Integration

Mixmax integration

Mixmax is a sales engagement platform on top of Gmail and Outlook. Create, update, schedule and send tracked emails, send email from a template or as a plain message, list sequences and add or cancel their recipients, manage templates and their folders, sequence folders and the unsubscribe list, search the live feed and its open, click and reply events, save Insights reports and query report data, search meeting summaries and read transcripts, manage meeting types and the scheduling link, read meeting invites, calls (limited beta), tasks, polls, Q&A forms, Yes/No questions and file requests, and manage teams and their members. Messages, recipients, live feed events, meeting transcripts, calls and answers are personal data, and several tools send real email. Left out: rules and their webhook actions (their objects carry signing secrets, webhook URLs and header values), the deprecated contacts and contact groups, the Salesforce proxy, developer integrations (commands, enhancements, link resolvers, sidebars), creating meeting types, changing user preferences and the auto BCC exclusion list. Authentication is a Mixmax API token sent in the X-API-Token header: a personal token from Settings > Integrations works everywhere, while an admin-managed API key works only with sequences, tasks and calls.

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What you can do with Mixmax

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Snippet, 6 operations

create_templateCreate templatePOSTCreates a template in a folder, or, with _id, moves an existing template into it (out of every other folder, restoring it if trashed or archived).
delete_templateDelete templateDELETEMoves a template to the trash, or archives it with `archive`. You need read-write access to it or to its folder. It is also removed from its folders. To restore it, add it to a folder with `create_template`.
get_templateGet templateGETRetrieves a template you can access. Templates in the trash return `404` unless you pass `includeDeleted`.
list_folder_templatesList folder templatesGETLists the templates in a folder, leaving out trashed ones. Templates with no content come last.
list_templatesList templatesGETLists the email templates (and snippets) you can access, with subject, HTML and sharing; filter by name or subject search, trashed or archived, and sort.
update_templateUpdate templatePATCHUpdates a template. You need read-write access to it or to its folder. Only the fields you send change. If the template has no name, setting `title` also sets `name`.

Sequencefolder, 5 operations

create_sequence_folderCreate sequence folderPOSTCreates a sequence folder.
delete_sequence_folderDelete sequence folderDELETEDeletes a sequence folder. Its sequences are kept and simply have no folder. Only the folder's owner, or an admin of the owner's workspace, can delete it; sharing it with you is not enough.
get_sequence_folderGet sequence folderGETReturns one sequence folder you can access, with its sequence ids and sharing.
list_sequence_foldersList sequence foldersGETLists the sequence folders you can access, with the sequences each one holds and who it is shared with.
rename_sequence_folderRename sequence folderPATCHRenames a sequence folder. Always send name: a request without it clears the folder's name.

Snippettag, 5 operations

create_template_folderCreate template folderPOSTCreates a template folder, or a snippet folder with isInline true.
delete_template_folderDelete template folderDELETEDeletes a folder and moves every template in it to the trash. You need read-write access to the folder; otherwise, or if it does not exist, the response is `404`.
get_template_folderGet template folderGETReturns one template folder you can access, with its sharing and optionally its template count.
list_template_foldersList template foldersGETLists the template and snippet folders you can access, optionally with the number of templates in each.
rename_template_folderRename template folderPATCHRenames a folder. You need read-write access to it. Always send `name`: a request without it clears the folder's name.

Team, 5 operations

create_teamCreate teamPOSTCreates a team with you as admin and emails an invite to each address in members. Answers the team with its members.
delete_teamDelete teamDELETEDeletes a team. Only a team admin or a workspace admin can call it. Anything shared with the team stops being shared with it.
get_teamGet teamGETFetches a team you are an accepted member of, or, as a workspace admin, a team you can see through your workspace. Members are left out unless you pass `expand=members`.
list_teamsList teamsGETLists the teams you are an accepted member of, newest first. Workspace admins also get every team in their workspace and every team with an accepted member from their workspace; pass `accessThrough=myself` to leave those out.
rename_teamRename teamPATCHRenames a team (team or workspace admins only). Answers the team's id.

Insightsreport, 4 operations

create_insights_reportCreate insights reportPOSTSaves an Insights report (messages, meetings, sequences, tasks or calls) with a search query and columns. Run a query with query_report_data.
delete_insights_reportDelete insights reportDELETEDeletes an Insights report you own.
list_insights_reportsList insights reportsGETLists the saved Insights reports you can access, with their type, search query and columns.
update_insights_reportUpdate insights reportPATCHUpdates a report you can edit: yours, or one shared with you with edit rights. Only the fields you send change.

Me, 4 operations

get_current_userGet current userGETReturns the Mixmax user id the API token belongs to, and nothing else (get_user_preferences returns the settings).
get_my_calendar_linkGet my calendar linkGETReturns your Mixmax Calendar link name, the last part of `https://cal.mixmax.com/<name>`. You can also change it in the Calendar settings of the Mixmax dashboard. If you have no link yet, one is created for you and returned.
get_user_preferencesGet user preferencesGETReturns your Mixmax settings: default tracking, editor, signatures, send-from addresses, auto BCC, follow-up defaults, calendar and working hours.
update_my_calendar_linkUpdate my calendar linkPATCHChanges your Mixmax Calendar link name, the last part of `https://cal.mixmax.com/<name>`. The old link stops working as soon as the name changes. Names must be unique across all Mixmax users. Returns `204` with no body on success.

