
What it can do
Coverage maps to the objects you already work with: customers, invoices, credit notes, billing schedules, products, quotes, usage, taxes, collections, account, activity stream, and notifications, plus reporting tools like invoiced revenue and outstanding invoices. So you can ask things in plain language and have the assistant pull and paginate through the data for you:- “Get me all of my end-customers.”
- “What’s my outstanding invoice total?”
- “Show me this customer’s billing schedule.”
What’s coming
- Write capabilities: the first write use cases (such as agent-driven customer record changes) are in design, and will ship with human review in front of any write.
- Marketplace certification: we’re submitting to Anthropic to be listed as an official connector for one-click setup. In the meantime it’s going out to a few select customers first.
Connect Sequence to Claude
You’ll need your Sequence MCP server URL, which you can find in the Sequence dashboard.Create the custom connector
Paste in your Sequence MCP server URL (available in the Sequence dashboard) and authenticate with your Sequence account when prompted.