💡 What's New?

The new TrackVia experience (open beta)

A modernized TrackVia web experience is now in open beta. Built on a redesigned interface, it gives users a faster, cleaner way to navigate apps, work with dashboards, and explore views. That includes grids, grouped and pivot views, lanes (Kanban) and a full set of chart types. This first release is view-only and is aimed at users who mainly look at and review data. Admins decide which roles can see it, and more capabilities are coming in regular updates.

Getting started:

• Introduction to the New UI
• How to Enable the New TrackVia UI In Your Account
• What's Released and What's Coming
• New TrackVia UI FAQ

Using it: Navigation · Preview As · Introduction to Dashboards · Introduction to Views

TrackVia MCP Server

TrackVia now has a Model Context Protocol (MCP) server. It lets AI assistants like Claude and ChatGPT work directly with your TrackVia account through plain-language requests, with no custom code or separate automation platform. Connect a supported assistant with your own TrackVia access token, and it can read and update records, search views, manage files, run bulk updates and more. It follows the same permissions you've already set up.

Learn more:

• Introduction to the TrackVia MCP Server
• Connecting to the MCP Server
• TrackVia MCP FAQ
• All MCP articles

For developers, see the TrackVia MCP developer docs.