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docs(mcp-settings,credit-budgets): document per-user MCP spend tracking and Sequencer-MCP bundling #1525

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docs(mcp-settings,credit-budgets): document per-user MCP spend tracking and Sequencer-MCP bundling #1525

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docs(credit-budgets): add per-user spend tracking cross-reference to …
george-dilthey Jul 13, 2026
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docs(mcp-settings): add FAQ for Sequencer access bundled with Sales R…
george-dilthey Jul 13, 2026
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2 changes: 2 additions & 0 deletions docs/credit-budgets.md
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Expand Up @@ -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`.
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4 changes: 4 additions & 0 deletions docs/mcp-settings.md
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Expand Up @@ -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.
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