Streak

Add a call log entry to a box with notes and duration. Use this when: logging a phone call or recording call notes. Do not use for: viewing call history.

Assign a box to users by email address, or unassign all users by passing an empty string. Use this when: assigning, reassigning, or unassigning a box. Do not use for: viewing box details (use get_box).

Create a new task in a box with optional due date and assignment. Useful for setting reminders and tracking follow-ups. Use this when: adding a task, setting a reminder, or tracking something to do for a box. Do not use for: viewing existing tasks.

Get complete details for an item found via search. Required for Deep Research mode. Takes a search result ID (format: 'type:key' like 'box:abc123') and returns full content. Use this when: you performed a search and need detailed information. Do not use for: direct lookups by key (use get_box, get_contact, or get_pipeline).

Filter boxes in a pipeline with structured filters and sorting.

PREREQUISITE: Call get_pipeline first to discover stage keys, field names, dropdown/tag options, and users.

IMPORTANT: Most queries need 2+ filters. Identify ALL criteria in the query. Example: "my active deals" needs: [{ field: "assignedTo", operator: "equals", value: "me" }, { field: "stageKey", operator: "equals", value: "Active" }] Example: "boxes in Scheduled stage for Cooldown sprint" needs: stageKey filter + Sprint filter

SYSTEM FIELDS (primary filters - check these first): stageKey (workflow stage), assignedTo (owner), createdBy, creationTimestamp, lastUpdatedTimestamp, lastStageChangeTimestamp, name, notes

OPERATORS BY FIELD TYPE:

TEXT (name, notes, custom text fields):

• 'contains'/'not_contains': substring search
• 'equals'/'not_equals': exact match
• 'is_set'/'is_not_set': check if has value

Example: { field: "name", operator: "contains", value: "Acme" }

DATE (creationTimestamp, lastUpdatedTimestamp, custom date fields):

• 'greater_than'/'less_than': compare dates (ISO-8601 UTC)
• 'equals': exact date match
• 'is_set'/'is_not_set': check if date is set

Example: { field: "creationTimestamp", operator: "greater_than", value: "2025-01-15T10:30:00Z" }

NUMBER (taskTotal, totalNumberOfEmails):

• 'greater_than'/'less_than': numeric comparison
• 'equals'/'not_equals': exact value

Example: { field: "taskTotal", operator: "greater_than", value: "5" }

DROPDOWN (stageKey, custom dropdown fields):

• 'equals'/'not_equals': match by name or key
• 'is_set'/'is_not_set': check if selected

Example: { field: "stageKey", operator: "equals", value: "5001" }

TAG (custom tag fields):

• 'includes': has ANY of specified tags (use 'values', not 'value')
• 'excludes': has NONE of specified tags
• 'is_set'/'is_not_set': check if any tags

Example: { field: "Tags", operator: "includes", values: ["9001", "9002"] }

USER (assignedTo, createdBy, followers, taskAssignees, incompleteTaskAssignees, overdueTaskAssignees, custom person fields):

• 'includes': specific user(s) by email (use 'values')
• 'excludes': exclude specific user(s)
• 'contains': partial name/email text search (use 'value')
• 'equals': single user match or "me" for current user
• 'is_set'/'is_not_set': check if assigned

Example (by email): { field: "assignedTo", operator: "includes", values: ["user@example.com"] } Example (custom person): { field: "Account Manager", operator: "includes", values: ["manager@example.com"] }

CHECKBOX (custom checkbox fields):

• 'is_set': checkbox is checked (true)
• 'is_not_set': checkbox is unchecked (false)

Example: { field: "Approved", operator: "is_set" }

SORTING: sorts: [{ field: "lastUpdatedTimestamp", direction: "desc" }]

All filters combined with AND. Do not use for: keyword search (use search), single box lookup (use get_box).

Get detailed information about a box by its key.

Use this when: you have a box key and need detailed information such as custom field values, notes, magic columns, or linked contacts/organizations.

Do not use for: searching boxes (use search or filter_boxes).

Get detailed information about a contact by its key. Use this when: you have a specific contact key. Do not use for: searching contacts (use search or search_contacts).

Get information about the authenticated user including name, email, time zone, and current date/time. Use this when: personalizing responses or needing user context. Do not use for: finding other users.

Use this when you need detailed information about a specific pipeline, including its stages, custom fields/columns, saved views, and users with access. Do not use for: listing all pipelines (use list_pipelines) or searching by name (use search).

PRIORITY TOOL: Check this first when users mention boxes without specific criteria. Get boxes recently viewed by the current user.

Use this when: user asks about recent boxes, 'what was I working on', or refers to a box without specifying its name.

Missing (call get_box for): custom field values, notes, email/task counts, linked contacts/organizations.

Do not use for: searching by name (use search) or filtering by criteria (use filter_boxes).

List all pipelines the current user has access to.

Use this when: discovering available pipelines or when the user asks to see their pipelines/CRMs.

IMPORTANT: This returns stage/field COUNTS only, NOT actual names/keys. If you need stage keys, field names, or user list, you must call get_pipeline first.

Do not use for: getting pipeline details (use get_pipeline) or finding boxes (use filter_boxes).

Search across Streak boxes, contacts, organizations, pipelines and saved views by keyword. Use this when: finding items by name or text content. Do not use for: filtering by criteria (use filter_boxes) or getting recent boxes (use get_recent_boxes).

Move a box to a different stage in its pipeline. PREREQUISITE: Call get_pipeline first to discover available stage keys (use 'key' property, not 'name'). Use this when: updating deal status, moving to next stage, or changing workflow state. Do not use for: getting box details (use get_box) or other box modifications.