Crossbeam+Pax8

Bring Crossbeam and Pax8 together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Pax8 answers with the subscriptions, orders, quotes, and invoices behind every customer in your marketplace. 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 Pax8 into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Pax8 brings your marketplace book of business: the companies, subscriptions, orders, quotes, and invoices you manage every day.

Account intelligence
CrossbeamPartner

Get the full picture on any customer you manage

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Pax8 adds the company record, active subscriptions, and invoice history from your marketplace.

Example prompt
"Which partners share [Account] in Crossbeam, and what subscriptions and recent invoices does that company have in Pax8?"
Pipeline generation
CrossbeamPartner

Find upsell gaps across partner-shared customers

Crossbeam finds the customers you share with a partner, segment by segment. Pax8 shows each company's current subscriptions and products, so you can spot the accounts missing a product they should already own.

Example prompt
"Pull our customers that overlap with [Partner] in Crossbeam, then check their Pax8 subscriptions to flag accounts without [product]."
Deal acceleration
CrossbeamPartner

Prep a quote with the account's history behind it

Pax8 pulls the company's existing subscriptions, orders, and quoting details so you know exactly what is on the table. Crossbeam recommends partners on the open deal with recent wins, long-term relationships, or contacts you are missing.

Example prompt
"Before I quote [Account], summarize their subscriptions and past orders from Pax8, then ask Crossbeam which partners it recommends on this open deal."
Co-sell execution
CrossbeamPartner

Match the right contacts to what the account already owns

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Pax8 fills in the account's product and order history, so the conversation starts from what they already run.

Example prompt
"Pull the partner-shared contacts for [Account] from Crossbeam, and summarize their Pax8 products and order history before my co-sell call with [Partner]."
Ecosystem building
CrossbeamPartner

Check which vendor partnerships carry your marketplace revenue

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Pax8 shows the subscriptions and invoices those vendors actually generate in your book, so you invest in the partnerships that move the number.

Example prompt
"List our top partners by attribution in Crossbeam, then pull Pax8 subscription and invoice totals for the customers we share with each."

What each MCP server does before you pair them

Crossbeam

Crossbeam MCP

The partner layer: overlaps, performance, and deal activity across your ecosystem.

  • Find the accounts you share with any partner, filtered by segment: customers, open opportunities, prospects
  • Rank the partners on any account by partner score, win rate, deal size, or attributed revenue
  • Get partner recommendations on an open deal, backed by signals like recent wins, long-term relationships, and missing contacts
  • Surface partner-shared contacts ranked by role: decision maker, economic buyer, executive sponsor
  • See recent ecosystem activity: partner deals opened, closed won, and greenfield wins
Pax8

Pax8

MCP

Your marketplace book of business: companies, subscriptions, quotes, orders, and invoices on demand.

  • Look up company and contact records across the customers you manage in the Pax8 Marketplace
  • Pull subscriptions, orders, and product details for any company in your book
  • Retrieve invoices and quoting data to answer billing and pricing questions
  • Connects over OAuth 2.0, or a legacy Pax8 token generated in the Integrations Hub
  • Full tool list and example prompts published inside the Pax8 Integrations Hub

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

Pax8

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

Pax8

. Product names are the property of their owners.