Connect Mixmax to AI agents

Connect Mixmax to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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 account details and user preferences including calendar settings and default configuration.

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

Permanently delete a contact from Mixmax.

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 a new contact in Mixmax. At minimum, an email address is required. 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.

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 a draft email message without sending it. The draft can later be reviewed, updated, and sent via the Send Draft tool. Supports HTML body content.

create_rule

Create Rule

Create a new webhook rule. Rules consist of a trigger (event type), optional filter, and one or more actions. Use this to set up automated workflows triggered by Mixmax events like email opens, clicks, or meeting confirmations.

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. Meeting types configure scheduling parameters like duration, buffer time, and default event details (title, location, description).

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 all meeting types configured for your account. Meeting types define scheduling rules like duration, availability windows, and default meeting details.

list_rules

List Rules

List all webhook rules configured for your account. Rules intercept real-time events (email sent, opened, clicked, etc.) and route them to webhooks or trigger actions.

add_recipients_to_sequence

Add Recipients to Sequence

Add one or more recipients to an automated email sequence. Each recipient can have custom personalization variables (e.g., first name, company) that will be substituted into the sequence's email templates.

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, multiple recipients (to, cc, bcc), and optional tracking for opens, clicks, and file downloads.

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 teams you are a member of within the Mixmax workspace.

manage_team_membership

Manage Team Membership

Add or remove members from a team. Provide either an email address or user ID to identify the member.

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 an existing rule's trigger, filter, actions, or enabled status.

update_contact

Update Contact

Update an existing contact's name, email, groups, or metadata.

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

Permanently delete an email template.

More integrations teams use with Mixmax

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

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. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Mixmax

Send, track, and manage emails through Gmail. Create and manage automated email sequences (campaigns) with personalized variables, add or remove recipients from sequences, and monitor engagement. Manage reusable email templates, schedule meetings via appointment links, and access poll and Q&A results embedded in emails. Track email activity including opens, clicks, replies, and downloads via a live feed. Create insights reports for email analytics. Configure webhook rules triggered by real-time events such as email sent, opened, clicked, or meeting confirmed. Manage contacts and contact groups, handle unsubscribe lists, and integrate with Salesforce to search, create, and update accounts, contacts, leads, opportunities, and tasks. Manage teams and user preferences within a workspace.

Connect Mixmax to production AI agents

See how Metorial gives Mixmax access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Mixmax to AI agents with Metorial.

  1. Can Metorial connect Mixmax to AI agents?
    Yes. Metorial connects AI agents to Mixmax through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.