Scoped keys.
Keys limited by environment, object and action.
NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents
PERMISSIONS & AUDIT
Scope every connection, API key and agent to the objects and actions it needs. Every read and write lands in an audit log you can search and export.
Keys limited by environment, object and action.
Request only the platform permissions your product uses.
Owner, admin, developer, support and read-only roles in the dashboard.
Allow-lists, amount limits and approval rules for every agent.
Actor, action, object, before and after, platform response, timestamp.
Stream audit events to your SIEM or download CSV.
HOW IT WORKS
Give each key, connection or agent the objects and actions it needs, nothing more.
Every call is checked against its scope before it reaches the platform.
The actor, the change and the platform response land in the audit log.
Retention depends on plan. The current retention for each plan is listed on the pricing page.
Entries are append-only and hash-chained.
SSO on Scale and Enterprise; SCIM on Enterprise.
Only with a time-limited access grant you approve, and that access is itself logged.
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.