In this article:
As of September 1st, Crossbeam MCP is generally available on all plans, including Free and Connector. Crossbeam Credit metering is now live.
Overview
Connect your AI tools to Crossbeam using the Model Context Protocol (MCP), an open standard that lets AI assistants interact with your Crossbeam data.
What is an MCP Server
An MCP server provides AI tools with structured access to external tools and data.
It acts like a translator between an AI model (like Claude or ChatGPT) and a software system, providing information in a standardized format the AI can understand and interact with.
Crossbeam MCP
Crossbeam MCP is our remote server that gives AI tools secure, structured access to your ecosystem data.
It works with AI assistants like ChatGPT, Claude, and custom internal agents, enabling them to access your ecosystem data and deliver insights, actions, and automations directly within your workflows.
So instead of logging into a dashboard or copying data manually, AI agents can now access Crossbeam data programmatically—enabling smarter prioritization, recommendations, and next-best actions directly within your GTM workflows.
Want to learn more about privacy at Crossbeam? Click here.
Learn more about the Crossbeam MCP Server in Crossbeam Academy.
Requirements
All Crossbeam plans have access to Crossbeam's MCP Server, including access to our native AI connectors, along with a baseline amount of Credits included in your platform fee.
✍️ Note: Full Access or Sales seat are required to connect
Plan | MCP Access | Annual Credits |
Free | ✓ | 50/yr |
Connector | ✓ | 500/yr |
Supernode | ✓ | 2500/yr |
Enterprise | ✓ | 5000/yr |
Crossbeam Credits
🤓 For the full picture on how Credits are counted, how to estimate usage, and how to buy more, see the Crossbeam Credits FAQ.
Crossbeam Credits measure how your ecosystem data moves from Crossbeam into your AI tools. When an AI tool or agent— like Claude, ChatGPT, or a custom agent —pulls partner and account intelligence from Crossbeam, it draws from your organization's shared credit balance.
Credits are pooled across your whole team — not assigned per user — so anyone with a qualifying seat draws from the same balance. Credits reset annually and do not roll over.
Admins can monitor credit consumption and overall usage from the Plan & Billing page—broken down by MCP tool calls and active users by week, month, or all time. Only admins have access to the org-level usage view.
What You Can Do with Crossbeam MCP
Top Use Cases
Bring partner context directly into internal copilots or CRM assistants so reps can see partners to leverage, recommendations on next steps, and key account highlights
Layer in ecosystem data to existing account prioritization for an even more strategic list
Trigger actions based on ecosystem signals—like surfacing partners to engage when a deal hits a certain stage
Get ranked partner recommendations for an open opportunity, powered by the same Ecosystem Intelligence as Deal Navigator
Surface partner owner contacts and decision-maker contacts (when those fields are being shared by the partner) to support introductions and deals
Find net new accounts and qualified leads sourced from your partner ecosystem, including companies not yet in your CRM
Pull account insights from your own Standard and Custom Fields, as well as those shared by partners, for richer account context
Example Prompts
Prioritize accounts and territory planning:
Which of my open opportunities have an active partner working the same account?
Layer partner overlaps and recent signals into my account list and show me the warmest targets.
Which accounts should I focus on this week based on recent ecosystem activity?
Prep for calls and pipeline reviews:
What ecosystem context exists on [Account] before my call tomorrow?
Which partners also have [Account] in their pipeline?
Find the right partner for an open deal:
Which partner can help me move this deal forward?
Who at [Partner X] can help me get a warm intro to [Account]?
Surface ecosystem activity:
What's happening in my ecosystem across my deals?
Which partners have been most active on my accounts this quarter?
Expand your ecosystem and discover new partners:
Show me potential partners with lots of existing relationships in our space.
Suggest new partners we should invite based on our ecosystem data.
Understand partner performance and impact:
Who are our most active partners in the past quarter?
Which partners have helped us close deals the fastest?
How much revenue has [Partner X] influenced this year?
Crossbeam MCP Server Specifics
Endpoint | |
Transport | Streamable HTTP |
Auth | OAuth 2.1 with PKCE - Dynamic Client Registration (DCR) |
Tools | read only |
Supported Tools
🤓 For full details on tool outputs, including example requests, see our MCP Server technical documentation. To stay up to date on newly added capabilities and changes to what’s available, see our changelog.
Tools are individual functions that AI agents can call through the MCP server to retrieve data or perform specific actions using your Crossbeam account.
Each tool exposes a different slice of your ecosystem data — from partner performance to account overlaps — making it possible for AI assistants to surface insights, suggest next steps, or automate tasks based on live Crossbeam data.
These tools work seamlessly together through prompts, and their real power comes from combining them — for example, identifying top-performing partners and immediately checking which ones are engaged on a specific account.
