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sequenzy-email-marketing

Agent guide for operating Sequenzy. Use when Codex needs to authenticate, inspect identity, manage subscribers, create or edit campaigns/sequences/t…

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技能内容

Sequenzy Email Marketing

Overview

Use this skill when the task is to operate Sequenzy, not to change Sequenzy's source code. Prefer the sequenzy CLI for supported workflows, treat packages/mcp/src/tools/index.ts as the MCP source of truth when the task goes through MCP tools, and explicitly call out when a requested workflow is not wired in the current implementation.

Ground Rules

  1. Treat packages/cli/src/index.tsx as the source of truth for which commands are actually wired.
  2. Treat packages/cli/src/commands/ and packages/cli/src/api.ts as the source of truth for CLI behavior, payload shape, and API routes.
  3. Treat packages/mcp/src/tools/index.ts as the source of truth for MCP tool names, arguments, and preflight validation.
  4. Do not promise support for commands or tools that only appear in docs or --help text without an attached implementation.
  5. Prefer sequenzy login for interactive auth and SEQUENZY_API_KEY for automation.
  6. Prefer inspection before mutation whenever the workflow allows it.

Supported Workflows

Read [references/use-cases.md](references/use-cases.md) before executing anything non-trivial. The currently implemented CLI flows are:

  • login and logout
  • local auth/session check with whoami
  • account inspection with account
  • company inspection or creation with companies list|get|create
  • stats overview or stats by campaign/sequence ID
  • subscribers list, add, get, and remove, with list fetching every page by default and supporting tag, segment, and list filters
  • lists list, create, add-subscribers, and import alias for bulk list population from emails, JSON, CSV, or newline files
  • tags list
  • segments list, create, and count, including --match any, nested filter roots, custom event filters, and saved-segment composition filters
  • templates list, get, create, update, and delete, with list supporting label filters and create/update accepting labels, raw HTML, or Sequenzy block JSON
  • campaigns list, get, create, update including label and reply-to updates, schedule, and test, with list supporting label filters, create accepting labels plus raw HTML, Sequenzy block JSON, or prompt-generated content, update accepting labels plus raw HTML or Sequenzy block JSON, and schedule returning a review preview link
  • MCP template and campaign tools support labels on list/create/update; MCP update_campaign also supports replyTo and replyProfileId, and MCP schedule_campaign schedules draft or already scheduled campaigns
  • MCP search_subscribers supports list filters through list, listId, or listName; MCP add_subscribers_to_list accepts up to 500 emails per call
  • sequences list, get, create, update, enable, disable, delete, and cancel-enrollments, including explicit discount action steps, cancellation by subscriber ID or event-property field values, and update branch insertion with tag, list, segment, event, clicked-link, and field conditions; event and clicked-link branch checks can use activityScope (this_sequence, previous_email, ever)
  • AI generation with generate email, generate sequence, and generate subjects
  • dashboard URL generation with CLI urls, MCP get_app_urls, and appUrls/url fields on campaign, sequence, template, and company results
  • websites list, add, check, and guide
  • API key creation with api-keys create
  • send one transactional email by template or raw HTML

Unsupported Or Placeholder Workflows

Treat missing subcommands as unsupported even when the noun exists. For example: campaign immediate send, pause/cancel flows, list deletion, and tag mutation are not available through the current CLI handlers. Bulk list population is supported through sequenzy lists add-subscribers and its sequenzy lists import alias, not through subscribers add.

Execution Pattern

  1. Check auth first with sequenzy whoami or by verifying SEQUENZY_API_KEY is set.
  2. Pick the narrowest command that matches the use case.
  3. Validate IDs, recipient email, subject, template, or content input before issuing a mutation.
  4. Surface CLI limitations directly instead of inventing a workaround.
  5. If the workflow is unsupported in the CLI, say whether the next-best path is the Sequenzy dashboard or direct API use.
  6. When you create, inspect, or schedule a campaign, sequence, template, or company and the user may want to review/edit it, surface the dashboard URL from url, previewUrl, or appUrls in the tool/CLI output. If needed, generate it with sequenzy urls or MCP get_app_urls.
  7. Call out implementation caveats that matter operationally, such as whoami using cached local auth state, sequence creation supporting both --goal and explicit step modes, explicit discount steps requiring Stripe before activation, generated sequences being capped at 10 emails, campaigns test being a stubbed success path in the current backend, and conditional email content requiring block JSON rather than raw HTML.

Dashboard URLs

Use SEQUENZY_APP_URL as the dashboard base when it is set; otherwise default to https://sequenzy.com.

Prefer actual URLs returned by the CLI/MCP result:

  • sequence editor: /dashboard/company/{companyId}/sequences/{sequenceId}
  • campaign editor: /dashboard/company/{companyId}/campaign/{campaignId}
  • campaign preview/review: /dashboard/company/{companyId}/campaign/{campaignId}?step=review
  • template/email editor: /dashboard/company/{companyId}/emails/{emailId}
  • settings: /dashboard/company/{companyId}/settings
  • settings tab: /dashboard/company/{companyId}/settings?tab={tab}

Useful settings tabs include domain, tracking, localization, integrations, events, tags, goals, sync-rules, api-keys, widgets, and team.

References

  • [references/command-reference.md](references/command-reference.md): exact command shapes, env vars, behavior, and caveats.
  • [references/use-cases.md](references/use-cases.md): decision trees and examples for the most common agent tasks.

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