What changed

Added a Note paragraph to docs/credit-budgets.md clarifying that the Budgets tab shows aggregate spend per budget (not per-user), and directing admins to the MCP tab in Settings → Usage for per-user credit tracking of Sales Rep/MCP users, with a link to MCP settings for per-user limits.

Added a FAQ entry ("Can I disable Clay Sequencer access for Sales Rep users?") to docs/mcp-settings.md explaining that the Sales Rep role bundles MCP access and Sequencer email setup together, with no way to disable Sequencer independently.

Why

An enterprise customer (Komodo Health) asked three questions about "Sale Rep Budgets":

1. Is there a way to see a log of who spends what from a budget?
2. Can I disable Sequencer access for Sales Rep users (they only want MCP via Claude)?
3. What happens when a budget is maxed?

The support agent initially answered question 1 incorrectly, saying no per-user log existed. The customer then self-corrected — Settings → Usage → MCP tab does show per-user spend. Question 3 is already documented in credit-budgets.md. But credit-budgets.md never explains the distinction between the Budgets tab (aggregate per-budget, no per-user breakdown) and the MCP tab (per-user breakdown for Sales Reps). And mcp-settings.md had no FAQ covering whether Sequencer access is separable from MCP access for Sales Reps.

Source link(s)

• Intercom conversation: https://app.intercom.com/a/inbox/w28k1kwz/inbox/conversation/215475019693993
• Slack thread (ent-komodo-health-clay): https://clay-hq.slack.com/archives/C0A7UM0LNBZ/p1783602712999559
• Peter Johnston's corrected reply (Slack permalink): https://clay-hq.slack.com/archives/C0A7UM0LNBZ/p1783616618593919?thread_ts=1783602712.999559&cid=C0A7UM0LNBZ
• Verifier verdicts: All three claims PASS — MCP tab per-user tracking, per-user credit limits via pencil icon, and Sales Rep role bundling Sequencer + MCP.

Uncertainties

None. All claims verified against code by the verifier sub-agent (PASS). The Sales Rep role beta note is already in both mcp-settings.md and roles-and-permissions.md.

Related observations

• credit-usage.md already has a note about the MCP tab for per-user tracking (in the Workbooks tab description), so this change adds the same clarity to credit-budgets.md which lacked it.
• The "what happens when a budget is maxed" question is already well-covered in credit-budgets.md ("If a budget runs out of credits, processing in assigned resources stops until an admin increases the limit or resets the spend.").

Closes DOC-1105