Sequencer Tools - Salesfinity Docs

These tools run the Salesfinity Sequencer from an AI assistant. They are grouped the same way as the Sequencer operations in the API reference, and each tool calls the operation linked under its name, so that page is the full contract for responses and errors.

Writes name who is acting. An API key identifies a team, not a person, and the Sequencer records who did what, so writes take a user_id that must be an active team member. get_team lists them.
Some writes reach people. Enabling a sequence with an email step lets it send, and completing a manual_email task sends that email. There is deliberately no bulk complete.
Preview before you enrol. preview_sequencer_enrolment shows who would be added and who would be refused, and changes nothing.
Rate limits are handled for you. When the team is over its rate limit, the MCP server waits out a Retry-After of up to 30 seconds and sends the request once more. A longer wait comes back to the assistant as an error that says when to retry. POSTs carry an Idempotency-Key, so a retried write never acts twice.
Not the CRM sequences tools. get_sequences and get_sequence_by_id list sequence names seen on call logs from an external CRM. See CRM Sequences.

Sequences

list_sequencer_sequences

List Sequencer cadences for the team, with filters and pagination. Calls GET /v2/sequencer/sequences.

Parameter	Type	Required	Description
`enabled`	string	No	Only sequences that are on, or only those that are off. One of `true`, `false`
`sequence_type`	string	No	`interval` steps fire a delay after the previous one; `date` steps fire on a fixed date.
`tag`	string	No	Only sequences carrying this tag.
`owner`	string	No	Only sequences authored by this team member
`search`	string	No	Case-insensitive match on the name
`page`	number	No	Page number, 1-based.
`limit`	number	No	Max 100

create_sequencer_sequence

Create a Sequencer cadence. It starts disabled and has no steps; add steps, then enable it. Calls POST /v2/sequencer/sequences.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	Yes	Name for the copy. Defaults to the original with a suffix.
`description`	string	No	Description of the sequence
`tags`	string[]	No	Tags for organizing and filtering sequences
`sequence_type`	string	No	`interval` steps fire a delay after the previous one; `date` steps fire on a fixed date.

get_sequencer_sequence

Get one Sequencer cadence with its counters. Calls GET /v2/sequencer/sequences/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	Sequence id

update_sequencer_sequence

Change a cadence’s settings. Structure lives on the steps, not here. Requires the author or a team admin. Calls PATCH /v2/sequencer/sequences/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	No	Name for the copy. Defaults to the original with a suffix.
`description`	string	No	Description of the sequence
`tags`	string[]	No	Tags for organizing and filtering sequences
`sequence_type`	string	No	`interval` steps fire a delay after the previous one; `date` steps fire on a fixed date.
`policy`	string,null	No	Rules-of-engagement policy id. null detaches and falls back to the team default
`throttle_max_adds_per_day`	number	No	Cap on new enrollments per owner per day
`throttle_capacity`	number	No	Cap on live enrollments per owner
`throttle_paused`	boolean	No	Refuse new enrollments without disabling the cadence
`transactional`	boolean	No	DANGEROUS: bypasses the suppression list at enrolment. Only for mail the recipient asked for
`track_opens`	boolean	No	Track email opens
`track_links`	boolean	No	Track link clicks
`primary_reply_action`	string	No	What happens to an enrollment when the prospect replies. One of `finish`, `continue`, `pause`
`primary_reply_pause_duration`	number	No	Pause length in days, when the reply action is pause
`schedule`	object	No	Sending window. Fields: `timezone_source` (one of `prospect`, `account`); `timezone` (string: IANA timezone, used when the prospect has none); `days_of_week` (number[]: 0 is Sunday. Defaults to Monday-Friday); `start_hour` (number); `end_hour` (number)
`email_account_ids`	number[]	No	Numeric mailbox ids to send from. Omit to use the team pool

delete_sequencer_sequence

Permanently delete a cadence. Refused while any enrollment is still live - disable it and finish the remaining enrollments first. Calls DELETE /v2/sequencer/sequences/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

add_contacts_to_sequencer_sequence

Add up to 500 contacts to a cadence. IMPORTANT: a success response does not mean everyone went in - always read the skipped array, which lists everyone refused and why. Calls POST /v2/sequencer/sequences/{id}/contacts.

