# Unify — AI outbound agents that prospect, research and sequence from one chat interface. > Source: The Agents Index — https://theagentsindex.com/unify (structured, researched, re-verified) > Facts last verified: 2026-09-27 Unify is an AI sales platform whose agents research accounts, build contact lists from 40+ data vendors and write and send multi-channel outbound sequences. Work is driven from a chat interface, a browser extension or automated Plays, and metered in credits. | Fact | Value | | --- | --- | | Website | https://www.unifygtm.com | | Price | from $20/seat per month | | Free tier | Yes | Free forever at $0 with limited credits, up to 3 seats, 1 mailbox per seat, 100 records per search and standard models (GPT 5.4); no credit top-ups and no CRM sync. Separately, Pro offers a 14-day free trial with no credit card required. ## What it does **Done-for-you service** · No — You run the software yourself on a self-serve subscription; the only managed element is Business-tier mailbox provisioning, not people doing your outbound. > Unify is the new way to prospect with AI. Start free, scale when you're ready, and skip the procurement headache. > — https://www.unifygtm.com/pricing · Pricing page, sub-headline under 'Money your manager will thank you for spending.' ## How much it does unattended **Runs autonomously** · Partly — Agents research continuously without a human present, but signal-triggered automations and automated plays that act end to end are Business-tier only. > In Unify, agents run constantly in the background to study your business, observe changing data, and provide deep insights. > — https://docs.unifygtm.com/reference/agents/overview · 'What are Agents?' opening paragraph **Multi-agent** · Partly — Agents are composable steps inside a Play rather than peers negotiating a task; multi-step agents research, qualify and personalise. > Leverage multi-step Agents that can research, qualify, and personalize messaging. > — https://www.unifygtm.com/product/plays · Plays page, Qualification & Prospecting section **Agent permissions** · Partly — Two fixed roles gate what a user can configure, and exclusions plus a hard credit cap bound what agents may act on, but no per-action approval policy is published. > Admin — Designed for users who need access to all core Unify capabilities and settings in the organization. > — https://docs.unifygtm.com/reference/management/user-management · Role list, Admin entry ## Which models it runs on **Claude** · No — The plan comparison enumerates model access for every tier as GPT only; Claude appears solely as an MCP client that calls Unify, not as a model Unify runs on. > LLM model access GPT 5.4 GPT 5.4 GPT 5.4 GPT 5.4, 5.6 > — https://www.unifygtm.com/pricing · Compare Plans table, 'LLM model access' row across Free, Base, Pro and Business **GPT** · Yes — Every tier lists GPT model access, with the newer advanced model reserved for the Business plan. > LLM model access GPT 5.4 GPT 5.4 GPT 5.4 GPT 5.4, 5.6 > — https://www.unifygtm.com/pricing · Compare Plans table, 'LLM model access' row **Open models** · No — The per-tier model inventory names GPT versions and nothing else, so no open-weight option is offered on any published plan. > LLM model access GPT 5.4 GPT 5.4 GPT 5.4 GPT 5.4, 5.6 > — https://www.unifygtm.com/pricing · Compare Plans table, 'LLM model access' row **Model choice** · No — Unify chooses the model for you and gates the advanced one behind Business; the tier decides, the buyer does not. > Standard models (GPT 5.4) > — https://www.unifygtm.com/pricing · Free plan card, 'Includes' feature list ## Where you use it **In your editor** · Partly — Unify reaches Cursor through an official MCP plugin rather than a native editor extension, so the coding surface is assistant-mediated. > For Claude Code and Cursor, install Unify's official plugin, which bundles the Unify skills and MCP configuration. > — https://docs.unifygtm.com/developers/mcp/getting-started · 'Getting started' section, client selection paragraph **On the command line** · Partly — There is no Unify CLI of its own; terminal use happens only by installing the Unify plugin inside Claude Code. > For Claude Code and Cursor, install Unify's official plugin, which bundles the Unify skills and MCP configuration. > — https://docs.unifygtm.com/developers/mcp/getting-started · 'Getting started' section, client selection paragraph **In a browser** · Yes — The primary surface is a hosted web app at app.unifygtm.com driven by chat, complemented by a Chrome extension on every tier. > Escape tab hell with a unified platform for prospecting, research, and sequencing all backed by frontier AI models. > — https://www.unifygtm.com · Homepage, section headline below the prompt examples ## Whose machine it runs on **Self-hosted** · No — Unify is sold as a hosted platform reached through its own web app; no bring-your-own-infrastructure deployment is offered on any tier. > "Platform" means Unify's proprietary hosted software platform, as made available to Authorized Users from time to time. > — https://www.unifygtm.com/legal/terms-and-conditions-self-service · Section 1 Definitions, item 10 **Open source** · No — The platform is defined in Unify's own terms as proprietary, and reverse engineering is expressly prohibited; only the client-side MCP plugin is published openly. > "Platform" means Unify's proprietary hosted software platform, as made available to Authorized Users from time to time. > — https://www.unifygtm.com/legal/terms-and-conditions-self-service · Section 1 Definitions, item 10 ## What it costs to run **How it meters** · Yes — Billing is a per-seat monthly fee plus a credit allowance consumed per action, with fractional rates published per feature. > Credits are consumed by various activities such as prospecting, enrichment, AI Agent runs, and certain intent signals. > — https://docs.unifygtm.com/reference/management/credit-system · Overview paragraph **Free tier** · Yes — A standing $0 plan with limited credits and up to three seats lets you sign up and run outbound without talking to sales. > Free Try Unify for free. $0 Free