Crossbeam MCP | AI-Ready Partner Ecosystem Data
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.
Put your ecosystem to work inside your AI tools
- Build lists
- Prioritize deals
- Unblock deals
- Qualify leads
- Find partners
- Enrich agents
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:
| Account | Website |
|---|---|
| Meridian Software | meridiansw.com |
| Vantage Systems | vantagesys.com |
| Cascadia Health | cascadiahealth.com |
| Apex Revenue Group | apexrevenue.com |
| Northlight Analytics | northlightai.com |
| Crestview Partners | crestviewco.com |
| Irongate Solutions | irongate.io |
Want me to create a co-sell deck or a co-sell one-pager for the top 5 accounts on this list?
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:
| Account | Co-sell partner | Signals |
|---|---|---|
| Acme Corp | Bozala | Closed a deal with Acme 1 month ago |
| SurveyPal | Surfzer | Opened a new opportunity here |
| Crestview Partners | Bozala | Added new contacts at CP recently |
| Irongate Solutions | Bozala | Mutual customer |
| Yaarde | Bozala | Long-term relationship |
| Northlight Analytics | Bozala | Long-term relationship |
| Meridian Software | Surfzer | Recent win + warm intro |
| Apex Revenue Group | Surfzer | Long-term relationship |
Recommendation: Acme and SurveyPal are your top plays.
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.
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?
Top prospect accounts with the strongest recent buying signals:
| Account | Strength | Why it matters |
|---|---|---|
| Acme Corp | Very high | Multi-partner activity plus proof of spend |
| SurveyPal | High | Strong recent buying motion |
| Yaarde | High | Active spend and expansion potential |
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.
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.
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.
Connect any MCP-compatible AI tool
Using another AI tool or custom solution that supports MCP connections? Our documentation walks through custom connector setup.
Frequently asked questions
How do I get access to Crossbeam's MCP?
If you're already a Crossbeam customer, reach out to your Account Manager to get started. Not on Crossbeam yet? Talk to our team.
Which AI tools can I connect Crossbeam to?
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.
What Crossbeam data can my AI pull and read as context?
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.