unify-mcp

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

Log in interactively in Claude — no API keys, no admin setup, no env vars. First time you use a Unify tool, Claude shows a sign-in form right in the chat. Token cached locally and auto-refreshes silently for ~30 days.

Try these prompts (after install)

"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"

Install

npm install -g unify-mcp
unify-mcp login

unify-mcp login prompts for your Unify email + password. The token is cached at ~/.unify-mcp/token.json (mode 600).

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 here. SSO and a password can coexist.

Verify:

unify-mcp whoami

Add to Claude Code

claude mcp add unify -- unify-mcp

That's it. No secrets in Claude config.

Add to Claude Desktop

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": {
      "command": "unify-mcp"
    }
  }
}

Restart Claude.

CLI commands

unify-mcp login    # prompt for email/password, cache token
unify-mcp whoami   # show cached token email + remaining TTL
unify-mcp logout   # delete cached token
unify-mcp          # run MCP stdio server (default — used by Claude)

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 log in 96 times a day, this MCP also caches Auth0's session cookies (~30-day lifetime) and uses Auth0's silent re-auth flow (prompt=none) under the hood. Result: you log in once, stay logged in for ~30 days, no password prompt.

When the session cookie itself expires, you'll see "Run unify-mcp login" — re-run the command, you're done for another month.

Troubleshooting

| Symptom | Fix | |---|---| | Tool fails with 401 or "Run unify-mcp login" mid-conversation | Open a terminal, run unify-mcp login. Then /mcp in Claude to reconnect (or restart Claude). | | Auth0: invalid password | Double-check your password at app.unifygtm.com. If you use SSO, click Reset Password there, set one, then unify-mcp login. | | 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 | unify-mcp logout && unify-mcp login | | npm install -g permission errors | Install Node via brew install node (which sets up a user-owned npm prefix), or use npx unify-mcp in your Claude config: { "command": "npx", "args": ["-y", "--prefer-online", "unify-mcp"] } |

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 token never leaves your disk.

Not yet supported

• Manual sequence enrollment (use the Unify UI)
• Sending one-off email
• Opt-out / suppression list edits
• Sequence pause/resume

Disclaimer

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