Tools

Unify MCP exposes 71 tools. Six manage the Agent lifecycle, four load identity or Unify data for context, and 61 provide direct access to Unify’s public APIs. Every tool call is scoped to the Unify user and tenant that authenticated the connection — a tool can only read or act on data that user can already see in Unify.

Agent tools

Use run_agent to start work, then use the other Agent tools to monitor, continue, cancel, and read runs.

run_agent

Starts Unify’s general-purpose Agent on a natural-language task. This is the same Agent behind Unify Chat, so run_agent supports anything Unify Chat does — research, building a list of companies or people, enrolling records in a Sequence, running a Play, writing updates back to your CRM, and similar work. Returns a run ID immediately; the Agent continues running in the background.

string

required

The natural-language task for the Agent to perform.

Output field	Type	Description
`runId`	`string` (UUID)	ID of the started run. Pass this to `poll_agent`, `answer_question`, and `read_agent_results`.

Starting a run requires the workspace to have chat funding/credits available, and is subject to per-user rate limiting. Both conditions surface as a tool error rather than a silent failure.

Example call

{
  "prompt": "Research acme.com and tell me if they're a good fit for our ICP: B2B SaaS, 50-500 employees, uses Salesforce."
}

Example response

{
  "runId": "b0fdcba7-a8e5-4fa3-abb0-26ee20f5ba47"
}

poll_agent

Checks the status of a run started by run_agent. Keep calling this while the run is PENDING.

string

required

The runId returned by run_agent.

Output field	Type	Description
`runId`	`string` (UUID)	The run being polled.
`status`	`string`	One of `PENDING`, `CLARIFICATION_NEEDED`, `READY`, `ERROR`, or `NOT_FOUND`.
`questions`	`array \| null`	Present when `status` is `CLARIFICATION_NEEDED` — the questions the Agent needs answered to continue. `null` otherwise.

Status values:

Status	Meaning
`PENDING`	Still running. Keep polling.
`CLARIFICATION_NEEDED`	The Agent needs input before it can continue. Answer every returned question with `answer_question`.
`READY`	The run finished successfully. Call `read_agent_results`.
`ERROR`	The run failed or was canceled. Call `read_agent_results` for the error message.
`NOT_FOUND`	No run exists with that `runId` for this user.

Example response (still running)

{
  "runId": "b0fdcba7-a8e5-4fa3-abb0-26ee20f5ba47",
  "status": "PENDING",
  "questions": null
}

answer_question

Answers every question from a CLARIFICATION_NEEDED run and resumes it. Pass the questions back exactly as poll_agent returned them — the tool validates that the submitted answers line up with the pending questions before resuming the run.

string

required

The runId of the run awaiting clarification.

array

required

One answer for every question poll_agent returned, in the same order.

Show answers[]

string

required

The exact question text as returned by poll_agent.

string

required

The answer to that question.

Output field	Type	Description
`runId`	`string` (UUID)	The run that was resumed.
`alreadyResuming`	`boolean`	`true` if another request had already started resuming this run. Informational only — keep polling either way.

Example call

{
  "runId": "b0fdcba7-a8e5-4fa3-abb0-26ee20f5ba47",
  "answers": [
    { "question": "Which region should I focus the search on?", "answer": "North America" }
  ]
}

read_agent_results

Reads the final answer or error from a terminal run (READY or ERROR). Call poll_agent first — this tool errors if the run hasn’t reached a terminal status yet.

string

required

The runId of the run to read.

Output field	Type	Description
`status`	`string`	`READY` or `ERROR`.
`finalAnswer`	`string \| null`	The Agent’s final answer text, when `status` is `READY`.
`content`	`array`	Structured content items produced by the run (for example, tables or lists the Agent generated).
`errorMessage`	`string \| null`	The failure reason, when `status` is `ERROR`.

