Connectors · Accounting & finance

Unified.to MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Unified.to and the rest of your systems. It gives your agent 1,025 Unified.to actions (421 reads, 457 writes and 147 that wait for a confirmation) and holds the Unified.to credential itself, so the agent never does. It paces Unified.to's limits and records every call.

Connect Unified.to free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

1,025actionsin one signed file
421readlook, never change
457writecreate and update
147wait for a yesdestructive, confirmed first

Set up

Connect Unified.to in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Unified.to.
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyUnified.to API key: app.unified.to > Settings > API Information (the workspace API token)
- regionYour Unified.to region
```
account { op: "connections.requirements", service: "unified_to" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "unified_to.unified_apicall.list" }# unified workspace: returns api calls · read · 1 upstream callcheck { action: "unified_to.accounting_invoice.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Unified.to at a glance

Sign-in: Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Setup fields: region
Limits we pace to: 60 calls a minute, per connection
API covered: Unified.to API 1.0 (OpenAPI 3.0.0), at your region's unified.to address, set when you connect
Built from: Unified.to's documentation, read 23 October 2026api.unified.to docs.unified.to
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 411 of 421 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 15, so ask can line Unified.to up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Unified.to.

1,025 actions in 223 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

421readlook, never change
457writecreate and update
147destructivewait for a confirmation

Unified webhook
8
2 read · 5 write · 1 destructive
Unified workspace: Create webhook subscription · Unified workspace: Returns all registered webhooks · Unified workspace: Retrieve webhook by its ID · Unified workspace: Trigger webhook
Unified connection
7
2 read · 4 write · 1 destructive
Unified workspace: Create connection · Unified workspace: List all connections · Unified workspace: Retrieve connection · Unified workspace: Create a re-authorization token for a connection
Accounting account
6
2 read · 3 write · 1 destructive
Accounting: List all accounts · Accounting: Create an account · Accounting: Retrieve an account · Accounting: Update an account
Accounting bankfeedaccount
6
2 read · 3 write · 1 destructive
Accounting: Create a bankfeedaccount · Accounting: List all bankfeedaccounts · Accounting: Retrieve a bankfeedaccount · Accounting: Update a bankfeedaccount
Accounting bankfeedtransaction
6
2 read · 3 write · 1 destructive
Accounting: Create a bankfeedtransaction · Accounting: List all bankfeedtransactions · Accounting: Retrieve a bankfeedtransaction · Accounting: Update a bankfeedtransaction
Accounting bill
6
2 read · 3 write · 1 destructive
Accounting: List all bills · Accounting: Create a bill · Accounting: Retrieve a bill · Accounting: Update a bill
Accounting category
6
2 read · 3 write · 1 destructive
Accounting: List all categories · Accounting: Create a category · Accounting: Update a category · Accounting: Retrieve a category
Accounting contact
6
2 read · 3 write · 1 destructive
Accounting: Create a contact · Accounting: List all contacts · Accounting: Retrieve a contact · Accounting: Update a contact

112 more areas · 974 actions

Accounting creditmemo 6
Accounting expense 6
Accounting expensereport 6
Accounting invoice 6
Accounting journal 6
Accounting order 6
Accounting paymentterm 6
Accounting project 6
Accounting purchaseorder 6
Accounting quote 6
Accounting salesorder 6
Accounting taxrate 6
Accounting transaction 6
Accounting vendorcredit 6
Ads ad 6
Ads campaign 6
Ads creative 6
Ads group 6
Ads insertionorder 6
Ads organization 6
Analytics property 6
Analytics visitor 6
Assessment package 6
ATS activity 6
ATS application 6
ATS candidate 6
ATS company 6
ATS document 6
ATS interview 6
ATS job 6
ATS scorecard 6
Calendar calendar 6
Calendar event 6
Calendar link 6
Calendar webinar 6
CDP activation 6
CDP destination 6
CDP event 6
CDP profile 6
CDP segment 6
CDP source 6
Commerce collection 6
Commerce inventory 6
Commerce item 6
Commerce itemvariant 6
Commerce location 6
Commerce reservation 6
Commerce review 6
Commerce saleschannel 6
Compute deployment 6
Compute domain 6
Compute envvar 6
Compute instance 6
Compute key 6
Compute service 6
Compute template 6
Compute volume 6
CRM company 6
CRM contact 6
CRM deal 6
CRM event 6
CRM lead 6
CRM pipeline 6
Datastore database 6
