Rize Release Notes

Rize is now an official ChatGPT Partner, with a published app in the ChatGPT directory. Open the Rize app in ChatGPT, click Connect, and ChatGPT can read and update your time data with the same permissions your Rize account has.

That chart took one message: @Rize show my agency's profitability right now. ChatGPT called the Rize profitability trend tool, plotted revenue, cost, and profit for the year, and footnoted that September is month to date.

WHAT IS IT?

The Rize MCP server, listed as a first-party app inside ChatGPT. When we launched Rize MCP in April, connecting it to ChatGPT meant turning on developer mode and pasting a server URL. The directory listing replaces that with a Connect button, ships with example prompts, and puts Rize in the composer's Plugins menu so you can tag it with @Rize in any conversation.

WHY IS IT IMPORTANT?

ChatGPT is where a lot of people already do their thinking. Now the numbers are there too. Ask for last week's hours by client, the pending suggestions worth approving, or the contract that is losing money, and the answer comes from your tracked time instead of a dashboard you had to open first. Every tool runs as you, so a member sees their own time, a manager sees their reports, and an org admin with the Finance grant sees profitability.

NEW

One-click connection

1. Open the Rize app in ChatGPT
2. Click Try in chat, then Connect
3. Sign in to Rize with Google or a magic link and click Approve
4. Type @Rize show my time entries from today

Tag Rize from the composer

Type @Rize or pick Rize under Plugins. ChatGPT calls the tools it needs and lists Rize under Sources on the answer. Because the directory description tells ChatGPT what Rize holds, it can also pick Rize on its own when a question is about time, projects, or profitability.

Analysis, not just numbers

Asked for the team's profitability, ChatGPT read September and August side by side, noticed the current month's margin was inflated because retainers post before the labor does, and pointed at the one contract losing money and the two clients showing revenue with zero delivery hours.

The full toolset

The app exposes every Rize MCP tool: list, create, update, and delete time entries; approve or reject AI suggestions; add work notes; manage clients, projects, tasks, labels, and keywords; list teams and members, invite and update members, and read team time allocation; and report organization, contract, and trend profitability. Claude, Cursor, and every other MCP client keep working through https://mcp.rize.io/mcp exactly as before.

USE IT FOR

• "@Rize Show my tracked time from last week by client and project, and flag any unassigned or unusually long entries"
• "@Rize List my pending AI time entry suggestions from yesterday, group them by project, and recommend which ones to approve or edit"
• "@Rize Show my team's time allocation for this month, split by client, project, and billable vs non-billable time"
• "@Rize Which contracts have revenue but no tracked hours?"
• "@Rize Create a 45 minute time entry for the Acme kickoff call at 2pm"

Included on Team and Enterprise plans. Professional plan users get read-only access to their own time data. Setup for every client is in the AI assistants guide, and the full tool list is on the Rize MCP page. Invoicing is not yet in MCP; tell us if that is what you need next.

Read the full announcement

A few weeks ago we launched the Rize Agent. Today we're shipping the operating data it runs on.

Rize is ready for agencies, accounting firms, consultancies, and teams of 10 or more. Tracked time now feeds profitability, capacity, budgets, invoices, and client work automatically, with no manual timesheets.

Most firms run these numbers in four or five tools stitched together with spreadsheets, and every one of them depends on people remembering to log hours. Rize captures the work in the background, so the numbers below are built from what happened rather than what was submitted.

With this release you can run your agency, firm, or team on Rize:

• See revenue, cost, and margin by client, project, and member, from hourly, retainer, and hybrid contracts.
• Plan capacity, schedule assignments, and compare scheduled hours to tracked hours.
• Invoice clients from tracked time and record payments without leaving Rize.
• Brand new permissions built for teams and organizations. Your agents inherit your permissions too.
• Review time in My Timesheet and Team Timesheets instead of chasing submissions.
• Sync tracked time to Asana tasks automatically.
• Run every one of these workflows from the Rize Agent, the API, and MCP.