Example response

{
  "status": "READY",
  "finalAnswer": "Acme Corp looks like a strong fit — 220 employees, B2B SaaS, and their careers page lists a Salesforce Administrator role.",
  "content": [],
  "errorMessage": null
}

cancel_agent

Stops an in-flight run started by run_agent. It is safe to call after a run has already finished.

string

required

The runId returned by run_agent.

Output field	Type	Description
`runId`	`string` (UUID)	The run targeted for cancellation.
`outcome`	`string`	Either `CANCELED` or `ALREADY_TERMINAL`.

list_agent_runs

Lists Agent runs started through run_agent for the current user, newest first.

string

Exact run status to return. Omit to return all statuses.

number

default:50

Maximum runs to return per page. Cannot exceed 100.

string

The opaque nextCursor returned by the previous page.

Output field	Type	Description
`runs`	`array`	Runs with their IDs, Unify links, titles, statuses, and start times.
`nextCursor`	`string \| null`	Pass as `cursor` to load the next page; `null` when there are no more runs.

Context and identity tools

get_me

Returns the authenticated Unify user’s profile and workspace identity. This tool does not require any input.

Output field	Type	Description
`user`	`object`	The current user’s profile, including their ID, name, email, role, and contact details.
`workspace`	`object`	The current workspace’s ID, name, and domain.

load_datatable

Loads a Unify DataTable the calling user owns, including its metadata, columns, and a cursor-paginated page of rows.

string

required

The ID of the DataTable to load.

number

default:100

Maximum rows to return per page.

string

The opaque nextCursor returned by a previous call, used to load the next page.

Output field	Type	Description
`metadata`	`object`	Table metadata, including `hasActiveJob` and `activeJobKinds` — if `hasActiveJob` is `true`, the table is still being populated and calling the tool again later will return updated rows.
`columns`	`array`	The table’s column definitions.
`rows`	`array`	The current page of rows.
`nextCursor`	`string \| null`	Pass as `cursor` to load the next page; `null` when there are no more rows.

Only DataTables owned by the authenticated user are accessible — this tool can’t load another user’s tables even within the same tenant.

load_mailbox_voice_profile

Loads the writing voice profile for a specific connected mailbox — the same profile Unify uses to personalize outbound copy in that mailbox’s voice.

string

required

The ID of the connected mailbox to load the voice profile for.

Output field	Type	Description
`voiceProfile`	`object`	The mailbox’s voice profile. Shape is currently unstructured/opaque.

The mailbox must be connected and owned by the authenticated user, and must already have an analyzed voice profile — otherwise the call errors.

load_general_context

Loads a specific version of the calling user’s general business context — the same information (business description, ICP, products, pricing, and so on) used to ground Unify’s Agents.

string

required

The ID of the user general context to load.

string

required

The specific version of that context to load.

Output field	Type	Description
`context`	`object`	Business context, including fields such as `companyName`, `businessDescription`, `industry`, `icp`, `targetBuyerPersonas`, `products`, `pricing`, `customers`, `valueProposition`, `size`, `stage`, `legalStructure`, `location`, and `versionNumber`.

Public API tools

These tools expose public API operations directly through MCP. Their input and output schemas are included in the MCP tool definitions, so your client can inspect the required fields before calling them.

Objects and records

Tool	Purpose
`list_objects`	List standard and custom objects.
`get_object`	Get an object definition by API name.
`create_object`	Create a custom object.
`update_object`	Update an object’s display name or description.
`delete_object`	Delete an object.
`list_object_attributes`	List the attributes defined on an object.
`get_object_attribute`	Get an attribute by API name.
`create_object_attribute`	Add an attribute to an object.
`update_object_attribute`	Update an attribute’s mutable fields.
`delete_object_attribute`	Delete an attribute from an object.
`list_object_attribute_options`	List options for a select attribute.
`get_object_attribute_option`	Get one option for a select attribute.
`create_object_attribute_option`	Add an option to a select attribute.
`update_object_attribute_option`	Update a select option’s display name.
`delete_object_attribute_option`	Delete an option from a select attribute.
`get_object_record`	Get a record by ID.
`find_unique_object_record`	Find one record using unique attribute values.
`create_object_record`	Create a record.
`update_object_record`	Update a record by ID.
`upsert_object_record`	Create or update a record using unique attribute values.
`delete_object_record`	Delete a record by ID.
`create_object_record_query_job`	Start an asynchronous record export.
`list_object_record_query_jobs`	List record query jobs for an object.
`get_object_record_query_job`	Get a record query job’s status.
`get_object_record_query_job_results`	Retrieve pages of record query job results.

