Email Infrastructure for Private Equity AI Agents

import multimail

client = multimail.Client(api_key="mm_live_...")

"cm"># Draft capital call notice — queues for review, does not send
response = client.send_email(
    mailbox="[email protected]",
    to=["[email protected]"],
    subject="Capital Call Notice — Fund III, Drawdown #4",
    body="""
Dear Limited Partner,

Pursuant to Section 3.2(b) of the Fund III Limited Partnership Agreement,
we are issuing a capital call for 12.5% of your unfunded commitment.

Drawdown Amount: [LP-specific amount]
Due Date: 2026-05-09
Wire Instructions: [Verified bank details from fund admin]

Please wire funds no later than 5:00 PM ET on the due date.

Crescent Ridge Capital Management
    """,
    oversight_mode="gated_all",
    tags=["capital-call", "fund-iii", "compliance-required"]
)

print(f"Queued for review: {response.message_id}")
print(f"Status: {response.status}")  "cm"># 'pending_approval'

import multimail

client = multimail.Client(api_key="mm_live_...")

"cm"># Retrieve all messages pending compliance review
pending = client.list_pending(
    mailbox="[email protected]",
    tags=["compliance-required"]
)

for message in pending.messages:
    "cm"># Read the full draft for review
    draft = client.read_email(
        mailbox="[email protected]",
        message_id=message.id
    )
    print(f"From: {draft.from_}")
    print(f"To: {draft.to}")
    print(f"Subject: {draft.subject}")
    print(f"Body preview: {draft.body[:300]}")

    "cm"># Compliance officer decision captured in audit log
    decision = client.decide_email(
        mailbox="[email protected]",
        message_id=message.id,
        action="approve",
        reviewer="[email protected]",
        notes="Reviewed drawdown amount against fund admin confirmation."
    )
    print(f"Decision: {decision.status}")  "cm"># 'approved' or 'rejected'

import multimail

client = multimail.Client(api_key="mm_live_...")

"cm"># Check for new inbound messages from LPs
inbox = client.check_inbox(
    mailbox="[email protected]",
    unread_only=True
)

category_map = {
    "capital call": "capital-call-query",
    "wire": "wire-confirmation",
    "subscription": "subscription-request",
    "redemption": "redemption-request",
    "k-1": "tax-document-request",
    "quarterly": "reporting-query"
}

for msg in inbox.messages:
    email = client.read_email(
        mailbox="[email protected]",
        message_id=msg.id
    )
    body_lower = email.body.lower()
    applied_tags = []

    for keyword, tag in category_map.items():
        if keyword in body_lower or keyword in email.subject.lower():
            applied_tags.append(tag)

    if applied_tags:
        client.tag_email(
            mailbox="[email protected]",
            message_id=msg.id,
            tags=applied_tags
        )
        print(f"Tagged {msg.id}: {applied_tags}")

# In Claude Desktop with MultiMail MCP server configured
# Tool: send_email

{
  "mailbox": "[email protected]",
  "to": ["[email protected]"],
  "subject": "Crescent Ridge Fund III — Q1 2026 Investor Update",
  "body": "Dear Limited Partner,\n\nPlease find attached the Q1 2026 Investor Update for Crescent Ridge Fund III.\n\nPortfolio highlights, valuation summary, and pipeline commentary are included in the attached PDF. Performance figures are as of March 31, 2026 and are unaudited.\n\nPlease contact your IR representative with any questions.\n\nCrescent Ridge Capital Management",
  "attachments": ["fund-iii-q1-2026-update.pdf"],
  "oversight_mode": "gated_all",
  "tags": ["quarterly-update", "fund-iii", "compliance-required"]
}

# Response:
# {"message_id": "msg_01HZ...", "status": "pending_approval",
#  "review_url": "https://app.multimail.dev/review/msg_01HZ..."}