Parameter	Type	Required	Description
`id`	string	Yes	Sequence id
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`owner_id`	string	No	Who owns the enrollments and gets the tasks. Defaults to user_id
`prospects`	object[]	Yes	Each needs contact, email or linkedin_username

get_sequencer_sequence_analytics

Enrollment counts by state plus engagement counters for one cadence. Calls GET /v2/sequencer/sequences/{id}/analytics.

Parameter	Type	Required	Description
`id`	string	Yes	24-character sequence id.

list_sequencer_engagement_people

The people behind one analytics tile - who opened, who replied, who bounced. Calls GET /v2/sequencer/sequences/{id}/analytics/people.

Parameter	Type	Required	Description
`id`	string	Yes	Sequence id
`metric`	string	Yes	Which tile to list the people behind. One of `delivered`, `opened`, `clicked`, `replied`, `bounced`, `opted_out`, `failed`, `scheduled`, `contacted`
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

list_sequencer_enrolment_attempts

Who was NOT added to a cadence, and why. The first place to look when a batch added fewer people than expected. Calls GET /v2/sequencer/sequences/{id}/enrollment-attempts.

Parameter	Type	Required	Description
`id`	string	Yes	Sequence id
`reason`	string	No	`policy` is a rules-of-engagement refusal and `suppressed` an opt-out or bounce; those two are decisions about the person rather than facts about the batch.
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

enable_sequencer_sequence

Turn a cadence on. Refused if it has an email step and the team has no mailbox able to send. Calls POST /v2/sequencer/sequences/{id}/enable.

Parameter	Type	Required	Description
`id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

disable_sequencer_sequence

Turn a cadence off. Pauses every live enrollment; enabling again picks them back up. Calls POST /v2/sequencer/sequences/{id}/disable.

Parameter	Type	Required	Description
`id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

duplicate_sequencer_sequence

Copy a cadence and its steps. The copy starts disabled and carries no enrollments. Calls POST /v2/sequencer/sequences/{id}/duplicate.

Parameter	Type	Required	Description
`id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	No	Name for the copy. Defaults to the original with a suffix

Steps

list_sequencer_steps

List the steps of a cadence, in order. Calls GET /v2/sequencer/sequences/{sequence_id}/steps.

Parameter	Type	Required	Description
`sequence_id`	string	Yes	24-character sequence id.

create_sequencer_step

Append a step to a cadence. auto_email sends itself; call/task/manual_email create a task for the owning rep. Calls POST /v2/sequencer/sequences/{sequence_id}/steps.

Parameter	Type	Required	Description
`sequence_id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`step_type`	string	Yes	`auto_email` sends itself; the other three create a task for the owning rep. One of `auto_email`, `manual_email`, `call`, `task`
`interval_seconds`	number	No	Delay from the previous step, or from enrolment for the first
`display_name`	string	No	Display name for the step
`task_note`	string	No	Shown to the rep on the resulting task.
`templates`	object[]	No	Email steps only. Several templates are picked between by weight. Fields: `template` (string); `weight` (number)

reorder_sequencer_steps

Renumber a cadence. Send EVERY step id in the order you want. Refused with 409 while any enrollment is live - renumbering would desync the step each prospect sits on. Calls PUT /v2/sequencer/sequences/{sequence_id}/steps/reorder.

Parameter	Type	Required	Description
`sequence_id`	string	Yes	24-character sequence id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`step_ids`	string[]	Yes	Every step id, in the order you want them

get_sequencer_step

One step of a cadence, with its delay, type and templates. Calls GET /v2/sequencer/sequences/{sequence_id}/steps/{step_id}.

Parameter	Type	Required	Description
`sequence_id`	string	Yes	24-character sequence id.
`step_id`	string	Yes	24-character step id.

update_sequencer_step

Change a step in place. Its position is not editable here - use reorder_sequencer_steps. Calls PATCH /v2/sequencer/sequences/{sequence_id}/steps/{step_id}.