WHAT'S NEW

Profitability for agencies and firms

Profitability shows revenue, cost, and profit across your whole organization or a single team. Set up hourly, retainer, or hybrid contracts per client, add cost rates per member, track budgets and expenses, and see the margin on every client and project from time that was captured automatically.

Resourcing: utilization and planning

Resourcing is the planning side of the same data. Schedule assignments per member and week, set working days and holidays, import a plan from CSV, and compare scheduled hours to what was actually tracked so you can see who is over capacity before the month ends.

Invoicing in Rize

Pick a client and a date range and Rize builds the invoice from tracked time. Line items now follow a description format you control, so the invoice reads the way your clients expect. Send the PDF, record full or partial payments, and void mistakes without breaking your numbering.

Teams, members, and permissions

Permissions now separate organization roles, team roles, and two grants. Admins, Managers, Members, and Viewers each see what their job needs. A Finance grant gives someone the numbers across the whole organization without admin power, and a Resourcing grant lets an ops lead plan capacity and edit time on one team.

My Timesheet and Team Timesheets

Timesheets are the review layer. My Timesheet is where each person confirms their own week. Team Timesheets is where admins, managers, and viewers scan daily hours, pending time, and capacity across a team without asking anyone to submit anything.

Asana integration with time tracking

The Asana integration is out of beta. Rize tasks stay in sync with Asana, and time tracked in Rize is written to the matching Asana task as a time tracking entry, updated when the entry changes, and removed when it is deleted.

All of it in the Agent, API, and MCP

Profitability, contracts, expenses, planned allocations, teams, members, and time approvals are available through the Rize API and MCP. Ask Claude or ChatGPT which client had the lowest margin last month, or let an internal agent approve pending time and update a contract.

SOC 2

We've started our SOC 2 process with security-consultant.com.

RUN YOUR AGENCY ON RIZE

Together these let a firm run resourcing, billing, and client reporting from data that was captured, not typed in. The Rize Agent can answer questions about any of it, Routines can deliver the numbers on a schedule, and the API and MCP let your own agents act on them.

If you run a team of 10 or more and want to see how this fits your firm, book a demo.

Profitability is where tracked time turns into a number the business cares about. Rize now calculates revenue, cost, and profit across your whole organization, without anyone filling in a timesheet first.

WHAT IS IT?

Profitability combines four inputs: the time Rize captured automatically, each client's billing contract, each member's cost rate, and any expenses or budgets you add. From those it reports revenue, cost, and profit at the client, project, and member level, for one team or for the whole organization.

WHY IS IT IMPORTANT?

Most agencies and firms find out a client is unprofitable at the end of the quarter, after the hours were under-reported and the retainer was over-served. Because Rize captures the work as it happens, the margin is visible while there is still time to change scope, staffing, or price.

NEW

Organization-wide profitability

The organization Profitability page rolls up every team. Org admins and members with the Finance grant can filter by team and date range and see revenue, cost, and profit for every client without opening each team separately.

Hourly, retainer, and hybrid contracts

Each client has a contract that says how revenue is earned. Hourly contracts multiply tracked billable hours by a rate. Retainers recognize a fixed amount across the billing period. Hybrid contracts combine a retainer with an hourly rate for hours beyond the included amount. Contracts have billing periods, so you can see how a retainer is tracking against the hours delivered in the current month.

Cost rates per member

The Costs tab lists every member with their billable rate and cost rate, editable in place. Cost rates are what turn hours into cost, so this is the one setup step that makes every margin number real.

Budgets and expenses

Set a budget per client or project and watch burn against it. Add pass-through and delivery expenses so profit reflects more than labor.

Profitability in the Agent, reports, API, and MCP

Ask the Rize Agent which client had the lowest margin last month, run the client profitability report template on a schedule, or pull the same numbers through the API and MCP with organization_profitability, contract_profitability, and profitability_trend.

USE IT FOR

• Monthly margin review by client
• Spotting over-served retainers before the period closes
• Pricing renewals from real delivery cost
• Giving a finance lead the numbers without admin access
• Feeding profitability into your own reporting through the API

Profitability is available to organization admins and members with the Finance grant. See Profitability Overview in the docs for setup.

