New features

Deal org charts

Each deal can now hold an org chart , faces, names, titles, reporting lines , built from the people actually on that deal's emails and meetings, not an account-wide sweep of strangers. Open it from the deal's Files tab. A node is a person: click through to their profile. Reporting lines draw as a tree; other relationships use a different line so you can tell them apart.

Cedar updates the chart as the committee shows up , a new CC, a new attendee, someone saying they'll run it past their VP.

Improvements

• A drafted follow-up posted to Slack now has a Send button. Confirm once and it goes, without opening Cedar
• When chat builds a table, it shows up as something you can open, lands in the deal's Files tab, and coming back to that chat restores the table instead of the deal
• A playbook can now bind to HubSpot Leads, Attio people, or a Salesforce custom object , not only Opportunity/Deal , so earlier pipeline can live in Cedar the same way deals do
• URLs in Slack, LinkedIn, and WhatsApp threads are real links
• The LinkedIn counterpart panel shows role and work history again, instead of a name and a blank
• LinkedIn connection requests Cedar sends no longer include a note unless you asked for one
• Asking Cedar to remind you on a thread now creates a follow-up task. The old reminder type never saved

Fixes

• An email sent from Cedar that failed used to stay on the timeline as if it went out. Failed sends now fail visibly, and closing the tab during undo-send no longer drops the send
• Replies composed from Cedar now stay in the same Gmail thread on the recipient's side instead of opening a new conversation
• Attio and HubSpot "view in CRM" actually opens the record
• Editing a task due date from a deal's Overview, Next Steps, or Timeline no longer throws "Task not found"
• Signing back into Google no longer fails with a confusing state_mismatch when Cedar is slow
• Sorting a date column in a table no longer crashes the grid
• Unlinking an account on a conversation no longer silently drops a linked Lead or Partnership record
• Reconnecting HubSpot no longer wipes a rep's custom field mappings back to org defaults

Behind the scenes

• Prepared Cedar's public MCP server for Claude and OpenAI app-directory submission , tool titles, hints, description length, a support page, and a domain-verification challenge
• Split open-weight model routing across automation tasks. Unblocked a production failure where tool-calling on the Sol path rejected every request, and moved CRM updater, strategist, and next-steps onto Kimi K3 for flagged accounts
• Added a pre-check in front of the email orchestrator so emails that need no action skip the expensive model call, and a flag-gated alternative for playbook selection on internal accounts
• Staff and MCP config writes can now clone a playbook and rewrite the routing text that decides which playbook a new conversation belongs to
• HubSpot OAuth now requests Leads read/write so a Leads-bound playbook can actually sync
• Removed an unused task-group pin feature that no one had ever used, and dropped the reminder task type from the schema to match production
• Ingest no longer records the same outbound email twice (Gmail's mid-send id differs from the committed message)
• Client requests now carry a correlation id, and browser aborts that never hit the server are captured , the gap that made a failed send undiagnosable
• Closed a subject-header injection path and a cross-tenant LinkedIn read that trusted an account id from the request body
• Live-verified Salesforce Lead writes against the real generalized payload; comments that still called that shape an unsaved draft were corrected