Lists the organization's sending rules for sequences, the default first and then by name: what pauses or finishes a contact (triggers: account_reply_delay and a phone call after repeated opens; contact_triggers: finish on link click, mark unresponsive after N days), emails skipped by contact or account labels (email_triggers), and throttling (the CC and BCC addresses copied on every sequence email, ignore_bounce_protection), with who created them (created_by_id, created_by_name). A reply, an unsubscribe and a bounce always finish the contact, whatever the rules say. The sending pace is set by the schedules (crm.sequences.schedules.list). A sequence uses one through its ruleset_id; new sequences get the default. Paginated by cursor (limit up to 100, the default). Requires view access to the CRM.
Alcance
crm:read
Permiso
Ver el módulo
Tool del MCP
crm_sequences_rulesets_listEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.sequences.rulesets.list".
Costo declarado: hasta 101 lecturas y 0 escrituras por llamada (cuentan en el cupo diario).
Parámetros
limitintegerqueryopcional
How many items this page brings at most (see the maximum and the default in the schema).
Por defecto: 100
cursorstringqueryopcional
The next_cursor of the previous page, exactly as it came (only for the same list and filters); without it, the first page.
Creates sending rules for sequences: a name and, optionally, triggers, contact_triggers, email_triggers and throttling (each group left out takes the standard set: pause 24 h after an account reply, mark unresponsive after 30 days, no CC or BCC, bounce protection on). is_default true makes them the organization's default (new sequences get them) and unsets the previous default. It is not assigned to any sequence: set ruleset_id with crm.sequences.update. Returns ruleset_id. Manager-tier only (manage_sequence_settings: owner, admin, crm_admin or sales_manager).
Alcance
crm:write
Permiso
Editar en el módulo · Acción del CRM: manage_sequence_settings
Tool del MCP
crm_sequences_rulesets_createEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.sequences.rulesets.create".
Costo declarado: hasta 5 lecturas y 3 escrituras por llamada (cuentan en el cupo diario).
Parámetros
namestringcuerporequerido
The name the sequence settings show.
is_defaultbooleancuerpoopcional
Make it the organization's default (new sequences take it; the previous default stops being one).
triggersobjectcuerpoopcional
When the account replies: account_reply_delay (none, pause_24h, pause_until_next_business_day or finish), and a phone call task after repeated opens (phone_call_on_repeated_opens: enabled, opens_threshold).
contact_triggersobjectcuerpoopcional
finish_on_link_click (the contact leaves after clicking a link) and mark_unresponsive_after_days (enabled, days: the contact leaves as unresponsive after that many days without a reply).
email_triggersobjectcuerpoopcional
Emails are skipped for contacts (skip_email_when_contact_label_in) or accounts (skip_email_when_account_label_in) with any of these labels: ids from crm.labels.list.
throttlingobjectcuerpoopcional
cc_all_emails_to and bcc_all_emails_to (addresses copied on every email of the sequences that use these rules) and ignore_bounce_protection (true keeps sending after a bounce). The sending pace is set by the schedules (crm.sequences.schedules.*).
Updates sending rules; send at least one key in updates (name, is_default, triggers, contact_triggers, email_triggers, throttling: each group replaces the whole group). Every sequence that uses them follows the new rules from its next send. Changing the CC/BCC addresses or the bounce protection is also recorded as a security event. is_default true moves the default here. Not found (sequence_ruleset_not_found) if the id does not exist. Manager-tier only (manage_sequence_settings).
Alcance
crm:write
Permiso
Editar en el módulo · Acción del CRM: manage_sequence_settings
Tool del MCP
crm_sequences_rulesets_updateEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.sequences.rulesets.update".
Costo declarado: hasta 5 lecturas y 3 escrituras por llamada (cuentan en el cupo diario).
Parámetros
ruleset_idstringrutarequerido
The sending rules: an id from crm.sequences.rulesets.list.
updatesobjectcuerporequerido
What changes (at least one key): name, is_default, triggers, contact_triggers, email_triggers, throttling; each object sent replaces that whole part.
Deletes sending rules; the sequences that used them are left without sending rules (the result says how many). It does not go to the trash. Outside the screen it requires a dry run (which lists the affected sequences) and a confirm_token, and a credential that allows deleting. Not found (sequence_ruleset_not_found) if the id does not exist. Manager-tier only (manage_sequence_settings).
Pide confirmación: primero dry_run: true (vista previa y confirm_token, que vale 10 minutos y una sola vez), después el mismo cuerpo con confirm_token. En unas pocas, solo con ciertos datos: la descripción dice cuándo. Por qué y cómo: Vista previa y confirmación.
Alcance
crm:writey «Permitir eliminar» (crm:delete en OAuth)
Permiso
Editar en el módulo · Acción del CRM: manage_sequence_settings
Tool del MCP
crm_sequences_rulesets_deleteEn la superficie completa; en la compacta, mb_execute_operation con id: "crm.sequences.rulesets.delete".
Costo declarado: hasta 101 lecturas y 101 escrituras por llamada (cuentan en el cupo diario).
Parámetros
ruleset_idstringrutarequerido
The sending rules: an id from crm.sequences.rulesets.list.
