Crossbeam+Drata

Bring Crossbeam and Drata together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Drata answers with your compliance posture: controls, monitoring tests, policies, and frameworks. 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 Drata into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Drata brings your compliance program: controls, monitoring tests, policies, evidence, and the frameworks they map to.

Deal acceleration
CrossbeamPartner

Answer a security review on a partner-shared deal

Crossbeam finds the open opportunities you share with a partner and which partners have recent wins at the account. Drata pulls your controls, framework mappings, and monitoring test results so the security review gets answers instead of delays.

Example prompt
"Show me the open opportunities we share with [Partner] in Crossbeam, then pull our [framework] controls and latest monitoring test results from Drata for the security review at [Account]."
Co-sell execution
CrossbeamPartner

Prep for the technical buyer with controls in hand

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like technical buyer, decision maker, and economic buyer. Drata brings the control status, policies, and evidence those contacts will ask about.

Example prompt
"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize our control status and assigned policies from Drata."
Ecosystem building
CrossbeamPartner

Vet a suggested partner against your vendor records

Crossbeam suggests new partners for your ecosystem, backed by Partnerbase data, with invite links. Drata shows whether that company is already in your vendors and where its security review stands, so you know the diligence picture before you reach out.

Example prompt
"Get partner suggestions from Crossbeam, then check in Drata whether [Company] is in our vendors and what its security review status is."
Pipeline generation
CrossbeamPartner

Build outreach that leads with your compliance proof

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Drata lists the frameworks and requirements you are covered on, so reps in regulated segments can lead with proof instead of promises.

Example prompt
"Pull our prospects that are [Partner] customers in Crossbeam, then list the frameworks we cover in Drata so I can reference [framework] in outreach."
Account intelligence
CrossbeamPartner

Get deal context and compliance status in one pull

Crossbeam ranks the partners on the account by partner score and win rate and shows what your org shares with each. Drata adds your latest monitoring test results across connected systems, so you walk in knowing both the partner angle and your posture.

Example prompt
"Before my call with [Account], rank the partners on it by win rate in Crossbeam and pull our latest monitoring test results from Drata."

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
Drata

Drata

MCP

Your compliance program on demand: controls, monitoring tests, policies, and frameworks.

  • Read controls with monitoring status, plus the frameworks and requirements they map to
  • Pull monitoring test results across your connected systems
  • Access policy content and assignments, evidence linked to controls, and risks with treatment plans
  • Check vendors and their security reviews
  • OAuth 2.0 gated by your Drata role: access is the intersection of granted scopes and role permissions. Beta, early-access application required

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

Drata

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

Drata

. Product names are the property of their owners.