> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# June 11, 2026

> Updates released since June 1, 2026.

## Customize meeting types

Meeting types are no longer a fixed list. Slant includes locked default types, and admins can now add custom company-wide meeting types — each with a name, color, and AI description that helps Slant classify meetings and tailor notes and tasks. Manage them from **Settings** → **Data customizations**.

* [Data customizations](/account-settings/customization/data-customizations)
* [Meetings overview](/activity/meetings/overview)
* [Customizing meeting AI](/activity/meetings/customizing-meeting-ai)

## Dialpad phone integration

Dialpad joins RingCentral, CurrentClient, and MyRepChat as a supported phone provider. Connect your Dialpad account to sync SMS conversations and call history — including recordings and transcripts — into Slant.

* [Phone integrations](/setting-up-slant/integrations/phone)

## Redesigned custodian settings with in-app release guides

The **Settings** → **Custodian** page has a new look — pick your custodian from the list, enter your advisor code, and follow the new step-by-step guide for releasing your data to Slant. Guides are available for Schwab, Fidelity, Pershing, Interactive Brokers, and DST.

* [Custodian setup](/setting-up-slant/integrations/custodian/setup)
* [Release data: Schwab](/setting-up-slant/integrations/custodian/release-schwab)
* [Release data: Fidelity](/setting-up-slant/integrations/custodian/release-fidelity)
* [Release data: Pershing](/setting-up-slant/integrations/custodian/release-pershing)
* [Release data: Interactive Brokers](/setting-up-slant/integrations/custodian/release-interactive-brokers)
* [Release data: DST](/setting-up-slant/integrations/custodian/release-dst)

## Lock notes by default, and pin locked notes

Two improvements to note locking: admins can now have every new note lock automatically from company settings, and locked notes can be pinned without unlocking them first.

* [Households overview](/records/households/overview)

## Phone number extensions

Phone numbers now support extensions. Add an extension when entering a phone number, and it displays alongside the number everywhere it appears — list columns, person pages, and the public API.

* [People](/records/people)

## Notes on financial accounts

The account edit form now includes a **Notes** field, so you can keep free-form context about an account right where you manage its details.

* [Accounts on the Records tab](/records/households/accounts)

## Projects in the public API

The public API now includes endpoints for projects. Other API additions this week: meetings expose their advisors and can be filtered by advisor and meeting type, households can be filtered by type (including past clients), and people support phone extensions.

* [API reference](/api-reference/overview)

## API connections: MCP and Zapier for everyone

The **API tokens** settings page is now **API connections**, with dedicated tabs for personal access tokens, MCP, and Zapier. The MCP connection — previously limited to internal use — is now available to all users, so you can connect Slant to MCP-compatible AI clients.

* [API connections](/account-settings/api-tokens)