Datastore record 6
Datastore table 6
Forms form 6
Genai agent 6
Genai memory 6
Genai organization 6
Genai task 6
Healthcare appointment 6
Hris attendance 6
Hris bankaccount 6
Hris benefit 6
Hris company 6
Hris deduction 6
Hris device 6
Hris document 6
Hris earning 6
Hris employee 6
Hris group 6
Hris job 6
Hris location 6
Hris timeoff 6
Hris timeshift 6
KMS comment 6
KMS page 6
KMS space 6
Legal expense 6
Legal matter 6
Legal practicearea 6
Legal timeentry 6
LMS activity 6
LMS class 6
LMS collection 6
LMS content 6
LMS course 6
LMS instructor 6
LMS student 6
Martech campaign 6
Martech list 6
Martech member 6
Messaging channel 6
Messaging message 6
Metadata metadata 6
Payment link 6
Payment payment 6
Payment subscription 6
Performance goal 6
Repo branch 6
104 smaller areas 308

Top actions

The Unified.to API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 236 of Unified.to's 236 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`unified_to.accounting_invoice.list`Accounting: List all invoices	Accounting: List all invoices.	read	`finance.invoice.list`101 connectors
`unified_to.accounting_account.list`Accounting: List all accounts	Accounting: List all accounts.	read	`finance.ledger_account.list`36 connectors
`unified_to.accounting_bill.list`Accounting: List all bills	Accounting: List all bills.	read	`finance.bill.list`31 connectors
`unified_to.storage_file.list`Storage: List all files	Storage: List all files.	read	`content.file.list`77 connectors
`unified_to.accounting_invoice.create`Accounting: Create an invoice	Accounting: Create an invoice.	write	`finance.invoice.create`74 connectors
`unified_to.crm_contact.list`CRM: List all contacts	CRM: List all contacts.	read	`crm.contact.list`177 connectors
`unified_to.crm_company.list`CRM: List all companies	CRM: List all companies.	read	`crm.company.list`162 connectors
`unified_to.task_task.list`Task: List all tasks	Task: List all tasks.	read	`work.task.list`122 connectors
`unified_to.task_project.list`Task: List all projects	Task: List all projects.	read	`work.project.list`109 connectors
`unified_to.accounting_account.create`Accounting: Create an account	Accounting: Create an account.	write	`finance.ledger_account.create`32 connectors
`unified_to.accounting_bill.create`Accounting: Create a bill	Accounting: Create a bill.	write	`finance.bill.create`28 connectors
`unified_to.accounting_invoice.delete`Accounting: Remove an invoice	Accounting: Remove an invoice.	destructive	`finance.invoice.delete`56 connectors

Try it

Prompts to paste into Claude.

Each one names the Unified.to actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Unified.to invoices are more than 30 days overdue? Group them by customer with the total owed.
callsunified_to.accounting_invoice.list
Writewrite
Accounting: Create an invoice in Unified.to. Show me exactly what you will send before you save it.
callsunified_to.accounting_invoice.create

Governance for Unified.to

Destructive actions wait for a yes.

147 Unified.to actions are destructive. The first 10:

Accounting: Remove an invoiceunified_to.accounting_invoice.delete
Accounting: Remove a billunified_to.accounting_bill.delete
Accounting: Remove an accountunified_to.accounting_account.delete
Storage: Remove a fileunified_to.storage_file.delete
CRM: Remove a contactunified_to.crm_contact.delete
CRM: Remove a companyunified_to.crm_company.delete
Task: Remove a taskunified_to.task_task.delete
Task: Remove a projectunified_to.task_project.delete
Accounting: Remove a quoteunified_to.accounting_quote.delete
Accounting: Remove an expenseunified_to.accounting_expense.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dounified_to.accounting_invoice.deleteconfirm_policy: human

Accounting: Remove an invoice?

intent: the user asked me to accounting: Remove an invoice

run suspended · waiting for a named person · key unified-to-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "unified-to-agent",  allowed_actions: ["unified_to.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "unified_to.accounting_invoice.delete", approver: "[email protected]" },    { match: "unified_to.accounting_bill.delete", approver: "[email protected]" },    { match: "unified_to.accounting_account.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Unified.to only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Unified.to costs on actionlake.

Every Unified.to action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Unified.to refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 1,025 Unified.to actions
1,025actions pageeach page of a long list is one call
411reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Unified.to action.

1,025 actions by area: the id your agent calls, what it does, and its effect.

