sequence-mcp

Sequence Banking MCP Server

⚠️ UNOFFICIAL: This is an unofficial, community-built MCP server. It is not affiliated with, endorsed by, or supported by Sequence.

An MCP (Model Context Protocol) server that provides access to the Sequence banking API. This allows AI assistants like Claude to interact with your Sequence accounts programmatically.

Features

• Get Accounts: Fetch all financial accounts (Pods, Income Sources, external accounts) with current balances
• Trigger Rules: Invoke automation rules configured in Sequence from external systems

Requirements

• Python 3.10 or higher
• A Sequence account with the External API enabled
• Access token and/or rule API secrets from your Sequence dashboard

Installation

1. Clone or download this repository

2. Create and activate a virtual environment:

   python3 -m venv venv
   source venv/bin/activate
   

3. Install the package:

   pip install -e .
   

4. For development (includes test dependencies):

   pip install -e ".[dev]"
   

Configuration

Getting Your Credentials

1. Enable the External API: Go to Settings > Enable Remote API in your Sequence dashboard

2. Generate an Access Token: Navigate to Account Settings > Access Tokens and create a new token. This is used for fetching account data.

3. Get Rule API Secrets: When you create a Rule with "Remote API" trigger type, an API secret is generated. Use this secret to trigger that specific rule.

Environment Variables

Set your access token as an environment variable:

export SEQUENCE_ACCESS_TOKEN="your_access_token_here"

Usage

Running the MCP Server

source venv/bin/activate
python -m sequence_mcp.server

Using with Claude Desktop

Add the following to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "sequence": {
      "command": "/path/to/sequence-mcp/venv/bin/python",
      "args": ["-m", "sequence_mcp.server"],
      "env": {
        "SEQUENCE_ACCESS_TOKEN": "your_access_token_here"
      }
    }
  }
}

Replace /path/to/sequence-mcp with the actual path to this project.

Available Tools

get_accounts

Fetches all financial accounts with their current balances.

Requirements: SEQUENCE_ACCESS_TOKEN environment variable must be set.

Returns: List of accounts with id, name, type, and balance information.

trigger_rule

Triggers an automation rule in Sequence.

Parameters:

• rule_id (required): The ID of the rule to trigger (e.g., "ru_12345")
• api_secret (required): The API secret associated with this rule
• payload (optional): JSON object to send with the trigger
• idempotency_key (optional): Unique key to prevent duplicate triggers on retry

Development

Setup

# Create and activate virtual environment
python3 -m venv venv
source venv/bin/activate

# Install development dependencies (includes testing tools)
pip install -e ".[dev]"

Running Tests

# Run all tests
pytest -v

# Run with coverage report
pytest --cov=sequence_mcp

# Run specific test file
pytest tests/test_client.py -v

# Run specific test function
pytest tests/test_client.py::describe_SequenceClient::describe_get_accounts -v

Tests use pytest-describe for BDD-style organization and respx for HTTP mocking.

Project Structure

sequence-mcp/
├── sequence_mcp/
│   ├── __init__.py      # Package exports
│   ├── models.py        # Pydantic models for API responses
│   ├── client.py        # Async HTTP client for Sequence API
│   └── server.py        # MCP server implementation
├── tests/
│   ├── conftest.py      # Shared test fixtures
│   ├── test_models.py   # Model tests
│   ├── test_client.py   # Client tests
│   └── test_server.py   # Server tests
├── pyproject.toml       # Project configuration
└── README.md

API Reference

This MCP server wraps the Sequence External API. For full API documentation, see: https://support.getsequence.io/hc/en-us/articles/42813911824019-API-Overview

Error Codes

Code	Description
INVALID_ACCESS_TOKEN	Access token is missing or invalid
INVALID_API_SECRET	Rule API secret is incorrect
INVALID_REQUEST	Rule ID not found or not configured for API triggers
TOO_MANY_REQUESTS	Rate limit exceeded, slow down requests
UNEXPECTED_ERROR	Server error, usually transient

Security Notes

• Keep your access tokens and API secrets secure
• Never expose credentials in client-side code
• Use environment variables or secure secret management
• Rotate tokens periodically
• All requests are made over HTTPS

License

MIT