Unify

Prospect, enrich, enrol people into email sequences and write back to your CRM.

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What the Unify connector does

The Unify MCP server connects a Unify go-to-market workspace to Claude, ChatGPT and other MCP clients. An agent can research accounts, build lists, define CRM objects, manage tasks, and enrol people into outbound email Sequences in plain language. Unify says the connector runs the same Agent that powers Unify Chat, so it acts rather than only reports.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Unify tools (50)

  • answer_question
  • cancel_agent
  • complete_task
  • create_object
  • create_object_attribute
  • create_object_attribute_option
  • create_object_record
  • create_sequence_enrollment
  • create_task
  • delete_object
  • delete_object_attribute
  • delete_object_attribute_option
  • delete_object_record
  • delete_sequence
  • delete_sequence_enrollment
  • delete_task
  • find_unique_object_record
  • get_me
  • get_object
  • get_object_attribute
  • get_object_attribute_option
  • get_object_record
  • get_sequence_enrollment
  • list_agent_runs
  • list_object_attribute_options
  • list_object_attributes
  • list_objects
  • list_sequence_enrollments
  • list_sequence_steps
  • list_sequences
  • list_tasks
  • load_datatable
  • load_general_context
  • load_mailbox_voice_profile
  • pause_sequence
  • pause_sequence_enrollment
  • poll_agent
  • read_agent_results
  • resume_sequence
  • resume_sequence_enrollment
  • retrieve_sequence
  • retrieve_sequence_step
  • retrieve_task
  • run_agent
  • update_object
  • update_object_attribute
  • update_object_attribute_option
  • update_object_record
  • update_task
  • upsert_object_record

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • Enrolment is unrecallable. create_sequence_enrollment results in real email to a real person. Unify's guards — opt-out and Do Not Email blocks, exclusions, one active Sequence per person, re-enrolment waiting periods — are workspace configuration, not properties of the tool. An agent inherits whatever is configured.
  • No OAuth scopes separate reads from writes. The server's own RFC 9728 descriptor publishes no scopes_supported field at all (verified live, 2026-09-08). Authorisation is therefore all-or-nothing at the protocol layer, and the only boundary is the connected user's Unify permissions.
  • Seven delete tools, no documented undo. delete_object, delete_object_attribute, delete_object_attribute_option, delete_object_record, delete_sequence, delete_sequence_enrollment and delete_task. Unify's API reference describes none of them as soft or reversible.
  • No safety annotations were readable. The OAuth gate meant we could not run tools/list, so no readOnlyHint or destructiveHint values are known. Read/write labels on this page are documentation-derived.
  • Twenty-one documented tools are absent from the listing. Unify documents 71; Anthropic lists 50. Do not assume the query-job family is callable until you see it in your own client's tool list.
  • Credits gate the agent, and enrichment is the expensive part. Unify prices phone-number enrichment at 4 to 15 credits per person and new-hire tracking at 15 per hire. A broad prospecting request is a billable one.
  • Sending is rate-limited by design. Unify recommends 25 emails per mailbox per day, sends only on business days between 9 AM and 4 PM Pacific by default, and warms new mailboxes before normal sending. Bulk enrolment produces a queue, not a burst.
  • Role-based and invalid addresses are excluded by default. Unify documents info@-style role-based addresses as not eligible for sending by default, and addresses verified invalid as ineligible and not enablable.
  • Data provenance is asserted, not itemised. Unify says it requires data providers to certify lawful collection and consent, and that it may be deemed a data broker in certain states. It does not publish which of its 40+ providers supplied a given contact. Compliance with GDPR, CAN-SPAM or state privacy law remains the sender's responsibility; nothing on this page is legal advice.
  • One agent run at a time per question. answer_question requires answers matching the pending questions exactly as poll_agent returned them, and read_agent_results errors on a run that has not reached a terminal status.

Frequently asked questions

Does the Unify MCP server cost extra on top of a Unify subscription?

No. Unify states that its MCP server runs the same Agent as Unify Chat and consumes the same usage and credits, with no separate cost for connecting through MCP. Credits are still spent by the work itself: Unify's credit table prices person enrichment at 1 to 6 credits for a B2B email and 4 to 15 for a phone number, and Unify Chat at roughly 0.1 credits per query.

Can the Unify MCP server send email to prospects on its own?

It can enrol a person into a Sequence, and Unify sends the email from there. The `create_sequence_enrollment` tool starts an enrolment; Unify's Sequence documentation then governs delivery, and its default posture is deliberately slow. Sends run business days between 9 AM and 4 PM Pacific, staggered roughly two to six minutes apart, with a recommended default of 25 emails per mailbox per day.

Is my Unify data isolated from other users when I connect through MCP?

Yes. Unify states that every request is tied to the specific user who connected, so a connected assistant only sees what that user can already see in Unify. The tool reference repeats the rule per tool: `load_datatable` reaches only DataTables the authenticated user owns, and cannot load another user's tables even inside the same tenant. Permissions come from Unify, not from the client.

Can Unify MCP be blocked from emailing someone who opted out?

Yes, and Unify blocks it by default rather than leaving it to the caller. Its enrolment documentation lists opt-out and a Do Not Email status as conditions that prohibit new enrolments outright. Exclusion rules, one active Sequence per person, and configurable re-enrolment waiting periods are separate gates, and each surfaces as an enrolment failure rather than a silent send.

Which AI clients work with the Unify MCP server?

Claude Desktop and claude.ai connect directly through the connector directory, and Unify documents ChatGPT Desktop as reachable through the Codex path. Claude Code, Cursor and Codex use Unify's official plugin marketplace instead of a raw endpoint. Unify's own guidance for any client not on that list is to contact your Unify account team rather than improvise a configuration.

Why did my Unify sequence enrollment fail with a blocked status?

A blocked enrolment is still active; Unify has paused it rather than send a broken message. Its documented causes are missing or invalid template variables, a paused mailbox, or a mailbox needing reauthorisation. Unify states that once the underlying issue is fixed it automatically unblocks and reschedules the step, so the fix is in Unify's settings, not in the agent.

Does Unify tell you where its contact data comes from?

Partly, and the most precise statement is in its privacy policy rather than its product documentation. Unify writes that it may be deemed a data broker in certain applicable states, and that it requires its data providers to certify lawful collection and consent. Its directory description separately claims coverage of 1.1B+ people across 40+ data providers, which Unify does not enumerate.

Sources

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