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Announcements

Assembly is now available in ChatGPT & Claude!

3 days ago

Hi everyone, If you’re like me and increasingly stuck in Claude all day, this announcement is for you: You can now connect Assembly to the AI tools you already use like ChatGPT and Claude. Here’s how to install the Assembly MCP connector in your favorite AI tool and securely manage your clients.

June 2026 Updates: Refunds, grouped task emails, checkboxes in contracts, more!

Jun 30

Hi everyone! Here’s what the team released in June 2026:

In the Payments App, you can now refund paid invoices in two clicks. Click the refund action on the invoice row (or the invoice detail page), confirm the amount, and the ...

Q2 2026 Seasonal Release: Audit log, bulk file management, etc

Jun 4

Hey everyone! Today we’ve rolled out our Q2 2026 seasonal release thanks to the entire team. Top features include:

We’ve launched a searchable, exportable timeline of every important action in your workspace, built for audit trails and security reviews for our Advanced plans.

May 2026 Changelog - 60+ updates

May 15

Hi all, the team has been working hard: This most recent changelog covers about 1.5 months of ongoing updates since we released Assembly 2.0. Highlights include:

Mass Selection is here!

May 8 You’re welcome @Dale_R_Wright_II!

Assembly MCP now in beta!

Apr 15

Hi everyone! Really excited to share that @Kevin_Foley, @Amelia_Riely, and the rest of the Assembly team have been hard at work to bring you the Assembly MCP, in beta today! You can now connect Assembly to AI tools like Cursor, Claude, and ChatGPT. Current beta instruction docs and example prompts...

Big updates with Assembly 2.0!

Apr 6 The Assembly Windows Desktop app is now available for download along with the previously released Mac version!

Grouping apps in the side panel

Mar 20

Excited to share with @Kelvin_Kautzer13 and others that this feature is now live with Assembly 2.0!

We're looking for Feedback on the Client Home 2.0

Mar 20

Excited to share this feature is now live with Assembly 2.0!

Time-Based Automations?

Mar 20

Excited to share this feature is now live with Assembly 2.0!

Feature Request: Automated Client Folder Templates Based on Service Types

Mar 3 Hi Natalie! Great to hear you’re enjoying Assembly! You actually can already automate folder and file creation almost exactly like you asked (not with “templates” but basically with everything you mentioned.)
Go to Automations and click “+ start from scratch” and you can build this today: Example...

Winter 2025 Edition: Xero integration, task automations, and more!

Dec 19, 2025

Hi Assembly community, We’re excited to share Assembly’s Winter 2025 releases—including some features many of you have asked for! Full details over at the blog but here are the highlights: What’s new:

Official US Xero integration: Sync Assembly products, invoices, taxes, and fees directly to Xero.

More improvements to company custom fields

Dec 2, 2025

Assembly has recently rolled out more ways to use custom fields on companies to create a customized and automated experience for you and your clients. Starting today, you can:

Fall 2025 Updates: 50+ product improvements

Nov 5, 2025 Hi everyone! This past month we’ve focused on making improvements to our customers’ quality of life and tackling a lot of long requested upgrades to your experience and your clients’ experience. Here’s the full list of updates (also covered on our blog).

Copilot is now Assembly! Rebrand + Assistant Beta

Oct 2, 2025

We recently rebranded from Copilot to Assembly. You can read about the reason for the name change on our launch blogpost. You will start seeing our branding change across various surfaces. Our name has changed, but our mission hasn’t: helping you deliver customer experience.