Sequences and enrollments

Tool	Purpose
`list_sequences`	List Sequences.
`retrieve_sequence`	Get a Sequence by ID.
`pause_sequence`	Pause a Sequence and its enrollments.
`resume_sequence`	Resume a paused Sequence.
`delete_sequence`	Delete a Sequence.
`list_sequence_steps`	List a Sequence’s steps.
`retrieve_sequence_step`	Get one Sequence step by ID.
`list_sequence_enrollments`	List Sequence enrollments.
`get_sequence_enrollment`	Get an enrollment by ID.
`create_sequence_enrollment`	Enroll a person in a Sequence.
`pause_sequence_enrollment`	Pause one enrollment.
`resume_sequence_enrollment`	Resume one enrollment.
`delete_sequence_enrollment`	Cancel one enrollment.
`create_sequence_enrollment_query_job`	Start an asynchronous enrollment export.
`list_sequence_enrollment_query_jobs`	List enrollment query jobs.
`get_sequence_enrollment_query_job`	Get an enrollment query job’s status.
`get_sequence_enrollment_query_job_results`	Retrieve pages of enrollment query job results.
`create_sequence_enrollment_step_query_job`	Start an asynchronous enrollment-step export.
`list_sequence_enrollment_step_query_jobs`	List enrollment-step query jobs.
`get_sequence_enrollment_step_query_job`	Get an enrollment-step query job’s status.
`get_sequence_enrollment_step_query_job_results`	Retrieve pages of enrollment-step query job results.
`cancel_sequence_enrollment_step_query_job`	Cancel an in-progress enrollment-step query job.

Tasks

Tool	Purpose
`list_tasks`	List outreach and action-item tasks.
`retrieve_task`	Get a task by ID.
`create_task`	Create a task for a person.
`update_task`	Update a task’s assignee, priority, or due date.
`complete_task`	Mark a task as completed.
`delete_task`	Delete a task.
`create_task_query_job`	Start an asynchronous task export.
`list_task_query_jobs`	List task query jobs.
`get_task_query_job`	Get a task query job’s status.
`get_task_query_job_results`	Retrieve pages of task query job results.

Events

Tool	Purpose
`create_event_query_job`	Start an asynchronous analytics event export.
`list_event_query_jobs`	List event query jobs.
`get_event_query_job`	Get an event query job’s status.
`get_event_query_job_results`	Retrieve pages of event query job results.

Unify Platform

MCP

Developer Guides

API Reference

SDKs

Agent tools

run_agent

poll_agent

answer_question

read_agent_results

cancel_agent

list_agent_runs

Context and identity tools

get_me

load_datatable

load_mailbox_voice_profile

load_general_context

Public API tools

Objects and records

Sequences and enrollments

Tasks

Events

​Agent tools

​run_agent

​poll_agent

​answer_question

​read_agent_results

​cancel_agent

​list_agent_runs

​Context and identity tools

​get_me

​load_datatable

​load_mailbox_voice_profile

​load_general_context

​Public API tools

​Objects and records

​Sequences and enrollments

​Tasks

​Events

Agent tools

run_agent

poll_agent

answer_question

read_agent_results

cancel_agent

list_agent_runs

Context and identity tools

get_me

load_datatable

load_mailbox_voice_profile

load_general_context

Public API tools

Objects and records

Sequences and enrollments

Tasks

Events