Parameter	Type	Required	Description
`sequence_id`	string	Yes	24-character sequence id.
`step_id`	string	Yes	24-character step id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`step_type`	string	No	`auto_email` sends itself; the other three create a task for the owning rep. One of `auto_email`, `manual_email`, `call`, `task`
`interval_seconds`	number	No	Delay from the previous step, in seconds
`display_name`	string	No	Display name for the step
`new_thread`	boolean	No	Email steps: start a new thread rather than replying on the existing one
`task_note`	string	No	Shown to the rep on the resulting task
`task_priority`	string	No	One of `high`, `medium`, `low`
`task_autoskip_delay`	number	No	Seconds after due at which an untouched task is auto-skipped
`templates`	object[]	No	Email steps only. Several templates are picked between by weight. Fields: `template` (string); `weight` (number)

delete_sequencer_step

Remove a step from a cadence. Refused with 409 while any enrollment is live - disable the cadence first. Calls DELETE /v2/sequencer/sequences/{sequence_id}/steps/{step_id}.

Parameter	Type	Required	Description
`sequence_id`	string	Yes	24-character sequence id.
`step_id`	string	Yes	24-character step id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

Templates

list_sequencer_templates

List the team’s reusable email templates. Calls GET /v2/sequencer/templates.

Parameter	Type	Required	Description
`archived`	boolean	No	Only archived templates, or only live ones.
`tag`	string	No	Only templates carrying this tag.
`search`	string	No	Case-insensitive match on the template name.
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

create_sequencer_template

Create a reusable email template. Email steps reference templates by id and pick between them by weight. Calls POST /v2/sequencer/templates.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	Yes	Name of the template
`subject`	string	Yes	Supports merge fields, e.g. `{{first_name}}`
`body_html`	string	Yes	HTML body. `{{custom.<label>}}` resolves a custom field by its label, case-insensitively
`tags`	string[]	No	Tags for organizing and filtering templates

get_sequencer_template

One template, with its body and engagement counters. Calls GET /v2/sequencer/templates/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character template id.

update_sequencer_template

Edit a template. Changes apply to every step already pointing at it, INCLUDING cadences that are currently running. Calls PATCH /v2/sequencer/templates/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character template id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	No	Name of the template
`subject`	string	No	Supports merge fields, e.g. `{{first_name}}`.
`body_html`	string	No	HTML body. Merge fields resolve against the contact; `{{custom.<label>}}` resolves a custom field by its label, case-insensitively.
`tags`	string[]	No	Tags for organizing and filtering templates
`archived`	boolean	No	Archived templates stay usable by steps already pointing at them

delete_sequencer_template

Delete a template. Archive instead if any live step still references it - a step left without a usable template cannot send. Calls DELETE /v2/sequencer/templates/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character template id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

preview_sequencer_template

Render a template’s subject and body with merge fields resolved. Changes nothing. Calls POST /v2/sequencer/templates/{id}/preview.

Parameter	Type	Required	Description
`id`	string	Yes	24-character template id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`contact`	string	No	Render against this contact. Without it, merge fields render as placeholders

Enrollments

list_sequencer_enrollments

List contacts inside sequences: where each one is in the cadence and who owns them. Calls GET /v2/sequencer/enrollments.

Parameter	Type	Required	Description
`sequence`	string	No	Only enrollments in this sequence.
`contact`	string	No	Only enrollments for this contact.
`state`	string	No	`finished`, `bounced`, `opted_out` and `failed` are terminal; the rest still hold the contact’s one live slot in the sequence. One of `pending`, `active`, `paused`, `finished`, `bounced`, `opted_out`, `failed`
`pending_reason`	string	No	Only enrollments a rule is holding for approval
`user`	string	No	Only enrollments owned by this team member.
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

bulk_finish_sequencer_enrollments

Un-enrol up to 500 contacts at once. Like finish, this is how you remove people - there is no delete. Calls POST /v2/sequencer/enrollments/bulk/finish.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`note`	string	No	Recorded against the approval decision.

bulk_approve_sequencer_enrollments

Release up to 500 enrollments a rule held for approval. Calls POST /v2/sequencer/enrollments/bulk/approve.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`note`	string	No	Recorded against the approval decision.

bulk_reject_sequencer_enrollments

Refuse up to 500 held enrollments. They are finished rather than started, and each decision is recorded. Calls POST /v2/sequencer/enrollments/bulk/reject.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`note`	string	No	Recorded against the approval decision.

