Crossbeam+Okta

Bring Crossbeam and Okta together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Okta shows the applications, users, groups, and sign-in activity inside your own org. 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 Okta into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Okta brings your identity layer: the applications your org runs, the groups and users assigned to them, and the activity in your System Log.

Ecosystem building
CrossbeamPartner

Find partner candidates hiding in your own app stack

Okta lists every application your org runs, so you can spot the vendors your company already depends on. Crossbeam suggests new partners from Partnerbase data, complete with invite links, so the tools you use daily become the partnerships you build next.

Example prompt
"List the applications in our Okta org, then ask Crossbeam for partner suggestions and tell me which suggested partners we already run internally."
Ecosystem building
CrossbeamPartner

Check internal adoption before doubling down on a partner

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Okta's System Log adds authentication records from your own org, so you can see whether your teams actually sign in to the partner's application before you invest more.

Example prompt
"Pull [Partner]'s partner score, win rate, and attributed revenue from Crossbeam, then check our Okta System Log for recent authentication records tied to the [Partner] application."
Account intelligence
CrossbeamPartner

Surface internal references for a partner's product

Crossbeam shows recent ecosystem activity with the partner: deals opened, deals closed won, and greenfield accounts. Okta lists the users in the group assigned to the partner's application, so you know who inside your company can speak to the product firsthand.

Example prompt
"Show recent partner deals opened and closed won with [Partner] in Crossbeam, then list the users in our Okta group assigned to the [Partner] application."
Co-sell execution
CrossbeamPartner

Prep a co-sell call and get your rep into the partner's app

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker and economic buyer. Okta shows which group assigns the partner's application and can add your rep to it, with a confirmation prompt before any change is made.

Example prompt
"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and add me to the Okta group that assigns the [Partner] application."
Deal acceleration
CrossbeamPartner

Confirm you run a recommended partner's product before engaging

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins and long-term relationships. Okta confirms whether your org already runs a recommended partner's application, so you bring the partner in with firsthand product experience on your side.

Example prompt
"Which partners does Crossbeam recommend on the [Account] opportunity, and do we run any of their applications in our Okta org?"

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
Okta

Okta

MCP

Your identity layer: the users, groups, applications, and activity logs of your own Okta org.

  • List and get users, groups, and applications in your Okta org, including which applications a group is assigned
  • Pull system activity and authentication records from the System Log (read-only)
  • Manage group membership, such as adding a user to the group that assigns an application, with confirmation prompts on destructive operations
  • Tools load at server startup based on the OAuth 2.0 scopes you grant, following least privilege
  • Self-hosted local server with OAuth 2.0 Device Authorization Grant or browserless Private Key JWT auth

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

Okta

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

Okta

. Product names are the property of their owners.