Email Summary — Gmail & Exchange Integration

Summarize emails from configured Gmail and Exchange accounts, categorize them by action type, and save to a local markdown file in operations/emails/.

Available MCP Tools

Gmail Tools

Exchange Tools

Workflow

1. Determine Time Period

Ask the user for the date range if not specified. Common patterns:

• "today" → current date
• "yesterday" → previous day
• "this week" → Monday to today
• "last week" → previous Monday to Sunday
• "last 7 days" → rolling 7 days
• Custom range: "from YYYY-MM-DD to YYYY-MM-DD"

2. List Available Accounts

mcp__gmail__gmail_list_accounts()
mcp__exchange__exchange_list_accounts()

Present the list and confirm which accounts to include (default: all).

3. Fetch Emails

Gmail (use date query syntax):

mcp__gmail__gmail_search(account="<name>", query="after:2026/01/01 before:2026/01/08", max_results=50, include_body=true)

Exchange (use KQL syntax):

mcp__exchange__exchange_search(account="<name>", query="received:2026-01-01..2026-01-07", max_results=50, include_body=true)

4. Categorize Each Email

Review each email and assign to ONE category:

5. Generate Summary Document

Filename convention: YYYY-MM-DD-email-summary.md (use end date of range)

Output location: operations/emails/

Markdown format:

markdown
1# Email Summary: [Start Date] to [End Date]
2
3**Generated:** YYYY-MM-DD HH:MM
4**Accounts:** account1, account2, account3
5**Total Emails:** N
6
7---
8
9## Tasks That Need To Be Done
10
11| Source | From | Subject | Date | Details |
12|--------|------|---------|------|---------|
13| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | Brief description of task required |
14
15### Task Details
16
17#### [Subject Line]
18- **From:** sender@example.com
19- **Date:** YYYY-MM-DD
20- **Account:** Gmail (account-name) / Exchange (account-name)
21- **Action Required:** [Clear description of what needs to be done]
22- **Deadline:** [If mentioned]
23
24---
25
26## Response Needed
27
28| Source | From | Subject | Date | Details |
29|--------|------|---------|------|---------|
30| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | What response is needed |
31
32### Response Details
33
34#### [Subject Line]
35- **From:** sender@example.com
36- **Date:** YYYY-MM-DD
37- **Account:** Gmail (account-name) / Exchange (account-name)
38- **Question/Request:** [What they're asking]
39
40---
41
42## Informational
43
44| Source | From | Subject | Date | Summary |
45|--------|------|---------|------|---------|
46| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | One-line summary |
47
48---
49
50## Other
51
52| Source | From | Subject | Date | Notes |
53|--------|------|---------|------|-------|
54| Gmail/Exchange | sender@example.com | Subject line | YYYY-MM-DD | Why categorized here |
55
56---
57
58## Statistics
59
60- **Tasks:** N emails
61- **Response Needed:** N emails
62- **Informational:** N emails
63- **Other:** N emails

6. Save and Confirm

Write the file to operations/emails/YYYY-MM-DD-email-summary.md and confirm the path to the user.

Date Query Reference

Gmail Query Syntax

• after:YYYY/MM/DD — emails after date
• before:YYYY/MM/DD — emails before date
• newer_than:7d — last 7 days
• older_than:1d — older than 1 day

Exchange KQL Syntax

• received:YYYY-MM-DD — specific date
• received:YYYY-MM-DD..YYYY-MM-DD — date range
• received>=YYYY-MM-DD — on or after date

Tips

• Large volumes: If >50 emails, summarize in batches and combine.
• Priority emails: Check importance:high (Exchange) or is:important (Gmail) first.
• Thread context: Use gmail_get_thread or exchange_get_thread for full conversation context when categorization is unclear.
• Deduplication: Emails may appear in multiple searches; dedupe by message ID.

Error Handling

• Account not found → Run list accounts and verify configuration.
• No emails in range → Confirm date format and expand range.
• MCP not connected → Check MCP server configuration.