July 2025 product updates
August 4, 2025
Last month, we added structured Category support across accounting platforms, expanded webhook and object coverage for high-volume financial records, and delivered key upgrades to the Unified MCP server to support sensitive data handling, aliasing, and Cohere-native output.
Unified continues to help technical teams power AI-ready workflows with normalized, real-time data across finance, HR, messaging, and productivity tools.
New product components
- Calendar Scheduler: A customizable component for booking meetings and appointments using Unified's Calendar API.
- Unified SSO: Add login via Google, Microsoft, Slack, Salesforce, QuickBooks, and 90+ more providers—without building OAuth flows. Just redirect users to a single URL and receive their verified identity in seconds.
Unified MCP updates
We shipped several infrastructure-level enhancements to the Unified MCP server for better LLM tool security and compatibility.
- New compatibility: Tools now structured natively for Cohere, OpenAI, and Gemini
- Security enhancements:
- Added
hide_sensitive
parameter to redact PII from tool responses - Added
permissions
parameter to control tool access at runtime - Workspace API key–based authentication now supported
- Added
These improvements help product teams build safer, more flexible copilots and agent interfaces using Unified connections.
Schema + field expansions
We added new metadata fields to Slack, Microsoft Teams, and Gmail messages, enabled standardized Category support in leading accounting tools, and added task hierarchy flags across ClickUp, Jira, and Linear.
- Slack / Teams / Gmail:
reactions
androot_message_id
- Xero / QuickBooks / Pennylane: Category object with full support
- ClickUp / Linear / Jira: Added
has_children
field for task hierarchy support
Webhook + streaming improvements
We expanded webhook coverage across major finance, messaging, and CRM platforms.
- Accounting (Xero, QuickBooks, Zoho Books, etc.): Webhooks for Bills, Purchase Orders, and more
- Slack / Teams / Affinity: Created, updated, and deleted event tracking
- Monday: Task-level webhooks now available
New objects + methods
We expanded write support across core financial and HR records.
- Xero / QuickBooks / NetSuite / Zoho Books: Full CRUD for key finance objects
- Mercury ATS: Added Company object with write support
- Slack / Teams: Message updates now supported
From the Blog
- Enriching Unified Objects with Custom Metadata: Learn how to attach structured metadata to employees, jobs, and items using the new
metadata_metadata
object - Enhanced Security for MCP: Permissions, Aliases, and PII Protection: Explore the latest privacy and access controls for AI agent interactions through Unified's MCP Server
That's a wrap for July. Whether you're syncing accounting data into reporting tools, powering AI copilots in Slack, or building secure LLM workflows, Unified gives you the real-time, structured foundation to move fast.