One MCP server.
Every integration becomes typed tools such as finance.list_invoices and commerce.get_order.
NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents
UNIFY AGENTS (MCP)
BetaUnify Agents exposes your customers' accounting, ERP and commerce connections as MCP tools, with scoped permissions, human approvals and a full audit trail.
Tools an agent sees for one connection
{
"tools": [
{
"name": "finance.list_invoices",
"access": "read"
},
{
"name": "finance.create_bill",
"access": "write",
"requires_approval": true
},
{
"name": "commerce.get_order",
"access": "read"
}
],
"policy": {
"max_write_amount": "5000.00",
"audit": "on"
}
}Every integration becomes typed tools such as finance.list_invoices and commerce.get_order.
Choose the tools, objects and connections each agent can use.
Require a human for writes, or for writes above an amount.
Writes go through the same validation and idempotency as the API.
Data from source systems is returned as data, clearly separated from instructions.
Agent, tool, input, output and approver in the audit log.
HOW IT WORKS
Connect a customer's systems with Unify Connect.
Grant an agent a policy.
Run in Claude, ChatGPT, Cursor or your own agent through MCP.
Any MCP-compatible client, plus a plain REST tool API for frameworks without MCP.
No. Agents can create records such as bills or payments in a ledger within policy; they cannot move funds.
A write that needs approval pauses and calls your webhook or our approval UI; it proceeds only when a person approves.
Yes. Unify Agents (MCP) is in beta during the developer preview. Design partners get access first.
Get started
Request sandbox access, or book 30 minutes with an engineer to map your integrations.
Free sandbox access. No credit card. Reply within one business day.