unify-mcp

Use Claude to query and update your Unify GTM CRM. ~45 tools for people, companies, sequences, audiences, plays, lists, notes, and tasks.

Sign in with your Unify account — no API keys, no admin setup, no env vars.

Install

npx -y unify-mcp install

That one command:

• installs unify-mcp globally (if not already)
• sets it up as a background service (launchd on macOS, systemd --user on Linux)
• registers it with Claude Code (claude mcp add --transport http unify http://127.0.0.1:53274/mcp --scope user)

Open Claude → /mcp → click Authenticate. Your browser opens, you sign in to Unify, done. Token lasts ~30 days; Clear authentication in /mcp does a real logout.

Try these prompts

"Find people from Acme Corp in Unify and show me their sequence status" "Add the latest 50 new appraisal leads to my 'High Priority' list" "Show me funnel metrics for the Outbound Q2 sequence" "Anyone who finished the appraisal sequence without replying — pull them up so I can mark dead" "Post a note on this person's Unify record summarizing the call I just had"

Don't have a Unify password? If you sign in with Google or another SSO, click Reset Password on the Unify login page, set one, and use it in the form. SSO and a password can coexist.

Uninstall

unify-mcp uninstall

Stops the service, removes the plist/unit, and unregisters the MCP from Claude.

Add to Claude Desktop (manual)

unify-mcp install only registers with Claude Code. For Claude Desktop, run the installer first (to get the service running), then edit claude_desktop_config.json:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "unify": {
      "url": "http://127.0.0.1:53274/mcp"
    }
  }
}

Restart Claude.

CLI reference

unify-mcp install            # one-command install (service + Claude registration)
unify-mcp uninstall          # reverse install
unify-mcp                    # run server in the foreground (port 53274)
unify-mcp serve --port N     # foreground, custom port
unify-mcp login              # CLI sign-in (skip the browser)
unify-mcp whoami             # show cached token email + remaining TTL
unify-mcp logout             # clear cached token + saved credentials

The cached token, credentials, and OAuth state live at ~/.unify-mcp/ (mode 600).

How auth works

Unify uses Auth0. Auth0's SPA client doesn't issue refresh tokens, so the access token has a 15-minute TTL. To avoid making you sign in 96 times a day, unify-mcp also caches Auth0's session cookies (~30-day lifetime) and uses Auth0's silent re-auth flow (prompt=none) under the hood. Result: sign in once, stay signed in ~30 days, no password prompt.

When the session cookie itself expires, the next OAuth handshake pops the browser sign-in page again. Submit, done for another month.

The browser sign-in form is served by unify-mcp on 127.0.0.1 (loopback only). Your password goes from the browser → local unify-mcp process → auth.unifygtm.com. It never touches Claude, Anthropic, or any third party.

Troubleshooting

| Symptom | Fix | |---|---| | Authenticate button doesn't show in /mcp | Confirm the service is up: curl http://127.0.0.1:53274/healthz should return ok. If not, launchctl list \| grep unify-mcp (macOS) or systemctl --user status unify-mcp (Linux). | | Claude can't connect | Service isn't running. macOS: launchctl load ~/Library/LaunchAgents/com.unify-mcp.plist. Linux: systemctl --user start unify-mcp. | | Auth0: invalid password | Double-check your password at app.unifygtm.com. If you use SSO, click Reset Password there, set one, then sign in again. | | Auth0: MFA required, not supported | This MCP doesn't support MFA-protected Auth0 logins. Ask your Unify admin to disable MFA for your account, or open an issue. | | Just changed your Unify password | Click Clear authentication in /mcp, or unify-mcp logout. Next tool call re-runs the OAuth flow. | | Port 53274 already taken | unify-mcp install --port N (then re-register with the new URL). | | npm install -g permission errors | Install Node via brew install node (which sets up a user-owned npm prefix), or use a Node version manager. |

Tool surface

• People: search_unify_people, get_unify_person, list_unify_person_notes, list_unify_person_sequence_enrollments, list_unify_person_opportunities, list_unify_person_exclusions, list_unify_person_lists
• Companies: search_unify_companies, get_unify_company
• Sequences: list, get definition, get funnel metrics, list enrollments, get per-step execution, check replies, count-for-action (dry run), bulk-unenroll, list background actions
• Audiences: list, get filter definition + linked plays, list members, count
• Lists: list, list members, add/remove people or companies (static membership)
• Plays: list, get definition, trigger for object ids
• Notes: get current draft, publish a note
• Tasks: create task, get unseen count
• Bulk import: upload_unify_csv (people or companies → creates List + records), preview_unify_csv_upload (validate column→field mapping before committing). Enrichment off by default.
• Schema introspection: list object types, sample records to discover fields
• Workspace: current user, mailboxes, snippets, folders

Privacy

This MCP communicates only between your machine and Unify (auth.unifygtm.com, app-api.unifygtm.com). No telemetry. Your password and tokens never leave your disk.

Not yet supported

• Manual sequence enrollment (use the Unify UI)
• Sending one-off email
• Opt-out / suppression list edits
• Sequence pause/resume
• Windows auto-install (run unify-mcp manually + claude mcp add for now)

Disclaimer

unify-mcp is an unaffiliated, community-maintained tool. "Unify" and "Unify GTM" are trademarks of their respective owners.