Crossbeam+Optimizely Experimentation

Bring Crossbeam and Optimizely together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Optimizely answers with the flags, experiments, audiences, and results behind your growth program. 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 Optimizely into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Optimizely brings your experimentation program: flags, experiments, audiences, and the results they produced.

Pipeline generation
CrossbeamPartner

Turn a partner overlap into a live experiment

Crossbeam finds the prospects you share with a partner, filtered by segment. Optimizely drafts the flag, audience, and experiment for the joint campaign page, using entity templates so no required field gets missed.

Example prompt
"Pull our prospects that are [Partner] customers from Crossbeam, then create a draft experiment with an audience for the [campaign] landing page in our Optimizely project [Project]."
Ecosystem building
CrossbeamPartner

Compare top experiments with top partners

Optimizely's program reporting returns performance for your paused and concluded experiments. Crossbeam ranks partners by attributed revenue and win rate, so you can see whether the campaigns you tested with a partner also moved pipeline.

Example prompt
"Show our top experiments from Optimizely program reporting this quarter, then rank the partners tied to those campaigns by attributed revenue in Crossbeam."
Deal acceleration
CrossbeamPartner

Bring test results into a partner-assisted deal

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins and long-term relationships. Optimizely summarizes the results of the experiment behind the story you plan to tell, so the proof point is solid before you engage the partner.

Example prompt
"Ask Crossbeam which partners have recent wins at [Account], then summarize the results of [Experiment] in Optimizely so I can share the outcome on our next call."
Account intelligence
CrossbeamPartner

Check what an account experiences and who can help

Optimizely runs structured queries against your experimentation data: the flags and experiments live in the project an account touches. Crossbeam adds the partners that share the account and the partner deals recently opened or closed won there.

Example prompt
"Query Optimizely for the experiments running in [Project], then ask Crossbeam which partners share [Account] and what recent deal activity they have there."
Co-sell execution
CrossbeamPartner

Prep a joint pitch with contacts and experiment results

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Optimizely summarizes the test results from the experiments your teams ran together, so the pitch leads with evidence.

Example prompt
"Before our co-sell meeting on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and summarize the results of [Experiment] from Optimizely."

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
Optimizely Experimentation

Optimizely Experimentation

MCP

Your experimentation program: flags, experiments, audiences, and results on demand.

  • Run structured queries against your experimentation data: projects, flags, experiments, audiences
  • Summarize results for any individual experiment, plus program reporting on top paused and concluded experiments
  • Create, update, and archive flags, experiments, and audiences, with entity templates that surface required fields
  • Search Feature Experimentation SDK documentation across supported languages
  • OAuth sign-in with your Opti ID, with no Opal credits consumed

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

Optimizely Experimentation

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

Optimizely Experimentation

. Product names are the property of their owners.