Tool | Description |
find_overlapping_accounts_and_leads | Pulls a list of accounts you share with one or more partners. Supports filtering by partner, population, segment, and partner score — and can run across your entire ecosystem at once. |
get_account_context | Get a unified view of one of your accounts. Returns account details, owner information, and population membership, including custom feilds. Look up by domain, CRM record ID, or company name. |
find_partner_shared_contacts | Find partner-shared contacts at an account. Surfaces decision makers, economic buyers, executive sponsors, and other key contacts your partners are sharing. |
find_new_accounts | Returns accounts from Pipeline Generation — high-potential prospects based on where your partners already have customers, including net new accounts not yet in your CRM. Use for greenfield prospecting and net new pipeline generation. |
get_partner_overlaps_shared_context | Returns the CRM fields a specific partner is sharing on a given account, including standard fields and any custom mapped fields like account tier or renewal date. |
find_partner_recommendations | Returns ranked partner suggestions for an open opportunity, powered by the same recommendation engine as Deal Navigator. |
find_overlapping_partners | Returns which of your partners have a given account in their data. Surfaces co-sell opportunities at the account level. |
get_partner_context | Get a full picture of your partner relationships — overlap counts, open deals, potential revenue, partner score, win rate, deal size, and how recently each partner has been active. Filter by partner name, tag, or region. |
get_ecosystem_activity | Surface recent partner activity across your ecosystem, ordered from latest to oldest. Delivers three signal event types: partner deals opened, partner deals closed won, and recent greenfield signals (deals a partner closed on a company that isn't in your CRM yet). Each event can include contact context from the partner's CRM when sharing is enabled. |
get_list_link | Instantly generates a shareable Crossbeam list link using plain language — no need to navigate the UI. Works for both single-partner overlap lists and ecosystem-wide views. |
search_crossbeam _knowledge | Answers "how does Crossbeam work" and shares Ecosystem-Led Growth best practices. Leverages our help docs, the ELG Insider blog, and the Ecosystem-Led Growth book as sources and references for suggestions and case studies. |
get_partner_suggestions | Surfaces companies you don't yet partner with on Crossbeam, but should consider based on ecosystem fit. Powered by Partnerbase data, with a direct link to invite them. |
Troubleshooting
If you encounter authorization issues, try disconnecting and reconnecting your Crossbeam account in your AI tool's connector settings. If issues persist, reach out to your Crossbeam point of contact or services@crossbeam.com.
Accessing the Crossbeam MCP Server
Crossbeam MCP is available on all plans, with a yearly baseline amount of Credits included with each plan. See our Credits FAQ for more details.
Follow the instructions below to connect to your AI tool of choice. You will need your Crossbeam login credentials to authenticate.
Connecting Crossbeam to Claude.ai
✍️ Note
Crossbeam has a native connector in the Claude.ai marketplace. Using Crossbeam MCP with Claude.ai requires a Claude plan with access to connect remote MCP servers. You'll need to authenticate using your Crossbeam login credentials to connect the Crossbeam connector to your Claude account.
💡 Want to see it in action?
Watch this short video of the MCP server connected to Claude.ai here.
For Claude.ai Team and Enterprise plans
Find the most up-to-date documentation on adding connectors to Claude in Claude's documentation.
Claude.ai Admins
Only Workspace Owners and Primary Owners can set up MCP server connections in Claude.ai:
Navigate to Organization Settings > Connectors
Click "+" to add a new connector
Search for Crossbeam and click “Add to your team.”
Done! The Crossbeam Connector will now appear in the list of available Connectors at Customize > Connectors for your organization
What happens next:
Individual team members can now go to their personal Customize > Connectors
They'll find the Crossbeam Connector in the list and click Connect
Each user authenticates with their own credentials to start using the connector
For Individual Claude.ai Users
Prerequisites: If you're on a Team or Enterprise plan, your organization's Owner must have already enabled the Crossbeam Connector for your team.
Navigate to Customize > Connectors
Click "+" and search for the Crossbeam Connector
Click the Connect button next to the Crossbeam Connector
Sign in with your Crossbeam credentials
You'll go through an OAuth authentication flow
Review and accept the requested permissions
Start using it! Once authenticated, you can start using the Crossbeam Connector with Claude
Using your connector:
Enable or disable specific tools by going to Customize > Connectors > Crossbeam
Claude will only access data you have permission to access in that service
Managing your connection:
You can disconnect the Crossbeam Connector anytime from Customize > Connectors
You can also revoke access through the third-party service's security settings
Use the Search and tools menu to enable/disable specific tools for each conversation
✍️ Note
Once you've connected on Claude web, you can also use the same connector on Claude for iOS or Android.
Connecting Crossbeam to ChatGPT
✍️ Note
Crossbeam has a native connector in the ChatGPT plugin marketplace. You'll need to authenticate using your Crossbeam login credentials to connect the Crossbeam connector to your ChatGPT account.
Any paid ChatGPT user can find and connect the Crossbeam app from the Plugin Directory.
For Individual or ChatGPT Business accounts
Go to Settings → Plugins → Browse Plugins
Search for Crossbeam in the list of available connectors
3. Click Connect
4. Sign in with your Crossbeam credentials
You'll go through an OAuth authentication flow
Review and approve the requested permissions
Using Crossbeam in ChatGPT
Connecting Crossbeam links your account to your ChatGPT, but ChatGPT may not automatically run in every conversation. To use it, you can either:
Type the "@" symbol followed by the app name (e.g.,
@Crossbeam) in the message box before asking your question.Or click the + button in a chat and select More → Crossbeam before asking your question in chat.
