The Mixmax MCP server provides AI assistants with secure, read-only access to your Mixmax data, including email sequences, meeting intelligence, and calendar details.
Connect any MCP-compatible AI client, such as Claude, ChatGPT, Cursor, or Windsurf, to Mixmax. You can then send prompts like "How is my outreach sequence performing?", "Please summarize my meetings from this week," or "Is this prospect already in one of my sequences?" without needing to switch between tabs.
Integrate it with other tools. Combine Mixmax meeting data with other MCP-connected tools. Retrieve transcripts, generate a follow-up presentation in Gamma, and update scripts in Notion, all from a single AI conversation.
Utilize the AI's output for deal reviews, follow-ups, or briefings to your manager, all within your AI workflow.
Features
Meetings Tool
Access your Mixmax Meeting Intelligence data:
Search calendar events by date range, attendee email, or domain.
Get AI meeting summaries with key topics, action items, and follow-ups.
Check meeting assistant settings and meeting type configurations.
Sequences Tool
Inspect your email sequences and outreach campaigns:
List sequences with name and folder filters.
View sequence details, including stages (subject lines, delays, step order) and recipient counts.
Analyze sequence performance with per-stage open, click, reply, and bounce rates.
Check if a contact is enrolled in any of your sequences.
Monitor daily send volume against your sending limit.
Validate sequences before launching to catch issues.
Setup Instructions
Connecting from Claude Desktop
Prerequisite: Claude Desktop must be installed.
Open Claude, click on Customize in the sidebar, and navigate to the Connectors settings.
Select the + icon, then click "Add custom connector"
Enter a name (Mixmax) and the MCP server url:
https://mcp.mixmax.com/mcp, then click "Add"
Mixmax will display as Not connected. Click on Mixmax.
Click on Connect. You'll be redirected to Mixmax to sign in with your account.
Authorize Claude to access your Mixmax data (read-only).
Mixmax will appear in your list of connected MCPs. Once connected, Claude can answer questions about your meetings, sequences, and outreach.
Connecting from Claude Code
Prerequisite: Claude Code must be installed. If you haven't installed it yet, run npm install -g @anthropic-ai/claude-code in your terminal.
Run this command in your terminal:
claude mcp add --transport http --scope user mixmax https://mcp.mixmax.com/mcp
Restart Claude Code.
Authenticate when prompted via the OAuth flow.
Tip: If you aren't automatically prompted, you can ask Claude something that uses Mixmax (e.g., "search my Mixmax sequences") - this triggers the OAuth flow in your browser.
Once connected, Claude can answer questions about your meetings, sequences, and outreach.
Connecting from ChatGPT
Open ChatGPT and go to Settings > Connected Apps (or Actions).
Search for "Mixmax" or add a custom MCP connection.
Enter the server URL: https://mcp.mixmax.com/mcp
Complete the OAuth sign-in flow with your Mixmax account.
Once connected, ChatGPT can query your meetings and sequences.
Connecting from other MCP clients
Any MCP-compatible client can connect to Mixmax using the Streamable HTTP transport:
Server URL: https://mcp.mixmax.com/mcp
Transport: Streamable HTTP (POST requests with JSON-RPC 2.0)
Authentication: OAuth 2.0 authorization code flow
Authentication Details
Protocol: OAuth 2.0 authorization code flow.
Permissions requested: Read-only access to your Mixmax account data.
Data accessed: Meeting summaries.
Data NOT accessed: Email message bodies (only metadata and subjects), passwords, billing information, other users' private data.
Data handling: All data is scoped to the authenticated user. Mixmax does not store conversation data from MCP clients. See our Privacy Policy for full details.
Usage Examples
Example 1: Review Meeting Summaries
Prompt:
Using Mixmax, summarize my meetings from the past week. Focus on any action items or follow-ups I need to handle.
What happens: Claude calls search_meeting_summaries with a date range covering the last 7 days, retrieves AI-generated summaries for each meeting, and presents a consolidated view of key discussions, decisions, and action items.
Sample response:
Here are your meetings from the past week:
Q1 Pipeline Review (Monday) - Discussed 3 at-risk deals totaling $450K. Action item: Send updated proposal to Acme Corp by Wednesday.
