Crossbeam+Make

Bring Crossbeam and Make together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Make runs the scenarios that act on those signals across your connected apps. 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 Make into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Make brings execution: the scenarios your team has already built across its connected apps, run on request with the partner data as inputs.

Pipeline generation
CrossbeamPartner

Find partner-sourced prospects and feed your outreach scenario

Crossbeam finds the prospects that overlap a partner's customer list, filtered by segment. Make runs the scenario your team built to add them to the outreach apps it already connects, with the account list passed in as scenario inputs.

Example prompt
"Pull our prospects that are [Partner] customers from Crossbeam, then run my [scenario] in Make to add them to [app]."
Deal acceleration
CrossbeamPartner

Get partner recommendations on a deal and log them in your CRM

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Make executes the scenario that writes those partners and next steps into the CRM connected to your account.

Example prompt
"Ask Crossbeam which partners it recommends on my [Account] opportunity, then run my deal-update scenario in Make to log them in [CRM]."
Co-sell execution
CrossbeamPartner

Loop in a partner and kick off the follow-up in your apps

Crossbeam returns the partner-shared contacts at an account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Make runs your co-sell scenario to notify the team and create follow-up tasks in the apps it connects.

Example prompt
"Get the partner-shared contacts for [Account] from Crossbeam, then run my co-sell kickoff scenario in Make with those contacts as inputs."
Account intelligence
CrossbeamPartner

Check partner strength against the data stores your scenarios fill

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened and closed won there. Make's management tools let you check the data stores your scenarios have already filled with history on that account.

Example prompt
"Which partners share [Account] according to Crossbeam, and what does our [data store] in Make hold for that account?"
Ecosystem building
CrossbeamPartner

Record ecosystem wins in the systems your team reviews

Crossbeam reports recent ecosystem activity: partner deals opened, closed won, and greenfield accounts not in your CRM. Make runs the scenario that writes those wins to the data store or reporting apps your partnerships team already uses.

Example prompt
"Pull this month's partner deals closed won from Crossbeam, then run my ecosystem-log scenario in Make to record them in [data store]."

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
Make

Make

MCP

The execution layer: your own Make scenarios, run on request across the apps they connect.

  • Run scenarios set to active with on-demand scheduling, passing scenario inputs and getting scenario outputs back in the conversation
  • View and modify scenarios and their related entities on paid plans: connections, webhooks, and data stores
  • Connect with OAuth, restrictable to specific organizations, or with an MCP token generated in your profile
  • Cloud-hosted at mcp.make.com, no server to stand up
  • Longer scenario runs continue up to 40 minutes after the request, with results retrievable asynchronously

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

Make

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

Make

. Product names are the property of their owners.