Unified webhook8

unified_to.unified_webhook.createUnified workspace: Create webhook subscriptionwrite
unified_to.unified_webhook.getUnified workspace: Retrieve webhook by its IDread
and 6 more in this area

Unified connection7

unified_to.unified_connection.createUnified workspace: Create connectionwrite
unified_to.unified_connection.getUnified workspace: Retrieve connectionread
and 5 more in this area

Accounting account6

unified_to.accounting_account.createAccounting: Create an accountwrite
unified_to.accounting_account.getAccounting: Retrieve an accountread
and 4 more in this area

Accounting bankfeedaccount6

unified_to.accounting_bankfeedaccount.createAccounting: Create a bankfeedaccountwrite
unified_to.accounting_bankfeedaccount.getAccounting: Retrieve a bankfeedaccountread
and 4 more in this area

Accounting bankfeedtransaction6

unified_to.accounting_bankfeedtransaction.createAccounting: Create a bankfeedtransactionwrite
unified_to.accounting_bankfeedtransaction.getAccounting: Retrieve a bankfeedtransactionread
and 4 more in this area

Accounting bill6

unified_to.accounting_bill.createAccounting: Create a billwrite
unified_to.accounting_bill.getAccounting: Retrieve a billread
and 4 more in this area

Accounting category6

unified_to.accounting_category.createAccounting: Create a categorywrite
unified_to.accounting_category.getAccounting: Retrieve a categoryread
and 4 more in this area

Accounting contact6

unified_to.accounting_contact.createAccounting: Create a contactwrite
unified_to.accounting_contact.getAccounting: Retrieve a contactread
and 4 more in this area

Accounting creditmemo6

unified_to.accounting_creditmemo.createAccounting: Create a creditmemowrite
unified_to.accounting_creditmemo.getAccounting: Retrieve a creditmemoread
and 4 more in this area

Accounting expense6

unified_to.accounting_expense.createAccounting: Create an expensewrite
unified_to.accounting_expense.getAccounting: Retrieve an expenseread
and 4 more in this area

Accounting expensereport6

unified_to.accounting_expensereport.createAccounting: Create an expensereportwrite
unified_to.accounting_expensereport.getAccounting: Retrieve an expensereportread
and 4 more in this area

Accounting invoice6

unified_to.accounting_invoice.createAccounting: Create an invoicewrite
unified_to.accounting_invoice.getAccounting: Retrieve an invoiceread
and 4 more in this area

Accounting journal6

unified_to.accounting_journal.createAccounting: Create a journalwrite
unified_to.accounting_journal.getAccounting: Retrieve a journalread
and 4 more in this area

Accounting order6

unified_to.accounting_order.createAccounting: Create an orderwrite
unified_to.accounting_order.getAccounting: Retrieve an orderread
and 4 more in this area

Accounting paymentterm6

unified_to.accounting_paymentterm.createAccounting: Create a paymenttermwrite
unified_to.accounting_paymentterm.getAccounting: Retrieve a paymenttermread
and 4 more in this area

Accounting project6

unified_to.accounting_project.createAccounting: Create a projectwrite
unified_to.accounting_project.getAccounting: Retrieve a projectread
and 4 more in this area

Accounting purchaseorder6

unified_to.accounting_purchaseorder.createAccounting: Create a purchaseorderwrite
unified_to.accounting_purchaseorder.getAccounting: Retrieve a purchaseorderread
and 4 more in this area

Accounting quote6

unified_to.accounting_quote.createAccounting: Create a quotewrite
unified_to.accounting_quote.getAccounting: Retrieve a quoteread
and 4 more in this area

Accounting salesorder6

unified_to.accounting_salesorder.createAccounting: Create a salesorderwrite
unified_to.accounting_salesorder.getAccounting: Retrieve a salesorderread
and 4 more in this area

Accounting taxrate6

unified_to.accounting_taxrate.createAccounting: Create a taxratewrite
unified_to.accounting_taxrate.getAccounting: Retrieve a taxrateread
and 4 more in this area

Accounting transaction6

unified_to.accounting_transaction.createAccounting: Create a transactionwrite
unified_to.accounting_transaction.getAccounting: Retrieve a transactionread
and 4 more in this area

Accounting vendorcredit6

unified_to.accounting_vendorcredit.createAccounting: Create a vendorcreditwrite
unified_to.accounting_vendorcredit.getAccounting: Retrieve a vendorcreditread
and 4 more in this area

Ads ad6

unified_to.ads_ad.createAds: Create an adwrite
unified_to.ads_ad.getAds: Retrieve an adread
and 4 more in this area

Ads campaign6

unified_to.ads_campaign.createAds: Create a campaignwrite
unified_to.ads_campaign.getAds: Retrieve a campaignread
and 4 more in this area

Ads creative6

unified_to.ads_creative.createAds: Create a creativewrite