Product Demo with Globex (Wednesday) - Positive reception to the new analytics dashboard. Follow-up: Schedule a technical deep-dive with their engineering team.
Team Standup (Daily) - Sprint goal: Complete API migration by Friday. Blocker: Waiting on design review for the settings page.
Example 2: Check Sequence Performance
Prompt:
How is my Q1 Enterprise Outreach sequence doing? How many people are in it, and what stage are they at?
What happens: Claude calls list_sequences to find the sequence by name, then get_sequence to retrieve stage details and recipient counts.
Sample response:
Your Q1 Enterprise Outreach sequence is currently active with 142 total recipients (45 active). It has 4 stages:
"Quick question about your Q1 priorities" (initial email)
"Following up on my note" (3-day delay)
"One more thought" (5-day delay)
"Last check-in" (7-day delay)
Example 3: Look Up a Prospect's Engagement History
Prompt:
Is [email protected] in any of my sequences? I want to make sure I'm not double-contacting them.
What happens: Claude calls find_contact_in_sequences with the email address to check enrollment across all of the user's sequences.
Sample response:
[email protected] is currently enrolled in 1 sequence:
Enterprise Outreach Q1 (active, on stage 2 of 4)
They were added on March 10th. The next email is scheduled to go out in 2 days. You may want to hold off on any manual outreach until the sequence completes or pause them if you'd prefer to reach out directly.
Example 4: Analyze Sequence Performance
Prompt:
Give me a breakdown of how my Inbound Lead Follow-up sequence is performing. Where are prospects dropping off?
What happens: Claude calls list_sequences to find the sequence by name, then get_sequence_insights to retrieve per-stage open, click, reply, and bounce rates.
Sample response:
Here's the performance breakdown for your Inbound Lead Follow-up sequence (250 recipients, 200 emails sent):
Overall: 45% open rate, 15% click rate, 12.5% reply rate, 2.5% bounce rate
Per-stage breakdown:
"Following up, your demo" (email) - 55% opened, 20% clicked, 15% replied
"Re: your demo" (email) - 48% opened, 12% clicked, 10% replied
"How to solve your biggest challenge" (email) - 38% opened, 8% clicked, 5% replied
"576% pipeline increase YoY" (email) - 30% opened, 5% clicked, 3% replied
Key observation: Significant drop-off after stage 2. Consider refreshing messaging in later stages or shortening the sequence.
Example 5: Daily Capacity Check
Prompt:
How many sequence emails have I sent today? Am I close to my limit?
What happens: Claude calls get_daily_send_count to retrieve the current count and daily sending limit.
Sample response:
You've sent 127 sequence emails today out of your 500 daily limit. You have 373 sends remaining.
Technical Details
Property | Value |
Transport | Streamable HTTP |
TLS | HTTPS with AWS-managed certificates |
All tools read-only | Yes |
Max response size | Under 25K tokens |
FAQs
Q: What data can the MCP server access right now?
Meeting data - transcripts, summaries, participant lists, and action items. Sequences reporting. We're expanding functionality in upcoming releases.
Q: Does this cost extra?
No. The MCP server is included at no additional cost for all Mixmax customers.
Q: Which AI tools does it work with?
Claude, ChatGPT, Cursor, and Windsurf at launch. Any MCP-compatible AI client will work - we built on open standards.
Q: Is this secure? Can the AI access other users' data?
Yes, it's enterprise-grade. Built on OAuth 2.1 with secure token management, rate limiting, and full tenant isolation. Each user authenticates with their own credentials and can only access their own data.
Q: Can reps take actions through the MCP (send emails, enroll in sequences)?
Not yet. Action capabilities (sequence enrollment, email sending, template management) are on the roadmap.
Q: Do customers need to be on a specific plan?
No plan restrictions. However, meeting data access requires Meeting Copilot, so the MCP is most valuable for customers already using that feature.
Q: How is this different from just using the Mixmax API?
The API requires technical integration - code, webhooks, and infrastructure. MCP lets any non-technical user connect Mixmax to their AI tool in minutes and interact with their data using natural language. It's the difference between building an integration and having a conversation.
Q: What about Outlook users?
Meeting Copilot is only available to Gmail users.