Mixmax MCP server

Connect Mixmax to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Mixmax MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list polls tool in Mixmax
  • Use the get rule tool in Mixmax
  • Use the list sequences tool in Mixmax
  • Use the get report data tool in Mixmax
  • Use the list contacts tool in Mixmax
  • Use the get user profile tool in Mixmax

Supported Tools

list_polls

List Polls

List polls you've created in Mixmax emails. Returns poll questions, options, and respondent data including who voted and when.

get_rule

Get Rule

Retrieve a specific rule by its ID, including its trigger, filter, and actions configuration.

list_sequences

List Sequences

List and search automated email sequences. Returns sequences you have access to, with optional search filtering. Use this to find sequences before adding recipients or viewing their details.

get_report_data

Get Report Data

Query analytics report data for messages, meetings, or sequences. Supports grouping by sender, recipient, domain, template, time, and more. Use the query parameter with Mixmax search syntax like `sent:last30days from:everyone`.

list_contacts

List Contacts

List and search contacts. Contacts are people you've emailed via Mixmax. Supports search filtering and sorting by name, email, timestamp, or usage count.

get_user_profile

Get User Profile

Retrieve the authenticated user's profile and preferences. Returns the documented user ID and available preferences; email and name are returned only if supplied by the provider.

send_draft_message

Send Draft Message

Send a previously created draft message. The message must exist and have required fields (to, subject, body) set before sending.

delete_contact

Delete Contact

Delete a contact using the deprecated Contacts API. This does not promise erasure of previously sent messages or retained activity.

list_meeting_invites

List Meeting Invites

List meeting invitations that have been created through Mixmax scheduling. Returns invite details including organizer and guest information.

list_sequence_recipients

List Sequence Recipients

List the activated recipients of a specific sequence. Returns recipient details including their email and status. Uses offset-based pagination.

list_templates

List Templates

List and search reusable email templates (snippets). Templates can be filtered by name using the search parameter. Use operators like `name:"my template"` for exact matching.

create_contact

Create Contact

Create or merge a contact in the deprecated Mixmax Contacts API. A matching email can merge an existing contact. Optionally, you can assign the contact to groups and set custom metadata.

manage_salesforce_record

Manage Salesforce Record

Create or update a Salesforce record (account, contact, lead, opportunity, or task) through Mixmax. Requires a connected Salesforce account.

update_template

Update Template

Update an existing email template's name, subject, or body content.

get_live_feed

Get Live Feed

Retrieve the live feed of email activity. Shows sent messages with engagement data including opens, clicks, downloads, replies, and bounces. Supports filtering by search query.

list_messages

List Messages

List draft, scheduled, and sent messages. Returns messages with metadata including recipients, subject, and tracking status.

list_team_members

List Team Members

List all members of a specific team. This endpoint returns the complete member collection and does not support paging.

get_message

Get Message

Retrieve a specific message by its ID. Returns the full message details including body, recipients, and tracking status.

create_draft_message

Create Draft Message

Create an unsent draft email with optional recipients and HTML body. The API has no documented draft deletion endpoint, so drafts can remain retained until removed through the product.

create_rule

Create Rule

Create a rule with an event or recurring trigger and an optional JSON Sift filter. Set enabled false to keep it paused. Inline actions are unsupported; configure actions separately in the Rules Dashboard.

cancel_sequence

Cancel Sequence

Cancel an active sequence for a specific recipient or cancel sequences in bulk. Stops all remaining stages from being sent.

manage_meeting_type

Manage Meeting Type

Create, update, or delete a meeting type. Scheduling settings affect appointment links; the last remaining meeting type cannot be deleted.

list_unsubscribes

List Unsubscribes

List email addresses that have been unsubscribed. Unsubscribed contacts will not receive sequences from any team member.

get_template

Get Template

Retrieve a specific email template by its ID. Returns the full template including name, subject, and body content.

list_meeting_types

List Meeting Types

List a page of meeting types configured for your account. Meeting types define scheduling rules like duration, availability windows, and default meeting details. Use nextCursor while hasNext is true to read more results.

list_rules

List Rules

List a page of webhook rules configured for your account. Rules intercept real-time events (email sent, opened, clicked, etc.) and route them to webhooks or trigger actions. Use nextCursor while hasNext is true to read more results.

add_recipients_to_sequence

Add Recipients to Sequence

Add recipients to an email sequence. Omission of scheduledAt activates them immediately and can send email; false retains draft recipients. Partial failures are reported with the sequence ID and each reported recipient outcome.

manage_team

Manage Team

Create, update, or delete a team. Teams organize users within a Mixmax workspace.

send_email

Send Email

Compose and send an email through Mixmax. Supports HTML body and multiple recipients (to, cc, bcc). Direct sending does not support tracking; create and send a draft when tracking is needed.

send_template

Send Template

Send an email using a saved template. Auto-replaces standard variables ({{first name}}, {{last name}}, {{email}}, {{sender name}}, etc.). Custom variables can be provided via the variables parameter.

delete_rule

Delete Rule

Permanently delete a webhook rule.

search_salesforce

Search Salesforce

Search Salesforce records through Mixmax. Requires a connected Salesforce account. Can also look up a contact or lead by email address.

list_teams

List Teams

List a page of teams you are a member of within the Mixmax workspace. Use nextCursor while hasNext is true to read more results.

manage_team_membership

Manage Team Membership

Invite a member by email or remove a member by membership ID. Invitations send email and may affect billing; adding by userId is unsupported.

get_poll

Get Poll

Retrieve a specific poll by ID with full details including question, options, and individual respondent votes.

update_rule

Update Rule

Update a rule's name, trigger, JSON Sift filter, or enabled status. Inline actions are unsupported; use the Rules Dashboard to manage them.

update_contact

Update Contact

Update a contact's name, email, or metadata through the deprecated Contacts API. Group changes are not documented by this endpoint.

add_unsubscribe

Add Unsubscribe

Add an email address to the unsubscribe list. The address will be blocked from receiving sequences from all team members.

remove_unsubscribe

Remove Unsubscribe

Remove an email address from the unsubscribe list, allowing them to receive sequences again.

delete_template

Delete Template

Move an email template to Trash. Mixmax retains deleted templates for 28 days; this does not immediately erase it.

search_sequence_recipients

Search Sequence Recipients

Search activated sequence recipients by email query or exact recipient emails, optionally within one sequence. Returns recipient and sequence IDs and native state; draft recipients are not promised by this endpoint.

list_tasks

List Tasks

List tasks visible to the connected user, with task query filtering and cursor pagination. Managed API keys require tasks:read; reading other users requires workspace permissions.

Connect Mixmax to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Mixmax in Metorial. In your Metorial portal, enable the Mixmax MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Mixmax tools.

Run Mixmax through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Mixmax and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Mixmax tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Mixmax

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Mixmax

Read email activity, sequences, tasks, templates, polls, scheduling and analytics. Manage unsent drafts, contacts, meeting types, teams, unsubscribe lists and paused rules, with explicit controls for sending and connected Salesforce operations.

Frequently asked questions

Common questions about connecting Mixmax to AI agents with Metorial.

  1. How many tools does the Mixmax MCP server have?
    The Mixmax MCP server exposes 42 tools, including List Polls, Get Rule, List Sequences. Each one is governed and traced through Metorial.
  2. Mixmax exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Mixmax MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Mixmax and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Mixmax MCP server yourself or use the hosted gateway.

Connect Mixmax to production AI agents

See how Metorial gives your team governed access to Mixmax, with tracing and security controls built in.