bulk_reassign_sequencer_enrollments

Hand up to 500 enrollments to another rep. The new owner must be an active team member. Calls POST /v2/sequencer/enrollments/bulk/reassign.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`note`	string	No	Recorded against the approval decision.
`owner_id`	string	Yes	The team member to hand the enrollments to

move_sequencer_enrollments

Move up to 500 contacts into another cadence. Enrols in the target first and finishes the original only if that succeeded, so nobody is left out of both. Calls POST /v2/sequencer/enrollments/bulk/move.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`note`	string	No	Recorded against the approval decision.
`sequence`	string	Yes	The cadence to move them into

sequencer_account_action

Finish or pause EVERY contact at one company - the ‘we just booked a meeting there, stop emailing the rest’ case. Send dry_run: true first; this can touch a lot of people at once. Calls POST /v2/sequencer/enrollments/bulk/account.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`contact`	string	No	Identify the account by one of contact, domain or company_name
`domain`	string	No	Company domain that identifies the account
`company_name`	string	No	Company name that identifies the account
`action`	string	Yes	One of `finish`, `pause`
`scope`	string	Yes	sequence limits it to one cadence; team covers every cadence the team runs
`sequence`	string	No	Required when scope is sequence
`days`	number	No	Pause length in days, when action is pause
`reason`	string	No	Optional reason
`dry_run`	boolean	No	Return how many would be affected, and change nothing

get_sequencer_enrollment

Get one enrollment: state, current step, when the next step is due, owner. Calls GET /v2/sequencer/enrollments/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.

list_sequencer_enrollment_events

The timeline for one enrollment: sends, opens, replies, task activity, rule decisions. Calls GET /v2/sequencer/enrollments/{id}/events.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`type`	string	No	Only events of this type.
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

pause_sequencer_enrollment

Pause one enrollment. Open tasks are hidden until it resumes. Calls POST /v2/sequencer/enrollments/{id}/pause.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`pause_reason`	string	No	Recorded on the enrollment and its timeline.
`resume_at`	string	No	ISO 8601; resumes itself then

resume_sequencer_enrollment

Lift a pause and pick the cadence back up. Calls POST /v2/sequencer/enrollments/{id}/resume.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

finish_sequencer_enrollment

Un-enrol a contact. This is how you remove someone from a sequence - there is no delete. The timeline survives and they can be enrolled again later. Calls POST /v2/sequencer/enrollments/{id}/finish.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

retry_sequencer_enrollment

The only way out of the failed state. Calls POST /v2/sequencer/enrollments/{id}/retry.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

reassign_sequencer_enrollment

Hand one contact, and optionally their open tasks, to another rep. Calls POST /v2/sequencer/enrollments/{id}/reassign.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`owner_id`	string	Yes	The team member to hand the enrollment to
`include_open_tasks`	boolean	No	Also move any open tasks to the new owner
`note`	string	No	Recorded against the approval decision.

approve_sequencer_enrollment

Release an enrollment a rule held for approval, and the cadence starts. Find them with list_sequencer_enrollments pending_reason=approval. Calls POST /v2/sequencer/enrollments/{id}/approve.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`note`	string	No	Recorded against the decision

reject_sequencer_enrollment

Refuse a held enrollment. The contact is finished without being contacted, and the decision is recorded on the timeline. Calls POST /v2/sequencer/enrollments/{id}/reject.

Parameter	Type	Required	Description
`id`	string	Yes	24-character enrollment id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`note`	string	No	Recorded against the approval decision.

Enrolment Runs

preview_sequencer_enrolment

Dry run: who would be added to a cadence and who would be excluded, and why. Costs nothing and changes nothing. Run this before adding contacts. Calls POST /v2/sequencer/enrollment-runs/preview.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`sequence`	string	Yes	The sequence to enrol into.
`source`	object	Yes	Who to enrol. Fields: `kind` (one of `contacts`, `contact_list`, `rows`, `preview`); `contacts` (string[]); `contact_list` (string); `prospects` (object[]); `preview_id` (string)

