Crossbeam+Tines

Bring Crossbeam and Tines together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Tines runs the stories your team has published as tools to act on them. 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 Tines into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Tines brings the stories your team has already built and published as tools, ready to run when you ask.

Pipeline generation
CrossbeamPartner

Find partner-sourced prospects and route them through your story

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Tines runs the routing story your team published as a tool, so those accounts land where your process says they should.

Example prompt
"Pull our prospects that are [Partner] customers from Crossbeam, then run our [routing story] tool in Tines on that list."
Deal acceleration
CrossbeamPartner

Get partner recommendations on a stuck deal and kick off the next step

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Tines executes the follow-up story your team exposed as a tool, on your ask.

Example prompt
"Which partners does Crossbeam recommend on [Opportunity], and can you run our [co-sell request story] in Tines for the top one?"
Co-sell execution
CrossbeamPartner

Surface the right partner contacts and start your co-sell process

Crossbeam returns the partner-shared contacts at an account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Tines runs the co-sell story your team built, using those contacts as input.

Example prompt
"Get the partner-shared contacts for [Account] from Crossbeam, then run our [co-sell kickoff story] tool in Tines with them."
Account intelligence
CrossbeamPartner

Check recent partner deal activity and log it where your team works

Crossbeam reports recent ecosystem activity: partner deals opened, closed won, and greenfield accounts not in your CRM. Tines runs the story that records or distributes those updates the way your team already handles them.

Example prompt
"Show me this month's partner deals closed won from Crossbeam for [Partner], then run our [notification story] tool in Tines with the results."
Ecosystem building
CrossbeamPartner

Rank your partners by performance and act on the leaders

Crossbeam ranks the partners on any account by partner score, win rate, deal size, or attributed revenue. Tines runs the outreach or review story your team built for the partnerships worth doubling down on.

Example prompt
"List our top partners by attributed revenue in Crossbeam, then run our [partner review story] tool in Tines for the top three."

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
Tines

Tines

MCP

Your own automation layer: the stories your team builds in Tines, published as tools you can run on request.

  • Build MCP servers on the Tines storyboard that expose template, send-to-story, and custom tools your team configures
  • Connect any Tines story or API to your AI tools, so the tools match the workflows you already run
  • Tenant-scoped endpoint at your own Tines URL, so access stays inside your workspace
  • Access control your team chooses: OAuth, Tines API key, or shared secret
  • Available on all Tines plans, including Community Edition, at no extra charge

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

Tines

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

Tines

. Product names are the property of their owners.