run-sequence

Run Sequence

Flow: Trigger → Detect intent → Resolve board/sequence/contact → Execute → Confirm + report.

Input

• Optional: action + target via argument (e.g., "enroll Acme in welcome sequence").
• If no argument: ask what they want to do.

Output

• List: sequences on a board with status, step count, enrollment counts, analytics.
• Create: new sequence scaffolded via the tool's built-in gate flow (board → steps → email sender if needed), starts INACTIVE.
• Enroll: one or more CRM items enrolled in a sequence; returns succeeded/failed counts.
• Activate/Deactivate: sequence state toggled with confirmation. Deactivate does NOT stop existing enrollments — only blocks new ones.
• Duplicate: copy of a sequence created in INACTIVE state.
• Analyze: per-run + level + step funnel (reply rate, open rate, click-through).
• Contact journey: all sequences a contact is enrolled in, sorted by most recent.

Knowledge

• Sequence states: ACTIVE (enrolling + running), INACTIVE (not enrolling; existing runs continue).
• deactivate-sequence ≠ pause — enrolled contacts keep progressing; only new enrollments are blocked.
• No sequence editing tool exists — steps cannot be added/modified via MCP. Direct users to Tools → Sequences in the UI.
• get-board-sequences requires a board_id — always resolve the board first.
• create-sequence has a built-in gate system: call it with what you have; if anything's missing the tool returns CONFIRMATION_REQUIRED with exact instructions — follow them verbatim, never pre-empt the gates.
• enroll-item-in-sequence takes board_id, sequenceId, and itemIds (array of string IDs).

Tools (MCP)

• get-board-sequences — list sequences on a board (needs board_id).
• get-sequence-analytics — per-run, level, and step analytics for one sequence.
• get-contact-journey — all sequences a contact/item is enrolled in (needs board_id + item_id).
• enroll-item-in-sequence — enroll one or more items in a sequence.
• activate-sequence — INACTIVE → ACTIVE.
• deactivate-sequence — ACTIVE → INACTIVE (existing enrollments continue).
• duplicate-sequence — copy a sequence; new copy starts INACTIVE.
• create-sequence — create a new sequence; call directly with whatever args you have.
• get-connected-email-accounts — list linked Gmail/Outlook accounts; used when create-sequence gate requires a sender.
• get_user_context — user identity + account.
• search / get_board_info / get_board_items_page — resolve boards and items by name.