Crossbeam MCP
Claude ChatGPT Glean

Bring your ecosystem into every AI conversation

Connect Crossbeam to the AI tools your team is already using. Enrich your AI GTM stack with live partner ecosystem data so your team can uncover co-sell opportunities, prioritize the right accounts, and find warm paths in every conversation.

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Put your ecosystem to work inside your AI tools

Pick a team to see how your AI puts partner ecosystem data to work — the example and its answer swap with it.

Sales & Marketing

Build target account lists with AI

Create personalized, prioritized lists based on partner overlap data. Ask AI to turn that list into a co-sell deck, campaign proposal, or outreach plan.

Example prompt
Which accounts are prospects for both us and [Partner Name/s]?
···
324 total prospects overlapping with Surfzer. Here's the top 20:
AccountWebsite
Meridian Softwaremeridiansw.com
Vantage Systemsvantagesys.com
Cascadia Healthcascadiahealth.com
Apex Revenue Groupapexrevenue.com
Northlight Analyticsnorthlightai.com
Crestview Partnerscrestviewco.com
Irongate Solutionsirongate.io
Want me to create a co-sell deck or a co-sell one-pager for the top 5 accounts on this list?
Sales & Partnerships

Prioritize the deals your partners can help you win

Ask your AI to scan your open pipeline against partner overlap and ecosystem signals — recent partner wins, shared contacts, active opportunities — and surface the accounts with the warmest path in.

Example prompt
Which of my open opportunities have the most coverage from my co-sell partners?
···
Open opportunities by co-sell partner coverage:
AccountCo-sell partnerSignals
Acme CorpBozalaClosed a deal with Acme 1 month ago
SurveyPalSurfzerOpened a new opportunity here
Crestview PartnersBozalaAdded new contacts at CP recently
Irongate SolutionsBozalaMutual customer
YaardeBozalaLong-term relationship
Northlight AnalyticsBozalaLong-term relationship
Meridian SoftwareSurfzerRecent win + warm intro
Apex Revenue GroupSurfzerLong-term relationship
Recommendation: Acme and SurveyPal are your top plays.
Sales

Find warm paths into stalled deals

Ask your AI to surface partners who can influence a stalled deal, identify key decision-makers, and find the fastest path forward.

Example prompt
The SurveyPal deal's been stuck. Who in our ecosystem can get me in front of the right person?
···
Best Introduction Path — 🥇 Bozala (Highest Confidence)
Why start here
  • Most successful co-sell partner in your ecosystem ($856K influenced revenue, 68% account coverage)
  • Their recent win at SurveyPal indicates active evaluation of sales technology
Best internal contact: Laura Keene · Strategic Account Executive, Bozala
Can introduce you to: Christine Holt — Chief Revenue Officer  ·  Marcus Webb — VP of Sales
These contacts don't currently exist in your CRM, but they've been engaged by Bozala during recent sales conversations.
Marketing

Find Ecosystem-Qualified Leads

Scan your lead and prospect list for accounts where your ecosystem already has a foot in the door.

Example prompt
Which accounts on our prospect list have the strongest recent buying signals?
···
Explored company knowledge ›
Get Ecosystem Activity
Get Account Context
Top prospect accounts with the strongest recent buying signals
  • Acme Corp — Very high: 2 co-sell partners with open opportunities + 1 recently closed-won
  • SurveyPal — High: multiple tech partners opened deals in last 30 days
  • Yaarde — High: 1 partner closed-won + 1 partner recently opened a deal
AccountStrengthWhy it matters
Acme CorpVery highMulti-partner activity plus proof of spend
SurveyPalHighStrong recent buying motion
YaardeHighActive spend and expansion potential
Partnerships

Surface co-sell opportunities and find new partners

Ask your AI which partners have the most overlap with your pipeline, which closed-won deals are opportunities to loop a partner in, and which companies you should partner with next.

Example prompt
Which partners have the most overlap with our open pipeline right now?
···
🥇 Bozala — Highest Deal Acceleration Impact
Pipeline Coverage
  • 247 open opportunities with shared account overlap
  • 68% coverage across your highest-value opportunities
  • $856K in attributed influenced revenue last quarter
Why they're #1
Opportunities involving Bozala close 33% faster than average and historically convert at significantly higher rates.
Recommended action
Review every enterprise opportunity over $50K without Bozala engagement and identify where a warm introduction or joint account plan could improve win probability.
RevOps & Growth

Enrich AI agents with ecosystem context

Your agents already run on intent and CRM data. Connect Crossbeam so they can enrich accounts with partner coverage, recent ecosystem activity, and partner-shared contacts.

···
What do you want to build today?
When an ICP-fit account shows a buying signal, check Crossbeam for ecosystem overlap, identify the best partner contact, and draft a co-sell email to the partner manager.
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Deal Alert Agent
Partner Overlap Lookup
Co-sell Email Draft
More

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

Hear from the teams already using Crossbeam MCP

"We get a lot of signals. Crossbeam sits between signal and action. It shows us which partner is already in an account and turns signal noise into a co-sell motion."
David Ronen David RonenDirector of Growth Marketing, Anomalo
"Every single sales rep should understand the partner ecosystem within their prospect accounts. And we'll be achieving that thanks to Crossbeam's MCP."
Bryan Naden Bryan NadenHead of Technology Ecosystem, Glean
"The best partner leaders are not just managing relationships anymore. They are turning Ecosystem Intelligence and AI into timely, account-specific actions."
Alex Richards Alex RichardsRegional Vice President of Partnerships, Quantum Metric
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Frequently asked questions

If you're already a Crossbeam customer, reach out to your Account Manager to get started. Not on Crossbeam yet? Talk to our team.
Claude, ChatGPT, and Glean have native connectors — find Crossbeam in the connector directory, app directory, or Glean app store and connect with a couple of clicks. For other tools, it comes down to whether they accept custom MCP connections. If they do, our documentation has everything you need to get connected.
No. Your AI tool can surface and analyze data from Crossbeam but it can't make any changes to your account on your behalf. As of right now all of the capabilities and tools available via our MCP are read only.
All three have their place. Use the MCP for conversational, ad hoc use cases in your AI tool — "which partners overlap with this account?" Use the REST API when you need to pull data programmatically into a system, dashboard, or scoring model on a schedule. Use webhooks (Enterprise) when you want data pushed to your systems automatically the moment something happens, like when a partner opens or closes a deal on an account.
Your AI tool can query partner overlaps, ecosystem signals, partner-shared contacts, partner performance metrics, and partner recommendations — all within the sharing rules you've already set up in Crossbeam. For a full list of available tools, check our documentation — or just ask Claude directly, since the MCP comes with built-in guidance on what can be pulled.
No developer needed for Claude, ChatGPT, and Glean — all three have native connectors you can set up in a few clicks. Depending on your plan, an admin may need to approve the connector before your team can access it. For custom MCP connections, check our documentation for how to connect on Crossbeam's side, and your AI tool's docs to understand the setup effort on theirs.
Crossbeam's AI Chat is built directly into the Crossbeam app and the underlying data is the same. Our MCP and AI connectors let you bring that same data into the AI tools your team already uses — where it can be shared more broadly across your team and layered alongside other data sources, connectors, and the native capabilities of those tools.

Chat with Crossbeam data.
Connect to your AI tool in minutes.

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