Crossbeam+Clay

Bring Crossbeam and Clay together in your AI tools

Crossbeam surfaces the partner relationship: who overlaps, how strong it is, and whether a shared contact already exists. Clay fills in the rest, so you're ready to reach out. One prompt, not two tools.

Learn moreTalk to our team

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and Clay into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Clay brings the research. Together, ready-to-send outreach in minutes.

Lead enrichment
CrossbeamPartner

Enrich leads with partner context and verified data

Crossbeam adds the ecosystem layer: their role, how strong the relationship is. Clay adds the person layer: verified email, current title, whether they're still there. Together, a contact worth your time, not just a name on a list.

Example prompt
"Enrich [Contact] at [Account]: pull their role and relationship strength from our partner data, then confirm they're still there and get a current email."
List building
CrossbeamPartner

Create a warm, enriched list

Crossbeam hands you a warm list: accounts where a partner already has a relationship, not cold outbound. Clay enriches it with headcount growth, recent news, and tech stack.

Example prompt
"Pull a list of prospect accounts that overlap with [Partner], then enrich each one with headcount growth and recent news."
Warm outreach
CrossbeamPartner

Turn partner overlaps into personalized outreach

Crossbeam finds accounts where a partner has a relationship, ranked by overlap strength and recent deal activity. Clay finds the right contact and enough context to write a personalized first email.

Example prompt
"Find accounts where [Partner] has a strong relationship, then find the best contact to reach out to at [Account] and draft a first email referencing our partnership."
Account intelligence
CrossbeamPartner

Get the full picture on any account

Crossbeam brings the partner side: who's close to this account, how long-standing the relationship is, contacts you don't have yet. Clay brings the company side: tech stack, hiring, recent news.

Example prompt
"Before my call with [Account], pull [Partner]'s relationship history and any contacts I don't have, then add recent news and tech stack on the account."
Ecosystem building
CrossbeamPartner

Find and research best-fit partners

Crossbeam suggests partners that fit your ecosystem, based on shared accounts. Clay checks their funding, headcount, and who leads partnerships there, before you reach out.

Example prompt
"Show me partners Crossbeam recommends based on ecosystem fit, then pull funding, headcount, and who leads partnerships at [Company]."

What each MCP server does before you pair them

Crossbeam

Crossbeam MCP

Your partner relationships and deal activity.

  • Every account a specific partner has a relationship with, and how strong it is
  • Whether a partner recently opened, closed, or won a deal on an account
  • Contacts a partner has shared, ranked by role: decision maker, economic buyer, executive sponsor, and more
  • Partners who fit your ecosystem based on shared accounts
  • Read-only: nothing here writes back to your CRM or to Crossbeam
Clay

Clay

MCP

Your first-party account data plus the enrichment waterfall.

  • Company and contact details for any account you name: funding, headcount, tech stack, recent news
  • Verified emails and current employment status for a specific contact
  • Research on named people at named companies, one company at a time
  • Answers about your own Clay Audiences data (deals and accounts you already own)
  • Read-only: nothing here pushes to your CRM, sequencer, or inbox

Works with your stack

Crossbeam plugs into the AI tools and GTM systems your team already runs: query it from any MCP client, or sync ecosystem data straight into your stack.

Claude

Get ecosystem signals and account intelligence right in your Claude conversations.

How to connect →
OpenAI

Mention @Crossbeam in any chat to pull ecosystem signals, account intelligence, and warm intro paths.

How to connect →
Glean

Bring ecosystem signals and partner context into your AI work assistant, right where your team searches.

How to connect →
Gemini

Bring Crossbeam ecosystem data into Gemini over MCP.

Perplexity

Answer account questions with Crossbeam data in Perplexity.

HubSpot

Enrich HubSpot records with partner overlap and signals.

Sync co-sell overlap onto your Salesforce accounts.

Crossbeam
Slack

Get partner and deal signals delivered in Slack.

Snowflake

Pipe Crossbeam ecosystem data into Snowflake.

Gong

Surface partner overlap, shared contacts, and deal activity alongside Gong call intelligence, so reps know who's already in their ecosystem.

How to connect →
n8n

Let your AI agents surface partner overlap, deal activity, and shared contacts, then reason and act on them.

How to connect →
Microsoft Copilot

Surface partner overlap, shared contacts, and deal activity alongside the data your team works with in Microsoft 365.

How to connect →
Cursor

Pull partner and account context into Cursor.

Mistral

Feed your partner ecosystem graph to Mistral agents.

Connect any MCP-compatible AI tool

Using another AI tool or custom solution that supports MCP connections? Our documentation walks through custom connector setup.

Read documentation →

Crossbeam MCP is currently in early access for customers on Supernode and Enterprise plans.

Talk to our team

Keep going

More on connecting Crossbeam to the AI tools and GTM systems your team already runs.

Crossbeam MCP overview

What the server exposes, which clients it runs in, and how to connect it.

Go to the MCP page

The AI-Powered Ecosystem Playbook

Real use cases and prompts for running ecosystem data through your agents.

Download

Browse our marketplace

See what else pairs with Crossbeam across the GTM stack.

Browse the marketplace

Frequently asked questions

Crossbeam MCP is in Limited Availability and is enabled by default for customers on Supernode and Enterprise plans. Connect it at mcp.crossbeam.com/mcp using OAuth with your Crossbeam credentials, and SAML SSO is supported. Not on one of those plans? Talk to our team.
There are native connectors for Claude, ChatGPT, and Glean, plus documented setups for Gong Agent Studio and custom connections like n8n, Microsoft Copilot, and LibreChat. Claude, ChatGPT, and Glean also support the partner tool's connector, so both servers run in one chat with no bridging work.
No. Crossbeam MCP is read-only: it reads ecosystem intelligence and returns it to your AI client. It can generate a shareable list link so you can jump into the UI, but no documented tool changes data in Crossbeam.
Use MCP when a person or an agent is asking questions in natural language and needs ecosystem context in the moment. Use the REST API for programmatic reads on your own schedule, and Webhooks when you want Crossbeam to push events to you as they happen. Most teams end up using more than one.
Your overlaps with one partner or across the whole ecosystem, a unified view of a single account with population membership and owner, partner health metrics like overlap counts, open deals, win rate and recency, ranked partner recommendations on an open opportunity, and recent ecosystem activity including partner deals opened, closed won, and greenfield signals. Access is scoped to your own Crossbeam permissions.
No. In supported clients it's a connector plus an OAuth login, with no code, no API keys, and no local install. The partner tool is added the same way, from your client's connector settings.
AI Chat lives inside Crossbeam and answers questions about your ecosystem there. MCP brings that same intelligence into the AI tool you already work in, alongside your other connectors. That's what makes pairings like this one possible in a single prompt.

Run Crossbeam and

Clay

in the same prompt

Talk to our teamDocumentation

Crossbeam MCP is currently in early access for customers on Supernode and Enterprise plans. Crossbeam is not affiliated with

Clay

. Product names are the property of their owners.