--- title: "Unified.to MCP server for AI agents - actionlake" description: "Give Claude 1,025 Unified.to actions through one MCP server: unified webhook. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/unified-to updated: 2026-10-23 --- 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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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` the first call ``` do { action: "unified_to.unified_apicall.list", intent: "check which Unified.to account is connected" } # Unified workspace: Returns API Calls · read · 1 upstream call ``` - 1,025 actions in one signed file - 421 read look, never change - 457 write create and update - 147 wait for a yes destructive, confirmed first Set up ## Connect Unified.to in three steps. 1. 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` 2. 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_key` Unified.to API key: app.unified.to > Settings > API Information (the workspace API token) - `region` Your Unified.to region ``` account { op: "connections.requirements", service: "unified_to" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### 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 call check { 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 2026[api.unified.to](https://api.unified.to/openapi.json) [docs.unified.to](https://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. - **421** read look, never change - **457** write create and update - **147** destructive wait for a confirmation 1. ### 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 2. ### 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 3. ### 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 4. ### 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 5. ### 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 6. ### 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 7. ### 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 8. ### 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. 1. Read read Which Unified.to invoices are more than 30 days overdue? Group them by customer with the total owed. calls `unified_to.accounting_invoice.list` 2. Write write Accounting: Create an invoice in Unified.to. Show me exactly what you will send before you save it. calls `unified_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 invoice `unified_to.accounting_invoice.delete` - Accounting: Remove a bill `unified_to.accounting_bill.delete` - Accounting: Remove an account `unified_to.accounting_account.delete` - Storage: Remove a file `unified_to.storage_file.delete` - CRM: Remove a contact `unified_to.crm_contact.delete` - CRM: Remove a company `unified_to.crm_company.delete` - Task: Remove a task `unified_to.task_task.delete` - Task: Remove a project `unified_to.task_project.delete` - Accounting: Remove a quote `unified_to.accounting_quote.delete` - Accounting: Remove an expense `unified_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. do unified_to.accounting_invoice.delete confirm_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: "lead@example.com" }, { match: "unified_to.accounting_bill.delete", approver: "lead@example.com" }, { match: "unified_to.accounting_account.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 1,025 Unified.to actions - 1,025 actions page each page of a long list is one call - 411 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Unified.to action. 1,025 actions by area: the id your agent calls, what it does, and its effect. **Unified webhook 8** - `unified_to.unified_webhook.create` Unified workspace: Create webhook subscription write - `unified_to.unified_webhook.get` Unified workspace: Retrieve webhook by its ID read - and 6 more in this area **Unified connection 7** - `unified_to.unified_connection.create` Unified workspace: Create connection write - `unified_to.unified_connection.get` Unified workspace: Retrieve connection read - and 5 more in this area **Accounting account 6** - `unified_to.accounting_account.create` Accounting: Create an account write - `unified_to.accounting_account.get` Accounting: Retrieve an account read - and 4 more in this area **Accounting bankfeedaccount 6** - `unified_to.accounting_bankfeedaccount.create` Accounting: Create a bankfeedaccount write - `unified_to.accounting_bankfeedaccount.get` Accounting: Retrieve a bankfeedaccount read - and 4 more in this area **Accounting bankfeedtransaction 6** - `unified_to.accounting_bankfeedtransaction.create` Accounting: Create a bankfeedtransaction write - `unified_to.accounting_bankfeedtransaction.get` Accounting: Retrieve a bankfeedtransaction read - and 4 more in this area **Accounting bill 6** - `unified_to.accounting_bill.create` Accounting: Create a bill write - `unified_to.accounting_bill.get` Accounting: Retrieve a bill read - and 4 more in this area **Accounting category 6** - `unified_to.accounting_category.create` Accounting: Create a category write - `unified_to.accounting_category.get` Accounting: Retrieve a category read - and 4 more in this area **Accounting contact 6** - `unified_to.accounting_contact.create` Accounting: Create a contact write - `unified_to.accounting_contact.get` Accounting: Retrieve a contact read - and 4 more in this area **Accounting creditmemo 6** - `unified_to.accounting_creditmemo.create` Accounting: Create a creditmemo write - `unified_to.accounting_creditmemo.get` Accounting: Retrieve a creditmemo read - and 4 more in this area **Accounting expense 6** - `unified_to.accounting_expense.create` Accounting: