Crossbeam+Mimecast Incydr

Bring Crossbeam and Mimecast Incydr together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Incydr answers with the insider risk picture: alerts, sessions, and file events on the people and files behind those deals. 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 Incydr into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Incydr brings insider risk context: alerts, sessions, and file events across your organization.

Account intelligence
CrossbeamPartner

Check a shared account's deal files for risk exposure

Crossbeam ranks the partners on an account by partner score and shows recent partner deals opened or closed won there. Incydr reports whether file events tied to that deal's documents triggered alerts, so you know the exposure before anything else moves.

Example prompt
"Which partners share [Account] in Crossbeam, and does Incydr show any alerts on file events involving [file name] in the last 30 days?"
Co-sell execution
CrossbeamPartner

Confirm deal materials stayed in policy before a partner touch

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker and economic buyer. Incydr answers whether file events on the deal materials triggered alerts, so you can bring the partner in with a clean handoff.

Example prompt
"Pull the partner-shared contacts for [Account] from Crossbeam, then ask Incydr whether any file events on [file name] triggered alerts this quarter."
Deal acceleration
CrossbeamPartner

Resolve an open alert that is holding up a partner deal

Incydr lets you review the alerts and sessions on a user and update them once the activity checks out. Crossbeam shows the open partner deals on that user's accounts, so you know exactly what the review is holding up.

Example prompt
"Summarize the open Incydr alerts for [user], update any that are cleared, and show me the open partner deals on their accounts in Crossbeam."
Ecosystem building
CrossbeamPartner

Vet data exposure before deepening a partnership

Crossbeam reports the partner's overlap counts, open deals, win rate, and attributed revenue. Incydr shows the alerts and file events around the teams working that partnership, so you can weigh performance against exposure before extending more access.

Example prompt
"Show me [Partner]'s overlap counts and attributed revenue in Crossbeam, then check Incydr for alerts on file events from the team working those accounts."
Account intelligence
CrossbeamPartner

Research a departing rep's accounts and their file activity

Incydr returns a departing user's recent sessions and file events, the core insider risk check when someone leaves. Crossbeam shows which partners are active on the accounts they covered, so the handoff plan and the risk review happen in one pass.

Example prompt
"Ask Incydr for [user]'s recent file events and sessions, then show me in Crossbeam which partners have open deals on the accounts they covered."

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
Mimecast Incydr

Mimecast Incydr

MCP

The insider risk layer: Incydr alerts, sessions, and file events on demand.

  • Query Incydr alerts and file events in plain language, scoped to a user, file, or time window
  • Read and update alerts and sessions; alert rules, events, saved searches, and user data are read only
  • OAuth 2.0 with Incydr API client credentials, one API client per user
  • Remote server per region at incydr-mcp.<region>/stream, or a local .mcpb install
  • Early access; Mimecast advises specific, targeted queries against large file event datasets

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

Mimecast Incydr

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

Mimecast Incydr

. Product names are the property of their owners.