List rules-of-engagement policies

curl --request GET \
  --url https://client-api.salesfinity.co/v2/sequencer/policies \
  --header 'x-api-key: <api-key>'

const options = {method: 'GET', headers: {'x-api-key': '<api-key>'}};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://client-api.salesfinity.co/v2/sequencer/policies",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v2/sequencer/policies"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("x-api-key", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/policies")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["x-api-key"] = '<api-key>'

response = http.request(request)
puts response.read_body

[
  {
    "_id": "66e5f0a1b2c3d4e5f6a7b801",
    "team": "64b7f0c2e4b0a1b2c3d4e5f0",
    "name": "Team default",
    "description": "The rules every sequence on the team follows unless it picks another policy.",
    "is_default": true,
    "crm_refresh_hours": 24,
    "rules": [
      {
        "id": "3f1c9a2e-8b4d-4e6f-9a1b-2c3d4e5f6a7b",
        "enabled": true,
        "name": "Do not enroll contacts with an open deal",
        "condition_group": {
          "op": "all",
          "children": [
            {
              "type": "crm_open_deal",
              "params": {}
            }
          ]
        },
        "action": {
          "type": "block",
          "params": {}
        },
        "scope": [
          "enrollment"
        ]
      },
      {
        "id": "8d2e4f6a-1b3c-4d5e-8f9a-0b1c2d3e4f5a",
        "enabled": true,
        "name": "Stop emailing after 3 unopened emails",
        "condition_group": {
          "op": "all",
          "children": [
            {
              "type": "emails_unopened_streak",
              "params": {
                "count": 3
              }
            }
          ]
        },
        "action": {
          "type": "skip_step",
          "params": {}
        },
        "scope": [
          "email_step"
        ]
      }
    ],
    "outcome_rules": [
      {
        "id": "c4b3a2f1-0e9d-4c8b-a7f6-e5d4c3b2a1f0",
        "enabled": true,
        "name": "A meeting stops outreach to the rest of the company",
        "outcome": "meeting_booked",
        "actions": [
          {
            "type": "finish_account_mates",
            "params": {
              "scope": "team"
            }
          }
        ]
      }
    ],
    "created_at": "2026-09-06T08:00:00.000Z",
    "updated_at": "2026-09-28T11:15:42.000Z",
    "sequence_count": 12
  }
]

{
  "message": "Forbidden resource",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Rate limit of 300 requests per minute exceeded. Retry in 12s.",
  "error": "Too Many Requests",
  "statusCode": 429,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service unreachable",
  "error": "Bad Gateway",
  "statusCode": 502,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service timed out",
  "error": "Gateway Timeout",
  "statusCode": 504,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

Policies

List rules-of-engagement policies

Returns every rules-of-engagement policy on the team as a plain array, not paginated: the default first, then the rest by name.

Each policy carries sequence_count, how many sequences run under it; the default also counts every sequence that names no policy. A team always has exactly one default. If it has none yet, this call creates it, named “Team default”, with the starting rules described in Rules of engagement. Counts against the Sequencer reads rate limit.

GET

sequencer

policies

List rules-of-engagement policies

curl --request GET \
  --url https://client-api.salesfinity.co/v2/sequencer/policies \
  --header 'x-api-key: <api-key>'

const options = {method: 'GET', headers: {'x-api-key': '<api-key>'}};

fetch('https://client-api.salesfinity.co/v2/sequencer/policies', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://client-api.salesfinity.co/v2/sequencer/policies",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v2/sequencer/policies"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("x-api-key", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/sequencer/policies")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["x-api-key"] = '<api-key>'

response = http.request(request)
puts response.read_body

[
  {
    "_id": "66e5f0a1b2c3d4e5f6a7b801",
    "team": "64b7f0c2e4b0a1b2c3d4e5f0",
    "name": "Team default",
    "description": "The rules every sequence on the team follows unless it picks another policy.",
    "is_default": true,
    "crm_refresh_hours": 24,
    "rules": [
      {
        "id": "3f1c9a2e-8b4d-4e6f-9a1b-2c3d4e5f6a7b",
        "enabled": true,
        "name": "Do not enroll contacts with an open deal",
        "condition_group": {
          "op": "all",
          "children": [
            {
              "type": "crm_open_deal",
              "params": {}
            }
          ]
        },
        "action": {
          "type": "block",
          "params": {}
        },
        "scope": [
          "enrollment"
        ]
      },
      {
        "id": "8d2e4f6a-1b3c-4d5e-8f9a-0b1c2d3e4f5a",
        "enabled": true,
        "name": "Stop emailing after 3 unopened emails",
        "condition_group": {
          "op": "all",
          "children": [
            {
              "type": "emails_unopened_streak",
              "params": {
                "count": 3
              }
            }
          ]
        },
        "action": {
          "type": "skip_step",
          "params": {}
        },
        "scope": [
          "email_step"
        ]
      }
    ],
    "outcome_rules": [
      {
        "id": "c4b3a2f1-0e9d-4c8b-a7f6-e5d4c3b2a1f0",
        "enabled": true,
        "name": "A meeting stops outreach to the rest of the company",
        "outcome": "meeting_booked",
        "actions": [
          {
            "type": "finish_account_mates",
            "params": {
              "scope": "team"
            }
          }
        ]
      }
    ],
    "created_at": "2026-09-06T08:00:00.000Z",
    "updated_at": "2026-09-28T11:15:42.000Z",
    "sequence_count": 12
  }
]

{
  "message": "Forbidden resource",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Rate limit of 300 requests per minute exceeded. Retry in 12s.",
  "error": "Too Many Requests",
  "statusCode": 429,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service unreachable",
  "error": "Bad Gateway",
  "statusCode": 502,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Sequencer service timed out",
  "error": "Gateway Timeout",
  "statusCode": 504,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

Every policy on the team, default first. sequence_count on each says how many sequences run under it, so you can see what a change would touch.

Good to know

A team always has exactly one default policy. The first call on a team that has none creates it, named “Team default”, with the starting rules described in Rules of engagement.
The default’s sequence_count includes every sequence that names no policy of its own.
The list is not paginated.

Authorizations

x-api-key

string

header

required

Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.

Response

The team's policies.

_id

string

24-character hexadecimal id.

Example:

"507f1f77bcf86cd799439011"

team

string

Team id.

name

string

Unique on the team.

description

string | null

is_default

boolean

The policy every sequence that names none of its own runs under. Exactly one per team.

crm_refresh_hours

integer

How old a contact's stored CRM data may be, in hours, before a CRM-backed rule refreshes it.

rules

object[]

Scenarios, in evaluation order.

Show child attributes

outcome_rules

object[]

Reactions.

Show child attributes

sequence_count

integer

Only on GET /v2/sequencer/policies: sequences running under this policy. The default also counts every sequence that names no policy.

created_by

string

Who created it. Absent on the default policy the team started with.

updated_by

string

Who changed it last.

created_at

string<date-time>

updated_at

string<date-time>

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

List rules-of-engagement policies

Good to know

Authorizations

Response

​Good to know

Authorizations

Response

Good to know