Crossbeam+Braze

Bring Crossbeam and Braze together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Braze brings the customer engagement and campaign data behind every one of those accounts. One prompt, not two tools.

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and Braze into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Braze brings the customer engagement and campaign data your team already runs on.

Account intelligence
CrossbeamPartner

Get partner strength and engagement history on one account

Crossbeam ranks the partners that share the account by partner score, win rate, and attributed revenue. Braze adds the engagement side: how that account's users have interacted with your campaigns and messaging.

Example prompt
"Which partners share [Account] in Crossbeam, and what does Braze show for that account's recent campaign engagement?"
Pipeline generation
CrossbeamPartner

Find partner-sourced prospects already engaging with you

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Braze shows which of those accounts already show up in your engagement data, so reps start with the audiences most likely to respond.

Example prompt
"Pull our prospects that are [Partner] customers from Crossbeam, then check Braze for which of those accounts show recent engagement with our campaigns."
Deal acceleration
CrossbeamPartner

Spot quiet engagement and bring the right partner in

Braze reports which open-deal accounts have gone quiet in your campaign and engagement data when you ask. Crossbeam recommends partners on those accounts, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt
"Check Braze for engagement on our open opportunities this quarter, then ask Crossbeam which partners have recent wins at the accounts that have gone quiet."
Co-sell execution
CrossbeamPartner

Prep a co-sell conversation with contacts and campaign context

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Braze fills in what those buyers have seen from you: the campaigns and messages the account has engaged with.

Example prompt
"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize the account's campaign engagement from Braze."
Ecosystem building
CrossbeamPartner

Match ecosystem wins to the campaigns that touched them

Crossbeam surfaces recent ecosystem activity: partner deals opened, closed won, and greenfield accounts not yet in your CRM. Braze shows which campaigns reached those accounts, so marketing and partnerships can see what engagement preceded each partner win.

Example prompt
"Show me partner deals closed won this quarter in Crossbeam, then pull campaign engagement from Braze for those accounts."

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
Braze

Braze

MCP

The engagement layer: the customer engagement and campaign data your team already runs on.

  • First-party server from Braze at mcp.braze.com/mcp, with a dedicated EU endpoint
  • Read and write access to your Braze workspace, per Braze's documentation at braze.com/docs
  • OAuth authentication, with permissions that mirror each user's existing Braze dashboard access
  • Early Access as of August 2026, documented as the brazeai MCP server

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.

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.

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

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

Braze

in the same prompt

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

Braze

. Product names are the property of their owners.