Unanet MCP. Query Project Financials, Timesheets, and Compliance Data.
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Unanet connects your AI agent directly to an enterprise resource planning (ERP) suite for government contractors. It lets you query project financials, pull timesheets, view expense reports, and list workforce data all through chat commands.
Instead of clicking through five different modules just to check compliance or total a budget, your agent runs the necessary queries and gives you a single, actionable summary.
What your AI agents can do
Expenses
Lists expense reports for a specific user in Unanet.
Projects
Retrieves a list of all active and historical projects within Unanet.
Timesheets
Lists timesheet records for a specific user, tracking billable hours.
You ask for a specific project's status or financial health, and the agent reads the required data from Unanet’s project module.
The server allows your AI client to query complex compliance metrics needed for government contracts (e.g., DCAA requirements).
You request timesheets, and the agent compiles records for a specific user or department across defined date ranges.
The server retrieves expense reports, allowing you to check how much money was spent versus allocated funds for any given project.
You ask for employee lists or organizational structure data, and the agent pulls the current user roster from Unanet.
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Supported MCP Clients
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Unanet MCP Server: 4 Tools for Financial & Project Data
Use these four tools to query specific records in Unanet, including user lists, active projects, timesheets, and submitted expense reports.
019d7618expenses
Lists expense reports for a specific user in Unanet.
019d7618projects
Retrieves a list of all active and historical projects within Unanet.
019d7618timesheets
Lists timesheet records for a specific user, tracking billable hours.
019d7618users
Gets a list of all employees and users managed in Unanet.
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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- Works with Claude, ChatGPT, Cursor, and more
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What you can do with this MCP connector
This MCP Server hooks your AI agent straight into Unanet’s core project accounting and ERP suite. You don't have to log in or click through a dozen modules just to check on financials; the server lets your agent pull structured records directly, giving you one clean summary chat view.
When you need an overview of what's going on, your agent accesses projects to retrieve a list of every active and historical project. You can ask for a specific project’s status or its financial health, and the server reads all that required data from Unanet’s project module. It handles complex cross-referencing needed for audits, like those demanded by DCAA requirements.
To handle your people side—the workforce records—your agent uses the users tool to grab a current roster of every employee and user managed in Unanet. For tracking work hours, it pulls data from timesheets. You can request timesheet records for any specific user or department across defined date ranges; the server compiles those billable hours into one report.
When you need to track money, your agent runs two distinct queries. It uses expenses to list expense reports tied to a single user. By cross-referencing these with project data, the server lets you check exactly how much money was spent versus what funds were allocated for any given job.
The system manages total spending against budgets by compiling both the timesheet and expense records. Everything you need—project status, worker lists, hours worked, and every dime spent—comes back in a single chat thread.
How Unanet MCP Works
- 1 Tell your AI client exactly what you need. For example: 'What are the total expenses for Project Alpha last month?'
- 2 The agent reads that request, identifies the necessary data source (e.g.,
expenses), and calls the appropriate tool on the Unanet MCP Server. - 3 You receive a clean text response in your chat—not a PDF or a dashboard screenshot—with the specific totals and records you asked for.
The bottom line is, it lets you talk to your core project accounting data instead of clicking through five different tabs.
Who Is Unanet MCP For?
Compliance Officers who spend hours gathering evidence for government audits. Project Managers who need instant budget checks before submitting invoices. Accountants handling complex, multi-phase contracts where every dollar and hour has to be accounted for.
You use the server to combine timesheets data with expenses reports to generate a final billable cost summary for a client.
You query specific project records using projects and expenses tools to prove adherence to DCAA guidelines before an audit date.
You check the overall health of multiple projects by listing all active projects via the projects tool, helping you spot resource bottlenecks.
What Changes When You Connect
- Instant audit readiness. Instead of compiling physical binders or spreadsheets, your agent can pull specific records using
expensesortimesheets, instantly proving compliance status for government contracts. - Stop guessing on resource capacity. By calling the
userstool, you get an accurate roster and can check which employee's hours are logged viatimesheetsto plan staffing better. - Know project health in seconds. You pull a list of active projects using
projects, immediately seeing key financial metrics like budget utilization without navigating multiple dashboards. - Cut down billing cycle time. Combine the data from all four tools—checking
usersfor rates,timesheetsfor hours, andexpensesfor costs—to build accurate invoices fast. - Focus on strategy, not data entry. You offload the tedious work of cross-referencing budgets against actual spending to your agent, saving hours per week.
Real-World Use Cases
Quarterly Compliance Audit
The compliance officer needs to prove that every project in 'Defense Contract X' stayed within budget and followed DCAA rules. Instead of manually checking the finance module, they ask their agent: 'Check all records for Project X using projects.' The agent aggregates the data from expenses and confirms the status instantly.
