Skip to content

NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents

UNIFY CONNECT

Let customers connect their systems in a few clicks.

An embeddable, white-label flow for OAuth, API keys and desktop agents. Your brand and scopes, with token refresh and consent records handled for you.

Sample data

GET /v1/connections/conn_qbo_8f2k1

{
  "id": "conn_qbo_8f2k1",
  "object": "connection",
  "platform": "quickbooks_online",
  "status": "active",
  "end_user": {
    "id": "acct_4471",
    "name": "Harbor Supply Co."
  },
  "scopes": [
    "finance.invoices:read",
    "finance.invoices:write",
    "finance.payments:read"
  ],
  "auth_type": "oauth2",
  "created_at": "2026-09-02T14:11:08Z",
  "last_synced_at": "2026-11-01T08:55:12Z"
}

What Unify Connect does.

  • Your brand.

    Logo, colors, copy and domain.

  • Every auth type.

    OAuth, API keys, credentials, desktop agents.

  • Consent on record.

    Who connected what, when, with which scopes.

HOW IT WORKS

Three steps, every platform.

  1. Embed.

    Drop the Unify Connect flow into your product with your branding.

  2. Authorize.

    Your customer picks a platform and grants the scopes you request.

  3. Use.

    You get an active connection id, with tokens refreshed for you.

The rest of the Integration Platform.

Unify Connect questions.

Can I white-label the connection flow?

Yes. Unify Connect takes your logo, colors and copy, and can run on your domain on paid plans.

Which auth types does it handle?

OAuth 2.0, API keys, username and password credentials where a platform requires them, and desktop or on-premise agents for systems such as QuickBooks Desktop.

What happens when a token expires?

Unify Connect refreshes tokens before they expire. If a customer revokes access, the connection is marked expired, an alert fires in Unify Monitor and you can prompt a reconnect.

Get started

Connect once. Build everything else on top.

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.