# Streak L1 · Needs a person

Streak is a CRM that lives inside Gmail.

**Can an AI agent use Streak? No.** Our agent couldn't get into Streak on its own.

Category: CRM · Connects by: MCP, API, SDK · Agent payments: None found · Driven: 26 Oct 2026

**How to connect**
- MCP server URL: `https://api.streak.com/mcp` (streamable HTTP, documented). Source: https://api.streak.com/mcp
- Docs page: `https://streak.readme.io/` (tested in our drive). Source: https://streak.readme.io/

**Level 1: Needs a person.** Agents can't get in on their own.
- Got in by: A person sets it up (Not on its own in its last 2 drives)
- Got as far as: Sign up (Use, Pay and Leave not reached)
- To reach L2: Let an agent sign up with its own email address.

2 drives on one day, awaiting confirmation

[What the levels mean](https://agentdrives.com/method/levels?via=md)

## From finding it to leaving

What an agent managed without a person, at each step.

1. **Find**: On its own. Docs it can act on: llms.txt, an OpenAPI and an MCP server. 134 doc pages read.
2. **Get in**: Stopped. Can't sign up. Sign-up only goes through a Google account and the Gmail extension. Stopped here.
3. **Use**: Not reached. Tasks need an account.
4. **Pay**: Not reached. Buying needs an account.
5. **Leave**: Not reached. Nothing to cancel or delete.

## Getting in

None of the 3 ways in worked without a person.

Where it stopped: **Sign-in for apps (OAuth, MCP)**. Sign-up only goes through a Google account and the Gmail extension.

- Both kinds of agent (On a server, or in its own browser): No. Stops at sign-up: sign-up only through Google.
- Signed agent (Known to Cloudflare): Yes. The site opens.

| Way in | What happened |
|---|---|
| Sign-in for apps (OAuth, MCP) | Stopped by the sign-in provider |
| Continue with Google | Not tried: Not part of this drive |
| A key from a person | Not tried: Needs a person's account |

[Let AI agents sign up and get an API key](https://agentdrives.com/guides/let-agents-sign-up-and-get-a-key.md?via=md)

## What an agent can do with Streak

No task was tried: our agent couldn't get into Streak.

Core tasks Streak offers an agent:

- Create a box (deal record) in a pipeline (API, MCP)
- Update a box's fields and move it between pipeline stages (API, MCP)
- Delete a box (API)
- Create a pipeline (custom CRM workflow) (API)
- Create a contact and link it to a box (API, MCP)
- Log emails and activity to a box timeline automatically from Gmail (MCP)
- Assign a box/deal and its follow-up task to a teammate (Web app)
- Search across boxes, pipelines, and contacts (MCP)
- Send a mail merge campaign to a contact list (Web app)
- Generate a funnel/pipeline report dashboard (MCP)

What it can't do, and why:

- Get an API key: Keys are made only in the Streak sidebar inside Gmail.
- Use the MCP server: Its sign-in sends the agent to Google.
- Pay for a plan: Checkout exists only inside the Gmail extension; no agent payment route.

26 more tasks it offers:

- Add a comment or note to a box (MCP)
- Create a custom field on a pipeline/box type (MCP)
- Create a saved pipeline view/filter grouped by field (Web app)
- Track email opens and link clicks (Web app)
- Create and reuse a shared email snippet/template (Web app)
- Build a CRM automation that triggers on a stage/field change (Web app)
- Autofill a CRM field from email activity or web research with AI (Web app)
- Ask a natural-language question about a deal and get an AI answer (Web app)
- Get an AI summary of a deal's history (Web app)
- Generate a meeting agenda from a deal's history with AI (Web app)
- Scan a Gmail inbox to extract contacts and add them as leads (Web app)
- Place and log a phone call from a box (native dialer) (Web app)
- Register a webhook for pipeline/box events (API)
- Read the pipeline newsfeed of historical changes (API)
- Export pipeline data to Google Sheets on a schedule (Web app)
- Import data into a pipeline from CSV or Google Sheets (Web app)
- Capture a lead from a web form (Typeform/Calendly) into a pipeline (Web app)
- Enrich a contact from a LinkedIn profile (Web app)
- Work from the Streak mobile app (iOS/Android) (Web app)
- Create a signup form / public share link for a thread via Streak Share (Web app)
- Split a long email thread into a new thread (Web app)
- Update a contact or organization custom field value via the API (API)
- Set a custom role with restricted permissions for a pipeline (Web app)
- Set a data validation rule to keep fields uniform (Web app)
- Connect Streak to Slack for pipeline notifications (Web app)
- Archive a user without losing their pipeline history (Web app)

**Surface audit:** 139 documented operations, 4 run, 3 passed, 1 not as documented, 135 blocked (sandbox or plan limits).

## How an agent connects

MCP, API, OpenAPI, SDK and llms.txt found.

Agent surfaces: API documented · MCP documented · CLI none found · SDK documented · Docs tested · Agent payments none found. Issues found: 50.

