Mixmax AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Mixmax MCP or direct API to track emails, schedule meetings, manage sequences, and automate sales workflows through natural language.
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Mixmax is a top sales engagement platform for Gmail, offering email tracking, scheduling, and workflow automation. Teams use it to boost productivity and streamline sales communications.
▪ Tools & Triggers
Supported Tools and Triggers
Every Mixmax action and event your agent gets out of the box.
Add Contact to Group
Tool to add a contact to a contact group. Use when you need to add a single contact or bulk add multiple contacts (up to 100) to a specific group. Either email or contactId must be provided for each contact.
Add Email to Unsubscribe List
Tool to add an email address to the Mixmax unsubscribe list. Use when you need to prevent sending emails to a specific address.
Add Snippet to Tag
Tool to add a snippet to a snippet tag in Mixmax. Use when you need to organize snippets by adding them to specific tags or folders.
Add Team Members
Tool to add one or more members to a Mixmax team by email. Use when you need to invite new members to a team. Returns the complete list of all team members after the addition.
Cancel Sequence Recipients
Tool to cancel specific recipients across all sequences. Use when you need to remove recipients from all active sequences. If emails parameter is provided, only those recipients are canceled; otherwise all active recipients are canceled.
Create Code Snippet
Tool to create a new Formatted Code enhancement in Mixmax. Use when you need to save a code snippet that can be recalled using /code command in the UI.
Create Contact
Tool to create a new contact in Mixmax. Use when you need to add a new contact with an email address and optional metadata. If a contact with the same email already exists, it will be merged.
Create Contact Group
Tool to create a new contact group in Mixmax. Use when you need to organize contacts into a new group for better contact management. Note: This endpoint is deprecated but still functional.
Create Contact Note
Tool to create a note for a contact. Use when you need to add a new note to a contact by their ID.
Create insights report
Tool to create a new insights report in Mixmax. Use when you need to generate analytics reports for messages, meetings, groups, users, sequences, templates, delegators, or customers.
Create Integration Enhancement
Tool to create a new enhancement integration in Mixmax. Use when you need to add a custom enhancement that will appear in the Enhance menu for your account only.
Create Integrations Command
Tool to create a new slash command that will be visible to only your account. Use when you need to add a custom slash command integration to Mixmax.
Create Integrations Sidebars
Tool to create a new sidebar integration in Mixmax. Use when you need to register a custom sidebar that will appear in the Mixmax interface. Note: The sidebar will be visible only to your account unless shared with support@mixmax.com.
Create Link Resolver
Tool to create a new link resolver integration in Mixmax. Use when you need to set up automatic URL resolution for specific URL patterns. Note that 'shared' link resolvers cannot be created using this endpoint - the enhancement will be visible only to your account.
Create Livefeed Search
Tool to create a new saved search in the Mixmax livefeed. Use when you need to save a frequently-used livefeed query for quick access later.
Create Message
Tool to create a draft Mixmax message (email). Use when you need to compose a new email draft in Mixmax.
Create Rule
Tool to create a new Mixmax rule/webhook. Use when you need to set up event-based automation that triggers on specific events like message sent, opened, or clicked.
Create Rule Action
Tool to create a new action for a Mixmax rule. Use when you need to add an action (such as a webhook) to an existing rule.
Create Sequence Folder
Tool to create a new sequence folder in Mixmax. Use when you need to organize sequences by creating a new folder to group related sequences together.
Create Snippet Tag
Tool to create a new snippet tag (folder) in Mixmax. Use when you need to organize snippets by creating a new tag or folder.
Create Team
Tool to create a new team in Mixmax. Use when you need to create a team with a specific name. The authenticated user is automatically added as an admin member of the newly created team.
Delete Contact
Tool to delete a contact by ID. Use when you need to remove a contact from Mixmax.
Delete Contact Group
Tool to delete a contact group by ID. Use when you need to remove a contact group after confirming its ID. Note: This endpoint is deprecated and returns 204 with no content on success.
