From cffeb2594767c757f9db57148bc1b61f748063ef Mon Sep 17 00:00:00 2001 From: George Dilthey <32441489+george-dilthey@users.noreply.github.com> Date: Mon, 13 Jul 2026 13:10:18 -0400 Subject: [PATCH 1/2] docs(credit-budgets): add per-user spend tracking cross-reference to MCP tab --- docs/credit-budgets.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/credit-budgets.md b/docs/credit-budgets.md index b259e53f..a4e1a7ce 100644 --- a/docs/credit-budgets.md +++ b/docs/credit-budgets.md @@ -23,6 +23,8 @@ A **budget** is a named credit pool with: When a workbook (or other resource) is assigned to a budget, all credit-consuming actions in that resource count against the budget's balance. If a budget runs out of credits, processing in assigned resources stops until an admin increases the limit or resets the spend. +**Note:** The Budgets tab in `Settings` → `Usage` shows credit spend aggregated by budget — it does not break down spend by individual user within the budget. To see which specific Sales Rep or MCP user consumed credits, use the **MCP** tab in `Settings` → `Usage`, which shows per-user spend for anyone accessing Clay through Claude, ChatGPT, or Glean. To set or adjust individual credit limits for those users, see [MCP settings](https://university.clay.com/docs/mcp-settings). + ## Creating a budget 1. Go to `Settings` → `Budgets`. From 213a20a2218ebaf59eeb36bf344e314605d28d32 Mon Sep 17 00:00:00 2001 From: George Dilthey <32441489+george-dilthey@users.noreply.github.com> Date: Mon, 13 Jul 2026 13:10:20 -0400 Subject: [PATCH 2/2] docs(mcp-settings): add FAQ for Sequencer access bundled with Sales Rep role --- docs/mcp-settings.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/mcp-settings.md b/docs/mcp-settings.md index c005ec39..7917e91b 100644 --- a/docs/mcp-settings.md +++ b/docs/mcp-settings.md @@ -119,6 +119,10 @@ If this happens: have the rep disconnect Clay in their AI tool (remove and re-ad For a full breakdown of all roles, see [Roles and permissions](https://university.clay.com/docs/roles-and-permissions). +### Can I disable Clay Sequencer access for Sales Rep users? + +No. The Sales Rep role bundles MCP access (invoking Clay through Claude, ChatGPT, or Glean) and Sequencer email account setup together — there is no way to enable MCP access without also allowing the rep to set up email accounts in the Clay Sequencer. If you need to remove Sequencer access for a specific rep, remove them from the workspace entirely (`Settings` → `Team` → three-dot menu → `Remove member`). + ### Does MCP work with SSO-enabled workspaces? Yes. Workspace membership is the access gate for MCP — SSO determines how users authenticate, not whether they can access MCP. Users on an SSO-enabled workspace must still be explicitly added to your Clay workspace via `Settings` → `Team` → `+ Invite` before they can use Clay through Claude, ChatGPT, or Glean. SSO does not automatically grant workspace access.