Meetingtype, 4 operations

delete_meeting_typeDelete meeting typeDELETEDeletes one of your meeting types and its automation rules. You cannot delete your last meeting type. If it was your default for any kind of meeting, that default is cleared.
get_meeting_typeGet meeting typeGETReturns one of your meeting types: length, weekly availability, booking window, buffers and booking link. Reading it can repair it and email you about the change.
list_meeting_typesList meeting typesGETLists your meeting types: the kinds of meeting people can book with you, each with its own length, availability and booking link.
update_meeting_typeUpdate meeting typePATCHUpdates one of your meeting types: send only the fields to change (the others keep their value). Changes apply to the live booking page at once.

Member, 4 operations

add_team_membersAdd team membersPOSTAdds people to a team and emails each an invite (team or workspace admins only). Answers the full member list, without names or emails.
list_team_membersList team membersGETLists every member of a team, including pending invites, in one response. This list is not paginated. Pass `expand=members.userId` to add each Mixmax user's `name` and `email`.
remove_team_memberRemove team memberDELETERemoves a member from a team. A team admin or workspace admin can remove anyone except the last accepted admin; a member with the `member` role can remove themselves to leave the team. Pending invites can be removed the same way.
update_team_member_roleUpdate team member rolePATCHChanges an accepted team member's role to admin or member (team or workspace admins only). Only the role changes.

Message, 4 operations

create_messageCreate messagePOSTCreates a draft email in Mixmax (nothing is sent): recipients, subject, HTML body and tracking options. Send it with send_message or schedule it with schedule_message. Without from, it comes from your own address.
get_messageGet messageGETReturns one message you sent or can access through a sequence: recipients, subject, body (empty once sent), tracking settings, schedule and any sending error. Personal data.
list_messagesList messagesGETLists your Mixmax messages (drafts, scheduled, sent or failed), newest first, with recipients, subject and tracking settings. Sent messages have no body. Messages and recipients are personal data.
update_messageUpdate messagePATCHUpdates a message: only the fields you send change, and each replaces the stored value (to, cc and bcc replace the whole list). At most 100 unique recipients.

Codesnippet, 3 operations

create_code_snippetCreate code snippetPOSTCreates a Formatted Code snippet to insert with the /code command. Values are stored as sent, without validation. Answers the new id; snippets cannot be changed or deleted afterwards.
get_code_snippetGet code snippetGETReturns one of your Formatted Code enhancements. A snippet that does not exist, or that belongs to someone else, returns `404` with an empty body.
list_code_snippetsList code snippetsGETLists the Formatted Code snippets you created (inserted with the /code command), newest first, with their code, highlighted HTML and language.

Send, 3 operations

send_emailSend emailPOSTSends a plain email from your own mailbox right away (Gmail or Outlook): it reaches the recipient at once, with no Mixmax tracking, live feed entry or CRM logging. It always comes from you.
send_messageSend messagePOSTSends a saved draft to its recipients now: a real email leaves your mailbox. Optional data updates the message first. Fails with 410 if it was already sent or is sending.
send_templateSend templatePOSTEmails a template to the given recipients now, or at scheduledAt: a real email is sent. Variables come from the first recipient's contact and your profile; variables you pass win.

Unsubscribe, 3 operations

add_unsubscribesAdd unsubscribesPOSTAdds addresses to your unsubscribe list, or your workspace's list if you belong to one. Sequences then stop sending to them. Addresses are stored in lowercase. Send `email` (and optionally `name`) to add one address, or `emails` to add several.
list_unsubscribesList unsubscribesGETLists the email addresses on your (or your workspace's) unsubscribe list, which sequences never email. Personal data.
remove_unsubscribeRemove unsubscribeDELETERemoves an address from your unsubscribe list. If you belong to a workspace, this also removes records other workspace members added for that address. The response is `204` whether or not the address was on the list.

Cancel, 2 operations

cancel_recipients_in_all_sequencesCancel recipients in all sequencesPOSTStops recipients you added in every sequence at once: no further emails, open sequence tasks deleted, marked completed. Without emails, or with an empty array, it cancels EVERY active recipient you added.
cancel_sequence_recipientsCancel sequence recipientsPOSTStops recipients of one sequence (no further emails): the given addresses, or without emails every active recipient you added. Answers the cancelled addresses.

Filerequest, 2 operations

get_file_requestGet file requestGETReturns one of your file requests with each upload received: uploader email, name, IP address and file link. Personal data.
list_file_requestsList file requestsGETLists the file requests you sent in emails, newest first, with each upload received: uploader email, name, IP address and file link. Personal data.