start_sequencer_enrolment_run

Enrol more people than one request can hold open - up to 5000, asynchronously. Run preview_sequencer_enrolment first, then pass its preview_id as source.kind=preview to confirm exactly that set. For 500 or fewer, add_contacts_to_sequencer_sequence is synchronous and simpler. Calls POST /v2/sequencer/enrollment-runs.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`sequence`	string	Yes	The cadence to enrol into
`owner_id`	string	No	Who owns the resulting enrollments. Defaults to user_id
`source`	object	Yes	Who to enrol. Fields: `kind` (one of `contacts`, `contact_list`, `rows`, `preview`: contacts = existing contact ids; contact_list = a Salesfinity list; rows = inline prospects; preview = confirm exactly the set a preview returned); `contacts` (string[]); `contact_list` (string); `prospects` (object[]: No file upload - parse your CSV and send the rows); `preview_id` (string)
`force_include`	string[]	No	Prospect keys from a preview to add despite a rule blocking them. They are held for approval, not waved through

list_sequencer_enrolment_runs

Recent enrolment runs for one cadence, newest first. Returns a plain array, not a paginated envelope - runs older than limit are not reachable here. Calls GET /v2/sequencer/enrollment-runs.

Parameter	Type	Required	Description
`sequence`	string	Yes	Required. Runs are always scoped to one cadence
`limit`	number	No	How far back to look. Max 25, default 10

get_sequencer_enrolment_run

Progress and outcome of one run: considered, enrolled, skipped and held, with a sample of the skips and why. Calls GET /v2/sequencer/enrollment-runs/{run_id}.

Parameter	Type	Required	Description
`run_id`	string	Yes	Run id, e.g. `enroll_1a2b3c4d`.

cancel_sequencer_enrolment_run

Stop a run adding anyone else. NOT an undo - whoever is already enrolled stays enrolled. Finish them individually to reverse it. Calls POST /v2/sequencer/enrollment-runs/{run_id}/cancel.

Parameter	Type	Required	Description
`run_id`	string	Yes	Run id, e.g. `enroll_1a2b3c4d`.
`user_id`	string	No	Optional here: cancelling is recorded against the team rather than a person

Tasks

list_sequencer_tasks

The rep task queue a cadence produces, plus one-off tasks. Use action=call for the call queue. Calls GET /v2/sequencer/tasks.

Parameter	Type	Required	Description
`user_id`	string	No	Assignee, or ‘all’ for the whole team. Defaults to all
`state`	string	No	`pending` is the working queue. `held` means the enrollment is paused. The rest are terminal. One of `pending`, `held`, `completed`, `skipped`, `expired`, `cancelled`
`action`	string	No	Use `call` to fetch the call queue. One of `call`, `manual_email`, `generic`, `linkedin_connect`, `linkedin_message`, `linkedin_view`, `linkedin_interact`, `meeting`, `sms`
`sequence`	string	No	Only tasks belonging to this sequence.
`origin`	string	No	Cadence tasks (`sequence`) or a rep’s own to-dos (`one_off`).
`contact`	string	No	Only tasks for this contact.
`priority`	string	No	Only tasks in this priority band. One of `high`, `medium`, `low`
`overdue`	boolean	No	Only tasks whose due date has passed.
`due_before`	string	No	ISO 8601
`due_after`	string	No	ISO 8601
`search`	string	No	Matches the contact behind the task.
`sort`	string	No	Applied server-side across the whole result set, not just the page you asked for. One of `due`, `priority`, `action`, `prospect`, `company`, `sequence`, `last_activity`
`direction`	string	No	Ignored by `due`, which is always oldest-first. One of `asc`, `desc`
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

create_sequencer_task

Create a one-off task for a contact, not tied to any cadence. Calls POST /v2/sequencer/tasks.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`contact`	string	Yes	The contact the task is about.
`action`	string	Yes	Use `call` to fetch the call queue. One of `call`, `manual_email`, `generic`, `linkedin_connect`, `linkedin_message`, `linkedin_view`, `linkedin_interact`, `meeting`, `sms`
`due_at`	string	Yes	ISO 8601
`assignee_id`	string	No	Defaults to user_id
`priority`	string	No	Only tasks in this priority band. One of `high`, `medium`, `low`
`subject`	string	No	Subject line, for a `manual_email` task.
`note`	string	No	Optional free-text note

get_sequencer_task_summary

Counts for the overdue / today / this week / later buckets. Calls GET /v2/sequencer/tasks/summary.

