Crossbeam+Zoom

Bring Crossbeam and Zoom together in your AI tools

Crossbeam surfaces which partners share your accounts and where partner deals are opening and closing. Zoom brings the meetings themselves: searchable recordings, transcripts, and recaps from every call. 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 Zoom into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Zoom brings the conversations behind it: meeting search, recordings, transcripts, and the docs your team writes.

Account intelligence
CrossbeamPartner

Get the full account story, partners and calls included

Crossbeam ranks the partners on an account by partner score and shows recent partner deals opened or closed won there. Zoom's AI Companion search pulls what was actually discussed in your meetings with that account, recaps included.

Example prompt
"Which partners share [Account] in Crossbeam, and what came up in our recent Zoom meetings with that account?"
Deal acceleration
CrossbeamPartner

Pull the transcript and the partner who can move the deal

Zoom retrieves the cloud recording transcript from your last call on the account. Crossbeam recommends partners on that open opportunity, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt
"Get the transcript from my last Zoom recording with [Account], then ask Crossbeam which partners it recommends on that opportunity."
Co-sell execution
CrossbeamPartner

Draft a co-sell brief and save it where your team works

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker and economic buyer, plus the partner's overlap and deal context. Zoom turns all of it into a new Zoom Doc your team can open before the call.

Example prompt
"Pull the partner-shared contacts and partner context for [Account] from Crossbeam and create a Zoom Doc brief for tomorrow's co-sell call."
Pipeline generation
CrossbeamPartner

Build a partner-sourced target list, then check your call history

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Zoom searches your meetings, Team Chat, and docs for each one, so reps know which targets already have a conversation to build on.

Example prompt
"Find our prospects that are [Partner] customers in Crossbeam, then search Zoom for any meetings or Team Chat threads mentioning them."
Ecosystem building
CrossbeamPartner

Check partner performance against what the calls actually say

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Zoom's meeting search surfaces the recaps from your partner syncs, so the numbers come with the conversation behind them before your next partner review.

Example prompt
"Show me our top partners by attribution in Crossbeam, then search my Zoom meetings for recent syncs with [Partner] and summarize the recaps."

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
Zoom

Zoom

MCP

The conversation layer: searchable meetings, recordings, transcripts, and docs from your Zoom workspace.

  • Search meetings semantically with AI Companion, recaps included, no exact title needed
  • List your cloud recordings and pull recording content and transcripts on request
  • Search across Team Chat, Zoom Docs, and My Notes in one query
  • Create a new Zoom Doc from Markdown, and export existing Zoom Docs or My Notes
  • Official remote server with OAuth, no local install to stand up

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

Zoom

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

Zoom

. Product names are the property of their owners.