Integration · Marketing

Connect Claude & ChatGPT to Unify360

Ask your AI which chats are unread, what a contact's job history looks like, or to invite a happy customer to leave a review. It can search, create and update contacts, read and answer chat conversations, add internal notes, list reviews and review totals, and create social media posts for your publishing queue.

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Try asking

“Which chat conversations are still unread?”
The AI finds the chat company linked to your profile and lists the unread conversations.
“Reply to the chat with Mark: we can come by Thursday morning.”
It finds the conversation and sends your message. The customer receives it right away.
“Send a review invite to Lisa Jensen at [email protected] for the roof repair job.”
It picks your review company and sends Lisa the invite by email, with the job details.

What your AI can do

Contacts

Search contacts by name, email or phone, find one by email, and create or update contacts with address and notes.

Chats and leads

List, search and read chat conversations, send replies, add internal notes, mark chats resolved and see leads that came in through chat.

Reviews and social posts

List reviews and review totals, send review invites, and create and list scheduled and published social media posts.

“How many reviews do we have, and what are the latest ones?”
It reads the review totals and lists recent reviews for your review company.
“Schedule a post for Friday about our spring offer.”
It creates the post for your social posting account with the text and publish date, and it waits in the queue until then.
“Find the contact with phone 555 0142 and show me their job history.”
It searches contacts by phone and reads the contact with address, notes and job history.

