johncarpenter/email-summary

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

| Tool | Purpose | |---|---| | mcp__gmail__gmail_list_accounts | List configured Gmail accounts | | mcp__gmail__gmail_search | Search emails with Gmail query syntax | | mcp__gmail__gmail_get_thread | Get full email thread by ID | | mcp__gmail__gmail_summarize | Get thread content formatted for summarization |

Exchange Tools

| Tool | Purpose | |---|---| | mcp__exchange__exchange_list_accounts | List configured Exchange accounts | | mcp__exchange__exchange_search | Search emails with KQL syntax | | mcp__exchange__exchange_get_message | Get full message details | | mcp__exchange__exchange_get_thread | Get conversation thread |

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:

| Category | Criteria | Examples | |---|---|---| | Tasks | Explicit action required, assignments, deadlines | "Please complete by Friday", "Action required", task assignments | | Response Needed | Awaiting your reply, questions directed at you | Direct questions, meeting requests pending response, approval requests | | Informational | FYI, newsletters, updates, notifications | Status updates, automated notifications, newsletters, announcements | | Other | Doesn't fit above categories | Spam, promotional, unclear intent |

5. Generate Summary Document

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

Output location: operations/emails/

Markdown format:

# Email Summary: [Start Date] to [End Date]

**Generated:** YYYY-MM-DD HH:MM
**Accounts:** account1, account2, account3
**Total Emails:** N

---

## Tasks That Need To Be Done

| Source | From | Subject | Date | Details |
|--------|------|---------|------|---------|
| Gmail/Exchange | [email protected] | Subject line | YYYY-MM-DD | Brief description of task required |

### Task Details

#### [Subject Line]
- **From:** [email protected]
- **Date:** YYYY-MM-DD
- **Account:** Gmail (account-name) / Exchange (account-name)
- **Action Required:** [Clear description of what needs to be done]
- **Deadline:** [If mentioned]

---

## Response Needed

| Source | From | Subject | Date | Details |
|--------|------|---------|------|---------|
| Gmail/Exchange | [email protected] | Subject line | YYYY-MM-DD | What response is needed |

### Response Details

#### [Subject Line]
- **From:** [email protected]
- **Date:** YYYY-MM-DD
- **Account:** Gmail (account-name) / Exchange (account-name)
- **Question/Request:** [What they're asking]

---

## Informational

| Source | From | Subject | Date | Summary |
|--------|------|---------|------|---------|
| Gmail/Exchange | [email protected] | Subject line | YYYY-MM-DD | One-line summary |

---

## Other

| Source | From | Subject | Date | Notes |
|--------|------|---------|------|-------|
| Gmail/Exchange | [email protected] | Subject line | YYYY-MM-DD | Why categorized here |

---

## Statistics

- **Tasks:** N emails
- **Response Needed:** N emails
- **Informational:** N emails
- **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.