In this article:
June 17, 2026: New Crossbeam MCP capabilities and changelog
Our latest MCP update ships new capabilities and strengthens the existing toolset, including SAML SSO support. See Supported Tools for what's available and the MCP Server Changelog for the full list of changes.
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, 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.
‼️Crossbeam MCP Server Limited Availability
The Crossbeam MCP Server is currently in Limited Availability and is limited to Supernode and Enterprise customers.
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.
Requirements
To access Crossbeam MCP during Limited Availability:
Plan: Supernode or Enterprise
Access: Reach out to your Crossbeam contact or email product@crossbeam.com to request access.
Plan | MCP Access |
Free | No Access |
Connector | No Access |
Supernode | ✓ |
Enterprise | ✓ |
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
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?
Supported Tools
✍️ Note to stay up to date on newly added capabilities and changes to what’s available via our AI connectors and MCP, 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_overlaps | 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, population membership, and owner information. Look up by domain, CRM record ID, or company name. |
find_partner_recommendations | Returns ranked partner suggestions for an open opportunity, powered by the same recommendation engine as Deal Navigator. |
find_overlap_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. Delivered 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 | consider—based |
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.
Accessing the Crossbeam MCP Server
Crossbeam MCP is currently in Limited Availability for Supernode and Enterprise customers.
If you'd like to participate in our Crossbeam MCP Limited Availability, reach out to your Crossbeam contact or email product@crossbeam.com to request access credentials. Once you receive access, follow the instructions below to connect to your desired AI tool.
For Claude: Please note you will need your Crossbeam login information to connect the Crossbeam connector to your Claude account.
Using Crossbeam MCP with 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.
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.
💡 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
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
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.
Using Crossbeam MCP with ChatGPT
✍️ Note
Crossbeam has a native connector in the ChatGPT 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 Apps Directory
App connections are not available on ChatGPT Free plans
ChatGPT Enterprise and Education workspaces have app connectors disabled by default. An administrator must enable connectors before users can connect Crossbeam
ChatGPT Apps are currently in beta. Availability may vary by region, and the feature may not yet be available in the UK or EU
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.
What Users Can Do
Once connected, you can ask ChatGPT questions about your Crossbeam data, including:
Account overlaps
Pipeline and opportunities
Partner scores
Partner signals
Other ecosystem insights available through Crossbeam
For Individual or ChatGPT Business accounts
Go to Settings → Apps → Explore apps
Find 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 apps here.
Using Crossbeam MCP With Glean
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 before setting up.
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
Click Save
🤓 For more details on connecting remote MCP servers, see Glean’s documentation.
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.
Find more details in Glean’s documentation.
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.
Reach out to your Crossbeam contact or product@crossbeam.com to get our MCP server access credentials.
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, and authenticate with your Crossbeam credentials. Below are some examples.
How to Connect to Additional AI Tools
These are other common AI tools and workflow builders that support custom MCP connectors. Find their setup guides 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 currently only available in Limited Availability for existing Supernode and Enterprise customers.
What AI tools can use Crossbeam MCP?
Crossbeam currently has native connectors for Claude, ChatGPT, and Glean. You can also connect to any AI tool or workflow builder that supports custom MCP connections—including n8n, Microsoft Copilot, and custom-built agents. Reach out to product@crossbeam.com if you have questions about a specific tool.
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.