Resourcing is the planning side of Rize. It puts scheduled work and tracked work on the same grid, so utilization is measured against a plan instead of guessed.

WHAT IS IT?

Resourcing is a page for each team and for the whole organization where you schedule assignments per member by day and week, set working days and holidays, and see scheduled hours next to the hours Rize tracked automatically. Capacity, allocation, and utilization come from that comparison.

WHY IS IT IMPORTANT?

Planning tools know what was scheduled. Time trackers know what was logged, if anyone logged it. Neither knows what actually happened. Rize captures the work, so the plan is checked against reality every day, and the ops lead can see who is over capacity while there is still time to move work.

NEW

Scheduled assignments by member and week

Add an assignment to a member for a client, project, or task with hours per day and a date range. Drag across days to select a range, edit or resize an assignment in place, assign PTO, and clear a period when the plan changes. Each member row shows allocated hours against capacity, and each day shows its load.

Scheduled versus tracked

Allocation bars on the Resourcing page show scheduled hours and tracked hours side by side per client and project, with a warning when a plan exceeds the budget. The Time Entries report has a

Tracked + Planned

view that charts tracked hours against planned hours and capacity for the period, with scheduled hours and the difference per member.

Working days, public holidays, and company days off

Planning settings define the working week, public holidays, and company days off, so capacity is calculated from days people are actually available.

Import a plan from CSV

Bring an existing schedule in from a spreadsheet or another planning tool. Upload a CSV, preview how each row maps to members and projects, then commit the batch. The same import is available in the public API as

create_planned_time_allocations

.

Planning history

Every change to the plan is recorded, so you can see who moved what and when.

Organization view

The organization Resourcing page shows every team's plan in one place, with a team selector and the same client, project, and task filters as the team page.

Capacity on timesheets

Team Timesheets show capacity signals per member so the same plan is visible where time is reviewed.

Allocation in the Agent, API, and MCP

Ask the Rize Agent who is over capacity next week, or read planned and tracked allocation through the API and MCP with

planned_time_allocations
,

time_allocation
, and

workspace_time_allocation
.

USE IT FOR

• Weekly capacity planning across a delivery team
• Checking a retainer's planned hours against what was delivered
• Moving work off an over-allocated member before the week starts
• Migrating a plan from a spreadsheet or another resourcing tool
• Giving an ops lead planning access on one team with the Resourcing grant

Resourcing is available to organization admins, team admins, and members with the Resourcing grant on that team. See

Teams, Members, and Permissions

for how grants work.

WHAT IS IT?

Once a firm passes about twenty people, "admin or not" stops working. A people manager needs their reports' time. A finance lead needs rates and margins across every team but should not be able to remove anyone. An ops lead needs to plan one team's capacity. Rize permissions now model those jobs directly.

Access in Rize has three layers: a role at the organization level, a role on each team, and two optional grants that layer on top. Most people only need a team role. The grants exist for the exceptions.

WHY IS IT IMPORTANT?

Time and rate data is sensitive. Firms adopt automatic tracking faster when each person can see that their access matches their role, and admins can hand off management without handing over billing.

NEW

Organization roles: Admin and Member

Organization admins control billing and seats, workspace settings, and every team, with implicit admin access to all teams. Members get their access entirely from team memberships. Rize will not let you demote the last admin.

Team roles: Admin, Manager, Member, and Viewer

• Admin manages members, settings, and rates and can view and edit everyone's time on the team.
• Manager sees and can edit the time of their direct reports, plus their own. Assign a manager to each member from the member edit sheet; the Members page shows reporting lines as a pill.
• Member tracks their own time and sees their own data.
• Viewer has read-only visibility of the whole team's time and reports without tracking time themselves. Viewers cannot change tasks or projects, even ones they created.

Finance grant

Organization-wide, read-only visibility into bill rates, cost rates, and profitability across every team, including teams the person is not on. Use it for a finance or operations person who needs the numbers without being an organization admin.