Delete Contact Note
Tool to delete a note from a contact by its ID. Only the creator of the note can delete it. Use when removing a note after confirming both the contact ID and note ID.
Delete Integration Enhancement
Tool to delete an integration enhancement by its ID. Use when you need to remove an enhancement from the Mixmax platform.
Delete slash command
Tool to delete a slash command by its unique ID from Mixmax integrations. Use when you need to permanently remove a slash command.
Delete Integrations Sidebars
Tool to delete a sidebar integration by its ID. Use when removing an integration sidebar from Mixmax.
Delete Link Resolver
Tool to permanently delete a link resolver by its ID. Use when removing unwanted or obsolete link resolvers. Returns empty response on success (204 No Content).
Delete Rule
Tool to delete a Mixmax rule by its ID. Rules are used to intercept events and route them to webhooks. Use when you need to remove a rule after confirming its ID.
Delete Rule Action
Tool to delete an action from a Mixmax rule. Use when you need to remove a specific action from an existing rule.
Delete Sequence Folder
Tool to permanently delete a sequence folder by its ID. Use when removing unwanted or obsolete sequence folders. Note: This endpoint returns 204 with no content on success.
Delete Snippet
Tool to delete a snippet by moving it to trash. The snippet remains accessible via API with deletedOnly=true query parameter for 28 days before automatic purging. Recovery is possible by moving deleted snippets back into a folder using POST /snippettags/:id/snippets.
Delete Snippet Tag
Tool to delete a snippet tag by its unique ID. Use when you need to remove a snippet tag from Mixmax.
Delete Team
Tool to delete a team by its ID. Disbands the team permanently. Use only when confirmed by an admin, as this action is irreversible.
Delete Unsubscribe
Tool to remove an email address from the Mixmax unsubscribe list. Use when you need to re-enable email sending to a previously unsubscribed address.
Get Code Snippet
Tool to fetch a single Formatted Code enhancement by its unique ID. Use when you need to retrieve detailed information about a specific code snippet.
Get contact by ID
Tool to retrieve a single contact by ID from Mixmax. Use when you need to fetch detailed information about a specific contact.
Get Contact Group
Tool to retrieve a single contact group by ID. Use when you need to fetch details of a specific contact group. Note: This endpoint is deprecated but still functional.
Get Contactgroup Contacts
Tool to retrieve membership for a contact group in Mixmax. Returns a list of contacts belonging to the specified group with their email addresses, user IDs, and optionally analytics data. Use when you need to see which contacts are part of a specific group or analyze engagement metrics for group members.
Get Contact Notes
Tool to retrieve notes associated with a specific contact. Use when you need to fetch notes for a contact by their ID. Note: This endpoint is deprecated and may be removed in future API versions.
Get File Requests
Tool to retrieve all file requests that you've sent out through Mixmax. Use when you need to see which file requests have been sent and track received uploads.
Get insights report by ID
Tool to retrieve a single insights report by ID from Mixmax. Use when you need to fetch detailed information about a specific report including its title, query, and metadata.
Get Integrations Commands
Tool to retrieve a list of Slash Commands that you have access to in Mixmax. Use when you need to view or list all available slash command integrations.
Get Integrations Enhancements
Tool to retrieve a list of enhancements that you have access to in Mixmax. Use when you need to view available integrations enhancements.
Get Link Resolver Integrations
Tool to retrieve all link resolver integrations configured in Mixmax. Use when you need to list or view the link resolver integrations that transform URLs in emails.
Get Integrations Sidebars
Tool to retrieve a list of sidebar integrations that you have access to in Mixmax. Use when you need to view or list all available sidebar integrations.
Get live feed activity data
Tool to retrieve live feed activity data from Mixmax. Use when you need to get email engagement metrics, track message activity, or analyze send performance.