Parameter	Type	Required	Description
`user_id`	string	No	Assignee to summarise, or `all` for the whole team. Defaults to `all`.
`today_ends`	string	No	ISO 8601, end of the rep’s local today
`week_ends`	string	No	ISO 8601. End of the caller’s local “this week”.

get_sequencer_account_coverage

For the accounts you name, which buying-committee seats are already covered by a contact in a cadence and which are not. Calls GET /v2/sequencer/tasks/account-coverage.

Parameter	Type	Required	Description
`account_keys`	string	No	Comma-separated account keys, e.g. acme.com,globex.com

materialize_sequencer_call_list

Push a rep’s due call tasks into their Salesfinity dial list so they can be dialled. This writes. Calls POST /v2/sequencer/tasks/materialize-call-list.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`assignee_id`	string	No	Whose dial list to fill. Defaults to user_id

bulk_create_sequencer_tasks

Create one standalone to-do per contact, at most 500. Calls POST /v2/sequencer/tasks/bulk.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`contacts`	string[]	Yes	One task per contact. At most 500
`action`	string	Yes	Use `call` to fetch the call queue. One of `call`, `manual_email`, `generic`, `linkedin_connect`, `linkedin_message`, `linkedin_view`, `linkedin_interact`, `meeting`, `sms`
`due_at`	string	Yes	ISO 8601, and must be in the future
`priority`	string	No	Only tasks in this priority band. One of `high`, `medium`, `low`
`assignee_id`	string	No	Defaults to user_id
`subject`	string	No	Subject line, for a `manual_email` task.
`note`	string	No	Optional free-text note

bulk_skip_sequencer_tasks

Skip up to 500 tasks. Skipping still advances the cadence. NOTE: there is deliberately no bulk complete - completing a manual_email task queues a real send, so complete those one at a time. Calls POST /v2/sequencer/tasks/bulk/skip.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`reason`	string	No	Optional reason

bulk_snooze_sequencer_tasks

Move the due date on up to 500 tasks. Each auto-skip deadline moves by the same amount. Calls POST /v2/sequencer/tasks/bulk/snooze.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`due_at`	string	Yes	ISO 8601, and must be in the future. Applies to every task in ids

bulk_reassign_sequencer_tasks

Hand up to 500 tasks to another rep. Call tasks also move between dial lists. Calls POST /v2/sequencer/tasks/bulk/reassign.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`ids`	string[]	Yes	At most 500 ids
`assignee_id`	string	Yes	The team member to hand the tasks to
`note`	string	No	Optional free-text note

get_sequencer_task

One task with its contact, cadence and step. Calls GET /v2/sequencer/tasks/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.

update_sequencer_task

Change a ONE-OFF task. A cadence task’s shape belongs to its step - snooze it, or un-enrol the contact, instead. Calls PATCH /v2/sequencer/tasks/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`due_at`	string	No	ISO 8601, and must be in the future
`priority`	string	No	Only tasks in this priority band. One of `high`, `medium`, `low`
`subject`	string	No	Subject line, for a `manual_email` task.
`note`	string	No	Optional free-text note

delete_sequencer_task

Cancel a ONE-OFF task. It moves to cancelled rather than being destroyed, so the history survives. Calls DELETE /v2/sequencer/tasks/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

list_sequencer_task_events

The timeline for one task, newest first. For a one-off task this is the only way to reach its history. Returns at most 200 events and takes no pagination; for a sequenced prospect use list_sequencer_enrollment_events, which is paged. Calls GET /v2/sequencer/tasks/{id}/events.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.

complete_sequencer_task

Complete a task and advance the cadence. For a manual_email task this QUEUES A REAL EMAIL - confirm the body with the user before calling it. Calls POST /v2/sequencer/tasks/{id}/complete.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`call_log`	string	No	For a call task: the call log it was resolved by
`note`	string	No	Optional free-text note
`subject`	string	No	manual_email only
`body`	string	No	manual_email only; HTML. Sends a real email

skip_sequencer_task

Skip a task. The cadence still advances. Calls POST /v2/sequencer/tasks/{id}/skip.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`reason`	string	No	Optional reason

snooze_sequencer_task

Move a task’s due date. The auto-skip deadline moves with it. Calls POST /v2/sequencer/tasks/{id}/snooze.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`due_at`	string	Yes	ISO 8601

reassign_sequencer_task

Hand one task to another rep. A call task also moves out of the old rep’s dial list and into the new one. Calls POST /v2/sequencer/tasks/{id}/reassign.