Resourcing grant

Granted per team, it unlocks capacity planning and lets the person view and edit anyone's time on that team, whatever their team role. Team admins have it implicitly.

One organization Members page

Every member across the organization is listed with their teams, roles, status, and rates, with filters and a per-member overview, timeline, and breakdowns. Change roles, assign managers, set rates, and toggle grants from the member edit sheet. Removed members are archived rather than deleted, so their time stays in reports.

Permissions apply everywhere

The same rules gate the web app, the Rize Agent, the API, and MCP. Team visibility, time editing, and financial fields are enforced on the server, so an agent or integration can never see more than the person it is acting for.

USE IT FOR

• Letting managers review their reports' time without team admin rights
• Giving a bookkeeper margins across the firm with the Finance grant
• Giving a delivery lead planning access on one team with the Resourcing grant
• Adding a client-side or executive Viewer who reads but never tracks
• Handing team management to leads while the org admin keeps billing

See Roles and Permissions in the docs for the full capability matrix.

The Asana integration launched in beta in March. It is now generally available, and the part teams asked for most, time tracked in Rize appearing on the Asana task, is on by default for every connected workspace, with a two-way sync toggle in the integration settings if you want task sync only.

WHAT IS IT?

Connect an Asana workspace to a Rize team and Rize pulls in tasks with their projects, sections, and assignees. When Rize tags tracked time to one of those tasks, it writes a time tracking entry on the Asana task, updates it when the entry changes, and removes it when the entry is deleted.

WHY IS IT IMPORTANT?

Agencies that run delivery in Asana want hours on the task, not in a separate tool. Until now that meant someone logging time in Asana by hand, which is the step that gets skipped. Rize captures the work, tags it to the task, and Asana gets the hours without anyone typing them.

WHAT'S INCLUDED

Task sync

Choose which Asana workspaces, projects, and members to sync. Tasks arrive with project, section, and assignee, and name and status changes in Asana reach Rize through webhooks.

Time entries written to Asana

Each Rize time entry tagged to an Asana task becomes a time tracking entry on that task with its duration and date. Editing the entry in Rize updates it in Asana. Deleting it or moving it to a different task removes the old entry and creates the new one.

Better AI tagging from Asana context

Task status from Asana feeds Rize's tagging, so time is more likely to land on the task that is actually in progress rather than one that closed last month.

Time entries linked from search

Global search shows the Asana task and project on each time entry with the provider logo, so you can confirm where an entry was synced from without opening it.

USE IT FOR

• Hours on the Asana task for client reporting and billing
• Delivery teams that plan in Asana and bill from Rize
• Replacing manual time logging in Asana
• Keeping Rize profitability and Asana project tracking on the same tasks

The Asana integration is available on the Professional plan and above from Settings → Integrations. See the Asana integration guide for setup.

Everything in this release is available outside the Rize app. The API and MCP expose profitability, resourcing, teams, members, and time approvals, so Claude, ChatGPT, and your own agents can run the same workflows an admin runs in the dashboard.

WHAT IS IT?

The Rize GraphQL API and the Rize MCP server share one permission model with the app. An API key or an MCP connection acts as the person who created it: an org admin's agent sees organization profitability, a manager's agent sees their reports' time, and nothing else.

WHY IS IT IMPORTANT?

A firm that wants to run autonomously needs its operating numbers where its agents are. With profitability, capacity, and approvals in the API and MCP, a routine or an external agent can review the week, flag the client that is over-served, and approve pending time without a person opening a dashboard.

AVAILABLE NOW

Profitability and contracts

Read organization profitability, contract profitability, and the profitability trend. List, create, and update hourly, retainer, and hybrid contracts with their billing periods. Record expenses and revenue entries. MCP tools: get_org_profitability, get_contract_profitability, get_profitability_trend, list_contracts, create_contract, update_contract, create_expense, create_revenue_entry.

Resourcing and allocation

Read planned and tracked allocation for a member, a team, or the whole workspace, and create or update planned time allocations in bulk, including the same CSV-shaped import the Resourcing page uses. MCP tools: get_my_time_allocation, get_team_time_allocation, get_workspace_time_allocation. API: planned_time_allocations, create_planned_time_allocations, time_allocation, workspace_time_allocation.

