Integration

Unit integration

Unit is a banking-as-a-service platform that enables companies to embed financial services into their products. Build deposit accounts, lending, payments, and card programs with Unit's comprehensive API. Features include FDIC-insured accounts, ACH and wire transfers, card issuing, fee management, and robust compliance tools for fintech applications.

Connect Unit How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Unit.Built from the 25 Unit tools below, on the connection you add once.

Common Unit use cases

compliance reporting
large payments
balance inquiries
payroll processing
update Plaid token
display card details
customer card issuance
add tags to application
view transaction details
customer onboarding flows

What you can do with Unit

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Application, 5 operations

cancel_applicationCancel applicationPOSTCancels a pending or awaiting-documents Unit application.
create_individual_applicationCreate individual applicationPOSTCreates an individual customer application in Unit triggering automated KYC verification. Required before opening accounts.
get_applicationGet applicationGETRetrieves application details and KYC verification status from Unit. Check if documents are required or approval is complete.
list_applicationsList applicationsGETLists all Unit applications with optional filtering by status, email, and pagination.
update_applicationUpdate applicationPATCHUpdates Unit application attributes such as tags, income, occupation, or annual revenue.

Card, 5 operations

close_cardClose cardPOSTPermanently closes a Unit card. The card cannot be used for transactions after closing.
freeze_cardFreeze cardPOSTTemporarily freezes a Unit card to block all transactions. Can be unfrozen by the customer.
get_cardGet cardGETRetrieves a Unit card by ID including status, last 4 digits, expiration date, and linked account.
list_cardsList cardsGETLists all Unit cards with optional filtering by account, customer ID, and card status.
unfreeze_cardUnfreeze cardPOSTUnfreezes a previously frozen Unit card to restore transaction capability.

Counterparty, 3 operations

create_counterpartyCreate counterpartyPOSTCreates an ACH counterparty in Unit representing an external bank account for sending and receiving payments.
delete_counterpartyDelete counterpartyDELETEPermanently deletes a Unit counterparty, preventing future payments to or from that external account.
update_counterpartyUpdate counterpartyPATCHUpdates a Unit counterparty's Plaid token, permissions, or custom tags.

Customer, 3 operations

get_customerGet customerGETRetrieves a Unit customer by ID including contact info and linked application.
list_customersList customersGETLists all customers in Unit, optionally filtered by email or status.
update_customerUpdate customerPATCHUpdates a Unit customer's contact details, address, tags, or other mutable attributes.

Account, 2 operations

get_accountGet accountGETRetrieves deposit account details from Unit including balance, routing number, account number, and status.
list_accountsList accountsGETLists all deposit accounts in Unit, optionally filtered by customer or status.

Transaction, 2 operations

get_transactionGet transactionGETRetrieves a single Unit transaction by its ID including amount, balance, direction, and merchant details.
list_transactionsList transactionsGETLists transactions in Unit with filtering by account, date range, and pagination support.

Ach payment, 1 operation

create_ach_paymentCreate ach paymentPOSTCreates an ACH payment in Unit to send (Credit) or receive (Debit) funds from an external bank account.

Book payment, 1 operation

create_book_paymentCreate book paymentPOSTCreates an instant book payment between two Unit deposit accounts. Funds transfer immediately with no fees.

Debit card, 1 operation

create_individual_debit_cardCreate individual debit cardPOSTIssues an individual debit card in Unit linked to a deposit account. Supports virtual and physical cards with customizable limits.

Deposit account, 1 operation

create_deposit_accountCreate deposit accountPOSTCreates an FDIC-insured deposit account in Unit for an approved customer. Returns account and routing numbers.

Wire payment, 1 operation

create_wire_paymentCreate wire paymentPOSTCreates a domestic wire payment in Unit for same-day settlement to an external bank account.

Use Unit from Claude Code, Cursor or Codex

Connect Unit in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Unit operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Unit

Create your workspace
Sign up free. Nothing to install.
Connect Unit once
Add your Unit connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Unit integration FAQ

What can you do with the Unit integration?

LiveContext exposes 25 operations on Unit, covering application, card, counterparty and customer. Common uses include compliance reporting, large payments and balance inquiries.