What is a 'Box' in the context of this skill?

In Streak, a 'Box' is the core data object representing a single record within a pipeline, such as a specific sales deal, lead, or project.

Do I need to have the Streak extension installed?

Yes, you need the Streak Gmail extension to set up your pipelines and generate the necessary API key for this skill to function.

What format does the skill use for dates and deadlines?

The Streak API requires Unix timestamps in milliseconds for all date-related fields, such as task due dates or meeting times.

Can I associate Gmail emails with my deals using Claude?

Yes, this skill allows you to retrieve and manage email thread IDs associated with specific boxes, keeping your CRM history synchronized with your inbox.

How do I authenticate the Streak skill?

You must obtain a Streak API key from your Gmail settings (Streak icon > Integrations > Streak API) and set it as the STREAK_API_KEY environment variable.

Streak CRM Management

Name: Streak CRM Management
Author: vm0-ai

byvm0-ai

•

Productivity & Workflow

Manages sales pipelines, deals, and Gmail-integrated contacts directly through the Streak CRM API.

About

The Streak CRM skill enables Claude to interact seamlessly with Streak, the premier CRM built entirely inside Gmail. It allows for the automated management of pipelines, deal boxes, contacts, and organizations without switching contexts. Users can create tasks, log meeting notes, update deal stages, and search across their entire CRM database. This skill is ideal for teams that need to synchronize their development or project workflows with sales and relationship data, ensuring that lead status and client interactions are always up to date.

Key Features

Complete pipeline and deal (box) lifecycle management
Global search functionality across all CRM entities
Task and comment creation for streamlined deal collaboration
Direct association of Gmail email threads with specific deals
Contact and organization tracking with team associations
18 GitHub stars

Use Cases

Syncing technical notes and task updates directly to CRM boxes
Automating deal stage transitions based on project milestones or code commits
Rapidly searching for client history and contact details during development

About

Key Features

Complete pipeline and deal (box) lifecycle management
Global search functionality across all CRM entities
Task and comment creation for streamlined deal collaboration
Direct association of Gmail email threads with specific deals
Contact and organization tracking with team associations
18 GitHub stars

Use Cases

Syncing technical notes and task updates directly to CRM boxes
Automating deal stage transitions based on project milestones or code commits
Rapidly searching for client history and contact details during development