- **MCP server**: Listed, not tested. Official server. Https://api.streak.com/mcp, OAuth via Google sign-in. Sign-in needed to see its tools. https://api.streak.com/mcp (2 tools across its docs)
- **API**: Listed, not tested. REST v1 and v2 at api.streak.com, HTTP Basic with an API key. (81 operations across its docs)
- **OpenAPI**: Yes. 3.1.0 blocks per reference page, no single spec file.
- **CLI**: None found.
- **SDK**: Listed, not tested. streakapi 1.3.0 (Node, official wrapper) (48 methods across its docs)
- **llms.txt**: Yes. https://www.streak.com/llms.txt
- **Agent payments**: None found. The checkout wasn't reached: Pro, $59 a month.
- **Docs**: No gaps in what we read. Covers getting started, auth, error codes and code examples. https://streak.readme.io/ (134 of 143 pages read)

[The standards](https://agentdrives.com/standard)

## Tips for agent builders

- Read the API reference as Markdown: append .md to any streak.readme.io page; each has an OpenAPI 3.1.0 block.
- Authenticate API calls with HTTP Basic: the API key as the username, empty password, on https://api.streak.com/api/v1 or /api/v2.
- Check each operation's version on its page: boxes update and delete are v1, box create, contacts, comments, tasks and webhooks are v2.
- v1 create calls (pipelines, stages, fields, snippets) are PUT with a url-encoded body, not JSON.
- For MCP, point the client at https://api.streak.com/mcp; it registers by DCR at /oauth2/register and signs in through Google.

## How Streak compares

In CRM: 4 of the 13 products we drove in CRM are higher; 8 others share L1.

- [Attio](https://agentdrives.com/tools/attio.md?via=md): L4, Gets in on its own
- [Less Annoying CRM](https://agentdrives.com/tools/lessannoyingcrm.md?via=md): L4, Gets in on its own
- [Pipedrive](https://agentdrives.com/tools/pipedrive.md?via=md): L4, Gets in on its own
- [Twenty](https://agentdrives.com/tools/twenty.md?via=md): L4, Gets in on its own
- [Close](https://agentdrives.com/tools/close.md?via=md): L1, Can't sign up on its own
- [Copper](https://agentdrives.com/tools/copper.md?via=md): L1, Can't sign up on its own
- [folk](https://agentdrives.com/tools/folk.md?via=md): L1, Can't verify its account on its own
- **Streak** (this page): L1, Can't sign up on its own

[All 13 in CRM](https://agentdrives.com/categories/crm?via=md)

Sorted by level, then work done, then time to the first call. [How we rank](https://agentdrives.com/method?via=md#order)

On our standard (14 criteria, each against the other CRM products we measured on it):

- [Errors say what to do next](https://agentdrives.com/standard#err-03): **Ahead of most** 5 of 6 others lower, 1 the same.
- [Pages fit one fetch](https://agentdrives.com/standard#docs-08): **Ahead of most** 6 of 9 others lower, 3 the same.
- [A request id on every answer](https://agentdrives.com/standard#err-07): **Ahead of most** 4 of 5 others lower, 1 higher.
- [Export before leaving](https://agentdrives.com/standard#leave-03): **Ahead of most** 5 of 9 others lower, 4 the same.
- [Prices an agent can read](https://agentdrives.com/standard#find-06): **Level with most** 4 of 7 others the same, 3 lower.
- [A path written for agents](https://agentdrives.com/standard#docs-10): **In the middle** 4 of 9 others lower, 3 the same, 2 higher.
- [Fast to the first call](https://agentdrives.com/standard#in-03): **Level with most** 4 of 5 others the same, 1 lower.
- [Real status codes](https://agentdrives.com/standard#err-01): **The same as all** 6 others.
- [WebMCP tools on the web app](https://agentdrives.com/standard#proto-02): **Level with most** 6 of 7 others the same, 1 higher.
- [Docs an agent can navigate](https://agentdrives.com/standard#docs-11): **Level with most** 5 of 9 others the same, 1 lower, 3 higher.
- [Sign-in for agents acting for a person](https://agentdrives.com/standard#in-08): **Level with most** 6 of 10 others the same, 4 higher.
- [Every way in works for an agent](https://agentdrives.com/standard#in-11): **Level with most** 6 of 10 others the same, 4 higher.
- [The best way in is built for agents](https://agentdrives.com/standard#in-12): **Level with most** 6 of 10 others the same, 4 higher.
- [Errors a program can read](https://agentdrives.com/standard#err-02): **Behind most** 4 of 6 others higher, 2 the same.

[How each criterion is graded](https://agentdrives.com/standard)

## For the team behind Streak

**9 things to fix for agents.**

Agent blockers: 1 found · Agent surfaces: 49 issues found. Safety review: 3 issues found.

Agents get stuck at Get in. Prove Streak is yours, then see where each issue is, read your safety findings and ask for a free drive after a fix. How to fix each one comes with the Audit.

- Find: Clear
- Get in: Blocks agents
- Use: Not reached
- Pay: Not reached
- Leave: Not reached

[Claim Streak, free](https://agentdrives.com/app/products?add=streak.com&ref=listing) · [What a drive covers](https://agentdrives.com/method?via=md)

## Where Streak fits

- Category: [Sales and customers](https://agentdrives.com/categories/sales?via=md), [CRM](https://agentdrives.com/categories/crm?via=md)
- Wall: [Sign-up or key only in a browser](https://agentdrives.com/access/get-in/sign-up) (kept our agent out), [Let AI agents sign up and get an API key](https://agentdrives.com/guides/let-agents-sign-up-and-get-a-key?via=md) (fix guide)
- Standards: [MCP](https://agentdrives.com/standards/mcp) (tools an agent can call), [OpenAPI](https://agentdrives.com/standards/openapi) (its API, described), [llms.txt](https://agentdrives.com/standards/llms-txt) (its docs, listed for agents)
- Steps: [Find](https://agentdrives.com/access/find), [Get in](https://agentdrives.com/access/get-in) (stopped here), [Use](https://agentdrives.com/access/use), [Pay](https://agentdrives.com/access/pay), [Leave](https://agentdrives.com/access/leave)
- Rivals: [Close](https://agentdrives.com/tools/close?via=md) (L1), [Copper](https://agentdrives.com/tools/copper?via=md) (L1), [folk](https://agentdrives.com/tools/folk?via=md) (L1)

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