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What’s new in Liberator 2.3

Liberator 2.3 centers on AI-driven reporting and discovery, expanded connectivity, and smoother account onboarding. Headline capabilities include an Admin UI AI Reporting panel for natural-language usage and entitlement reports, AI-generated dataset column descriptions, a HubSpot connector for CRM analytics, wildcard support for OneDrive and SharePoint file feeds, invite-via-email user provisioning with a forced password change on first login, and a round of reliability fixes across date parsing, query workers, and packet-capture ingest.

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Highlights

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AI-driven reporting

Liberator 2.3 adds an AI Reporting panel (BETA) to the Admin UI. Admins can ask about platform usage, users, permissions, and entitlements in plain English, or request a downloadable report, instead of building manual queries or filters. What lands in 2.3:

• Quick-action reports — one-click presets for yesterday’s usage, today’s user report, current entitlements, and month-to-date / last-month usage.
• Free-form natural language — ask for a user’s usage over a date range; the assistant resolves datasets and returns per-dataset totals (queries, records, bytes, GB).
• Excel exports — downloadable .xlsx reports from both quick actions and free-form questions.
• Clarifying prompts — if a username does not match, the assistant suggests likely accounts instead of failing silently.

See AI-based reporting for the admin workflow.

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AI-generated column descriptions

When you onboard a dataset or edit column metadata, Liberator can suggest descriptions grounded in descriptions already used on similar columns in your environment. What lands in 2.3:

• AI-assisted suggestions during the Columns step of dataset onboarding and edit flows.
• Frequency-based ranking so the most commonly used descriptions appear first.
• Tighter relevance filtering so broad substring matches no longer crowd out useful suggestions.

See Column description suggestions for the admin workflow.

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HubSpot connector

Liberator 2.3 adds a first-class HubSpot connection type for CRM objects. Once connected, HubSpot-backed datasets use the same query API and entitlements model as file- and database-backed sources, so analysts can join commercial and market data without a separate export pipeline. See HubSpot for connection setup.

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Invite-via-email and first-login password change

User provisioning no longer requires handing temporary passwords around out of band:

1. Invite via email — when creating a user, Super Admins can send an invite email so the recipient completes account setup themselves.
2. Send reset email — from the Users page, trigger a password-reset email for an existing account.
3. Forced password change on first login — newly provisioned users must set their own password before using Liberator.

See Managing users and entitlements.

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SharePoint and OneDrive wildcards

Building on the share-link paste flow introduced in 2.2, Liberator 2.3 adds wildcard matching for OneDrive and SharePoint sources. Recurring or partitioned file feeds (for example, reports/2026-*/trades_*.csv) can be onboarded without listing every folder or file. See SharePoint and OneDrive.

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AI onboarding and MCP clients

2.3 also deepens Liberator’s other AI surfaces:

• AI onboarding flow — guided dataset setup with AI assistance for naming and column documentation.
• ChatGPT — connect ChatGPT to Liberator with OAuth. See Connecting Liberator to ChatGPT.
• Microsoft Copilot Studio — add Liberator as an MCP tool with OAuth 2.0 Dynamic discovery. See Microsoft Copilot Studio.
• Claude Desktop — install the Liberator .mcpb extension bundle. See Claude Desktop.

All three MCP client guides live under the Integrations tab.

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Connection and admin polish

Smaller usability improvements in the same release:

• liberator.metadata() — Python SDK helper for POST /liberator/metadata, returning concordance-backed row/symbol counts and date spans. See Dataset metadata.
• Disable data sources — administrators can hide deprecated or unused source types from the connection selection list.
• Original source file name — the Dataset & Connection modal shows the original file name for better traceability.
• Whitespace trimming — leading and trailing spaces are stripped from connection and dataset form fields automatically.
• Sort resets to page one — sorting the Connections & Datasets list returns you to the first page of results.
• System Monitoring charts — legends stay contained and hover tooltips sort by value for easier reading.

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Reliability improvements

• Date/time format handling — fixes for format selection UX and regressions around forward-slash date fields (including Oracle sources).
• Query worker recovery — workers that die abruptly no longer leave clients hanging indefinitely on incomplete responses.
• PCAP Linux SLL2 — packet captures with Linux cooked-mode v2 link-layer headers (link_type=276) decode correctly for FIX tick ingest.
• Fine-grained entitlements enforcement — end-to-end entitlement checks tightened so UI-visible access matches what the query path allows.

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Compatibility

There are no breaking changes to the client libraries (Python, REST, JavaScript, Excel, etc.) or to the dataset query surface. Existing code and queries continue to work unchanged. New capabilities in 2.3 are additive through the Liberator UI, connection types, and AI assistant surfaces.