183 tools for Unify360

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_chat_noteVisible to othersAdd an internal note to a chat conversation (`rtc_id`, `thread_id`, `message`). Notes are for your team and are not sent to the customer.
archive_threadVisible to othersArchive a thread. Has effects visible outside this system. API summary: Archive Chat.
create_addChanges dataCreate a new add. API summary: Add to Queue.
create_ai_helperChanges dataCreate a new ai helper.
create_batch_deleteVisible to othersCreate a new batch delete. Has effects visible outside this system.
create_chatChanges dataCreate a new chat. Required: rtc id, is internal or customer. Search chats first to avoid duplicates. API summary: Create Chat.
create_chat_actionChanges dataCreate a new action for a chat.
create_chat_createChanges dataCreate a new create for a chat.
create_chat_customerChanges dataCreate a new chat. Required: rtc id or name. Search chats first to avoid duplicates. API summary: Create Customer.
create_chat_tagsChanges dataCreate a new tag. Required: tags, thread ids or rtc id. API summary: Create Chat Tags.
create_chat_updateChanges dataCreate a new update for a chat.
create_check_notificationChanges dataCreate a new check notification.
create_contactChanges dataCreate a contact for a company. Requires `name`, `email`, `phone`, `company_id`, `preferred_notification` and `lead_or_existing_customer`; optional address, notes and source. Search first to avoid duplicates.
create_contact_or_updateChanges dataCreate a new contact. Required: email, phone, preferred notification, company id or lead or existing customer. Search contacts first to avoid duplicates. API summary: Create or update contact by email.
create_contacts_v2Changes dataCreate a new contacts v2. API summary: Store a newly created resource in storage.
create_createChanges dataCreate a new create. Required: rtc id or tag. API summary: Create Tag.
create_forgot_passwordDeletesCreate a new forgot password. Required: email. Destructive action; may require approval.
create_generate_ai_contentChanges dataCreate a new generate ai content.
create_generated_templateChanges dataCreate a new generated template. Required: technician name, tone or type. API summary: Generate AI-powered review invitation messages.
create_pageChanges dataCreate a new page. API summary: Approved Post.
create_page_postChanges dataCreate a new page. Required: rts id, platform accounts, code, content type, title or instructions. API summary: Request custom post.
create_request_deleteChanges dataCreate a new request delete.
create_reset_passwordDeletesCreate a new reset password. Required: token, email, password or password confirmation. Destructive action; may require approval.
create_review_inviteVisible to othersCreate a new review invite. Required: rtr id or name. Has effects visible outside this system. API summary: Perform invite action.
create_rt_postsChanges dataCreate a new rt.
create_rt_revisionsChanges dataCreate a new rt.
create_rtc_actionChanges dataCreate a new action for a rtc. API summary: Actions.
create_rtr_actionChanges dataCreate a new action for a rtr. API summary: Actions.
create_saveChanges dataCreate a new save. Required: rtc id, thread id, user id, title or message. API summary: Save notification.
create_schedule_queue_dayChanges dataCreate a new schedule queue day.
create_secure_loginChanges dataCreate a new secure login. Required: company id or route.
create_social_media_authenticationChanges dataCreate a new social media authentication. Required: email.
create_social_postChanges dataCreate a social media post for a social posting account (`rts_id`) with `content`, optional images, target accounts and a `publish_date`. It is published to your social profiles on schedule.
create_tagChanges dataCreate a new tag. API summary: Store a newly created resource in storage.
create_test_send_notificationVisible to othersCreate a new test send notification. Has effects visible outside this system.
create_user_preferenceChanges dataCreate a new user preference. Required: user id, actions or preference. API summary: Store Zapier user preferences.
create_webhookDeletesCreate a new webhook. Required: url or company id. Destructive action; may require approval. API summary: Subscribe to webhook.
create_zapier_chatChanges dataCreate a new zapier. Required: rtc id, name or message. API summary: Perform chat action.
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
delete_contactsDeletesPermanently delete a contact. Destructive action; may require approval. API summary: Delete contact by email or ID.
delete_contacts_v2DeletesPermanently delete a contacts v2 by contacts v2 id. Destructive action; may require approval. API summary: Remove the specified resource from storage.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Remove the specified resource from storage.
delete_user_preferenceDeletesPermanently delete a user preference by user preference id. Destructive action; may require approval. API summary: Delete Zapier user preference.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Unsubscribe from webhook.
find_contact_by_emailFind a contact by their `email` address.
get_categoryGet one category by company id.
get_chat_companyGet the chat (messaging) company linked to your profile. Returns the `rtc_id` the chat tools need.
get_chat_status_countGet the current status of a chat. API summary: Chat Status Count.
get_chat_threadGet one chat conversation by `thread_id`.
get_chat_v3_statusGet the current status of a chat v3 by rtc id. API summary: Retrieve chat status counts and related user data for a given company (RTC ID).
get_chat_viewGet one view for a chat by view id. API summary: Get chat.
get_chat_view_v2Get one view v2 for a chat by view v2 id. API summary: Get chat.
get_company_detailsGet the details of one company by `company_id`.
get_company_usersList users. Optional filters: company id. API summary: Get Company Users.
get_contactGet one contact by `contact_id`, including phone, email, address, notes and job history.
get_contacts_v2Get one contacts v2 by contacts v2 id. API summary: Display the specified resource.
get_filterGet one filter by rts id. API summary: Post Library Filters.
get_g4Get one g4 by type.
get_generate_responseGet one generate response by generate response id.
get_get_employee_reportGet one get employee report by b id.
get_get_notificationGet one get notification by user id. API summary: Get notifications.