Get Livefeed Events
Tool to retrieve events for a specific message in the live feed. Use when you need to fetch interaction events (opens, clicks, replies) for a message sent through Mixmax or for all interactions with a specific contact.
Get Meeting Invites
Tool to retrieve a paginated list of meeting invites from Mixmax. Use when you need to access meeting scheduling information including timeslots, locations, and guest details.
Get Message by ID
Tool to retrieve a single message by its unique ID. Use when you need to fetch detailed information about a specific message.
Get Messages
Tool to retrieve messages (emails) from Mixmax. Returns messages that are in draft, have been scheduled to send, or have been sent. Use when you need to list or search through emails managed by Mixmax.
Get Polls
Tool to retrieve polls created in Mixmax along with voting information. Use when you need to view polls you've sent and see who has voted on them.
Get Q&A Surveys
Tool to retrieve Question & Answer surveys data from Mixmax. Use when you need to fetch Q&A survey information including questions, responses, and respondent details. Results are returned with newest surveys first.
Get Reports Data Table
Tool to query analytics data for messages and meetings from Mixmax reports. Returns metrics like opens, clicks, replies, deliverability rates, and percentages. Use when you need to retrieve analytics or performance data for email campaigns or meeting activity.
Get all rules
Tool to retrieve all Mixmax rules for the authenticated user. Rules are used to intercept events and route them to webhooks or other destinations. Use when you need to list all configured rules.
Get Rule by ID
Tool to fetch a single rule by its unique ID from Mixmax. Use when you need to retrieve detailed information about a specific rule.
Get Salesforce account information
Tool to retrieve Salesforce account information for the authenticated user. Use when you need to check if a user is connected to Salesforce or fetch their Salesforce account details.
Get Sequence Folder by ID
Tool to retrieve a single sequence folder by its ID from Mixmax. Use when you need to fetch details about a specific sequence folder.
Get Snippet by ID
Tool to fetch a single snippet by its unique ID from Mixmax. Use when you need to retrieve detailed information about a specific snippet including its content, metadata, and sharing settings.
Get Snippet Tag
Tool to retrieve a single snippet tag (folder) by its unique ID. Use when you need to fetch details about a specific snippet tag.
Get Snippet Tags
Tool to retrieve a list of snippet tags (folders) from Mixmax. Use when you need to view or organize snippet tags in your Mixmax account.
Get Team Members
Tool to retrieve all members of a Mixmax team. Use when you need to list team memberships, including member details, roles, and invitation status.
Get Teams
Tool to retrieve all teams that the authenticated user is a member of. Use when you need to list or view teams in Mixmax.
Get Unsubscribes
Tool to retrieve a list of unsubscribed email addresses from Mixmax. Use when you need to view contacts who have unsubscribed from sequences.
Get Current User Preferences
Tool to retrieve preferences for the currently authenticated user. Use when you need to fetch user-specific settings and configuration options.
Get Current User
Tool to retrieve information about the currently authenticated user. Use when you need to fetch the current user's ID and profile details.
Get Yes/No Questions
Tool to retrieve Yes/No questions created in Mixmax. Use when you need to view Yes/No questions you've sent and see who has responded to them.
List Code Snippets
Tool to list all Formatted Code enhancements you've created. Use when you need to retrieve code snippets available in your Mixmax account.
List Contact Groups
Tool to retrieve a list of contact groups from Mixmax. Use when you need to view, search, or sort contact groups. Supports filtering by name and sorting options.
List Contacts
Tool to retrieve all Mixmax contacts (people you've emailed using Mixmax). Use when you need to list, search, or analyze contacts with optional analytics data. Note: Endpoint is deprecated but remains functional. Does not return contacts shared via contact groups unless search parameter is provided.
List insights reports
Tool to retrieve all insights reports from Mixmax. Use when you need to list all available reports with their metadata, including title, query, userId, and timestamps.
List Rule Actions
Tool to list all actions for a given Mixmax rule. Actions represent the "Then" part of the rules UI - what happens when a rule is triggered. Use when you need to view all actions configured for a specific rule.
