Connect Mixmax to Claude or ChatGPT
One URL and a sign-in. If Claude is your assistant, six ready-made Skills put your real Mixmax meetings, transcripts, and sequence data to work.
Setup
Connect the MCP server
MCP is the standard that lets an AI assistant connect to an outside tool — and, unlike a bare API, it describes your data well enough that the assistant knows what to do with it. There is no code and no API key — you paste one URL, sign in, and add the Claude Skills further down the page.
Not a Mixmax customer yet? Start a 14-day free trial or book a demo.
Connecting from Claude.ai or Claude Desktop
- Open Claude and go to the Connectors/Integrations settings.
- Click Add custom connector and enter
https://mcp.mixmax.com/mcp. - You’ll be redirected to Mixmax to sign in with your account.
- Authorize Claude to read and act on your Mixmax data. It drafts for your review, and sends only when you tell it to.
https://mcp.mixmax.com/mcp 
Connecting from ChatGPT
- Open ChatGPT and go to Settings > Connected Apps (or Actions).
- Add a custom MCP connection.
- Enter the server URL:
https://mcp.mixmax.com/mcp. - Complete the OAuth sign-in flow with your Mixmax account. You are authorizing ChatGPT to read and act on your Mixmax data the same way.
https://mcp.mixmax.com/mcp Claude and ChatGPT are the two we document step by step. Any client that supports remote MCP connectors uses the same URL — our installation instructions in the Help Center cover the ones we have tested.
Claude Skills
Six ready-made Skills for Claude
You install them alongside the connector, and each one walks Claude through a specific sales workflow: pulling real data from Mixmax and reading it the way a good rep would. They do two things at once:
- They keep Claude on Mixmax as the source of truth for meeting transcripts, summaries, and sequence data — not Google Calendar or another connected tool.
- Between them they embed sales methodology in the output — MEDDIC qualification, follow-up cadence timing, sequence benchmarks, objection categorization — so what comes back reads the way a good manager would read it, not as raw data.
Skills are a Claude feature. The MCP server itself works the same from ChatGPT — you ask for these things yourself instead of installing the instructions.
MCP Quick Start
Guided onboarding that walks you through your first Mixmax MCP queries against live data, so you see what’s possible before you have to think up the questions yourself.
Best practice
Leads with the minute each capability gives back, so the first thing you try is already worth trying.
Deal Review Prep
Pulls all meeting data for an account and synthesizes it into a MEDDIC-structured deal review brief with the problems they named, the competitors they mentioned, and the risk signals — all with direct transcript quotes.
Best practice
Structures the brief around MEDDIC and auto-flags risks like a missing economic buyer, a stalled timeline, or a single-threaded contact.
Meeting Follow-Up Generator
Generates personalized follow-up emails that lead with specific meeting insights (not “thanks for your time”), plus structured action items and a suggested Day 3–7 value-add touch.
Best practice
Insight → commitments → next step structure. Flags overdue follow-ups, and suggests switching channel when a thread has gone quiet.
Weekly Meeting Digest
Summarizes all meetings for the week into a single digest. For reps: account themes and overdue action items. For managers: deal risks, coaching opportunities, and a competitive intel roll-up.
Best practice
Surfaces patterns across meetings (repeated objections, competitor mentions). Flags accounts going silent or single-threaded. Gives managers a two-minute pre-review briefing.
Sequence Performance Analyst
Analyzes sequence metrics at the stage level, identifies drop-off points, and generates specific optimization recommendations — not just numbers, but what to change and why.
Best practice
Flags the stages where reply rates fall off, calls out cadences that crowd each other, and proposes what to test first.
Prospect Enrollment Check
Pre-outreach intelligence: checks whether a contact is mid-sequence, surfaces their meeting history and objection profile (money/time/need/trust/competition), and recommends an approach.
Best practice
Prevents duplicate outreach. Categorizes past objections for smarter re-engagement. Flags team coordination conflicts. Recommends channel based on engagement history.
