Crossbeam+Chili Piper

Bring Crossbeam and Chili Piper together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Chili Piper routes the lead and books the meeting. 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 Chili Piper into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Chili Piper brings the scheduling engine: routing, availability, and booked meetings.

Co-sell execution
CrossbeamPartner

Book the co-sell meeting while the contacts are fresh

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Chili Piper checks availability across any attendee mix and books the meeting through a scheduling link.

Example prompt
"Pull the partner-shared contacts for [Account] from Crossbeam, then check availability in Chili Piper and book a meeting with [Rep] next week."
Deal acceleration
CrossbeamPartner

Get the right partner into a stalled deal, meeting included

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Chili Piper runs a Handoff flow so the follow-up lands on the right calendar instead of in a thread.

Example prompt
"Ask Crossbeam which partners have recent wins at [Account], then use Chili Piper to book the follow-up meeting on [Rep]'s calendar."
Pipeline generation
CrossbeamPartner

Route partner-sourced leads straight to a booked meeting

Crossbeam surfaces recent ecosystem activity: partner deals opened, closed won, and greenfield accounts not in your CRM. Chili Piper's Concierge routing runs your routing rules and schedules the qualified lead with the rep it picks.

Example prompt
"Show me partner deals opened this month in Crossbeam, then route [Lead] through our Concierge router in Chili Piper and schedule the meeting."
Account intelligence
CrossbeamPartner

Check the meeting record before you engage a partner

Crossbeam shows which partners share the account, what your org shares with each, and whether the partnership is active. Chili Piper pulls the recent meeting record: what got booked, rescheduled, canceled, or marked a no-show.

Example prompt
"Before I bring [Partner] in on [Account], show what we share with them in Crossbeam and pull last week's meetings for the account team from Chili Piper."
Ecosystem building
CrossbeamPartner

Confirm which partners turn into booked meetings

Crossbeam ranks partners by overlap counts, win rate, and attributed revenue. Chili Piper's meeting export shows what actually got booked, so you can see which partnerships convert into calendar time before you invest more.

Example prompt
"List our top 10 partners by attribution in Crossbeam, then export last week's booked meetings from Chili Piper and flag any at those shared 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
Chili Piper

Chili Piper

MCP

The scheduling engine: routing, availability, and booked meetings on demand.

  • Check availability for any attendee mix, then book through personal, round-robin, group, or ownership scheduling links
  • Route a lead through Concierge routers and schedule from the routing result, with decision logs to audit the outcome
  • List, reschedule, reassign, or cancel meetings, mark no-shows, and export meeting data to CSV for reporting
  • Manage users, teams, workspaces, distributions, and routing rules from the same connection
  • Connect with admin OAuth or a scoped API key

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

Chili Piper

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

Chili Piper

. Product names are the property of their owners.