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Overview

Unify MCP connects Unify to an MCP-compatible AI assistant. Your assistant can research companies, build lists, prepare sequences, and update your CRM using the same underlying agent as chat in Unify.

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What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude or Cursor securely connect to outside tools and data. Instead of copying information back and forth between Unify and your AI assistant, you connect once. From there, your assistant can call Unify directly, on your behalf, whenever it’s useful.

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What you can do with Unify MCP

Describe the work you want your connected assistant to perform. For example:
“Research acme.com and tell me if they look like a good fit for our ICP.”
“Find VP of Sales at Series B SaaS companies in the Bay Area, then prepare personalized outreach for review.”
“Build me a list of Series B fintech companies in the US with 50-200 employees.”
“Update these accounts in Salesforce with our latest ICP tier.”
“Which of my active sequences have the highest reply rate this month?”
“How many touches has each rep logged this week, and who’s below pace?”
“Every Monday at 9am, find companies that raised funding in the last week and send me the list.”
Your assistant can also pull in supporting context as needed, like a results table from a previous run, your outbound email voice profile, or your company’s business context, to make its answers more accurate. Each agent run returns a link to its conversation in Unify. Open that link to inspect a result alongside the conversation, including tables and sequence previews. To continue the conversation in Unify, click Fork to continue. See Build lists, Work with your CRM, and Agentic sequences for the workflows and prerequisites. If you have other MCP connectors set up too, like a call recording tool, your assistant can combine that context with Unify in the same conversation. For example, it can pull insights from a recent discovery call and use them to help draft a more personalized sequence in Unify.

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Getting started

Pick your client below. Claude (Desktop / claude.ai) is the most common starting point. For Claude Code, Cursor, and Grok Bot, install Unify’s official plugin, which bundles the Unify skills and MCP configuration. For ChatGPT and Codex, install the published Unify plugin from the built-in plugin marketplace.
  1. Go to Settings → Extensions → Browse extensions.
  2. Search for Unify.
  3. Select the verified official Unify connector and log in with your Unify account when prompted.

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Usage and credits

Unify MCP runs on the same agent and uses the same credits as messages sent directly in chat. There’s no separate cost for connecting through MCP.

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Best practices

Use Unify’s own terms when you prompt. Your assistant understands requests best when you use the same words Unify does, like “sequence,” “enrich,” “prospect,” “play,” and “audience,” instead of a generic word like “campaign” or “segment.” That makes it far more likely your assistant maps what you’re asking for to the right Unify action. It also helps to say so explicitly when you want something run as a background agent task you can check on later:
“Start an agent run to prospect a new list, and give me a link to check on it.”

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FAQ

Both use the same underlying agent. Your connected assistant starts and follows runs through MCP tools. The conversation link opens the run in Unify, where you can inspect its results or fork the conversation to continue working there.
No. It uses your existing chat credits.
Yes. Every request is tied to the specific Unify user who connected, so your assistant only ever sees what that user can see in Unify.
Yes. Ask your assistant to propose a scheduled chat. Review its prompt and schedule, then approve the proposal to create it.
Claude Code and Cursor use the official Unify plugin. Grok Bot follows the Cursor configuration. ChatGPT and Codex use the published Unify marketplace plugin. Claude Desktop and claude.ai use the official Unify connector. If your client isn’t listed, contact your Unify account team.

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Next steps

Tools reference

The complete, technical tool-by-tool reference.