Getting Started

Sequence is a financial platform that gives you programmatic control over your money. Connect your bank accounts to get both visibility and execution - then use the API to automate your financial strategy. Pay debts, set money aside for taxes or savings, give your agent its own spending budget, and let it monitor and adjust your finances while you stay in control. Sequence enforces the guardrails you define; your agent executes within them.

How it works

Sequence separates setup (done by you in the console) from execution (done by your agent via the API):

Rule creation via the API is on the roadmap.

Step 1: Set up your account

Go to app.getsequence.io and complete the following:

1. Register your account
2. Verify your identity - KYC is required for all users; KYB is required if you're operating as a business
3. Connect your bank accounts - link the external accounts you want Sequence to read from and move money between. Connection via Plaid, Finicity, Method, and Spinwheel is supported.

See the Sequence support docs for step-by-step walkthroughs.

Step 2: Create your rules

Rules are the financial instructions your agent will execute. Each rule defines a trigger (what causes it to run), optional conditions and limits (guardrails), and actions (typically a transfer).

v1: Rules are created in the Sequence console using the map builder or the AI rule assistant. Your agent triggers rules - it doesn't create them.

A few examples of rules you might set up:

• Loan repayment - on demand, pay your loan servicer, capped at your monthly payment amount so it can never overpay
• Tax reserve - on every incoming deposit, automatically move a percentage to a dedicated tax savings pod
• Agent budget - a dedicated pod your agent spends from; you top it up via transfers or rules, your agent pays from it
• Debt prioritization - automatically pay multiple debts in order of interest rate, working down from the most expensive

Once a rule is created and enabled, your agent can trigger it via the API.

Step 3: Create an API token

In the Sequence console, create an API token for your agent. Tokens carry granular, resource-scoped permissions - grant only what your agent actually needs.

For example, an agent whose only job is to trigger a loan repayment rule needs TRIGGER_RULES scoped to that rule's ID - nothing else.

Verify your token:

curl https://api.getsequence.io/api/v1/accounts \
  -H "Authorization: ApiKey YOUR_TOKEN"

A successful response returns your account list. You're ready.

Step 4: Connect your agent

The Sequence API is a standard REST API - use it from whatever tool or platform fits your workflow.

Your favorite AI coding assistant (Claude Code, Cursor, etc.)

Install the Sequence MCP server and your AI coding assistant can call the Sequence API directly as a tool - reading balances, triggering rules, and moving money as part of a conversation.

Your favorite workflow automation tool (n8n, Zapier, etc.)

Use the HTTP request node to call any Sequence endpoint as part of a larger automation. Trigger rules on a schedule, react to webhooks, or chain Sequence actions with other services.

Direct REST API

Build a custom agent in any language using the API directly. The full reference is in the sidebar.

API reference

Authentication

All API requests require your token in the Authorization header:

Authorization: ApiKey YOUR_TOKEN

Base URL

https://api.getsequence.io/api/v1

API versioning - Endpoints are tagged v1 (available now) or v2 (planned for a future release). All v2 endpoints are documented but not yet available.

Responses - All successful responses wrap the payload in a data key:

{ "data": { ... } }

Errors:

{
  "error": {
    "code": "resource_not_found",
    "message": "Account with id 'acc_123' was not found."
  }
}