Create an expense write - `unified_to.accounting_expense.get` Accounting: Retrieve an expense read - and 4 more in this area **Accounting expensereport 6** - `unified_to.accounting_expensereport.create` Accounting: Create an expensereport write - `unified_to.accounting_expensereport.get` Accounting: Retrieve an expensereport read - and 4 more in this area **Accounting invoice 6** - `unified_to.accounting_invoice.create` Accounting: Create an invoice write - `unified_to.accounting_invoice.get` Accounting: Retrieve an invoice read - and 4 more in this area **Accounting journal 6** - `unified_to.accounting_journal.create` Accounting: Create a journal write - `unified_to.accounting_journal.get` Accounting: Retrieve a journal read - and 4 more in this area **Accounting order 6** - `unified_to.accounting_order.create` Accounting: Create an order write - `unified_to.accounting_order.get` Accounting: Retrieve an order read - and 4 more in this area **Accounting paymentterm 6** - `unified_to.accounting_paymentterm.create` Accounting: Create a paymentterm write - `unified_to.accounting_paymentterm.get` Accounting: Retrieve a paymentterm read - and 4 more in this area **Accounting project 6** - `unified_to.accounting_project.create` Accounting: Create a project write - `unified_to.accounting_project.get` Accounting: Retrieve a project read - and 4 more in this area **Accounting purchaseorder 6** - `unified_to.accounting_purchaseorder.create` Accounting: Create a purchaseorder write - `unified_to.accounting_purchaseorder.get` Accounting: Retrieve a purchaseorder read - and 4 more in this area **Accounting quote 6** - `unified_to.accounting_quote.create` Accounting: Create a quote write - `unified_to.accounting_quote.get` Accounting: Retrieve a quote read - and 4 more in this area **Accounting salesorder 6** - `unified_to.accounting_salesorder.create` Accounting: Create a salesorder write - `unified_to.accounting_salesorder.get` Accounting: Retrieve a salesorder read - and 4 more in this area **Accounting taxrate 6** - `unified_to.accounting_taxrate.create` Accounting: Create a taxrate write - `unified_to.accounting_taxrate.get` Accounting: Retrieve a taxrate read - and 4 more in this area **Accounting transaction 6** - `unified_to.accounting_transaction.create` Accounting: Create a transaction write - `unified_to.accounting_transaction.get` Accounting: Retrieve a transaction read - and 4 more in this area **Accounting vendorcredit 6** - `unified_to.accounting_vendorcredit.create` Accounting: Create a vendorcredit write - `unified_to.accounting_vendorcredit.get` Accounting: Retrieve a vendorcredit read - and 4 more in this area **Ads ad 6** - `unified_to.ads_ad.create` Ads: Create an ad write - `unified_to.ads_ad.get` Ads: Retrieve an ad read - and 4 more in this area **Ads campaign 6** - `unified_to.ads_campaign.create` Ads: Create a campaign write - `unified_to.ads_campaign.get` Ads: Retrieve a campaign read - and 4 more in this area **Ads creative 6** - `unified_to.ads_creative.create` Ads: Create a creative write - `unified_to.ads_creative.get` Ads: Retrieve a creative read - and 4 more in this area **Ads group 6** - `unified_to.ads_group.create` Ads: Create a group write - `unified_to.ads_group.get` Ads: Retrieve a group read - and 4 more in this area **Ads insertionorder 6** - `unified_to.ads_insertionorder.create` Ads: Create an insertionorder write - `unified_to.ads_insertionorder.get` Ads: Retrieve an insertionorder read - and 4 more in this area **Ads organization 6** - `unified_to.ads_organization.create` Ads: Create an organization write - `unified_to.ads_organization.get` Ads: Retrieve an organization read - and 4 more in this area **Analytics property 6** - `unified_to.analytics_property.create` Analytics: Create a property write - `unified_to.analytics_property.get` Analytics: Retrieve a property read - and 4 more in this area **Analytics visitor 6** - `unified_to.analytics_visitor.create` Analytics: Create a visitor write - `unified_to.analytics_visitor.get` Analytics: Retrieve a visitor read - and 4 more in this area 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** This index shows a sample of each area. All 1,025 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/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. ## More connectors like Unified.to Shares the most action names with - [ERPNext (Frappe) 109](https://actionlake.com/connectors/erpnext-frappe) - [Odoo 90](https://actionlake.com/connectors/odoo) - [Holded 75](https://actionlake.com/connectors/holded) - [Exact Online 73](https://actionlake.com/connectors/exact-online) - [ServiceTitan 66](https://actionlake.com/connectors/servicetitan) - [Sage Intacct 64](https://actionlake.com/connectors/sage-intacct) Joins with, on shared entities - [Microsoft Dynamics 365 8](https://actionlake.com/connectors/microsoft-dynamics-365) - [Zoho CRM 8](https://actionlake.com/connectors/zoho-crm) - [HaloPSA 7](https://actionlake.com/connectors/halopsa) - [HubSpot CRM 7](https://actionlake.com/connectors/hubspot-crm) - [Insightly CRM 7](https://actionlake.com/connectors/insightly-crm) - [Accelo 7](https://actionlake.com/connectors/accelo) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Unified.to; the name is the vendor's own. Counts are from the Unified.to service file, version 1.0.0. ## Give your agent Unified.to today. [Connect Unified.to free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/unified-to More: https://actionlake.com/llms.txt