Both of these options enable Crossbeam for that conversation. Find more general information on ChatGPT Plugins here.
Connecting Crossbeam to Glean
For Glean Admins
Only Glean administrators can configure MCP server connections.
In Glean, open the Admin Console and go to Platform > Actions
Click Add actions and select the MCP servers tab
Search for Crossbeam—it will appear under Connection verified
4. Click Crossbeam MCP to open the configuration flow
5. Under Connect to server, click Initiate connection and authenticate with your Crossbeam credentials
6. Under Enable actions, click Edit settings and select where you want to make Crossbeam available across Chat, Agents, and/or Platform
7. Click Save
For Glean Users
Once your admin has enabled Crossbeam in Glean, you can access it through Glean Assistant or Glean Agents.
To use it in Glean Assistant, ask a natural-language question that references Crossbeam data, for example:
"Use Crossbeam to show me which partners have my open opportunities as customers.”
"Give me a brief on [account name]. Is there any ecosystem context I should know ahead of their renewal?"
To use it in Glean Agents, agent creators can add Crossbeam MCP tools as steps in any agent workflow via the Plan + Execute step in Agent Builder.
Connecting Crossbeam to Gong AI agents
Connect Crossbeam to Gong's AI agents to bring live second-party account intelligence into your Gong AI workflows. Once connected, your team can surface relevant partner relationships, co-sell opportunities, and warm paths into an account directly inside the agents they're already using.
Why connect Crossbeam to Agent Studio
Once connected, Crossbeam becomes a data source available across Gong's Agent Studio, so any team building custom AI Briefs or other Agent Studio agents can pull in live Crossbeam partner data as a building block.
🤓 Check out our guide on bringing Crossbeam into Gong's AI Briefer for an example of how you can action Crossbeam data in Gong AI Agents.
For Gong Admins
Only Gong administrators can configure new MCP server connections.
In Gong, go to Admin center > Settings > MCP connections (under Ecosystem)
2. Click New connection, then select New connection from the dropdown
3. Name the connection "Crossbeam" and enter the MCP server URL: https://mcp.crossbeam.com/mcp
4. Toggle on Authentication required
5. Under Who can use this connection, choose Shared access or Personal access
When you choose Personal access, each user authenticates using their own Crossbeam account before seeing content generated using the MCP connection. The data returned reflects their own seat and permissions.
If you choose Shared access, one person authorizes the connection to Crossbeam, and everyone in Gong who uses Crossbeam sees the data that the authenticating person is permitted to see, regardless of their own seat or permissions.
6. (Optional) Select what data you’d like to make available to your Gong AI Agents via Crossbeam MCP by toggling on/off certain MCP tools.
7. Click Connect and complete authentication when prompted.
🤓 Review Gong’s MCP Client Documentation for more information on which of their AI Agents you can add custom MCP connections to.
Connecting Crossbeam MCP to Other AI Tools
We're actively working on adding our MCP to other AI marketplaces. Until then, our Crossbeam MCP can be enabled in any AI tool that supports custom MCP connections. If your AI tool has a setting to add a custom integration, plugin, or data connector using a URL, it can connect to Crossbeam.
How to Connect to Additional AI Tools
Crossbeam provides a hosted MCP server that allows any Crossbeam user with a Full Access or Sales seat to connect to supported AI tools.
The exact steps vary by tool, but the pattern is the same: find your tool's connector or integration settings, add a new custom MCP server, enter the Crossbeam MCP Server URL below, and authenticate with your Crossbeam credentials.
Connection URL:
https://mcp.crossbeam.com/mcp
These are just a few examples of common AI tools and workflow builders that support custom MCP connections. Find their setup guides here:
Name | External Resource |
n8n | Click here |
Microsoft Copilot | Click here |
LibreChat | Click here |
Amazon Quick | Click here |
Tines | Click here |
Cursor | Click here |
✍️ Note
This is not an exhaustive list. Any MCP‑capable client can connect to Crossbeam MCP once properly configured.
FAQs
Who has access to Crossbeam MCP?
Crossbeam MCP is available on all plans, including Free and Connector, at no extra cost. A Full Access or Sales seat is required to connect.
What AI tools can use Crossbeam MCP?
Crossbeam currently has native connectors for Claude, ChatGPT, Glean, Gong, Superhuman, and Outreach. You can also connect to any AI tool or workflow builder that supports custom MCP connections.
How can I stay up to date with Crossbeam’s MCP changes and updates?
Our changelog is the best place to stay up to date with new releases and updates to Crossbeam’s MCP.
What consumes Crossbeam Credits today?
As of September 1, 2026, Crossbeam Credits meter access to Crossbeam's MCP server —the connection that lets AI tools and agents easily work with your Crossbeam data. MCP is where Credits apply today. Over time, Credits may expand to meter other ways AI works with your Crossbeam data.
For the full picture on how Credits are counted, how to estimate usage, and how to buy more, see the Crossbeam Credits FAQ.