forever > — https://www.unifygtm.com/pricing · Free plan card, price cell **API access** · Partly — Data, Sequences, Tasks and Analytics APIs plus Python and TypeScript SDKs are documented, but the plan table restricts open API and webhooks to Business. > Open API + webhooks — — — > — https://www.unifygtm.com/pricing · Compare Plans table, 'Open API + webhooks' row (dashes for Free, Base and Pro) **MCP server** · Yes — An official MCP server exposes the same agent as Unify Chat to external assistants, with no separate charge beyond existing credits. > Unify MCP lets you connect Unify to Claude, Cursor, or any other MCP-compatible AI assistant. > — https://docs.unifygtm.com/developers/mcp/getting-started · Opening paragraph **Bring your own key** · No — Model cost is passed through inside credits; there is no separate AI subscription or customer key. > AI usage is billed as part of your credit balance. We pass through the cost of running large language models to pay the foundation model providers. There's no separate AI fee or subscription. > — https://www.unifygtm.com/pricing · FAQs, How are LLM costs billed? ## Buying it for a team **A company can buy it** · Yes — Beyond the card-payable tiers there is a sales-sold Business plan billed annually per workspace with team management included. > Full-access plan for large teams or businesses. Custom pricing, billed annually. > — https://www.unifygtm.com/pricing · Business plan card, description **Seat model** · Yes — Paid tiers are priced per seat per month with credits allocated per seat; the Free plan caps at three seats and Base upward is uncapped. > $20 / seat / mo Billed monthly > — https://www.unifygtm.com/pricing · Base plan card, price cell **Pooled budget** · Partly — Plan credits are allocated per seat on Free through Pro, and only purchased top-ups or the Business workspace allocation are shared across the team. > If you have multiple seats, top-ups go into a shared pool available to everyone on your team. > — https://www.unifygtm.com/pricing · FAQ, 'Can I purchase more credits?' **Admin controls** · Partly — Admins alone control billing, Plays and exclusion settings that stop agents touching named companies, but team management itself starts at Pro. > Edit Exclusion settings ✅ ❌ > — https://docs.unifygtm.com/reference/management/user-management · Role detail permissions table, 'Edit Exclusion settings' row **Audit log** · Partly — The DPA commits to event logging of production infrastructure for security purposes; no customer-facing admin audit log is documented. > Event logs recording user activities, exceptions, faults and information security events are produced, kept and reviewed as appropriate. > — https://www.unifygtm.com/legal/customer-data-processing-agreement · Exhibit C, "Measures for ensuring events logging" row **Single sign-on** · Partly — SAML 2.0 SSO with Okta, Azure AD or any compliant IdP exists, but the plan table marks it an add-on on Business and docs confirm an extra fee. > SSO is available for an additional fee, which is a direct passthrough cost from our provider. > — https://docs.unifygtm.com/reference/management/authentication · Single sign-on (SSO) section, info callout ## What happens to your code **Opt out of training** · Partly — Only Google Workspace data carries an explicit no-training guarantee; the self-service terms otherwise grant Unify a perpetual licence over customer data within service data, with no published opt-out. > Google Workspace APIs are not and may not be used to develop, improve, or train generalized artificial intelligence and/or machine learning models. > — https://www.unifygtm.com/legal/privacy-policy · 'How We May Disclose Your Personal Data', Parties You Authorize bullet **Data residency** · Partly — Hosting and every listed subprocessor are United States; no region choice is offered. > Amazon Web Services - Cloud Provider - United States. Primary cloud hosting platform. Includes database where customer data is held, servers where data is processed, and networking infrastructure where data is moved. > — https://trust.unifygtm.com/ · Subprocessors section, Amazon Web Services entry **Getting out** · Partly — A Bulk API exports large sequence datasets and unused top-up credits carry over twelve months, but the terms warn that account termination may destroy customer data. > They don't auto-renew, and unused credits carry over for up to 12 months. > — https://www.unifygtm.com/pricing · FAQ, 'Can I purchase more credits?' **Certifications** · Partly — SOC 2 Type II is maintained with external audits and threat monitoring, and GDPR rights are documented, but no ISO 27001 certification is claimed. > We maintain SOC 2 Type II compliance, perform real-time threat monitoring, and regularly contract external security audits. > — https://www.unifygtm.com/pricing · FAQ, 'Is Unify secure?' ## Provenance Every fact above comes from the vendor. Nothing here is independently corroborated yet. ## Coverage elsewhere Pages about this product that the vendor does not control. The label states how independent each one is. | Source | Kind | Read | | --- | --- | --- | | techcrunch.com | Independent source | 2026-07-24 | | g2.com | Review platform | 2026-07-24 | | landbase.com | Independent source | 2026-07-24 | ## What changed - 2026-09-27 — Capabilities · Commercial terms · Free tier - 2026-09-03 — Capabilities · Commercial terms · Free tier - 2026-08-31 — Capabilities · Commercial terms · Free tier · Price - 2026-08-22 — Crunchbase link · LinkedIn link - 2026-08-19 — Summary - 2026-08-18 — Verdict,pricing tiers,cons,what it does ## Correcting this record Anything marked "Not established" is a question we have not answered — it is not a No. If you represent Unify, or anything here is wrong or out of date, you can supply it with a source: the operations this site accepts from an agent are listed at https://theagentsindex.com/.well-known/agents.json — that catalogue needs no key to read, and each entry states its own auth. Supplying evidence is free. Nothing that can be bought here changes what a field says, whether a gap is closed, or how this record is scored.