In this article:
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 is a way to give AI tools structured access to external tools and data.
It acts like a translator between an AI model (like Claude or ChatGPT) and a software system. Instead of forcing the model to guess how a tool works or what data it needs, the MCP server presents information in a clear, 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’s designed to work with popular AI tools and assistants — like ChatGPT, Claude, or your own internal agents — to securely tap into your ecosystem data and deliver high-impact answers, actions, and automation where you need it.
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.
‼️Crossbeam MCP Server Limited Availability
The Crossbeam MCP Server is currently in Limited Availability, which means:
SAML SSO is not currently available as an authorization option
Core functionality is available, but is actively under development and is subject to change
The experience may vary across different clients
Access to this feature during Limited Availability does not guarantee inclusion in your current plan at launch
Our documentation will evolve throughout this Limited Availability as we add clarity, examples, and best practices based on what we learn from you.
We’re building this with you. If you encounter bugs, have suggestions, or want to share feedback, reach out to us at product@crossbeam.com — we’d love to hear from you.
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
Example Prompts
Get actionable insights from your ecosystem data:
Which of our partners have the highest win rate right now?
Which partner can help me move this deal forward?
Which partners also have this account in their pipeline?
What’s the average deal size and win rate when I work with [Partner X]?
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?
Accessing the Crossbeam MCP Server
More detailed integration guides for specific tools (like Claude and ChatGPT) will be provided soon.
If you're participating in our Crossbeam MCP Limited Availability, reach out to your Crossbeam contact or email product@crossbeam.com to request access credentials and setup instructions for your AI tool of choice.
For Claude: Please note you will need your Crossbeam login information to connect the Crossbeam connector to your Claude account.
More detailed integration guides for specific tools will be provided soon.
Supported Tools
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_partners | Retrieves data on all your Crossbeam partners to help assess partner coverage and impact. |
get_partner_tags | Returns all partner tags your organization has created for use in filtering and segmentation. |
get_partner_suggestions | Returns suggested partners and helps identify new potential partnerships. |
get_partner_leaderboard | Returns historical partner performance metrics across recently closed deals. |
get_own_populations | Returns all of your organization’s defined Populations. |
get_partner_populations | Returns all partner Populations visible to the current organization from a partner. |
get_account_overlap_info | Returns partner overlaps for a specific account by ID. |
get_own_account_info | Searches your organization's account records by domain, CRM record ID, or name (fuzzy match). |
search_help_center (Help Center)
| Provides relevant product information from Crossbeam’s Help Center to help users navigate questions. |
search_blog_site (Crossbeam Insider) | Provides additional context (resources, data, tactics, and stories) to help drive and retain revenue through your ecosystem. |
search_elg_book
(The Ecosystem-Led Growth book)
| Provides insights and use cases on how to use your company's partner ecosystem to grow revenue. |
Troubleshooting
While Crossbeam MCP is in the limited availability program, authorization issues might come up from time-to-time. The best course of action is to try again.
If you are still unable to connect to Crossbeam MCP, ensure you have access by reaching out to your Crossbeam contact, or email product@crossbeam.com for access credentials and setup instructions.
Using Crossbeam MCP with Claude.ai
✍️ Note
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 credentials.
During Limited Availability, Crossbeam will approve company domains for access. If your domain isn’t authorized yet, reach out to product@crossbeam.com to request access.
For Claude.ai Team and Enterprise plans
Claude.ai Admins
Only Workspace Owners and Primary Owners can set up MCP server connections in Claude.ai:
Navigate to Admin settings > Connectors
Click the Browse connectors button at the bottom of the page
Find the Crossbeam Connector from the list
Click Add to your team next to the Crossbeam Connector
Done! The Crossbeam Connector will now appear in the list of available Connectors at Settings > Connectors for your organization
What happens next:
Individual team members can now go to their personal Settings > 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 Owner must have already enabled the Crossbeam Connector for your team.
Navigate to Settings > Connectors
Locate the Crossbeam Connector from the list
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:
Click the Search and tools button in the lower left of your chat interface
Enable or disable specific tools from the Crossbeam Connector
Claude will only access data you have permission to access in that service
Managing your connection:
You can disconnect the Crossbeam Connector anytime from Settings > 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.
Using Crossbeam MCP with ChatGPT
We're expanding beyond Claude to bring Crossbeam's Ecosystem Intelligence directly into the AI tools you use daily, including ChatGPT.
Follow our updates to be first to know when new integrations launch!
FAQs
Who has access to Crossbeam MCP?
Crossbeam MCP is currently only available in Limited Availability for existing Supernode and Enterprise customers.
What AI tools can use Crossbeam MCP?
Crossbeam currently works with Claude, with functionality for additional AI tools on the near-term roadmap. If you have any suggestions here, please email product@crossbeam.com.