Teams and members

List teams and members across the workspace, invite a member, update a member's role, and remove a member. MCP tools: list_teams, list_team_members, list_workspace_members, invite_team_member, update_team_member, remove_team_member.

Team time and approvals

List a team's time entries with status filters, then approve or reject pending entries in bulk. Time entries in the public API now carry their source and authorship, so an integration can tell captured time from manual and imported time. MCP tools: list_team_time_entries, approve_time_entries, reject_time_entries.

Agent context, Skills, reports, and routines

Everything from the August API and MCP release still applies: report runs, routine runs, Skills, agent context, and sign-up and login URL support.

USE IT FOR

• "Which client had the lowest margin last month?" in Claude or ChatGPT
• A weekly routine that approves clean pending time and flags the rest
• Syncing a resourcing plan from your PSA or spreadsheet into Rize
• Provisioning members and roles from an internal onboarding flow
• Pulling profitability into your own finance reporting

Invoices are not yet in the API or MCP. Tell us if that is the workflow you need next. Setup and the full tool list are in the MCP docs and API docs.

This week, we're launching one of the biggest updates we've ever made to Rize: the Rize Agent toolset.

Rize is evolving from a time tracker into an AI operations expert that helps you understand what's happening, identify what needs attention, and keep recurring work moving automatically.

Instead of spending time checking dashboards, assembling reports, reviewing activity, and following up with your team, you can now ask Rize for answers and let it handle more of that operational work in the background.

The Rize Agent toolset helps you put more of your operations on autopilot:

• Get immediate answers about your time, team, projects, clients, and profitability.
• Turn recurring questions into reports that are ready whenever you need them.
• Automate morning preparation, end-of-day reviews, team check-ins, and custom briefs.
• Give Rize your team's context, rules, and preferences so its answers stay relevant and consistent.
• Improve how time is assigned to clients, projects, and tasks.
• Bring Rize insights and actions into Claude, ChatGPT, and your internal workflows.

WHAT IT CAN DO FOR YOU

New Rize Agent and chat experience

The Agent turns your time data into a place you can ask questions and take action. Ask what changed this week, which client took the most time, where a project stands, or what needs review before billing.

Reusable AI-powered reports

AI Reports turn the analysis you repeat into something Rize can run for you. Use them for client profitability, team overviews, project budget checks, weekly updates, or any report you do not want to rebuild by hand.

Scheduled routines that run automatically

Routines put recurring work on a schedule. Rize can prepare your day, summarize what happened, remind you what needs cleanup, or send a team check-in without waiting for someone to remember to ask.

Shared AI Skills and prompts for your team

Shared AI Skills keep the agent consistent as your work gets more complex. Save client rules, agency reporting formats, billing preferences, or team operating notes once, then reuse them anywhere the agent works.

Agent Context and Custom Tagging Instructions

Agent Context tells Rize how your freelance business, agency, or organization thinks about work. Custom tagging instructions help Rize classify clients, projects, and tasks the way your team would, so reports and timesheets need less cleanup.

Expanded API and MCP support

API and MCP updates let the same agent layer work outside Rize. Claude, ChatGPT, internal tools, and custom workflows can use Rize's reports, routines, Skills, and context as part of a larger operating system for your work.

The Rize Agent is a chat surface for your time tracking data. Ask what happened, what changed, what needs attention, or what action should come next.

WHAT IS IT?

The Rize Agent is a chat experience for your tracked time, team activity, projects, clients, reports, routines, and Skills. Ask a question in plain English and Rize returns an answer you can inspect, follow up on, or act from.

WHY IS IT IMPORTANT?

Freelancers and agencies lose time turning raw timesheets into decisions. The Agent turns captured work into answers for billing prep, client reviews, staffing, and project follow-up while the context is still fresh.

