The Strety MCP connector lets your AI platform (Claude, ChatGPT, Microsoft Copilot, or Gemini) read and update your Strety account the same way you do. Instead of clicking through spaces, ask a question in plain language: it pulls your To Dos, Rocks, Measurables, Issues, Headlines, and meetings to answer it, or creates and updates them for you.
What the Strety MCP is used for
The Strety MCP turns your AI platform into one that already knows your EOS data. It is most useful for prepping meetings, keeping items current, and spotting what needs attention before it becomes an Issue.
Action | What your AI platform can do |
Read | To Dos, Rocks, milestones, Measurables, Issues, Headlines, meetings and transcripts, V/TO, Accountability Chart, docs, and notifications |
Create | To Dos, Rocks, milestones, Issues, Headlines, Shoutouts, docs, messages, and agenda items |
Update | Complete To Dos, check in Rocks and Measurables, resolve Issues, and edit owners, due dates, and descriptions |
Search | Everything you have access to in Strety |
Note: Your AI platform only sees and changes what your own Strety account can access. It works inside the same permissions you already have.
Connect the Strety MCP to your AI platform
You only need to connect once. After that, Strety is available in every new chat. Visit the Strety MCP | Complete Guide to learn how to connect your AI platform.
Tip: If you belong to more than one Strety organization, you can connect any or all of them. Name the organization in your prompt so your AI platform knows which one you mean.
Note: You can disconnect at any time from your AI platform's connector settings or from your Strety account. Disconnecting deletes nothing in Strety.
Ways to Use It:
Prep for this week's Level 10 Meetings
A Monday briefing gives you a one-page view of where your team stands before the L10 starts. Your AI platform pulls the same sections your Agenda covers, so you walk in knowing what needs discussion.
A good briefing includes:
Rocks that are off track, or have had no check-in this week
Scorecard Measurables that missed target
Overdue To Dos from last week's meeting
Open Issues, with the ones most worth IDSing flagged
Recent Headlines and Shoutouts
How to do it:
Open a new chat in your AI platform before your meeting.
Ask for your briefing and name the meeting or team.
Ask it to add anything missing to the Agenda or Issues list.
Try these prompts:
"Prep me for this week's Leadership L10."
"Which 3 Issues on the Sales list should we IDS first, and why?"
"Add an Agenda item to Thursday's L10 to review the pricing change."
Tip: Save your favorite briefing prompt and reuse it every week. A consistent prompt gives you a consistent briefing, which makes week-over-week changes easy to spot.
Create and Manage Rocks
Your AI platform can draft Rocks that ladder up to your V/TO, break them into milestones, and log weekly check-ins. Because it reads your team and company data, the Rocks it suggests connect to higher-level goals or Issues
Draft new Rocks
Ask your AI platform to review your V/TO and suggest Rocks for the quarter.
Review the drafts and ask it to make them more specific or measurable.
Tell it to create the final Rocks, with owners and due dates.
Ask it to add milestones spread across the quarter.
Try these prompts:
"Based on our 1-Year Plan, draft 3 SMART Rocks for me this quarter."
"Break my 'Launch partner program' Rock into 4 milestones spread across the quarter."
"Review our Company Rocks and flag any that aren't SMART. Suggest a better version for each."
Check in your Rocks
Update a Rock's status in plain language instead of opening each one.
"Mark my hiring Rock off track and note that our top candidate declined the offer."
"Complete the 'Finalize vendor shortlist' milestone."
"Which Company Rocks haven't been checked in on in two weeks?"
Tip: At quarterly planning, ask your AI platform to compare your Rocks to the 1-Year Plan: "Do our Company Rocks cover every 1-Year goal? What's missing?"
Check in and review your Scorecards
Your AI platform can log weekly numbers for your Measurables and spot trends across weeks. This is useful right after a call or at the end of the week, without opening the Scorecard
Try these prompts:
"Log 42 demos and 11 closes for this week on my Scorecard."
"Which Measurables have missed target 3 of the last 4 weeks?"
"Suggest 5 Measurables for our new Customer Success seat, with weekly targets."
Note: Your AI platform can only check in values for manual Measurables. Measurables fed by an integration update on their own.
Manage your Issues List
Your AI platform helps you get more out of IDS by cleaning up the Issues List before the meeting. A short, clear list means more time solving and less time figuring out what an Issue means
Your AI platform can:
Find and merge duplicate Issues
Rewrite vague Issues as a clear problem statement
Link an Issue to the Rock, To Do, or Measurable it relates to
Help you think through the root cause before you discuss it
Try these prompts:
"Review the Leadership Issues List. Flag duplicates and rewrite any vague Issues as a one-line problem statement."
"Log an Issue in the Ops space: our onboarding takes 3 weeks longer than promised. Link it to the onboarding Rock."
"Mark the CRM migration Issue resolved and note that we chose HubSpot."
