Streak CRM

Streak is a CRM built entirely inside Gmail. Use this skill to manage pipelines, boxes (deals), contacts, organizations, tasks, and email threads via the Streak API.

Official docs:

https://streak.readme.io/reference

When to Use

Use this skill when you need to:

Manage sales pipelines and deal stages
Track leads, contacts, and organizations
Associate email threads with deals
Create tasks and comments on deals
Search across boxes, contacts, and organizations

Prerequisites

Install the Streak extension in Gmail
Navigate to Gmail > Streak icon > Integrations > Streak API > Create New Key
Copy your API key

Set environment variable:

bash

export STREAK_TOKEN="your-api-key"

Important: When using
$VAR
in a command that pipes to another command, wrap the command containing
$VAR
in
bash -c '...'
. Due to a Claude Code bug, environment variables are silently cleared when pipes are used directly.
bash
bash -c 'curl -s "https://api.example.com" -H "Authorization: Bearer $API_KEY"'

How to Use

Authentication

Streak uses HTTP Basic Auth with your API key as the username and no password. In curl, use

-u ${STREAK_TOKEN}:

(note the trailing colon).

1. Get Current User

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/users/me" -u "${STREAK_TOKEN}:"'

2. List All Pipelines

Pipelines represent business processes (Sales, Hiring, Projects, etc.).

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/pipelines" -u "${STREAK_TOKEN}:"'

3. Get a Pipeline

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}" -u "${STREAK_TOKEN}:"'

4. Create a Pipeline

Write to

/tmp/streak_request.json

json

{
  "name": "New Sales Pipeline"
}

Then run:

bash

bash -c 'curl -s -X PUT "https://api.streak.com/api/v1/pipelines" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

5. List Boxes in Pipeline

Boxes are the core data objects (deals, leads, projects) within a pipeline.

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/boxes" -u "${STREAK_TOKEN}:"'

6. Get a Box

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}" -u "${STREAK_TOKEN}:"'

7. Create a Box

Write to

/tmp/streak_request.json

json

{
  "name": "Acme Corp Deal"
}

Then run:

bash

bash -c 'curl -s -X POST "https://api.streak.com/api/v1/pipelines/{pipelineKey}/boxes" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

8. Update a Box

Write to

/tmp/streak_request.json

json

{
  "name": "Updated Deal Name",
  "stageKey": "stageKey123"
}

Then run:

bash

bash -c 'curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

9. List Stages in Pipeline

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/stages" -u "${STREAK_TOKEN}:"'

10. List Fields in Pipeline

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/fields" -u "${STREAK_TOKEN}:"'

11. Get a Contact

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/contacts/{contactKey}" -u "${STREAK_TOKEN}:"'

12. Create a Contact

Write to

/tmp/streak_request.json

json

{
  "teamKey": "teamKey123",
  "emailAddresses": ["john@example.com"],
  "givenName": "John",
  "familyName": "Doe"
}

Then run:

bash

bash -c 'curl -s -X POST "https://api.streak.com/api/v1/contacts" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

13. Get an Organization

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/organizations/{organizationKey}" -u "${STREAK_TOKEN}:"'

14. Search Boxes, Contacts, and Organizations

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/search?query=acme" -u "${STREAK_TOKEN}:"'

15. Get Tasks in a Box

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/tasks" -u "${STREAK_TOKEN}:"'

16. Create a Task

Write to

/tmp/streak_request.json

json

{
  "text": "Follow up with client",
  "dueDate": 1735689600000
}

Then run:

bash

bash -c 'curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/tasks" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

17. Get Comments in a Box

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/comments" -u "${STREAK_TOKEN}:"'

18. Create a Comment

Write to

/tmp/streak_request.json

json

{
  "message": "Spoke with client today, they are interested."
}

Then run:

bash

bash -c 'curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/comments" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

19. Get Threads in a Box

Email threads associated with a box.

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/threads" -u "${STREAK_TOKEN}:"'

20. Get Files in a Box

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/files" -u "${STREAK_TOKEN}:"'

21. Get Meetings in a Box

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/meetings" -u "${STREAK_TOKEN}:"'

22. Create a Meeting Note

Write to

/tmp/streak_request.json

json

{
  "meetingDate": 1735689600000,
  "meetingNotes": "Discussed pricing and timeline.",
  "title": "Sales Call"
}

Then run:

bash

bash -c 'curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/meetings" -u "${STREAK_TOKEN}:" --header "Content-Type: application/json" -d @/tmp/streak_request.json'

23. Get Box Timeline

bash

bash -c 'curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/timeline" -u "${STREAK_TOKEN}:"'

Guidelines

Keys: Pipeline keys, box keys, and other identifiers are alphanumeric strings returned by the API
Timestamps: Use Unix timestamps in milliseconds for date fields (e.g.,
```
dueDate
```
,
```
meetingDate
```
)
Rate Limits: Be mindful of API rate limits; add delays between bulk operations
Stages: To move a box to a different stage, update the box with the new
```
stageKey
```
Email Integration: Streak is tightly integrated with Gmail; threads are Gmail thread IDs
Team Key: When creating contacts, you need a
```
teamKey
```
which can be obtained from the teams endpoint

streak

NPX Install

Tags

SKILL.md Content

Streak CRM

When to Use

Prerequisites

How to Use

Authentication

1. Get Current User

2. List All Pipelines

3. Get a Pipeline

4. Create a Pipeline

5. List Boxes in Pipeline

6. Get a Box

7. Create a Box

8. Update a Box

9. List Stages in Pipeline

10. List Fields in Pipeline

11. Get a Contact

12. Create a Contact

13. Get an Organization

14. Search Boxes, Contacts, and Organizations

15. Get Tasks in a Box

16. Create a Task

17. Get Comments in a Box

18. Create a Comment

19. Get Threads in a Box

20. Get Files in a Box

21. Get Meetings in a Box

22. Create a Meeting Note

23. Get Box Timeline

Guidelines