NEW

A dedicated Agent tab

Rize now has a dedicated Agent tab in the app. The sidebar has been reorganized around the major parts of your workspace, and the Agent tab gives you a place to ask questions without leaving Rize.
The agent uses the same permissions as your account. If you can see the data or take the action in Rize, the agent can help with it from the conversation.

Prompt chips for common questions

You can start from preset prompts instead of a blank text box. For example, click Generate weekly report and Rize will open a conversation grounded in your live data.

Rich responses, not plain text

Agent responses can include charts, client/project/task references, colored breakdowns, and action chips. A question like "How were my hours split by client?" can return a visual breakdown you can inspect directly in the answer.

Keep the conversation open while you work

You can minimize the chat and keep using the rest of Rize while the agent works. When the response is ready, reopen the conversation and continue from the same context.

USE IT FOR

• End-of-day summaries: "What did I work on today?"
• Client reviews: "Which clients took the most time this week?"
• Team check-ins: "Who is over capacity?"
• Billing prep: "What unbilled work should I review?"
• Project questions: "What changed on this project since last week?"

You can also connect the same Rize data to Claude, ChatGPT, or internal tools through the Rize API and MCP.

WHAT IS IT?

AI Reports turn a question into reusable analysis. Start from a template, customize the prompt, choose the scope, then run the report once or on a schedule.

AI Reports turn prompts and templates into reusable analysis for your own time, a team, or the whole workspace. Run a report on demand or schedule it so Rize produces the same review automatically.

WHY IS IT IMPORTANT?

Agencies and service teams need client, project, and profitability visibility without rebuilding spreadsheets every week. AI Reports help surface budget risk, margin issues, team load, and client trends before they become expensive surprises.

NEW

Templates to get started

Reports now include starter templates for common workflows like monthly team overview and client profitability. Pick a template, edit the prompt, and make it fit the way your team works.

Prompt builder with Skills

Report prompts can reference Skills, which are reusable instructions saved in Rize. That means a report can follow your workspace's tagging policy, client rules, or team operating model without copying the same instructions into every prompt.

Scope, schedule, and delivery

Choose whether a report should focus on you, a specific team, or the full workspace. Configure whether it should run on a schedule and where the results should be sent, including Slack and email.

Run reports once or on a schedule

Scheduled reports run automatically. You can also run any report on demand from the report list, then review every completed run from the same page.

Structured report output

Report runs are generated from your live Rize data. A client profitability report, for example, can break down revenue by client and project, show the work behind each section, and link entities like teams so you can jump back into the source data.

Export and keep asking questions

You can download report runs as PDFs. You can also chat with a report, which opens the Agent with the report context already attached so you can dig into the analysis and ask follow-up questions.

USE IT FOR

• Weekly team summaries
• Client profitability reviews
• Project budget checks
• Recurring leadership updates
• Custom leadership updates

Report runs are also available through the Rize API and MCP, so other agents can pull completed analysis and act on it.

Routines let the Rize Agent run on a schedule. Instead of remembering to check a dashboard, you can have Rize prepare the brief and send it to you.

WHAT IS IT?

Routines are scheduled prompts that let the Rize Agent run work for you automatically. They produce briefs, notifications, and follow-up context without requiring someone to open a dashboard first.

WHY IS IT IMPORTANT?

The reviews that keep a freelance business, agency, or organization on track are usually the easiest to forget. Routines make start-of-day planning, end-of-day cleanup, team check-ins, and recurring client reviews happen on a schedule.

NEW

Scheduled agent tasks

A routine is a scheduled prompt. You can tell Rize what to analyze, when to run, and where to send the result. The agent then produces a brief you can read without opening a report manually.

Start of Day Prep

Start of Day Prep is the easiest example. Rize can look at yesterday's work, today's calendar, open tasks, and your recent patterns, then give you a focused plan for the day.

Delivery through Slack, email, and in-app notifications

Routines can notify you where you already work. A completed routine can appear in Rize, arrive by email, or be delivered through Slack depending on your setup.

Follow-up actions from the brief

Routine briefs can include actions that open the Agent with the right context. If your morning brief says your calendar is too fragmented, you can ask Rize to help find focus time from that exact starting point.

