How to integrate Unify with OpenClaw
To evaluate Unify with OpenClaw, confirm authentication with Unify, add its server as a Streamable HTTP MCP connection, and sign in. OpenClaw documents this transport and OAuth, but Unify does not publish an OpenClaw setup. Start with a single operator: OpenClaw’s default OAuth credentials are shared and operator-managed, so a chat sender is not automatically a separate Unify identity.[1][3][4]
- Connection
- Custom MCP
- AI assistants
- Tool
- OpenClaw
- Model Context Protocol
- Data flow
- OpenClaw ↔ Unify
- Tool calls and returned results
At a glance
- Confirm this custom client with Unify before connecting
- Use tool calls and returned results instead of an outbound Play payload
- Check the final Agent result before treating the task as complete
When this workflow makes sense
Start with the decision your team needs to make, then choose the connection that supports it.
A conversational agent can make account research easy to request, but the operational question is whose context it uses. Plan a small pilot with one credential owner, one company, and one research deliverable. Record the authenticated Unify identity with the result. Only consider a shared channel after deciding who may request work and how the connection will distinguish users. Convenience should not make ownership of the underlying account ambiguous.
A good fit when
Operators evaluating a persistent research assistant and able to manage its MCP credentials and identity boundaries.
Reconsider the plan when
The default operator credential model is shared. Per-requester OAuth is a separate configuration requiring a public gateway origin and provider-compatible callbacks. Neither path has been authenticated against Unify for this article.
Design the handoff
Use this framework to agree on the input, the next action, and who owns the result.
Suggested workflow design, based on the documented capabilities below.
| Stage | Decision to make |
|---|---|
| Client and account | OpenClaw native MCP with Streamable HTTP and OAuth, an identified credential owner, and Unify confirmation for this client |
| First task | Suggested prompt: “Use the confirmed Unify connection to research example.com. Return a draft brief with the connected workspace, source run, and open questions. Do not send messages or change records.” |
| Execution | Define whether the request is research-only or includes a specific authorized action. Keep the run ID for follow-up. |
| Result | Review the final output and unresolved questions before using the result in a sales decision. |
Explore the scenarios
Choose the situation that fits your team and work through the proposed plan.
Open a scenario to explore its plan. Checklists track your selections in this page only.
Pilot a single-operator research assistant
One operator wants to request account context from a persistent assistant.
Verify identity before evaluating the quality of the brief.
- Confirm the OAuth path and credential owner
- Check the connected workspace
- Request and inspect one completed research task
Assess a shared-channel rollout
A successful personal pilot prompts a request for team access.
Define the credential and requester model before widening access.
- List who may request research
- Review shared versus per-requester authentication with the providers
- Run separate identity checks before any team pilot
Illustrative workflow, not a preconfigured automation. Complete these checks in your own account.
Define success before launch
Inspect the data and the intended outcome separately. Connection status is only the first check.
Expected, not tested
After the connection is authorized, OpenClaw can identify the intended Unify user and retrieve the completed output of the controlled research task.
Inspect get_me, the requested task, the final run status, and read_agent_results together. A discovered tool or a run ID confirms a different stage from a completed result. For any explicitly requested write, inspect the actual destination record as well.
Documentation-based reference. This workflow has not been tested end to end. Use a record or event you control before enabling live activity.
Questions answered
Common decisions when connecting Unify and OpenClaw.
How do I connect Unify to OpenClaw?
First confirm the custom client and authentication setup with Unify. Then follow the client’s documented MCP configuration and verify identity and tool access before requesting work.[1][3]
Does every OpenClaw chat sender get a separate Unify account?
Not by default. OpenClaw uses shared operator-managed OAuth credentials unless per-requester identity is configured. Confirm the supported identity model before allowing multiple users to request Unify work.[1][2][3]
How is MCP different from a Play webhook?
An MCP client can invoke Unify tools and retrieve their documented results. The Play Webhook action sends an external request and does not pass its response into downstream Play steps. They are separate connection mechanisms.[2][5]
Does a run ID mean the task succeeded?
No. run_agent starts background work. Check the run with poll_agent, handle any clarification, and call read_agent_results after the run reaches READY or ERROR.[2]
Limits & decisions
Check these boundaries before designing a live workflow around the connection.
- The default operator credential model is shared. Per-requester OAuth is a separate configuration requiring a public gateway origin and provider-compatible callbacks. Neither path has been authenticated against Unify for this article.[1][3]
- Unify permissions and Agent usage limits still apply[1][2]
- A completed research result does not itself authorize sending, enrollment, or CRM updates
- No authenticated end-to-end execution has been performed
What the connection supports
Understand the connection, the data involved, and the behavior that matters for a Unify + OpenClaw workflow.
The assistant requests work from Unify and retrieves its result using the connected user’s permissions.
| Decision | What to know |
|---|---|
| Connection route | Custom client support must be confirmed with the Unify account team[1] |
| Client requirement | OpenClaw native MCP with Streamable HTTP and OAuth, an identified credential owner, and Unify confirmation for this client[1][3] |
| Published server | https://mcp.unifygtm.com/mcp (authentication required)[4] |
| Identity | Calls are scoped to the authenticated Unify user and tenant[2] |
| Agent lifecycle | Start a run, poll status, answer clarification, and read the terminal result[2] |
| Usage | Unify MCP Agent work uses existing Unify Chat usage and credits[1] |
MCP exposes tool schemas to the client. For Agent work, provide a natural-language prompt and retain the returned runId for status and result calls. Direct API tools have their own required inputs. This connection is separate from a Play’s outbound Webhook action and does not make webhook responses available to later Play steps.
Technical setup reference
References and requirements for the OpenClaw connection.
Connection requirements and setup checklist
Before connecting
- OpenClaw native MCP with Streamable HTTP and OAuth, an identified credential owner, and Unify confirmation for this client
- A Unify user with access to the intended workspace and available Chat credits for Agent runs
- One controlled research task with a clear output and explicit boundaries on record changes
Check the Agent result
For Agent work, run_agent returns a runId before the task finishes. Poll that run. Answer every returned question if its status is CLARIFICATION_NEEDED. On READY, read_agent_results returns the completed output; on ERROR, inspect the reported failure.[2]
Proposed OpenClaw configuration, subject to Unify OAuth compatibility
openclaw mcp set unify '{"url":"https://mcp.unifygtm.com/mcp","transport":"streamable-http","auth":"oauth"}'
openclaw mcp login unify
openclaw mcp doctor unify --probeRun these in your own terminal, then follow the sign-in steps.
Troubleshooting
Start with the stage where the expected data or action stops appearing.
The client cannot find or authorize Unify
Check custom connector availability and the OAuth client requirements with Unify. Do not substitute another client’s OAuth identifiers, disable authentication, or assume a public server URL grants access.[1][3]
A run starts but no result appears
Keep the original runId and poll its status. PENDING is still running; CLARIFICATION_NEEDED requires answers; READY permits reading the result. Use list_agent_runs to find a previous run rather than starting duplicate work.[2]
The tool reports missing access or unavailable credits
Verify the connected user and workspace. Unify scopes tools to that user, and Agent runs require available Chat funding and are subject to rate limits. A table owned by another user is not accessible through load_datatable.[2]
Sources & review
Official documentation reviewed on September 16, 2026.
Technical claims link to primary documentation from Unify and the destination tool. Scenarios, field choices, and recovery plans are editorial implementation examples. Documentation review is separate from execution testing.
Documentation reviewed; end-to-end execution not tested. No named technical reviewer has signed off on these articles yet.
Content updated: . Report a correction to Unify with the tool name, source URL, and behavior you observed.
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