Under the hood
The methodology built into the Skills
The six Skills differ in what they do. These are the sales methods built into them, so you never have to spell any of it out in the prompt. The Mixmax-first directive is in all six; the rest belong to the Skills that need them.
| Built-in feature | What it does |
|---|---|
| Mixmax-first directive | Every Skill instructs Claude to always use Mixmax MCP tools for meeting data, transcripts, and sequence metrics. It points Claude at Mixmax rather than Google Calendar when the answer is in Mixmax. |
| MEDDIC qualification | Deal Review Prep structures a review around Metrics, Economic Buyer, Decision Criteria, Decision Process, Identified Pain, and Champion — with evidence pulled from transcripts. |
| Follow-up spacing | Meeting Follow-Up Generator spaces follow-ups rather than stacking them, and suggests switching channel after a couple of unanswered touches instead of sending another email. |
| Sequence benchmarking | Sequence Performance Analyst reads your own stage-by-stage reply, open, and bounce rates and says which stage is losing people. Gives a specific fix, not just the metric. |
| Objection framework | Prospect Enrollment Check sorts what a prospect pushed back on into five kinds — money, time, need, trust, competition — and tailors the outreach it recommends to the one in front of you. |
| Risk signal detection | Deal Review Prep flags the deals that are drifting — no economic buyer named, nothing new in weeks, one contact holding the whole thing up, a timeline nobody has committed to, action items you owe. |
Day-one prompts
Which Skills each prompt uses
The five prompts from the Mixmax MCP hub, in the same order — here with the Skills each one leans on and who it is for.
Prompt 1: “Start My Day”
- Skills used
- Weekly Meeting Digest + Meeting Follow-Up Generator
- Who it’s for
- Sales rep
- What it does
- Weekly Meeting Digest supplies the account themes and the action items nobody closed out. Meeting Follow-Up Generator turns each one into a draft that leads with a specific insight rather than “thanks for your time,” and spaces the next touch three to seven days out instead of stacking another email on an unanswered thread. Your open tasks and unanswered sequence replies come straight off the connector — no Skill needed for those.
Prompt 2: “Everything on This Account”
- Skills used
- Deal Review Prep + Prospect Enrollment Check
- Who it’s for
- Sales rep
- What it does
- Deal Review Prep assembles the MEDDIC picture from direct transcript quotes. Prospect Enrollment Check adds who on the invite is already mid-sequence, which sequence, what stage, and when their next email sends — so nobody on your team steps on the meeting.
Prompt 3: “Fix My Sequence”
- Skills used
- Sequence Performance Analyst
- Who it’s for
- Sales rep, RevOps
- What it does
- The Analyst reads your stage-level open, reply, and bounce rates against each other, which is what sorts a drop-off into a subject-line problem, a copy problem, or a list problem. It also flags cadences that are too short or too bunched, and writes two A/B variants for the weakest stage.
Prompt 4: “Prep Me for Pipeline Review”
- Skills used
- Deal Review Prep
- Who it’s for
- Sales manager
- What it does
- Deal Review Prep applies the risk rules above and ranks your deals against them. Each one comes back rated, with the transcript line that triggered the flag.
Prompt 5: “Coach My Reps”
- Skills used
- Weekly Meeting Digest + Sequence Performance Analyst
- Who it’s for
- Sales manager
- What it does
- The Digest surfaces the coaching patterns across a week of calls — calls that ended with no next step, objections that keep repeating, deals with one person in the room. The Analyst benchmarks each rep’s stages against the team’s, so the pattern and the number arrive together.
Agent playbooks
What you can hand off
-
Sequences
Launch outreach without building it by hand Describe the play in a sentence and get back a cadence, an enrolled list, and the names of everyone who replied. Read the playbook -
Engagement tracking
Know the moment they open it The open happened 20 minutes ago, not yesterday. Ask what moved and answer while the thread is still warm. Read the playbook -
Meetings
Walk in briefed. Walk out with the follow-up written Your agent writes the brief before the call and the recap after it, both from what was actually said rather than what you remember. Read the playbook -
Tasks & reminders
Stop carrying your commitments in your head Ask what’s due and get one list, overdue first. Hand over the calls and to-dos you owe, and set a nudge that fires only if they never write back. Read the playbook
Connected? Ask it something real.
Paste one of the prompts above into Claude or ChatGPT and see what comes back. Each playbook has one more.
