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Mixmax MCP capabilities and use cases

Examples of what your AI can actually do once it's connected to Mixmax — meetings, sequences, engagement tracking, and tasks and reminders.

Beta: The Mixmax MCP server is in beta, available through Mixmax Labs at no extra cost. As it matures, some capabilities may become part of specific Mixmax plans.

Once your AI is connected, here's what it can actually do, organized by area. Reads are on by default; anything that changes data is a write capability you turn on yourself in MCP settings — each section below notes which is which.


Meetings

Your AI can search calendar events by date range, attendee, or domain; pull AI-generated meeting summaries with key topics and action items; and check meeting assistant settings — all read-only.

Ask it to:

  • Brief you before a call, pulling prep notes and history with that contact

  • Draft the follow-up right after a call, referencing what was actually discussed

  • Turn a meeting's action items into tasks, owners and due dates included

  • Catch you up on a meeting you missed, summary or full transcript

  • Pull an exact quote from a transcript instead of a fuzzy paraphrase

  • Recap your own week in calls in one digest, grouped by account, with open action items called out

  • Roundup what came up across the team's calls this week (for managers)

Try: "What do I need to know before my next call, and what came out of my last one with this account?"


Sequences

Your AI can list your sequences, view stage details and recipient counts, analyze per-stage open/click/reply/bounce rates, check whether a contact is already enrolled anywhere, and monitor your daily send volume — all read-only. Turn on Create and edit sequences in MCP settings, and it can also build, launch, and enroll people in sequences for you.

Ask it to:

  • Draft a launch-ready sequence from a one-sentence description of who you're targeting (write)

  • Enroll a list of people, personalized, as drafts ready for review (write)

  • Tell you which of your sequences need attention this week

  • Find out who's replied to a sequence recently and draft the follow-up

  • Clone a winning sequence and adapt the copy for a new segment (write)

  • Validate a sequence before you launch it, catching a broken merge token or empty stage

  • Check whether a prospect is already enrolled somewhere before you reach out, so you're not double-contacting them

  • Compare reply rates across a rep's or the whole team's sequences, or flag ones that haven't been touched in 30+ days (for managers)

Try: "What's the drop-off point in my best-performing sequence, and what's one change that would fix it?"


Engagement (Live Feed)

Your AI can read your Live Feed — every email you've sent, tracked in real time as opens, clicks, and replies — read-only.

Ask it to:

  • Tell you what's happened with your outreach since this morning

  • Tell you who's opened or clicked something in the last hour, while it's still worth following up

  • Pull a contact's full engagement history before a call

  • Confirm whether someone actually clicked a link, instead of you assuming they did

  • Flag prospects who've opened or clicked multiple times without replying — often your best signal for who to prioritize next

  • Give you the team's engagement pulse for the week (for managers)

Try: "Who's opened or clicked anything I've sent in the last 24 hours?"


Tasks and reminders

Turn on Create and manage tasks and Create and manage reminders in MCP settings, and your AI can create, update, and delete both for you.

Ask it to:

  • Tell you what's on your plate today, sorted by what's due or overdue (write)

  • Set a reminder that only fires if a thread stays quiet past a certain date (write)

  • Turn a meeting's action items straight into tasks — calls, to-dos, or LinkedIn touches (write)

  • Give you one morning triage of overdue tasks and upcoming reminders together

Try: "What's on my plate today, and can you set a reminder on the email I'm waiting to hear back on in case they don't reply?"


Email

Turn on Send email on your behalf in MCP settings, and your AI can draft and send real email from your account — for example, the follow-up it just drafted from a meeting summary.


Tool summary

For the technically curious, here's the full list of tools your AI can call, grouped the same way as above.

Note: This reflects the current MCP tool set. As the beta evolves, tools may be added, renamed, or split - this list isn't a stability guarantee.

Meetings

Tool

What it does

search_events

Search calendar events by date range, attendee, or domain

get_event

Get one calendar event

find_event_by_meet_id

Find a calendar event from a Google Meet ID

get_calendar

Get your calendar for a date range

search_meeting_summaries

Search AI meeting summaries by date, attendee, or title

get_meeting_summary

Get the AI summary for one meeting

get_meeting_transcript

Get the full transcript for one meeting

get_meeting_prep

Get AI-generated prep notes for a meeting

list_meeting_preps

List meeting preps you have available

get_meeting_assistant_settings

Get your meeting assistant configuration

list_meeting_types

List configured meeting types

get_admin_copilot_settings

Get workspace-level Meeting Copilot settings

Sequences

Tool

What it does

list_sequences

List your sequences

get_sequence

Get one sequence's stages and recipient counts

get_sequence_insights

Get open/click/reply/bounce performance by stage

find_contact_in_sequences

Check if a contact is already enrolled anywhere

get_daily_send_count

Check today's send count against your daily limit

validate_sequence

Check whether a sequence is ready to launch

list_folders

List your sequence folders

create_sequence (write)

Draft a new multi-stage sequence

apply_sequence_operations (write)

Add, edit, or remove stages in a sequence

enroll_recipients (write)

Add recipients to a sequence

activate_sequence (write)

Start sending to draft recipients

pause_sequence (write)

Pause active recipients

remove_recipients (write)

Take specific recipients off a sequence

clone_sequence (write)

Duplicate an existing sequence

archive_sequence (write)

Soft-delete a sequence

create_folder (write)

Create a sequence folder

move_to_folder (write)

File a sequence into a folder

Engagement / Live Feed

Tool

What it does

get_live_feed

List recent engagement activity — opens, clicks, replies

get_message_events

Get the engagement timeline for one message or contact

Tasks and reminders

Tool

What it does

list_tasks

List your tasks

get_task

Get one task

list_reminders

List your active, upcoming reminders

create_task (write)

Create a to-do, call, or LinkedIn task

update_task (write)

Edit a task

complete_task (write)

Mark tasks complete

delete_task (write)

Delete a task

create_reminder (write)

Schedule a follow-up reminder on a thread

edit_reminder (write)

Change an upcoming reminder's date or note

delete_reminder (write)

Delete an upcoming reminder

Email

Tool

What it does

send

Send a real email now

schedule

Schedule an email for later

list_scheduled

List your not-yet-sent scheduled emails

unschedule

Cancel a scheduled email

General

Tool

What it does

mixmax_info

Get basic information about Mixmax / your workspace


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