Billing Dispute Resolution
A client disputes hours billed. Instead of chasing down emails, the PM asks their agent to compare two things: 'What did Alice submit via timesheets, and what was approved in her expenses report?' The agent runs both tools and shows the discrepancy immediately.
Resource Gap Analysis
The department head needs to know if they can take on a new contract. They ask their agent: 'List all available staff using users, then check which ones have open time slots via timesheets.' The result tells them exactly who is free.
Project Kickoff Budget Check
A new project starts, and the PM needs to know the total available budget. They use the agent to query the project details (projects) first, then check for historical spending using expenses to set realistic expectations.
The Tradeoffs
The PDF Dump
Printing timesheets and expense reports into PDFs, then manually copying numbers into a master spreadsheet. This is slow, error-prone, and never perfectly aligned.
→
Let your agent handle the data extraction directly. Use timesheets to pull hours and expenses to pull costs; the server brings clean, structured data right into your chat.
The Dashboard Maze
Jumping between five different Unanet tabs—the project view, the user roster, the expense module, etc.—just to piece together one report. You lose context and waste time.
→
Use a single prompt that calls multiple tools (projects, users, timesheets). The server acts as your central dashboard, summarizing everything you need in one go.
The Guesswork Query
Just asking 'How much did we spend?' without specifying the project or date range. You get a huge, unusable dump of data.
→
Always specify your scope. Start by listing projects using projects, then narrow your focus by querying expenses for that specific ID.
When It Fits, When It Doesn't
Use this server if your job requires linking together multiple financial or operational modules (like connecting timesheets to expenses) and you deal with complex, auditable data like government contracting. The four tools are designed to work together on the same project entity.
Don't use it if all you need is a simple CRUD operation—for example, just creating a single user record or adding one expense line item that doesn't touch other modules. In those cases, using Unanet’s native API calls might be cleaner. But when you need to read and synthesize data across the whole system, this is exactly what it's built for.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Unanet. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 4 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Cross-Referencing Project Data Used to Take Hours of Manual Effort Today
Right now, if you need a full picture—say, checking the budget utilization for 'Project Delta' and seeing who worked on it—you open five different modules. You grab the project ID from one screen, copy the user list from another, then jump to the timesheet module just to see hours, and finally go into expenses to check billing against that. It’s a painful copy/paste cycle.
With Unanet MCP Server, you simply tell your agent what you need. Your AI client runs the necessary tools (`projects`, `timesheets`, `expenses`) in sequence behind the scenes. You get one single response summarizing everything—the status, the hours, and the cost—in plain text.
Unanet MCP Server: Get a Full Picture of Project Accounting
The process of generating compliance reports used to require deep knowledge of where every single piece of data lived. You needed specific IDs, correct date ranges, and the manual orchestration of multiple system exports just to prove that 'Project Gamma' was compliant.
Now, you ask your agent for the report, referencing the project name or ID. The server handles the complex tool calls—pulling `users` data, cross-referencing it with `timesheets`, and verifying against `expenses`. It’s done.
Common Questions About Unanet MCP
How do I check if a project is active using Unanet MCP Server? +
You use the projects tool. This pulls a list of all current and historical projects in your organization, letting you quickly identify IDs or statuses for billing purposes.
Can I pull timesheets and expenses together using Unanet MCP Server? +
Yes. You prompt the agent to look at both data sets simultaneously. The server runs timesheets first, then cross-references that data with relevant entries found by the expenses tool.
What kind of data does the Unanet MCP Server provide? +
It provides core ERP operational and financial records. Specifically, it delivers project status (projects), resource allocation (users, timesheets), and spending details (expenses).
How do I authenticate my AI client when calling the `expenses` tool? +
You connect using standard OAuth or API key credentials provided by Unanet. Your agent must be configured with appropriate scope permissions for financial data access. Never hardcode keys; manage them securely within your client's vault.
What should I do if the `projects` tool returns an error status? +
First, check the specific error code returned by the Unanet API. If it’s a parameter issue (like invalid IDs), correct your input. If it's a server failure, wait and retry the call; repeated failures suggest a service outage.
Are there rate limits when I use the `users` tool to pull large lists of employees? +
Yes, Unanet enforces rate limits on bulk data retrieval. If you need more than a few hundred records, always request paginated results in batches. This keeps your calls stable and prevents throttling.
Can I use the `timesheets` tool to filter by specific date ranges? +
Absolutely; filtering by start and end dates is a required parameter for accurate timesheet retrieval. You must specify these dates in your prompt so the agent fetches only the relevant time entries.
What additional data points can I get using the `users` tool besides names? +
The users tool provides detailed employee records, including their department assignment, current job title, and whether they are active or inactive in the system. This helps you manage workforce scope.
What info can the AI query in Unanet? +
It can retrieve project lists and details, expenses, workforce items, and timesheets.
How do I authenticate this integration? +
Access relies on Basic Authentication. You will need a base environment URL, an integration user's username, and a password/token.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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