List Sequence Folders
Tool to retrieve a list of all sequence folders from Mixmax. Use when you need to view or enumerate available sequence folders for organizing sequences.
List Sequences
Tool to retrieve a list of sequences from Mixmax. Use when you need to view sequences (email campaigns) that you have access to. Supports limiting results and expanding nested fields like stages and userId.
List Snippets
Tool to list templates or snippets that you have access to (including those shared with you). Use when you need to retrieve available snippets in your Mixmax account.
Update Rule by ID
Tool to update a rule by its unique ID in Mixmax. Use when you need to modify an existing rule's name, trigger, or filter. At least one field should be provided to update.
Update Rule Action
Tool to update an action within a Mixmax rule. Use when you need to modify action properties like webhook URL or action type.
Update Snippet by ID
Tool to update a snippet by its unique ID in Mixmax. Use when you need to modify an existing snippet's name, title, content, or inline status. At least one field should be provided to update.
Post Reports Data Table
Tool to generate a table report with specified analytics data for messages, meetings, or sequences. Use when you need to create custom reports with specific filtering, grouping, and sorting options.
Query Contacts
Tool to search for matching contacts across multiple sources including Mixmax, Google Directory, and Salesforce (contacts, leads, accounts, and opportunities). Use when you need to find contacts by name, email, or other search criteria.
Remove Contact from Group
Tool to remove a contact from a contact group. Use when you need to disassociate a contact from a specific group after confirming both the group ID and contact ID.
Remove Team Member
Tool to remove a member from a Mixmax team. Use when you need to revoke a user's team membership. Can only be called by the admin or a user trying to leave a team.
Search Sequences
Tool to search sequence recipients by email and sequenceId from Mixmax. Use when you need to find sequences and recipients based on specific criteria. Returns both sequences and recipients matching the search parameters.
Send Message Draft
Tool to send a message draft by its unique ID. Use when you need to send an existing draft message that was created via POST /v1/messages. Messages are sent within 3 seconds after calling this action.
Send Snippet as Email
Tool to send a snippet as an email to specified recipients. Use when you need to send a saved snippet/template to one or more email addresses.
Send Test Message
Tool to send a test Mixmax message to the authenticated user, resolving any variables. Use when you need to test message templates or verify that the Mixmax API integration is working correctly.
Update Appointment Link Calendar Name
Tool to update your custom "Mixmax Calendar" vanity URL name. Use when you need to change the calendar name that appears in your personalized calendar link (e.g., https://cal.mixmax.com/<your-name>). This setting is available in the Calendar settings from the Mixmax dashboard.
Update Contact
Tool to update a specific contact by ID. Use when you need to modify contact details such as name, email, or custom metadata fields.
Update Contact Group
Tool to update a contact group by ID. Use when you need to modify a contact group's name, sharing settings, or team associations. Note: This endpoint is deprecated but still functional.
Update Contact Note
Tool to update a note on a contact by its ID. Only the creator of the note can edit it. The contact note will show "(edited)" in the UI after update.
Update insights report
Tool to update an existing insights report in Mixmax. Use when you need to modify a report's title, type, or query. All fields are optional - only provide the fields you want to update.
Update Message by ID
Tool to update a message by its unique ID. Use when you need to modify message content, recipients, or tracking settings for an existing message.
Update Sequence Folder by ID
Tool to update a sequence folder by its unique ID in Mixmax. Use when you need to modify an existing sequence folder's name or other properties.
Update Snippet Tag
Tool to update a snippet tag (folder) by its unique ID. Use when you need to modify a snippet tag's name, sharing settings, or inline status.
Update Team
Tool to update a team's information by ID. Use when you need to modify a team's name or other properties. Only admins can perform this operation.
Update Current User Preferences
Tool to update preferences for the currently authenticated user. Use when you need to modify user-specific settings like tracking preferences, UI features, hotkeys, or calendar settings.
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