Crossbeam+Coveo

Bring Crossbeam and Coveo together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Coveo answers from your indexed content with AI search, generative answers, and the exact passages behind them. 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 Coveo into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Coveo brings your indexed content: full-text search, generative answers, and the passages and documents that back them up.

Account intelligence
CrossbeamPartner

Get ranked partners and a grounded answer on any account

Crossbeam ranks the partners that share the account by partner score, win rate, and attributed revenue. Coveo's Answer tool uses Relevance Generative Answering to answer your product and integration questions straight from your indexed content.

Example prompt
"Which partners share [Account] in Crossbeam, and ask Coveo how our [product] works with [Partner]'s platform."
Co-sell execution
CrossbeamPartner

Prep a co-sell call with ranked contacts and the right collateral

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Coveo searches your indexed content for the case studies and enablement material that fit the conversation.

Example prompt
"Pull the partner-shared contacts for [Account] from Crossbeam, then search Coveo for customer stories about our joint work with [Partner]."
Pipeline generation
CrossbeamPartner

Build a partner-sourced target list with proof points attached

Crossbeam finds your prospects that are already a partner's customers, segment by segment. Coveo's Passage Retrieval pulls the exact passages from your indexed content that explain the joint solution, so every outreach starts from proof.

Example prompt
"Find our prospects that are [Partner] customers in Crossbeam, then retrieve passages from Coveo on how our products work together."
Deal acceleration
CrossbeamPartner

Find the partner to bring in and the document that backs the play

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Coveo searches your indexed content and fetches the full integration guide or solution page in HTML or markdown.

Example prompt
"Ask Crossbeam which partners have recent wins at [Account], then search Coveo for our [Partner] integration guide and fetch the full document."
Ecosystem building
CrossbeamPartner

Check ecosystem momentum against your content coverage

Crossbeam shows recent ecosystem activity: partner deals opened, closed won, and greenfield wins. Coveo searches your indexed content to show what you have already published on each of those partners, so you can spot where joint content is missing.

Example prompt
"Show recent partner deal activity in Crossbeam, then search Coveo for the content we have indexed about our top three partners."

What each MCP server does before you pair them

Crossbeam

Crossbeam MCP

The partner layer: overlaps, performance, and deal activity across your ecosystem.

  • Find the accounts you share with any partner, filtered by segment: customers, open opportunities, prospects
  • Rank the partners on any account by partner score, win rate, deal size, or attributed revenue
  • Get partner recommendations on an open deal, backed by signals like recent wins, long-term relationships, and missing contacts
  • Surface partner-shared contacts ranked by role: decision maker, economic buyer, executive sponsor
  • See recent ecosystem activity: partner deals opened, closed won, and greenfield wins
Coveo

Coveo

MCP

AI-powered search over your indexed content: answers, passages, and full documents on demand.

  • Run full-text searches across your indexed content through the Coveo Search API
  • Generate answers grounded in your content with Relevance Generative Answering (RGA)
  • Retrieve the exact passages behind an answer from large documents
  • Fetch a specific document's full content in HTML or markdown
  • Hosted by Coveo with OAuth for secured content or anonymous API keys for public content

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

Coveo

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

Coveo

. Product names are the property of their owners.