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Streak + Memtro

Ask what stage a deal is at in Streak, or add a box to a pipeline.

Connect Streak with a Streak API key and Memtro reads your pipelines with stages and custom fields, and a box (a deal, candidate or project) by its key with its stage, notes and field values. The key is personal, so Memtro sees only what its owner can see. It reads on demand and there is no hourly sync. When asked, and once an administrator has granted the action by name, it can create a box, rename it, move its stage or replace its notes, comment, add tasks, and permanently delete a box with its files, emails and tasks.

In Memtro

What you can do with Streak in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Streak tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Pipelines for sales, hiring or projects, with stages in order, custom fields and owner
  2. 02One box by its key from a Streak link: name, pipeline, stage, notes and custom field values
  3. 03Counts of comments, tasks, email threads and files on a box
  4. 04Only the pipelines and boxes the key's owner can see, so a team-wide answer may be partial
  5. 05When asked and granted, creates a box, renames it, moves it to another stage or replaces its notes, and Streak emails the box's followers on major changes
  6. 06When asked and granted, comments on a box, adds a task assigned to named people, whom Streak may email, or permanently deletes a box with its files, emails and tasks

Acts when asked

When you ask it to

These tools change something in Streak. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Create a box (deal, candidate, project) in a pipeline
  2. 02Rename a box, move it to another stage or replace its notes (followers are emailed on major changes)
  3. 03Delete a box with its files, emails and tasks (permanent)
  4. 04Comment on a box
  5. 05Add a task to a box, optionally due on a date and assigned to named people
In practice

Ask it like you would a colleague

Once Streak is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Streak logoStreak + Memtro
  • What stages does our sales pipeline have?

  • What stage is the Northwind deal at, and what are its field values?

  • How many email threads and tasks are on the Acme box?

  • Create a box called BigCo renewal in the sales pipeline at the Qualified stage

  • Move the Northwind deal to Proposal sent

01

Where the deal stands

Before a pipeline review the founder pastes the Streak link for the Brightwave Ltd deal. Memtro reads the box and answers that it is at Proposal sent, the deal value field says £18,000, and it has four email threads and two tasks.

02

After the call

Dan Fletcher asks Memtro to move the Northwind deal to Negotiating and give Priya Nair a task to send the contract by Friday. Memtro moves the box, so Streak emails its followers, and adds the task due Friday assigned to Priya, whom Streak may email.

Teams

Where it fits

The teams that lean on Streak most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Streak is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withStreak API key
  1. 1

    In Gmail open the Streak icon in the right sidebar → Integrations → Streak API → Create New Key

  2. 2

    The key has its creator's access, so Memtro sees and changes only what that person can. Streak does not document which plans include API access, so if the Streak API section is missing, check your plan with Streak

  3. 3

    Paste the Streak API key into Connections → Streak in Memtro and connect

  4. 4

    Ask what stage the Northwind deal is at

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Streak tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Streak?+

Only when you ask, and only what it has been granted: create a box (deal, candidate, project) in a pipeline; rename a box, move it to another stage or replace its notes (followers are emailed on major changes); delete a box with its files, emails and tasks (permanent); comment on a box; add a task to a box, optionally due on a date and assigned to named people. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a Streak connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Streak data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Streak?+

Streak API key. In Gmail open the Streak icon in the right sidebar → Integrations → Streak API → Create New Key.

Connect Streak in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time