Parameter	Type	Required	Description
`id`	string	Yes	24-character task id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`assignee_id`	string	Yes	The team member to hand the task to
`note`	string	No	Optional free-text note

Suppression

list_sequencer_suppression

The team’s do-not-contact list, checked before every enrolment and every send. Calls GET /v2/sequencer/suppression.

Parameter	Type	Required	Description
`type`	string	No	Only entries of this kind. One of `email`, `domain`, `phone`
`reason`	string	No	Only entries added for this reason.
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

create_sequencer_suppression

Add an address, domain or phone number to the do-not-contact list. Calls POST /v2/sequencer/suppression.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`type`	string	Yes	Only entries of this kind. One of `email`, `domain`, `phone`
`value`	string	Yes	The email address, domain or phone number to suppress, matching `type`
`reason`	string	No	Only entries added for this reason. One of `unsubscribed`, `bounced`, `complained`, `manual`, `dnc`

import_sequencer_suppression

Add up to 1000 suppression entries at once. Re-importing an existing value updates it rather than duplicating it. Calls POST /v2/sequencer/suppression/import.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`entries`	object[]	Yes	At most 1000 per request. Fields: `type` (one of `email`, `domain`, `phone`: domain suppresses every address at that domain); `value` (string: Stored normalised, so matching is case-insensitive); `reason` (one of `unsubscribed`, `bounced`, `complained`, `manual`, `dnc`)

delete_sequencer_suppression

Remove one entry from the suppression list, so that address or domain can be contacted again. Calls DELETE /v2/sequencer/suppression/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character suppression entry id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

Policies

get_sequencer_policy_catalog

The conditions and actions a rule can be built from, and which scopes each is valid in. Read this BEFORE writing a policy - the vocabulary is live and is not pinned in the API. Calls GET /v2/sequencer/policies/catalog. Takes no parameters.

preview_sequencer_policy

Replay an UNSAVED rule set against the team’s recent enrolments and report what it would have done. Run this before saving: a rule that is too broad silently blocks every enrolment team-wide, and this is the cheapest way to find that out. Calls POST /v2/sequencer/policies/preview.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`rules`	object[]	No	Rules. Each has name, action `{type, params}`, scope[], and either condition `{type, params}` or condition_group. Read get_sequencer_policy_catalog for the valid condition and action types

list_sequencer_policies

The team’s rules of engagement: what may be enrolled and what happens at each step. Calls GET /v2/sequencer/policies. Takes no parameters.

create_sequencer_policy

Create a rules-of-engagement policy. Preview the rules first. Calls POST /v2/sequencer/policies.

Parameter	Type	Required	Description
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	Yes	Name of the policy
`description`	string	No	Description of the policy
`rules`	object[]	No	Rules. Each has name, action `{type, params}`, scope[], and either condition `{type, params}` or condition_group. Read get_sequencer_policy_catalog for the valid condition and action types
`outcome_rules`	object[]	No	Each has name, outcome, and actions[]. Outcomes come from the catalog
`crm_refresh_hours`	number	No	How stale a cached CRM snapshot may be before a CRM-backed rule refreshes it. 1-168, default 24

get_sequencer_policy

One policy with its rules and outcome rules, and whether it is the team default. Calls GET /v2/sequencer/policies/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character policy id.

update_sequencer_policy

Edit a policy. Applies IMMEDIATELY to every cadence using it, so preview the rules first. Calls PATCH /v2/sequencer/policies/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character policy id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.
`name`	string	No	Name of the policy
`description`	string	No	Description of the policy
`rules`	object[]	No	Rules. Each has name, action `{type, params}`, scope[], and either condition `{type, params}` or condition_group. Read get_sequencer_policy_catalog for the valid condition and action types
`outcome_rules`	object[]	No	Reactions: what each outcome on an enrollment does. See Rules of engagement
`crm_refresh_hours`	number	No	How stale a cached CRM snapshot may be before a CRM-backed rule refreshes it.

delete_sequencer_policy

Delete a policy. Cadences pointing at it fall back to the team default. Calls DELETE /v2/sequencer/policies/{id}.

