Streak’s MCP (Model Context Protocol) server lets you connect your Streak data to AI assistants like Claude, ChatGPT, Cursor, VS Code, and other MCP-compatible tools.
Once connected, your AI assistant can search your CRM, analyze pipelines, create and update records, and help you work with your Streak data using natural language.
Requirements
A Streak account (Pro, Pro+, or Enterprise)
A supported AI assistant:
Claude (paid plan)
ChatGPT (Team or Enterprise for MCP connectors, or the Streak ChatGPT app)
Cursor
VS Code
Other MCP-compatible clients
What is MCP?
MCP (Model Context Protocol) is an open standard that allows AI assistants to securely connect to external tools and data sources.
When you connect Streak through MCP, your AI assistant gains access to your CRM data and can perform actions on your behalf using your existing Streak permissions.
What can you do with Streak’s MCP server?
Find and read CRM data
Ask questions about your pipelines, boxes, contacts, and recent activity.
Examples:
“Find every deal in the Negotiation stage owned by Jake.”
“Show me what’s happened on the Acme Corp deal in the last two weeks.”
“Summarize my sales pipeline by stage and total deal value.”
“What’s Sarah Chen’s email address and LinkedIn profile?”
Create and update records
Your AI assistant can create records and update existing data in Streak.
Examples:
“Create a box for Globex in my Sales pipeline.”
“Move Globex to Proposal Sent and set the deal value to $40,000.”
“Add a comment on Globex summarizing today’s call.”
“Add maria@globex.com as a contact on the Globex deal.”
“Tag Globex as Enterprise and create that tag if it doesn’t exist.”
Analyze your pipeline
Because the AI has access to your actual CRM data, it can help identify trends, prioritize work, and answer strategic questions.
Examples:
“Which deals are most likely to close this quarter based on recent activity?”
“Which deals haven’t been updated in the last 30 days?”
“What are my highest-value opportunities that haven’t had activity this month?”
“Summarize pipeline health across all sales reps.”
Create charts and visualizations
Many AI assistants can generate charts and visual reports directly from your Streak data.
Examples:
“Create a bar chart of deal value by stage.”
“Show monthly close-rate trends.”
“Compare team performance by pipeline.”
“Create a line chart showing deal value trends over time.”
Connecting Streak to Claude
For Team accounts (Organization Settings)
An administrator must first add the connector for the organization:
In Claude, click your profile and open Organization Settings.
Select Connectors.
Click Add custom connector.
Give the connector a name (for example, Streak CRM).
Enter the following URL:
Click Add.
Enable the connector for your account
After an administrator adds the connector:
Open your personal Connectors settings.
Find the Streak connector and click Configure.
Click Connect.
Sign in to your Streak account.
Authorize the connection.
Configure permissions
When connecting, Claude allows you to control which actions are available.
For each action you can choose:
Always allow — Claude can perform the action automatically.
Blocked — Claude cannot perform the action.
For example, you may allow reading boxes and contacts while blocking actions that update records.
Connecting Streak to ChatGPT
Option 1: Use the Streak ChatGPT app (recommended)
In ChatGPT, click Apps in the left sidebar.
Search for Streak.
Click Connect.
Sign in to your Streak account.
Authorize the requested permissions.
Once connected, ChatGPT can access your Streak data directly.
That's it — you can now start chatting with your Streak data directly inside ChatGPT.
Option 2: Use MCP connectors
If your ChatGPT plan supports MCP connectors:
Open ChatGPT settings.
Navigate to MCP connectors or integrations.
Add a new MCP server.
Enter:
Authenticate with your Streak account.
Connecting Streak to other MCP clients
Streak’s MCP server works with any MCP-compatible AI client.
MCP Server URL
General setup process:
Open your AI client’s MCP, Connectors, or Integrations settings.
Add a new MCP server.
Enter Streak’s MCP server URL.
Authenticate with your Streak account.
Start using Streak through your AI assistant.
Popular MCP clients include:
Claude
ChatGPT
Cursor
VS Code
Claude Code
Other MCP-compatible applications
Tips
Try asking questions such as:
“What deals are in my pipeline?”
“Show me boxes assigned to me that haven’t been updated in 30 days.”
“Create a summary of my open opportunities.”
“Which deals need follow-up this week?”
“Create a chart showing deal value by stage.”
The more specific your request, the more useful the results will be.
Security and Permissions
Streak uses OAuth authentication for MCP connections.
Your AI assistant can only access data that you already have permission to view in Streak. Team members continue to follow their existing Streak permissions and sharing settings.
No API keys are required.
You can revoke access at any time from your Streak account settings.
Frequently Asked Questions
Do I need to pay extra for MCP access?
No. Streak’s MCP server is available at no additional cost.
Which AI assistants work with Streak?
Any AI tool that supports MCP can connect to Streak, including Claude, ChatGPT, Cursor, VS Code, and other MCP-compatible applications.
Can the AI modify my CRM data?
Yes. Depending on the permissions granted, your AI assistant can create boxes, update fields, add comments, create contacts, and perform other actions in Streak.
How is authentication handled?
Streak uses OAuth authentication, the same secure authentication method used throughout Streak.
Can the AI assistant access my email content?
No. The MCP server provides access to CRM data such as boxes, contacts, organizations, timelines, and pipeline information. It does not provide access to email content.
Does this work with team accounts?
Yes. Each team member connects their own Streak account and retains their existing Streak permissions.
How do I disconnect Streak from an AI assistant?
You can revoke access at any time from your Streak account settings. Once access is revoked, connected AI assistants will no longer be able to access your Streak data.