Meetinginvite, 2 operations

get_meeting_inviteGet meeting inviteGETReturns one of your meeting invites with its offered time slots (Unix milliseconds) and any meeting booked from them. Personal data about guests.
list_meeting_invitesList meeting invitesGETLists the meeting invites you sent (emails offering times to meet), with the offered time slots and the meetings booked from them. Personal data about guests.

Poll, 2 operations

get_pollGet pollGETReturns one of your polls with the people who voted for each option. Personal data.
list_pollsList pollsGETLists the polls you sent in Mixmax emails, newest first, with the people who voted for each option. Personal data. Polls still in a draft are not listed.

Qa, 2 operations

get_qa_formGet qa formGETReturns one of your Q&A forms with the answers recipients submitted and who sent each. Personal data.
list_qa_formsList qa formsGETLists your Q&A forms (questions embedded in emails) with the answers recipients submitted and who sent each. Personal data.

Recipient, 2 operations

add_sequence_recipientsAdd sequence recipientsPOSTAdds recipients to a sequence and starts emailing them now or at scheduledAt (unless a recipient's scheduledAt is false, which keeps it in the draft). Real emails go out. Needs sequence activation.
list_sequence_recipientsList sequence recipientsGETLists the recipients added to a sequence, with state and per-stage activity (sent, opens, clicks, replies, bounces); at most 50 per call, paged with offset. Personal data.

Schedule, 2 operations

schedule_messageSchedule messagePOSTSchedules a saved message to be emailed to its recipients later; it moves to your Outbox and its Gmail draft is deleted. Cancel with unschedule_message. Answers plain text.
unschedule_messageUnschedule messageDELETECancels a scheduled send: the message goes back to being a draft (for Gmail users a Gmail draft is written back). Answers plain text.

Search, 2 operations

search_meeting_summariesSearch meeting summariesGETSearches AI meeting summaries you own (or shared with you, or the workspace's when admins allow it) by date, attendee, title or external meetings. Personal data about attendees.
search_sequence_recipientsSearch sequence recipientsGETSearches the recipients of every sequence you can access by name or email, with their status and per-stage activity (opens, clicks, replies). Personal data. Matches are under recipients.

Sequence, 2 operations

list_sequencesList sequencesGETLists the sequences you can access (your own, shared with you, or the workspace's for admins), up to 100 per page, optionally by name or folder and with stage content.
move_sequences_to_folderMove sequences to folderPOSTMoves one or more sequences into a folder, taking them out of the folder they were in. Answers one result per sequence; a sequence that could not be moved has success false and a message.

Transcript, 2 operations

get_call_transcriptGet call transcriptGETReturns the transcript of a completed call, turn by turn with speaker labels and offsets. Personal data. Limited beta: without allowlist access it answers 404.
get_meeting_transcriptGet meeting transcriptGETReturns the full transcript of a recorded meeting, line by line with speaker names and timestamps. Personal data: what real people said.

Yesno, 2 operations

get_yes_no_questionGet yes no questionGETReturns one of your Yes/No questions with the email addresses of the people who picked each answer. Personal data.
list_yes_no_questionsList yes no questionsGETLists the Yes/No questions you sent in emails, newest first, with the email addresses of the people who picked each answer. Personal data.

Appointmentlink, 1 operation

check_calendar_link_nameCheck calendar link nameGETChecks whether a Mixmax Calendar link name (cal.mixmax.com/<name>) is taken: answers one entry with the name when it is, nothing when it is free.

Call, 1 operation

list_callsList callsGETLists calls placed with the Mixmax Dialer, newest first: called number, status, times, notes and recording info. Personal data. Limited beta: without allowlist access it answers 404.

Event, 1 operation

list_live_feed_eventsList live feed eventsGETLists tracking events (opens, clicks, downloads, replies, bounces, meeting responses) for one message or one contact, newest first, with approximate location and device. Personal data.

Livefeed, 1 operation

search_live_feedSearch live feedGETSearches the live feed: your sent messages (and teammates' shared ones) with opens, clicks, replies and bounces per message, plus totals. Personal data about recipients.

Recording, 1 operation

get_call_recordingGet call recordingGETDownloads a completed call's recording as an MP3 file: audio of a real conversation. Limited beta: without allowlist access it answers 404; needs the Dialer calling feature.

Table, 1 operation

query_report_dataQuery report dataPOSTRuns an Insights query and returns rows grouped by message, sender, recipient, domain, meeting or teammate, with totals. The main way to read Mixmax analytics. Rows can carry recipients' addresses: personal data.

Task, 1 operation

list_tasksList tasksGETLists Mixmax tasks (email, call, LinkedIn, to-do) you can see, filtered and sorted with a task query such as type:email assignee:Myself status:open sortBy:due. Tasks can carry contacts' phone numbers: personal data.

Test, 1 operation

send_test_messageSend test messagePOSTSends a test email to your own address right away, with template variables such as {{first name}} filled in subject and body. You cannot choose the recipient.

Use Mixmax from Claude Code, Cursor or Codex

Connect Mixmax in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Mixmax operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Mixmax

Create your workspace
Sign up free. Nothing to install.
Connect Mixmax once
Add your Mixmax connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.