get_get_profileGet one get profile by company id. API summary: Get RTS profile.
get_get_review_imageGet one get review image by review id.
get_get_schedule_assistantGet one get schedule assistant by company id.
get_get_serviceGet one get service by company id.
get_get_settingGet one get setting by company id.
get_get_templateGet one get template by b id.
get_integrationGet one integration by zapier integration id. API summary: Get Zapier user preferences by Zapier integration ID.
get_keyword_dataGet one keyword. API summary: Get keyword data.
get_keyword_date_reportsGet one keyword.
get_keyword_locationsGet one keyword. API summary: Get Locations.
get_lead_contact_formsGet one lead. Results are paginated. API summary: Get contact forms.
get_lead_recordingGet one lead. API summary: Get recordig.
get_leads_overviewGet an overview of the leads that came in through chat for a chat company (`rtc_id`).
get_libraryGet one library by rts id. Results are paginated. API summary: Get Post Library Templates.
get_my_profileGet the connected Unify360 user's profile. Use to confirm which account you are working in and to find your user ID.
get_pageGet one page by rts id.
get_page_getGet one page by type id.
get_pr_reportGet one pr. API summary: Get report.
get_review_countGet review totals for a review company (`rtr_id`).
get_rt_menusGet one rt.
get_rt_templatesChanges dataGet one rt.
get_rtc_leads_monthGet one rtc. API summary: Get leads this month.
get_rtc_push_tokenDeletesGet one rtc. Destructive action; may require approval. API summary: Get push token.
get_rtr_customer_invitesGet one rtr. Results are paginated. API summary: Get Customer Invites.
get_rtr_employee_reviewGet one rtr. API summary: Get Employee Review.
get_rtr_location_by_companyGet one rtr. API summary: Get Location By Company.
get_rtr_locationsGet one rtr. API summary: Get Locations.
get_rtr_qr_codeGet one rtr. API summary: Get QR code.
get_rtr_reviewsGet one rtr. Results are paginated. API summary: Get Reviews.
get_rtr_reviews_invites_clicksGet one rtr. API summary: Get reviews invites and clicks.
get_rtr_user_company_locationsGet one rtr. API summary: Get user locations by company.
get_rtr_user_locationsGet one rtr. API summary: Get User Locations.
get_seenGet one seen by seen id. API summary: Mark notification as seen.
get_settingGet one setting by rtc id. API summary: Settings.
get_setting_getGet one setting by rtr id. API summary: Settings.
get_siteGet one site by domain id. API summary: Sites.
get_tagGet one tag by tag id. API summary: Display the specified resource.
get_trigger_contactsGet one trigger. API summary: Get the contacts for the authenticated user with last-updated sync filtering.
get_update_statusChanges dataGet the current status of a update. API summary: Spam status update.
get_userGet one user by company id.
get_zapier_user_preferences_by_user_idGet one user by user id. API summary: Get Zapier user preferences by user ID.
list_addressesList addresses. Optional filters: company id. API summary: Get User Locations.
list_allsList alls. Optional filters: user id. API summary: Get companies for a specific user.
list_call_managementList call management. Optional filters: domain id, company id, start date or end date. API summary: Get call management data.
list_chat_messagesList the messages in a chat conversation by `thread_id`.
list_chat_tagsList tags for a chat.
list_chat_v3_analyticsList analytics for a chat v3. Optional filters: rtc id 2. API summary: Returns analytics.
list_chat_v3_avg_responsesList avg responses for a chat v3. Optional filters: rtc id 2. API summary: Return average Response time of users.
list_chat_v3_recent_chatsList recent chats for a chat v3. Optional filters: rtc id 2. API summary: Returns recent chats.
list_chatsList chat conversations for a chat company (`rtc_id`), filtered by read, unread, archived, resolved, tags or assignees.
list_companiesList the companies (business locations) your Unify360 user can access, with their company IDs.
list_contacts_v2sList contacts v2s. API summary: Display a listing of the resource.
list_custom_post_dataList custom post data. Optional filters: rts id.
list_feature_flagsList feature flags. API summary: Get feature flags.
list_force_logoutsList force logouts. API summary: Get if user needs to be logged out.
list_generate_response_with_tonesList generate response with tones.
list_gmbsList gmbs. Optional filters: company id, domain id or public code. API summary: Get GMB details.
list_home_dataList home data. API summary: Get Home Data.
list_mesList mes. API summary: Connect with Zapier.
list_published_postsList the social media posts already published for a social posting account (`rts_id`), with optional sorting and paging.
list_published_posts_countsList published posts counts. Optional filters: rts id. API summary: Get published posts count.
list_reportsList reports. Optional filters: company id. Results are paginated. API summary: Get data.
list_review_companiesList the companies set up for review management. Returns the `rtr_id` the review tools need.
list_review_customersList the customers of a review company (`rtr_id`) who can be invited to leave a review.
list_reviewsList the reviews received for a review company (`rtr_id`), up to `limit` results.
list_revision_instructionsList revision instructions. Optional filters: post id.
list_scheduled_postsList the social media posts waiting in the publishing queue for a social posting account (`rts_id`).
list_scheduled_posts_countsList scheduled posts counts. Optional filters: rts id. API summary: Get scheduled posts count.
list_settingsList settings. API summary: Get Settings.
list_shortcodesList shortcodes.
list_store_avatarsList store avatars.
list_tagsList tags. API summary: Display a listing of the resource.
list_testsList tests.
list_triggersList triggers. Optional filters: company id. API summary: Perform trigger.
list_user_preferencesList user preferences. API summary: List all Zapier user preferences.
list_usersList users. Optional filters: apple user. API summary: Get Apple user.
list_webhooksList webhooks. API summary: Get all webhooks.
list_widgetsList widgets. Optional filters: type, domain id or account path.
resolve_chatsChanges dataMark one or more chat conversations as resolved, by their IDs in `thread_id`.
restore_threadChanges dataUnarchive a thread. API summary: Unarchive Chat.