Parameter	Type	Required	Description
`id`	string	Yes	24-character policy id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

set_default_sequencer_policy

Make a policy the team default. Every cadence that does not name its own falls back to it, so this changes behaviour across the team at once. Calls POST /v2/sequencer/policies/{id}/default.

Parameter	Type	Required	Description
`id`	string	Yes	24-character policy id.
`user_id`	string	Yes	Team member id this acts as. Must be an active member of the team.

Settings

get_sequencer_settings

Team-level defaults: the shared mailbox pool, default sending schedule, warmup defaults, unsubscribe wording, reply classifications and the buying-committee map. Provider secrets are never returned. Calls GET /v2/sequencer/settings. Takes no parameters.

list_sequencer_mailboxes

Sending mailboxes with health and capacity. A cadence with an email step needs at least one able to send. Calls GET /v2/sequencer/email-accounts.

Parameter	Type	Required	Description
`status`	string	No	`ready` can send now; `not_connecting` has failed SMTP or IMAP; `out_of_pool` is connected but not assigned to anyone or to the shared pool. One of `ready`, `not_connecting`, `paused`, `out_of_pool`
`search`	string	No	Match on the mailbox address or sender name.
`page`	number	No	Page number, 1-based.
`limit`	number	No	Results per page.

get_sequencer_mailbox

Health, warmup and sending limits for one mailbox. Credentials are never returned. Calls GET /v2/sequencer/email-accounts/{id}.

Parameter	Type	Required	Description
`id`	number	Yes	Numeric mailbox id - these come from the sending provider, not Mongo

​Sequences

​list_sequencer_sequences

​create_sequencer_sequence

​get_sequencer_sequence

​update_sequencer_sequence

​delete_sequencer_sequence

​add_contacts_to_sequencer_sequence

​get_sequencer_sequence_analytics

​list_sequencer_engagement_people

​list_sequencer_enrolment_attempts

​enable_sequencer_sequence

​disable_sequencer_sequence

​duplicate_sequencer_sequence

​Steps

​list_sequencer_steps

​create_sequencer_step

​reorder_sequencer_steps

​get_sequencer_step

​update_sequencer_step

​delete_sequencer_step

​Templates

​list_sequencer_templates

​create_sequencer_template

​get_sequencer_template

​update_sequencer_template

​delete_sequencer_template

​preview_sequencer_template

​Enrollments

​list_sequencer_enrollments

​bulk_finish_sequencer_enrollments

​bulk_approve_sequencer_enrollments

​bulk_reject_sequencer_enrollments

​bulk_reassign_sequencer_enrollments

​move_sequencer_enrollments

​sequencer_account_action

​get_sequencer_enrollment

​list_sequencer_enrollment_events

​pause_sequencer_enrollment

​resume_sequencer_enrollment

​finish_sequencer_enrollment

​retry_sequencer_enrollment

​reassign_sequencer_enrollment

​approve_sequencer_enrollment

​reject_sequencer_enrollment

​Enrolment Runs

​preview_sequencer_enrolment

​start_sequencer_enrolment_run

​list_sequencer_enrolment_runs

​get_sequencer_enrolment_run

​cancel_sequencer_enrolment_run

​Tasks

​list_sequencer_tasks

​create_sequencer_task

​get_sequencer_task_summary

​get_sequencer_account_coverage

​materialize_sequencer_call_list

​bulk_create_sequencer_tasks

​bulk_skip_sequencer_tasks

​bulk_snooze_sequencer_tasks

​bulk_reassign_sequencer_tasks

​get_sequencer_task

​update_sequencer_task

​delete_sequencer_task

​list_sequencer_task_events

​complete_sequencer_task

​skip_sequencer_task

​snooze_sequencer_task

​reassign_sequencer_task

​Suppression

​list_sequencer_suppression

​create_sequencer_suppression

​import_sequencer_suppression

​delete_sequencer_suppression

​Policies

​get_sequencer_policy_catalog

​preview_sequencer_policy

​list_sequencer_policies

​create_sequencer_policy

​get_sequencer_policy

​update_sequencer_policy