USE IT FOR

• Start-of-day planning
• End-of-day reviews
• Weekly team check-ins
• Tag review reminders
• Recurring custom briefs for managers and operators

We are adding more routine templates. If you have a recurring review you already do by hand, send it to us and we can turn the best ones into templates.

Agent Context gives Rize standing guidance about who you are, how your team works, and how work should be interpreted. Custom tagging instructions apply that guidance directly to client, project, and task suggestions.

WHAT IS IT?

Agent Context is standing guidance that tells Rize how a person, team, or workspace thinks about work. Custom tagging instructions apply that guidance to client, project, and task suggestions.

WHY IS IT IMPORTANT?

Automatic tracking is only useful if the time lands on the right client, project, and task. Context reduces cleanup and makes reports, summaries, and recommendations match how your freelance business, agency, or organization actually operates.

NEW

Personal, team, and workspace guidance

Rize now has separate Agent Context areas for personal guidance, team guidance, and workspace guidance. Personal guidance can describe your role, your priorities, and why you use Rize. Team and workspace guidance can define shared rules for how work should be read across the organization.

Workspace context is visible to workspace admins. Team context is visible to admins for that team. Personal context is available to the person it belongs to, and admins can manage member settings where their role allows it.

Generate context from how you already use Rize

You can write guidance yourself, reference a saved Skill, or use Generate to draft a starting point from your Rize usage. That helps when you know the agent needs more context but do not want to start from a blank field.

Custom tagging instructions

Custom tagging instructions are a focused kind of guidance for client, project, and task tagging. Use them for rules like how Linear tasks should map to projects, where to look for a client ID, or which naming patterns matter when Rize suggests tags.

This is especially useful when the right tag depends on your team's process rather than just a keyword match. Rize can use the instruction while generating or updating tag suggestions, so the output better matches how your team reviews time.

Activity summary instructions

Activity summary instructions control how Rize writes descriptions and summaries. For example, you can tell Rize not to include a certain word in descriptions, avoid names in summaries, or follow a specific tone when it explains work.

Admin-managed member settings

Admins can open a member's Agent settings from the Members tab and configure guidance for that person. This helps teams roll out Rize with useful context already in place, instead of waiting for every member to set up prompts manually.

Use shared Skills inside context

Context fields can reference Skills. If your custom tagging instructions are saved as a Skill, you can attach that Skill to multiple members or teams. When the process changes, update the Skill once and every context field that references it uses the new instruction.

USE IT FOR

• Explaining your role and priorities to the Rize Agent
• Teaching Rize how your team tags clients, projects, and tasks
• Making AI reports and routines follow the same operating context
• Customizing activity summaries and generated descriptions
• Setting up member guidance before a team rollout
• Updating shared tagging rules from one Skill instead of many member profiles

Agent Context works with

Shared AI Skills, the Rize Agent, AI Reports, and Routines.

Shared AI Skills are reusable saved prompts for the Rize Agent. Create a Skill once, choose who can use it, then reuse it across chat, Routines, and AI Reports.

WHAT IS IT?

Shared AI Skills are reusable instructions for the Rize Agent. Save a prompt once, share it personally, with a team, or across the workspace, then reuse it in chat, reports, and routines.

WHY IS IT IMPORTANT?

As teams grow, the same client rule, billing preference, or reporting format gets copied into too many places. Shared Skills keep that guidance consistent, so Rize interprets work the same way across members, teams, and recurring workflows.

NEW

Personal, team, and workspace Skills

A Skill is a saved instruction for the Rize Agent. Use Skills for tagging policies, client-specific rules, daily updates, reporting preferences, or team operating notes that should be reused in more than one place. Skills can be private to you, shared with a team, or available across the whole workspace. Workspace Skills are available to anyone in the workspace. Team Skills are available to people on that team. Personal Skills are only yours.

Generate a stronger Skill from a rough draft

You do not have to write the perfect prompt. Start with a rough description like "give me a daily productivity overview," then use Generate to turn it into a more complete Skill you can review and edit.

