Unify

Delete an attribute from an object by its API name.

delete_object_attribute

Delete an option from a `SELECT` or `MULTI_SELECT` attribute.

delete_object_attribute_option

Delete a record by its ID.

delete_object_record

Delete a sequence by its ID.

delete_sequence

Cancel an enrollment, stopping any remaining steps for the person.

delete_sequence_enrollment

Delete a task by its ID.

delete_task

Find a single record by attribute values. `match` must include at least one unique attribute so that at most one record can match; the response contains the matching record, or `null` data when none exists.

find_unique_object_record

Loads an exact owned version of the user general context.

load_general_context

Returns the authenticated Unify user profile and workspace identity. Use this to understand who is making the request and personalize subsequent actions.

get_me

Get a single object definition by its API name.

get_object

Get a single attribute on an object by its API name.

get_object_attribute

Get a single option on a `SELECT` or `MULTI_SELECT` attribute by its API name.

get_object_attribute_option

Get a single record by its ID.

get_object_record

Get a single enrollment by its ID.

get_sequence_enrollment

List the options defined for a `SELECT` or `MULTI_SELECT` attribute. Options are the predefined values the attribute can hold; requests against other attribute types fail with `attribute_options_not_supported`.

list_object_attribute_options

List the attributes defined on an object. Attributes are the typed fields that records of the object hold values for, identified by API name.

list_object_attributes

List every object in the workspace. Objects are the containers Unify stores records in — standard objects like `company`, `person`, and `opportunity`, plus any custom objects.

list_objects

List sequence enrollments — each tracks one person's progress through a sequence along with reply, bounce, opt-out, and pause state. Pages at most 100 enrollments per request; to export more than a few hundred enrollments, create an asynchronous query job instead.

list_sequence_enrollments

List a sequence's steps. Steps are automatic emails, manual emails, or tasks (calls, LinkedIn touches, action items); each step's dependencies describe when it runs relative to its parent step. Reads from the sequence's latest published version by default; pass `include_draft=true` to read the newest definition even if it is an unpublished draft.

list_sequence_steps

List sequences — automated series of outreach steps (emails, tasks, and timing conditions) that run against enrolled people.

list_sequences

List tasks — units of outreach work (emails, phone calls, LinkedIn touches, and action items) tied to a person and assignable to a user. By default, tasks are ordered by `created_at` descending, with `id` descending for tasks created at the same time. Supply the returned `next_cursor` unchanged to retrieve the next page with the same filters and sort order. Pages at most 100 tasks per request; to export more than a few hundred tasks, create an asynchronous query job instead.

list_tasks

Lists agent runs started through run_agent for the current user, newest first. Omit status to list runs in any status, or provide a status to filter the results. Use poll_agent with an active runId for the latest status or clarification request. If nextCursor is present, call this tool again with that cursor to retrieve the next page.

list_agent_runs

Loads an accessible Unify DataTable by ID, including its current metadata, columns, active job status, and a cursor-paginated page of rows. If metadata.hasActiveJob is true, call the tool again later to load updated rows. Pass nextCursor as cursor to load the next page.

load_datatable

Loads the voice profile for an exact owned mailbox.

load_mailbox_voice_profile

Pause a sequence, halting progress for all of its enrollments until it is resumed.

pause_sequence

Pause an enrollment, halting the person's progress through the sequence until it is resumed.

pause_sequence_enrollment

Checks an agent run started by run_agent. Continue polling while PENDING. If the run needs clarification, this tool may prompt the user directly through an interactive dialog and resume the run automatically, returning PENDING — no action needed. When it instead returns CLARIFICATION_NEEDED with questions, the user has not answered interactively (unsupported client, or they dismissed the dialog): present the questions in conversation and call answer_question with their answers; do not keep polling, as that may re-open a dialog the user already dismissed. When READY or ERROR, call read_agent_results.

poll_agent

Reads the answer or error from a terminal agent run started by run_agent. Call poll_agent first and only read runs with READY or ERROR status. Present a clickable link to the thread after the results for the user to inspect.

read_agent_results

Resume a paused sequence so its enrollments continue.

resume_sequence

Resume a paused enrollment so the person continues through the sequence.

resume_sequence_enrollment

Get a single sequence by its ID, including its owner, send schedule, and ruleset.

retrieve_sequence

Get a single step of a sequence by ID. The response shape is discriminated by the step's `type`. Reads from the sequence's latest published version by default; pass `include_draft=true` to read the newest definition even if it is an unpublished draft.

retrieve_sequence_step

Get a single task by its ID.

retrieve_task

Starts Unify's general-purpose agent on a natural-language task (research, list-building, enrichment, CRM/sequence actions, etc.). Returns a run ID and clickable thread link immediately; use poll_agent to wait for a terminal status, then read_agent_results to retrieve the outcome. Call cancel_agent with the run ID to stop a run before it finishes.

run_agent

Update an object's display name or description. The API name is fixed at creation and cannot be changed.

update_object

Update an attribute's mutable fields (e.g. `display_name`, `description`). The value type and API name are fixed at creation, and a reference attribute's cardinality cannot be downgraded from `MANY` to `ONE`.

update_object_attribute

Update an option's display name. The option's API name is fixed at creation.

update_object_attribute_option

Update a record by its ID. Only the attributes present in `data` are changed; other attribute values are left untouched.

update_object_record

Update a task's assignee, priority, and/or due date. At least one of `assigned_user_id`, `priority`, or `due_at` must be provided.

update_task

Create or update a record depending on whether one already exists. The `match` values (which must include at least one unique attribute) find the existing record, and the `create` / `update` / `*_if_empty` property groups control which attribute values apply in each case. This is the recommended way to write records that may already exist.

upsert_object_record