Deepdive

Integrations

Connect Streak to AI assistants with MCP

Use your CRM directly from Claude, ChatGPT, and other AI tools.

Streak's MCP (Model Context Protocol) server connects your CRM to AI assistants like Claude, ChatGPT, Cursor, and other MCP-compatible tools. Once connected, your AI assistant can analyze your pipeline data, provide business insights, and perform CRM actions directly from your chat conversations.

🔗 MCP Server URL : https://api.streak.com/mcp
Use this URL to connect any MCP-compatible AI assistant to Streak

What you can do with Streak's MCP server

The real power isn't just avoiding tab-switching or completing tasks in an AI chat—it's having genuine business conversations with AI that knows your deals.

Once connected, your AI assistant can retrieve CRM data, analyze your business, and perform actions on your behalf:

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Search and retrieve deal information from your pipelines:

Find deals by stage, owner, or custom criteria
Look up contact information and deal details
Review deal timelines and recent activity
Access pipeline summaries and metrics

An AI chat interface showing a user asking "Show me all deals in negotiation stage" and getting back a formatted list with deal names, stages, last activity dates, and key contact information.

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Update deals and manage next steps:

Move deals between pipeline stages
Assign deals to team members
Create tasks and follow-up reminders
Add notes or meeting summaries to deal timelines
Update custom fields and deal information

An AI conversation showing user saying "Move Acme Corp to Proposal Sent and create a follow-up task for Friday" with AI responding with confirmation that both actions were completed in Streak.

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Analyze your pipeline and strategize:

Your AI assistant can now answer questions that require real business context:

"Which deals are most likely to close this quarter based on recent activity?"
"What patterns do you see in deals that stall in negotiation?"
"Help me prioritize follow-ups based on deal value and last contact date."

These insights are only possible when AI has access to your actual pipeline data.

An AI conversation showing strategic analysis request like "Which deals are most likely to close this quarter based on recent activity?" with AI providing data-driven insights including deal names, likelihood scores, reasoning based on activity patterns, and recommended next steps.

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Create instant visual analytics:

Beyond text-based analysis, your AI assistant can generate charts, graphs, and visualizations from your pipeline data on demand.

Ask for "a bar chart of deal values by stage," "monthly close rate trends," or "team performance comparison" and get instant visual insights. Since the AI has direct access to your CRM data, these aren't generic templates—they're real analytics built from your actual pipeline.

AI conversation showing user asking "Create a line chart showing deal value trends over time for Q1 2026" with AI generating and displaying an interactive line chart with actual pipeline data.

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How to connect Streak to your AI assistant

Streak's MCP server works with any AI tool that supports the Model Context Protocol. Here's how to connect:

Open your AI client's settings
Look for MCP, connectors, or integrations settings
Add Streak's MCP server
Enter our server URL: https://api.streak.com/mcp
Authenticate with Streak
You'll be prompted to connect your Streak account via OAuth
Start using Streak data
Your AI assistant can now access and update your CRM

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Popular MCP clients:

Claude (Web, Desktop, Code)
ChatGPT - Use MCP connector, or get our ChatGPT app for simpler setup
Cursor, VS Code and other development tools
Any MCP-compatible client

Get detailed setup guide →

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CRM workflows you can manage from AI conversations

With Streak connected to your AI assistant, you can combine CRM data with AI reasoning to plan work, review pipeline activity, and update records from conversations.

Workflow	Example prompt
Pipeline review preparation	"Show me deals closing this quarter and highlight any that haven't had activity in two weeks."
Deal health check	"Which deals in negotiation stage are stalled? Give me context on what's been happening with each."
Post-meeting updates	"Move the Acme Corp deal to 'Proposal Sent' and add a note that we discussed pricing and timeline."
Follow-up planning	"Create follow-up tasks for all prospects who haven't responded to outreach in the last 10 days."
Contact lookup	"What's Sarah Chen's email address and which deal is she associated with?."
Team coordination	"Show me all deals assigned to Jake that are overdue for activity."

FAQs

What is MCP?

MCP (Model Context Protocol) is an open standard that allows AI assistants to securely connect to external tools and data. It gives your AI assistant context about your business so conversations can include real data and actions.

Do I need to pay extra for MCP access?

No. Streak's MCP server is available to all users at no additional cost.

Which AI assistants work with Streak's MCP server?

Any AI tool that supports MCP can connect to Streak. This includes Claude (Web, Desktop, Code), ChatGPT (via MCP connector), Cursor, VS Code, and other MCP-compatible applications.

What's the difference between the ChatGPT app and MCP?

The ChatGPT app is specifically designed for ChatGPT and provides the simplest setup experience. MCP is a more universal approach that works with multiple AI assistants. Both give you the same core functionality.

How is authentication handled?

Streak uses OAuth for MCP connections - the same secure authentication method used by our web and mobile apps. The Model Context Protocol uses OAuth for secure, user-controlled access. Data access is limited to your Streak workspace and follows your existing user permissions. No API keys or credentials are stored in your AI client, and you can revoke access at any time from your Streak account settings.

Can the AI assistant see my email content?

The MCP server provides access to CRM data like deals, contacts, and timelines, but does not provide access to email content. For email analysis, use Streak's built-in AI features within Gmail.

What if I want to disconnect?

You can revoke MCP access at any time from your Streak account settings. This immediately disables the connection for all connected AI assistants.

Does this work with team accounts?

Yes. Each team member can connect their own Streak account to AI assistants. Data access follows each person's existing permissions within your Streak workspace.

Still have questions?

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