Use Skills in chat

From the Agent page, open Skills and add one to the message composer. Rize inserts it as a chip in the chat, then expands and runs the saved instruction when you send the message.

Reuse Skills in Routines and AI Reports

Skills can be embedded in Routine prompts and AI Report prompts. If you update the Skill later, the routines and reports that reference it use the updated instruction too.

Shared team and workspace context

Shared context lets your team define how work should be interpreted across the workspace. It can reference Skills, so updates propagate anywhere that Skill is used.

USE IT FOR

• Standardizing how a team tags clients, projects, and tasks
• Teaching Rize how a specific client or account should be handled
• Creating daily Slack updates or productivity reviews from a saved prompt
• Reusing reporting instructions across multiple AI Reports
• Giving routines the same operating context every time they run
• Keeping shared AI guidance aligned across a workspace

Rize API and MCP now expose more of the same agent layer you see in the app. That means Claude, ChatGPT, and internal tools can work with your Rize data using the same permissions and account context.

WHAT IS IT?

Rize API and MCP expose more of the Agent layer outside the Rize app. Claude, ChatGPT, internal tools, and custom workflows can now work with report runs, routine runs, Skills, Agent Context, sign-up, and login URL support.

WHY IS IT IMPORTANT?

Time data should not be trapped in one dashboard when your operating work happens across many tools. API and MCP support let Rize become the time-intelligence layer behind account reviews, client updates, admin workflows, and AI assistants.

NEW

Report runs through API and MCP

Agents can fetch report runs and use the completed analysis as context for the next step. For example, a custom workflow could run a weekly profitability report, pull the result, and prepare a follow-up summary for your team.

Routine runs through API and MCP

Routine runs are also available outside the app. External agents can inspect completed briefs, use the routine's context, and continue the workflow from the same source of truth.

Skills available to external agents

MCP clients can list and fetch Skills, including references like rize://skill/:id. This lets an outside assistant use the same saved instructions that power chat, reports, and routines inside Rize.

Agent context editing

Public API and MCP support editing agent context for teams, workspaces, and members. Admins can keep context current from Rize or from an internal setup flow.

Sign-up and login URL support

MCP integrations can help users sign up or retrieve a login URL directly from the integration. This makes first-run setup easier when someone starts from Claude, ChatGPT, or another agent surface instead of the Rize app.

FIXES AND HARDENING

• MCP OAuth authorization and consent now use the same full-origin validation rule.
• Failed MCP sign-in attempts preserve safe retry parameters so users can try again.
• The connector setup modal has cleaner provider buttons, headings, and example copy.

USE IT FOR

• Claude or ChatGPT analysis grounded in Rize time data
• Internal operations agents that read report runs
• Automated weekly account reviews
• Workspace setup flows that apply agent context
• Custom onboarding flows that help users sign in from an AI assistant

If you are building with Rize API or MCP, tell us which workflow you are trying to automate. We are using that feedback to decide which tools ship next.

IMPROVEMENTS

My Timesheet and Team Timesheets

My Timesheet gives each person a faster review flow for their own time, while Team Timesheets gives admins and managers a weekly or monthly grid of team hours, pending time, capacity, filters, and totals.

Click and drag time entries

You can now adjust time entries directly on the timeline. Drag an entry body to move it earlier or later, or drag the top or bottom edge to change its start or end time. Rize holds the dragged position while the update saves, supports rounding settings, and can snap against neighboring entries.

FIXES

• Fixed a Windows desktop sign-in bug where double-clicking sign in could clear a valid session.
• Fixed mobile OAuth redirects so account connection flows return to the Rize app correctly.
• Improved MCP OAuth retry handling so failed sign-in attempts preserve safe retry details.
• Hardened MCP OAuth origin checks to validate the full scheme, host, and port.
• Polished MCP connector setup copy, provider buttons, and headings.
• Improved Routine Slack delivery by converting markdown output into Slack-friendly formatting.
• Fixed ClickUp verification retry behavior so failed retries do not re-enqueue without required arguments.

Restart the desktop app or check for updates to make sure you are on the latest version.