Manage your pipelines from Claude or ChatGPT

Manage your CRM from Claude or ChatGPT with the Streak MCP

The Streak MCP connects your pipelines to AI assistants, so you can read and
update your CRM using natural language. In this video, you'll learn how to:

• Set up the Streak app for ChatGPT and the Streak connector for Claude
• Find boxes with tasks due this week in a specific pipeline
• Mark tasks complete or push back a due date with one command
• Update deal size, move a box to a new stage, and create a follow-up task in a single message
• Log a call and add a comment to a box
• Filter boxes across more than one pipeline