trend', 'Try: Which region has the highest sales?']
      }
      toolbar {
        icon: 'https://cdn.example.com/toolbar-icon.png'
      }
      left_panel {
        icon: 'https://cdn.example.com/panel-icon.png'
      }
    }
  }
}

Icons resolve per UI location: per-section icons take priority, falling back to global.icon and then the default Holistics AI icon. All fields are optional.

Percentile calculations are coming to the Calculation Builder!

Create continuous and discrete percentiles directly in the GUI. Choose from common percentiles (P10, P25, P50, P75, P90, P95, P99) or enter a custom value.

Two types are supported:

• Continuous percentile - interpolates between adjacent values
• Discrete percentile - returns the closest actual value from the data

Example use cases​

• P10 customer lifetime value - identify your lowest-value segment to investigate churn risk
• P25 vs P75 salary range - show the interquartile range for compensation benchmarking
• P75 order value - understand where the bulk of revenue sits for pricing decisions
• P90 response time - track performance while filtering out outliers
• P95 session duration - identify power users by top 5% engagement time
• P99 query execution time - catch extreme outliers for capacity planning

Stay tuned - more Calculation Builder capabilities are on the way!

AI Skills are now available. Turn your team's playbooks and domain expertise into reusable, packaged instructions — so Holistics AI can run the task consistently every time, without re-explaining it in every prompt.

Learn more: AI Skills

You can now connect your own Claude account to Holistics AI. Bring your Claude API key, pick your preferred models, and run Holistics AI with full control over cost and usage.

Learn more: Bring Your Own LLM

You can now connect your own Gemini account to Holistics AI. Bring your Gemini API key, pick your preferred models, and run Holistics AI with full control over cost and usage.

Learn more: Bring Your Own LLM

Arithmetic calculations (+, -, ×, ÷) are now available in the Calculation Builder!

You can now perform basic math operations on your fields directly in the GUI:

• Add (+) - e.g., Revenue + Tax
• Subtract (-) - e.g., Revenue - Cost = Gross Profit
• Multiply (×) - e.g., Price × Quantity = Total Order Value
• Divide (÷) - e.g., Converted Users ÷ Total Users = Conversion Rate

Like other GUI calculations, you can compose these with existing metrics, or convert to AQL for further customization.