Developers

For:Administrator

↗Open in Unisoft

The Developers page gathers the organization’s technical access points. It is reserved for administrators.

The four tabs

Tab	Usage
API Keys	Allow a tool or script to read or modify permitted data
Outbound Webhooks	Notify a service whenever an event occurs in Unisoft
MCP (AI)	Connect Claude or ChatGPT with controlled permissions
Assistant (Yossi)	Configure the organization’s Unisoft assistant

The API Documentation button opens the interactive reference for available endpoints, parameters, and responses.

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Powerful access

A key, webhook, or MCP connection can expose sensitive data and sometimes trigger writes. Create access on a per-use basis, grant only the minimum permissions, and revoke any suspicious access immediately.

Choosing the right mechanism

• Use an API key when a tool needs to query or update Unisoft on demand.
• Use a webhook when Unisoft needs to notify your tool in real time.
• Use MCP to enable a compatible AI assistant to work with the authorized functions.

Identifiers and integrations

The Settings tab allows you to configure the display of identifiers for organization users within the specified scope. The identifiers that are visible do not grant any additional permissions.

For accounting purposes, Pennylane has a dedicated connection pathway. Integration with QuickBooks falls under the available API operations; do not confuse it with a native Pennylane connector.