Crossbeam+Sage Intacct

Bring Crossbeam and Sage Intacct together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Sage Intacct answers with the financial side of each account, straight from your system of record. 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 Sage Intacct into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Sage Intacct brings the financial record: the billing, revenue, and accounting data your finance team already maintains.

Account intelligence
CrossbeamPartner

Get the partner picture next to the financial record

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Sage Intacct adds the financial context your finance team keeps on that account, read from your system of record.

Example prompt
"Which partners share [Account] in Crossbeam, and what does our Sage Intacct data show for that account's financials?"
Deal acceleration
CrossbeamPartner

Check the financials, then bring a partner into the renewal

Sage Intacct gives you the account's financial history ahead of a renewal conversation. Crossbeam recommends partners on that account with recent wins, long-term relationships, or contacts you are missing, so the renewal does not ride on your team alone.

Example prompt
"Pull [Account]'s financial history from Sage Intacct ahead of the renewal, then ask Crossbeam which partners have recent wins there."
Pipeline generation
CrossbeamPartner

Build an expansion list grounded in real revenue

Crossbeam finds the customers you share with a partner, segment by segment. Sage Intacct shows the revenue side of each account, so expansion outreach starts with the customers whose financials support a bigger conversation.

Example prompt
"Find our customers that overlap with [Partner] in Crossbeam, then pull each account's revenue from Sage Intacct so I can rank expansion candidates."
Ecosystem building
CrossbeamPartner

Confirm partner impact against your financial actuals

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Sage Intacct holds the actuals your finance team stands behind, so you can check which partnerships show up in the numbers before you invest more.

Example prompt
"List our top partners by attributed revenue in Crossbeam, then check what Sage Intacct shows for revenue on those shared accounts."
Co-sell execution
CrossbeamPartner

Line up contacts and financial context for a co-sell call

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Sage Intacct fills in your side of the story with the account's financial record.

Example prompt
"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize the account's financials from Sage Intacct."

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
Sage Intacct

Sage Intacct

MCP

The financial system of record: account financials your finance team already maintains.

  • Query your Sage Intacct financial data through Sage's AI Gateway, the bridge between your financials and the AI applications you choose
  • Access follows your existing Intacct roles and permissions, so each user sees only what their role allows
  • Built on the open Model Context Protocol standard, connecting AI tools to Intacct in a safe, structured way
  • Hosted by Sage: connect to Sage's endpoint with a bearer token, no separate 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

Sage Intacct

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

Sage Intacct

. Product names are the property of their owners.