search_chat_contactsSearch contacts for a chat by filter. Use this to find existing contacts before creating a new contact. API summary: Get contacts.
search_chat_customersSearch the customers you have chatted with for a chat company (`rtc_id`), optionally by `keyword`.
search_chat_listsSearch lists for a chat by filter. Use this to find existing lists before creating a new list. API summary: Get chat list.
search_chat_tagsList tags. Optional filters: company id or tag. API summary: Search Chat Tags.
search_chat_v3_listsSearch lists for a chat v3 by filter. Use this to find existing lists before creating a new list. API summary: Get chat list.
search_chat_v3_listv2sSearch listv2s for a chat v3 by filter. Use this to find existing listv2s before creating a new listv2. API summary: Get chat list with bump support This endpoint will return all the chats based on selected filter.
search_chatsSearch chat conversations for a chat company (`rtc_id`) by `keyword`, tag, assignee or unread only.
search_contactsSearch contacts by name, email or phone with `search`, optionally only those changed since `last_updated`.
search_syncedsSearch synceds by last updated or search. Use this to find existing synceds before creating a new synced. API summary: Get synced contacts for the authenticated user.
send_chat_messageVisible to othersSend a message to the customer in a chat conversation: pass `rtc_id`, `thread_id`, `message` and `post_to_gbp` (whether it also goes to Google Business Profile). The customer receives it immediately.
send_chat_message_2Visible to othersSend a chat (rtc id). Has effects visible outside this system. API summary: Send message.
send_otpVisible to othersSend a otp. Has effects visible outside this system. API summary: OTP email.
send_review_inviteVisible to othersSend a customer a request to leave a review. Pass `rtr_id`, the customer's `name` and an `email` or `phone`, plus optional job details. The invite is sent to the customer immediately.
send_rtr_inviteVisible to othersSend a rtr. Has effects visible outside this system. API summary: Send Invite.
send_rtr_replyVisible to othersSend a rtr. Has effects visible outside this system.
submit_chatVisible to othersMark as read a chat. Has effects visible outside this system. API summary: Mark Chat As Read.
submit_otpVisible to othersValidate a otp. Has effects visible outside this system. API summary: OTP email validation.
update_ai_helper_toneChanges dataUpdate an existing ai helper tone identified by tone.
update_chatChanges dataUpdate an existing chat identified by chat id. Only the fields you pass are changed. API summary: Update Chat.
update_chat_push_tokenDeletesUpdate an existing chat identified by company id. Destructive action; may require approval. API summary: Save push token.
update_contactChanges dataUpdate a contact by `contact_id`. Pass `email`, `phone`, `company_id`, `preferred_notification` and `lead_or_existing_customer` (required), plus any name, address or notes changes.
update_contacts_by_emailVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update contact by email address.
update_contacts_v2Changes dataUpdate an existing contacts v2 identified by contacts v2 id. API summary: Update the specified resource in storage.
update_gbps_business_detailsChanges dataUpdate an existing gbp. API summary: Update location.
update_gmbs_business_detailsChanges dataUpdate an existing gmb. API summary: Update location.
update_gmbs_locationChanges dataUpdate an existing gmb. API summary: Get test.
update_notificationsVisible to othersUpdate an existing notification. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Settings - Notifications.
update_profiles_apple_userChanges dataUpdate an existing profile. API summary: Update Apple user.
update_profiles_logged_userChanges dataUpdate an existing profile. API summary: Save mobile device information.
update_request_revisionChanges dataUpdate an existing request revision identified by request revision id. Only the fields you pass are changed.
update_rtcs_assigneesVisible to othersUpdate an existing rtc. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update assignees.
update_rtcs_push_tokenDeletesUpdate an existing rtc. Destructive action; may require approval. API summary: Save push token.
update_rts_queue_settingsChanges dataUpdate an existing rt.
update_rts_scheduling_assistantChanges dataUpdate an existing rt.
update_rts_settingsChanges dataUpdate an existing rt.
update_rts_user_timezoneChanges dataUpdate an existing rt.
update_saveChanges dataUpdate an existing save identified by rtc id. API summary: Settings.
update_save_postChanges dataUpdate an existing save identified by rtr id. API summary: Save settings.
update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update the specified resource in storage.
update_updatesDeletesUpdate an existing update. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update message.
update_user_preferenceChanges dataUpdate an existing user preference identified by user preference id. API summary: Update Zapier user preference.
upload_rt_imageChanges dataUpload a rt. API summary: Upload image for custom post.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Unify360 from the app list.
2
Paste your key
Paste your Unify360 API token. In your Unify360 dashboard, click Generate API token and copy the token.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Unify360?

The AI can search, read, create and update contacts, list and read chat conversations and messages, send chat replies, add internal notes and mark chats resolved. It can list reviews, review totals and customers you can invite, send review invites, and create and list social media posts. It can also delete a contact if you switch that tool on.

Does the AI see my Unify360 API token?

No. Your Unify360 credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending a chat message or a review invite reaches your customers, a social post is published on schedule, and deleting a contact is permanent. These can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Unify360 account.

What are the company, chat company and review company IDs?

Unify360 keeps contacts, chats and reviews under separate company records. The AI can list your companies, find the chat company linked to your profile and list your review companies, so it looks up the right ID before it uses the other tools. You do not need to find them yourself.