unified_to.ads_creative.getAds: Retrieve a creativeread
and 4 more in this area

Ads group6

unified_to.ads_group.createAds: Create a groupwrite
unified_to.ads_group.getAds: Retrieve a groupread
and 4 more in this area

Ads insertionorder6

unified_to.ads_insertionorder.createAds: Create an insertionorderwrite
unified_to.ads_insertionorder.getAds: Retrieve an insertionorderread
and 4 more in this area

Ads organization6

unified_to.ads_organization.createAds: Create an organizationwrite
unified_to.ads_organization.getAds: Retrieve an organizationread
and 4 more in this area

Analytics property6

unified_to.analytics_property.createAnalytics: Create a propertywrite
unified_to.analytics_property.getAnalytics: Retrieve a propertyread
and 4 more in this area

Analytics visitor6

unified_to.analytics_visitor.createAnalytics: Create a visitorwrite
unified_to.analytics_visitor.getAnalytics: Retrieve a visitorread
and 4 more in this area

Assessment package 6ATS activity 6ATS application 6ATS candidate 6ATS company 6ATS document 6ATS interview 6ATS job 6ATS scorecard 6Calendar calendar 6Calendar event 6Calendar link 6Calendar webinar 6CDP activation 6CDP destination 6CDP event 6CDP profile 6CDP segment 6CDP source 6Commerce collection 6Commerce inventory 6Commerce item 6Commerce itemvariant 6Commerce location 6Commerce reservation 6Commerce review 6Commerce saleschannel 6Compute deployment 6Compute domain 6Compute envvar 6Compute instance 6Compute key 6Compute service 6Compute template 6Compute volume 6CRM company 6CRM contact 6CRM deal 6CRM event 6CRM lead 6CRM pipeline 6Datastore database 6Datastore record 6Datastore table 6Forms form 6Genai agent 6Genai memory 6Genai organization 6Genai task 6Healthcare appointment 6Hris attendance 6Hris bankaccount 6Hris benefit 6Hris company 6Hris deduction 6Hris device 6Hris document 6Hris earning 6Hris employee 6Hris group 6Hris job 6Hris location 6Hris timeoff 6Hris timeshift 6KMS comment 6KMS page 6KMS space 6Legal expense 6Legal matter 6Legal practicearea 6Legal timeentry 6LMS activity 6LMS class 6LMS collection 6LMS content 6LMS course 6LMS instructor 6LMS student 6Martech campaign 6Martech list 6Martech member 6Messaging channel 6Messaging message 6Metadata metadata 6Payment link 6Payment payment 6Payment subscription 6Performance goal 6Repo branch 6104 smaller areas 308

This index shows a sample of each area. All 1,025 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The Unified.to MCP server, answered.

Is there a Unified.to MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 1,025 Unified.to actions across unified webhook, unified connection, accounting account and accounting bankfeedaccount, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Unified.to.

What do I need to connect Unified.to?

Unified.to API key: app.unified.to > Settings > API Information (the workspace API token). Plus your region. The free call account { op: "connections.requirements", service: "unified_to" } lists exactly what to paste.

Can an AI agent delete or change things in Unified.to?

Only if its key allows it, and only with an explicit confirmation. 147 Unified.to actions are destructive, including accounting: Remove an invoice, accounting: Remove a bill and accounting: Remove an account. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Unified.to API limit?

actionlake paces every call to the limits in the Unified.to service file: 60 calls a minute per connection. Repeated reads are answered from cache (411 Unified.to actions can be), which never reaches Unified.to.

What does a Unified.to action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (1,025 Unified.to actions page). Cache hits, searches, dry runs and calls Unified.to refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Unified.to API does it cover?

The Unified.to API 1.0 (OpenAPI 3.0.0) at your region's unified.to address, set when you connect. It is built from Unified.to's documentation as read on 23 October 2026. 1,025 actions in 223 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my Unified.to data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Unified.to credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Unified.to today.

Connect Unified.to free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Unified.to MCP server for AI agents.

Connect Unified.to in three steps.

Add actionlake to Claude.

Connect Unified.to.

Make the first call. Check before a write.

What an AI agent can do in Unified.to.

Unified webhook

Unified connection

Accounting account

Accounting bankfeedaccount

Accounting bankfeedtransaction

Accounting bill

Accounting category

Accounting contact