Crossbeam+Sanity

Bring Crossbeam and Sanity together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Sanity turns that signal into content: draft documents, precise edits, and publishing across your datasets. 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 Sanity into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Sanity brings your content engine: GROQ queries, draft creation, releases, and publishing across the datasets your team already runs on.

Co-sell execution
CrossbeamPartner

Draft the joint case study while the win is fresh

Crossbeam surfaces recent partner deals closed won, with contact context from the partner's CRM. Sanity creates the case study as a draft document in your dataset, ready for review before anything goes live.

Example prompt
"Show me partner deals closed won with [Partner] this quarter in Crossbeam, then create a draft case study document in Sanity for the strongest one."
Account intelligence
CrossbeamPartner

Research an account and find the content that fits

Crossbeam ranks the partners on the account by partner score and win rate, and shows recent partner deals there. Sanity runs a semantic search across your embeddings index to surface the published case study or page that fits the conversation.

Example prompt
"Which partners share [Account] in Crossbeam, and run a semantic search in Sanity for published case studies relevant to [industry]."
Pipeline generation
CrossbeamPartner

Build a target list with proof attached

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Sanity queries your dataset with GROQ to match each prospect's industry to content you already published, so outreach ships with evidence instead of claims.

Example prompt
"Pull our prospects that are [Partner] customers from Crossbeam, then query Sanity for published content tagged [industry] to reference in outreach."
Ecosystem building
CrossbeamPartner

Confirm which partnerships perform, then update the partner pages

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Sanity patches your partner page documents and groups the edits in a release, so the public directory reflects the partnerships that actually deliver.

Example prompt
"List our top partners by attributed revenue in Crossbeam, then patch their partner page documents in Sanity and group the changes in a release."
Deal acceleration
CrossbeamPartner

Loop a partner in with the right asset in hand

Crossbeam recommends partners on an open deal, backed by signals like recent wins, long-term relationships, and missing contacts. Sanity pulls the published integration page or case study for that partner, so the rep shares proof, not promises.

Example prompt
"Ask Crossbeam which partners it recommends on my open deal at [Account], then get the published [Partner] integration page from Sanity."

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
Sanity

Sanity

MCP

Your content engine: query, draft, edit, and publish structured content in Sanity.

  • Query documents with GROQ, or run semantic search across an embeddings index
  • Create draft documents, apply precise edits with patch operations, and publish when ready
  • Group content changes into releases and create versions for coordinated rollouts
  • Generally available remote server at mcp.sanity.io, sign in with OAuth or an API token

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

Sanity

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

Sanity

. Product names are the property of their owners.