AI agent? Read this page as Markdown at /skills.md — append .md to any docs URL, or start from /llms.txt.

Agent Skills

Agent Skills are self-contained instruction packages that teach AI coding agents — like Claude Code, Cursor, and others — how to build against a specific Unified.to API for a common use case. Each skill maps one of our top How-To guides to a ready-to-use SKILL.md file containing the endpoints, authentication, pagination, SDK usage, and sync patterns an agent needs to ship the integration.

How to use a skill

Point your AI coding agent at the skill's SKILL.md file, or add it to your project:

  • Claude Code / Cursor: drop the SKILL.md into your project (e.g. .claude/skills/<name>/SKILL.md) so the agent can load it on demand.
  • Any agent: fetch the raw file at its URL and paste it, or reference it, as context before you start building.

Build a payments / fintech app

Payment

Accept payments, manage subscriptions, and reconcile payouts and refunds across Stripe, GoCardless, and other providers with the Unified Payment API.

One-time paymentsSubscriptions & billingPayouts & refund reconciliation

Build an e-commerce product integration

Commerce

Sync products, variants, collections, and inventory across Shopify, WooCommerce, Amazon, and more with the Unified Commerce API.

Product & variant catalog syncInventory levelsCollections & sales channels

Build a candidate sourcing or job board app

ATS

Read jobs, post candidates, and manage applications across Greenhouse, Lever, Workable, Ashby, and other ATS platforms with the Unified ATS API.

Job board / careers pageCandidate sourcingApplication status sync

Build an invoicing system

Accounting

Create and reconcile invoices, bills, contacts, and payments across QuickBooks, Xero, NetSuite, and other accounting platforms with the Unified Accounting API.

Invoice creation & syncContacts & accountsReconciliation & reporting

Build a candidate assessment product

Assessment

Receive assessment orders from within an ATS, deliver assessments, and push results back with the Unified Assessment API.

Skills & aptitude testingBackground checksBehavioral assessments

Build enterprise search with RAG

Storage & KMS

Ingest documents, pages, and files from Google Drive, Notion, Confluence, and other sources into a vector store to power Retrieval-Augmented Generation with the Unified Storage and KMS APIs.

Enterprise / knowledge searchRAG data ingestionReal-time document sync

Build a CRM / sales-sync app

CRM

Read and write contacts, companies, deals, leads, and pipelines across HubSpot, Salesforce, Pipedrive, and other CRMs with the Unified CRM API.

Two-way contact syncDeal & pipeline managementLead capture

Build an HR / employee-data app

HRIS

Sync employees, groups, time off, and payroll data across Workday, BambooHR, Gusto, and other HRIS platforms with the Unified HRIS API.

Employee directory syncTime-off & attendanceOnboarding / provisioning

Build a chat / support bot

Messaging

Send and receive messages across channels in Slack, Microsoft Teams, Discord, Telegram, and other platforms with the Unified Messaging API.

Support / chat botsNotifications & alertsMessage archiving

Build a helpdesk / ticketing integration

Ticketing

Create and sync tickets, customers, and notes across Zendesk, Jira, Freshdesk, and other helpdesk platforms with the Unified Ticketing API.

Two-way ticket syncSupport automationCustomer / note management

Add "Sign in with Unified" to your app

Auth

Let users sign in to your application with Google, Microsoft, and other OAuth2 or SAML providers, and verify them with a signed JWT, using the Unified Authentication API.

Social / OAuth2 sign-inSAML single sign-onJWT user verification

Build a scheduling / calendar app

Calendar

Read and create calendars, events, and scheduling links, and check availability across Google Calendar, Outlook, and other providers with the Unified Calendar API.

Event & meeting syncAvailability / busy timesScheduling links & webinars

Debug webhooks & connections

Debugging

Diagnose and fix unhealthy connections and webhooks: interpret health statuses, read API call logs, resolve 401/403/404/429/5xx errors, validate webhook signatures, and understand native vs virtual webhook retries.

Unhealthy connectionsFailing / delayed webhooksSignature validation

Build against the Unified.to API

API basics

Learn the REST fundamentals shared by every category — authentication, connections, request shape, pagination, filtering, field selection, and error handling — for building directly against the Unified.to API.

REST request basicsAuth & connectionsPagination, filtering & field selection

Use the Unified.to SDKs

SDKs

Install and call the official SDKs (TypeScript, Python, PHP, Java, Go, C#, Ruby): client construction and JWT auth, method naming, request/response shapes, pagination, retries, and error handling.

Install & authenticate an SDKList / create / update via typed methodsRetries & error handling

Before you build

Every skill assumes you have the same starting point. Set these up once:

  1. Grab your Workspace ID and API key from Settings → API Keys.
  2. Activate the relevant integration in the Sandbox environment to develop against mocked data.
  3. Add the embedded Authorization component so your end-users can connect their accounts and you receive a connection ID.
  4. Use webhooks to keep data in sync instead of polling.
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