Deepdive

Integrations

Streak for Claude: use your Gmail CRM from any conversation

Q: How do I add Streak to Claude?

Open Customize Connect your apps in Claude, find Streak, and click Connect. You can also add it manually as a custom connector with the server URL https://api.streak.com/mcp.

Q: What if I want to disconnect?

Remove the Streak connector in Claude under Customize Connect your apps. To cut access for every connected assistant at once, you can also revoke Streak from your Streak account settings.

Add Streak in one click from the Claude connectors directory, then manage your pipeline in any Claude conversation on web, desktop, Claude Code, and mobile.

Get a demo

Get setup guide

Add Streak in the Claude connectors directory to work with your pipelines directly inside Claude — no MCP server to add, no separate setup. Claude reads your real deals, contacts, and timeline activity, so answers and analysis come from your actual pipeline.

🔗 Add from Claude: Customize → Connect your apps → find Streak → Connect. Prefer to connect manually? Add a custom connector with the MCP server URL: https://api.streak.com/mcp

What you can do with Streak in Claude

Once connected, Claude can read your CRM data, create and update records, and analyze your pipeline. Use the prompts below as a starting point.

Find and read CRM data

What you can do	Example prompt
Search across boxes, pipelines, and contacts	"Find every deal in the negotiation stage owned by Jake."
Read full box details and recent timeline activity	"Show me what's happened on the Acme Corp deal in the last two weeks."
Surface your recent deals	"Show me my recent deals in Streak."
Filter and summarize a pipeline	"Summarize my sales pipeline by stage and total deal value."
Look up a contact, including social profiles	"What's Sarah Chen's email and LinkedIn profile?"

Claude response listing three deals in negotiation stage with last interaction dates and contacts.

‍

Create and update records

What you can do	Example prompt
Create a box in any pipeline	"Create a box for Globex in my Sales pipeline."
Update fields and move deals between stages	"Move Globex to Proposal Sent and set the deal value to $40,000."
Add a comment to a box	"Add a comment on Globex summarizing today's call."
Create a contact or organization and link it to a box	"Add maria@globex.com as a contact on the Globex deal."
Log a call or meeting to the timeline	"Log a 30-minute call with Jane at Acme yesterday."
Create a follow-up task	"Create a task to follow up with Urban Eats Bistro tomorrow."
Reassign a deal	"Assign the Acme deal to me."

Sales pipeline update in a Claude conversation showing Acme Corp moved to Proposal Sent stage and follow-up task created for Nicolas Trevino.

‍

Analyze your pipeline and strategize:

Because Claude reads your pipeline directly, it answers questions and builds charts from your real records, not generic templates.

What you can do	Example prompt
Assess deal health and prioritize follow-ups	"Which deals are most likely to close this quarter based on recent activity?"
Generate charts from pipeline data	"Create a bar chart of deal value by stage."

Bar chart in a Claude conversation showing deal value by sales stage.

‍

How to connect Streak to Claude

Claude interface showing a directory with connectors including Streak.

Open Customize in Claude — select Connect your apps.
Add Streak — find Streak in the connectors directory and click Connect. To connect manually instead, choose "Add custom connector" and enter https://api.streak.com/mcp.
Sign in to Streak — authenticate through Streak's secure OAuth flow.
Start working — ask Claude about your pipeline, update deals, and create follow-ups from any conversation.

Get the detailed setup guide →

‍

Works across Claude

claude.ai (web)
Claude Desktop
Claude Code
Claude mobile (iOS and Android)

FAQs

What is the Streak connector for Claude?

It connects your Streak CRM to Claude so you can search, read, update, and analyze your pipeline from a Claude conversation. It uses Streak's MCP server and is listed in Anthropic's Claude connectors directory for one-click setup.

How do I add Streak to Claude?

Open Customize → Connect your apps in Claude, find Streak, and click Connect. You can also add it manually as a custom connector with the server URL https://api.streak.com/mcp.

Which Claude apps work with Streak?

claude.ai on the web, Claude Desktop, Claude Code, and the Claude mobile app.

Can Claude change my CRM data?

Yes. Beyond reading data, Claude can update records on your behalf — moving deals between stages, creating tasks, logging calls, and assigning deals. It acts using your existing Streak permissions, and you confirm actions in Claude before they run.

Do I need to pay extra to use Streak in Claude?

No. The Streak connector is available to Streak users at no additional cost.

How is authentication handled?

Streak uses OAuth — the same secure method used by the Streak web and mobile apps. Access is limited to your Streak workspace and follows your existing permissions. No API keys are stored in Claude, and you can revoke access any time from your Streak account settings.

Can Claude see my email content?

No. The connector provides CRM data like deals, contacts, and timelines. It does not provide access to your email content. For email analysis, use Streak's built-in AI features in Gmail.

What's the difference between the Claude connector, the ChatGPT app, and MCP?

They share the same Streak MCP server and core functionality. The Claude connector is the one-click way to add Streak inside Claude. The ChatGPT app is the equivalent for ChatGPT. MCP is the universal option for any MCP-compatible tool.

What if I want to disconnect?

Remove the Streak connector in Claude under Customize → Connect your apps. To cut access for every connected assistant at once, you can also revoke Streak from your Streak account settings.

Still have questions?

Can't find the answer you're looking for? Feel free to chat with our friendly team!

Chat with us Get a demo