Sequence

The Sequence connector lets Claude work with your billing and revenue data, so you can answer revenue and billing questions in plain language instead of navigating dashboards and exports. Key features: • Look up customers — Find customers and their aliases and pull account details for context. • Track invoices — Review invoices to find outstanding and overdue revenue. • Inspect billing setup — Explore billing schedules, products, and price lists to see how customers are billed. • Review credit notes — Check credit notes and adjustments alongside their related invoices. • Report on revenue — Pull invoiced revenue to support reporting and analysis. Note: more tools are coming soon.