July 2025 product updates

August 9, 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

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 and root_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_metadataobject
• 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.

Start free trial →

Book a demo →