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

UNIFY AGENTS (MCP)

Beta

Give AI agents governed access to business systems.

Unify Agents exposes your customers' accounting, ERP and commerce connections as MCP tools, with scoped permissions, human approvals and a full audit trail.

Sample data

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"
  }
}

Real tools, not raw credentials.

  • One MCP server.

    Every integration becomes typed tools such as finance.list_invoices and commerce.get_order.

  • Scoped per agent.

    Choose the tools, objects and connections each agent can use.

  • Approvals for writes.

    Require a human for writes, or for writes above an amount.

  • Ledger-safe.

    Writes go through the same validation and idempotency as the API.

  • Prompt-injection aware.

    Data from source systems is returned as data, clearly separated from instructions.

  • Every call audited.

    Agent, tool, input, output and approver in the audit log.

HOW IT WORKS

Connect, grant, run.

  1. Connect.

    Connect a customer's systems with Unify Connect.

  2. Grant.

    Grant an agent a policy.

  3. Run.

    Run in Claude, ChatGPT, Cursor or your own agent through MCP.

Agent and MCP questions.

Which agent frameworks work?

Any MCP-compatible client, plus a plain REST tool API for frameworks without MCP.

Can an agent move money?

No. Agents can create records such as bills or payments in a ledger within policy; they cannot move funds.

How do approvals work?

A write that needs approval pauses and calls your webhook or our approval UI; it proceeds only when a person approves.

Is this in beta?

Yes. Unify Agents (MCP) is in beta during the developer preview. Design partners get access first.

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.