Crossbeam+Cisco Webex

Bring Crossbeam and Cisco Webex together in your AI tools

Crossbeam surfaces which partners share your accounts and which contacts to engage. Webex brings the meetings themselves: scheduling, AI-generated summaries, action items, and transcripts. 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 Webex into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Webex brings the meeting record: scheduling, summaries, action items, recordings, and transcripts.

Co-sell execution
CrossbeamPartner

Book the co-sell call with the right partner contacts

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Webex creates the meeting with title, time, and invitees in the same request.

Example prompt
"Pull the partner-shared contacts for [Account] from Crossbeam, then create a Webex meeting with [Partner contact] and me for [day and time]."
Deal acceleration
CrossbeamPartner

Catch open action items and bring a partner in

Webex retrieves the AI-generated summary with notes and action items from your last completed meeting on the deal. Crossbeam recommends partners on that open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt
"Get the Webex meeting summary and action items from my last call on [Account], then ask Crossbeam which partners it recommends on that opportunity."
Account intelligence
CrossbeamPartner

Research an account across partner data and past calls

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened and closed won there. Webex searches your meetings by topic and date range and pulls the transcript text from the ones that matter.

Example prompt
"Which partners share [Account] in Crossbeam, and what did we discuss in our Webex meetings about [Account] last quarter?"
Pipeline generation
CrossbeamPartner

Build a shared prospect list and a cadence to work it

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Webex sets up the recurring working session with your partner team so the list gets worked, not just pulled.

Example prompt
"Find our prospects that are [Partner] customers in Crossbeam, then create a recurring Webex meeting with [partner team contacts] to work the list."
Ecosystem building
CrossbeamPartner

Check partner performance against what was said on calls

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Webex returns the summaries and action items from your recent partner syncs, so you can compare the numbers with the commitments before the next QBR.

Example prompt
"Pull [Partner]'s overlap counts, open deals, and win rate from Crossbeam, then get the Webex meeting summaries and action items from our last three syncs with them."

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
Cisco Webex

Cisco Webex

MCP

The meeting layer: scheduling, live status, AI summaries, recordings, and transcripts.

  • List and search meetings with filters: date range, topic, state, and type
  • Create, update, and delete meetings, with invitees, recurrence, and passwords handled in the request
  • Get AI-generated meeting summaries with notes and action items for completed meetings, plus live participant lists for meetings in progress
  • List recordings with playback and download URLs, and retrieve transcript metadata and full text
  • Hosted by Cisco at mcp.webexapis.com with OAuth 2.0 bearer auth, no server to stand up

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

Cisco Webex

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

Cisco Webex

. Product names are the property of their owners.