Prep for 1:1s and Quarterly Conversations
Your AI platform can pull a direct report's Rocks, To Dos, Measurables, and recent Shoutouts into one summary, so you start the conversation with the full picture
Try these prompts:
"Prep me for my 1:1 with Sarah. Show her Rocks, open To Dos, and anything that's stuck."
"Summarize the Shoutouts Sarah received this quarter and which Core Values come up most."
Update Strety after an offline Quarterly
Many teams run their Quarterly away from screens, with whiteboards, flip charts, and sticky notes. Afterward, your AI platform can turn those notes into Strety items in one conversation, so the new quarter is set up before Monday.
Your AI platform can:
Create the new quarter's Rocks, with owners, due dates, and milestones
Mark last quarter's Rocks complete or incomplete, and archive them
Add new Issues from the Issues List you built in the room, and resolve the ones you solved
Create the To Dos everyone committed to
Update the V/TO, Scorecard Measurables, and Accountability Chart if they changed
Turn your session notes into Strety items
Gather your notes. Take clear photos of whiteboards and flip charts, or paste typed notes into the chat.
Share them with your AI platform and name the team, such as Leadership.
Ask for a draft. Have it draft everything it finds, grouped by Rocks, Issues, To Dos, and V/TO changes. Don't create anything yet.
Review the draft. Fix owners, wording, and due dates, and remove anything that doesn't belong.
Create the items. Tell it to create them in Strety, then ask for a summary of what changed.
Try these prompts:
"Here are photos of our Quarterly whiteboards. Draft the new Leadership Rocks with owners and a due date of the end of the quarter. Don't create anything yet."
"Mark last quarter's Leadership Rocks done or not done based on these notes, then archive them."
"Add the Issues from this flip chart to the Leadership Issues List, and resolve the 3 we solved."
"Compare our new Company Rocks to the 1-Year Plan. Did we leave any goal uncovered?"
"Summarize everything you changed in Strety today so I can share it with the team."
Tip: Whiteboards often use first names, initials, or nicknames. Tell your AI platform who's who (for example, "'JD' is Jordan Davis") so items get assigned to the right person in Strety.
Note: Photo uploads depend on your AI platform. If yours doesn't read images, type or paste your notes instead. Only V/TO editors can update the V/TO through your AI platform.
More ways to use it
Send Shoutouts
Your AI platform can create a Shoutout tied to the right Core Value, so recognizing someone takes one sentence.
"Sarah just completed the onboarding Rock. Send her a Shoutout in the Company Space for the right Core Value."
"Which Core Values have we recognized least this quarter?"
Note: Shoutouts must be enabled for your organization, and Core Values must be set up in Strety.
Update the Accountability Chart
Your AI platform can draft roles for a new seat or add a seat as your organization grows.
"Add a Customer Success Manager seat reporting to the COO, with 5 roles."
Work with your V/TO
Your AI platform can read your V/TO and, if you have edit rights, update it. This is useful in annual and quarterly planning.
"Summarize our V/TO in 5 bullets for a new hire."
"Add 'Grow recurring revenue to $5M' to our 1-Year Plan goals."
Document Core Processes
Describe how something works in plain language, and your AI platform turns it into a Core Process with sub-processes and steps.
"Create a Core Process for how we onboard a new client. Here's how it works today: …"
Write docs and messages
Your AI platform can draft a doc, policy, or team update straight into a Strety space.
"Write a one-page remote work policy and save it as a doc in the People space."
"Post a message to the Sales team summarizing this week's wins."
Search everything
Ask a question, and your AI platform searches across Issues, Headlines, Rocks, To Dos, docs, and messages to answer it.
"What did we decide about pricing last quarter?"
"Find every Issue or Headline that mentions our Acme account."
Tips for better results
Your AI platform works best when your prompt is specific about where, who, and when. These habits make the biggest difference:
Name the space or meeting. "In the Sales team space" or "for Thursday's Leadership L10" removes guesswork.
Ask for a draft first when creating several items at once, then confirm with "looks good, create them."
Say who owns it and when it's due. It can fill these in, but it gets them right when you say them.
Reuse your best prompts. Keep a short list of prompts for your Monday briefing, post-L10 cleanup, and quarterly planning.
Combine Strety with your other connectors. If you also connect email, calendar, or Teams, your AI platform can turn an email thread into an Issue or find time for a Quarterly.
Tip: Most AI platforms let you talk by voice on mobile. Updating a Measurable or logging a To Do right after a call takes one sentence.
FAQs
My AI platform says it can't find something in Strety. Check that you have access to that space in Strety, and name the space or team in your prompt. It only sees what your account can see.
My AI platform isn't using Strety at all. Make sure the Strety connector is connected and turned on for your chat. You can also say "use Strety" in your prompt.
Can my AI platform change things I didn't ask it to? It acts on what you ask. For bigger changes, ask for a draft first and review it before anything is created.
How do I disconnect? Remove the connector from your AI platform's connector settings, or revoke access from your Strety account. Nothing in Strety is deleted.