Crossbeam+Dynatrace

Bring Crossbeam and Dynatrace together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are moving. Dynatrace answers with live production data: open problems, usage signals, and the health of the services behind every customer. 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 Dynatrace into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Dynatrace brings live observability data: DQL queries over Grail, open problems, and Davis CoPilot analysis.

Account intelligence
CrossbeamPartner

See which partners share an account and how its services are running

Crossbeam shows the partners sharing the account, ranked by partner score, with recent partner deals opened or closed won there. Dynatrace answers with DQL over Grail: the logs, business events, and usage signals your platform recorded for that customer.

Example prompt
"Which partners share [Account] in Crossbeam, and what do our Dynatrace logs and business events show for [Account]'s tenant this quarter?"
Deal acceleration
CrossbeamPartner

Check open problems before a renewal, then bring the right partner in

Dynatrace lists the open problems and exceptions affecting the services behind an account when you ask. Crossbeam recommends partners on that account backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt
"Ask Dynatrace for open problems on the services behind [Account], then ask Crossbeam which partners with recent wins share that account."
Pipeline generation
CrossbeamPartner

Build an expansion list from usage trends and partner coverage

Dynatrace runs DQL over your usage and business event data and can forecast timeseries, so you can ask which customers' consumption is climbing. Crossbeam shows which partners share those accounts, ranked by win rate and attributed revenue.

Example prompt
"Query Dynatrace for customers with rising usage in our business events over the last 90 days, then find in Crossbeam which partners share those accounts and rank them by win rate."
Co-sell execution
CrossbeamPartner

Prep a co-sell call with ranked contacts and a health summary

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Dynatrace's Davis CoPilot summarizes recent problems and usage for the environment serving that customer.

Example prompt
"Before my co-sell call on [Account] with [Partner], pull partner-shared contacts from Crossbeam and ask Dynatrace to summarize recent problems and usage for [Account]'s environment."
Ecosystem building
CrossbeamPartner

Ground new partner bets in the technologies you actually run

Dynatrace resolves the entities, services, and technologies running in your environment through DQL and entity lookup. Crossbeam suggests new partners with invite links, and reports overlap counts, win rates, and attributed revenue for the ones you already have.

Example prompt
"List the services and technologies in our Dynatrace environment, then ask Crossbeam for partner suggestions that match and show overlap counts for our existing partners."

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
Dynatrace

Dynatrace

MCP

Live production telemetry: the problems, usage signals, and service health behind every customer.

  • Execute DQL queries against Grail: the logs, business events, and timeseries your platform emits
  • Generate and explain DQL from natural language, so no one needs to know the query language
  • Investigate open problems, vulnerabilities, and Kubernetes events across your environment
  • Ask Davis CoPilot product questions and run Davis analyzers, including timeseries forecasting
  • Remote server per environment, with platform token or OAuth client authentication

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

Dynatrace

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

Dynatrace

. Product names are the property of their owners.