Crossbeam+Miro

Bring Crossbeam and Miro together in your AI tools

Crossbeam surfaces which partners share your accounts and how each partnership performs. Miro turns that into the boards, tables, and diagrams your team plans in. 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 Miro into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Miro brings the visual workspace: boards, tables, diagrams, and docs built on request.

Pipeline generation
CrossbeamPartner

Turn partner overlaps into a shared target-account table

Crossbeam finds the prospects you share with a partner, filtered by segment: customers, open opportunities, prospects. Miro syncs that list into a table on a planning board, so the accounts land where your team already works.

Example prompt
"Pull our prospects that are [Partner] customers from Crossbeam and sync them into a table on our [Team] planning board in Miro."
Account intelligence
CrossbeamPartner

Build a QBR board from real partner performance

Crossbeam reports the partnership's overlap counts, open deals, win rate, deal size, and attributed revenue. Miro turns those numbers into a QBR board with tables and diagrams your partner team can present.

Example prompt
"Get [Partner]'s overlap counts, win rate, and attribution from Crossbeam, then create a QBR board in Miro with a table of the key numbers."
Deal acceleration
CrossbeamPartner

Map the partners who can move an open deal

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Miro draws those options as a diagram on the deal's account plan board, so the path to help is visible in the room.

Example prompt
"Ask Crossbeam which partners it recommends on the [Account] opportunity, then diagram the options with their signals on my [Account] board in Miro."
Co-sell execution
CrossbeamPartner

Draft an account planning board with the right partner contacts

Crossbeam surfaces the partner-shared contacts at an account, ranked by role signals: decision maker, economic buyer, executive sponsor. Miro adds them to a doc on the account planning board, ready for your next co-sell session.

Example prompt
"Pull the partner-shared contacts for [Account] from Crossbeam and create a doc on our account planning board in Miro listing them by role."
Ecosystem building
CrossbeamPartner

Get recent partner wins onto the board before the QBR

Crossbeam pulls recent ecosystem activity: partner deals opened, closed won, and greenfield accounts not in your CRM. Miro syncs the wins into your QBR board's table, so the review starts from what actually happened.

Example prompt
"Get last quarter's partner deals closed won from Crossbeam and add them as rows to the wins table on our QBR board in Miro."

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
Miro

Miro

MCP

The visual workspace: boards, tables, diagrams, and docs your team plans in.

  • Create boards, and build multi-item layouts and diagrams from DSL text
  • Search your boards, list board items, and get AI summaries of a board or specific items
  • Create tables and docs on a board, sync table rows, and update docs with find and replace
  • Reply to and resolve board comments to keep planning feedback moving
  • Generally available on all Miro plans including free, with OAuth 2.1 and dynamic client registration

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

Miro

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

Miro

. Product names are the property of their owners.