Connect Claude & ChatGPT to Unify360

27 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.
• 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_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.
• delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
• find_contact_by_emailFind a contact by their `email` address.
• get_chat_companyGet the chat (messaging) company linked to your profile. Returns the `rtc_id` the chat tools need.
• get_chat_threadGet one chat conversation by `thread_id`.
• get_company_detailsGet the details of one company by `company_id`.
• get_contactGet one contact by `contact_id`, including phone, email, address, notes and job history.
• get_leads_overviewGet an overview of the leads that came in through chat for a chat company (`rtc_id`).
• 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_review_countGet review totals for a review company (`rtr_id`).
• list_chat_messagesList the messages in a chat conversation by `thread_id`.
• 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_published_postsList the social media posts already published for a social posting account (`rts_id`), with optional sorting and paging.
• 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_scheduled_postsList the social media posts waiting in the publishing queue for a social posting account (`rts_id`).
• resolve_chatsChanges dataMark one or more chat conversations as resolved, by their IDs in `thread_id`.
• search_chat_customersSearch the customers you have chatted with for a chat company (`rtc_id`), optionally by `keyword`.
• 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`.
• 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_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.
• 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.

Questions