This FAQ guide answers key questions about what Crossbeam Credits are, how they work, how many are allocated by plan, and more.

Crossbeam Credits provide usage-based access to the AI and automation features that do work for you in and outside of Crossbeam. This includes connecting your AI tools and agents to your ecosystem data through MCP, and running Automations that alert your team to new results with recommended next steps. Credits are shared across your organization and reset annually during your subscription term.

Which features use credits?

As we add more AI and automation features that use credits, we’ll list them here and share their credit costs before they’re available.

How many credits are included in my plan?

Every plan — even our Free plan — receives a baseline amount of credits included within your platform fee. Here's the breakdown:

Are credits shared across the team?

Yes, credits are shared across your team. There are no per-user allocations or caps — anyone with a qualifying seat can draw from the balance.

Do I need a seat to use credits and AI functionality like MCP or Automations?

Yes — you'll need a Full Access or Sales seat to connect Crossbeam's MCP server to an LLM like Claude or ChatGPT. Only Full Access seats can create Automations. Any user with access to the destination Slack channel will see the alerts via Automations.

Can I control who has access to MCP and Automations?

Yes. Admins can manage both from Settings > Roles & Permissions. Click Edit next to a role, then:

You can also turn any Automation off from the Automations page without deleting it, so it stops using credits until you turn it back on.

What happens if I run out of credits?

You’re not completely cut off. Free capabilities, like asking MCP about best practices, your own account context, or product knowledge, keep working. Features that use credits are paused until your credits reset at your next annual billing cycle or you purchase additional credit packs.

Do features that use credits count toward my Record Export limit?

No. MCP and Automations only draw from credits and have no impact on your Record Export limit.

Can I buy more credits?

Yes! Supernode and Enterprise customers have the option to purchase additional credits over the baseline credit amount included within your plan. Free and Connector customers are not eligible for credit pack purchases at this time.

How many credits can I purchase?

Supernode and Enterprise customers can purchase as many credits as you think your team will need. Credits are sold in packs and can be combined to fit your specific needs.

Credit packs available include:

How much does a credit cost?

Credits have a flat fee cost of $.10/credit.

How do I get more credits?

Supernode and Enterprise customers can add credits two ways:

✍️ Note Only Crossbeam admins with access to Plan & Billing can purchase credits through the app. Self-serve credit packs renew automatically with your subscription. An invoice is sent to your organization's billing contact using your existing payment terms.

Do unused purchased credits roll over?

No—all credits (plan-included and purchased packs) reset at your annual renewal. What you don't use cannot be rolled over.

Free capabilities, like leveraging the MCP to ask about best practices, your own account context, or any sort of product knowledge requests, are free. Some actions are always free. Others draw from your credit balance. The difference depends on the type of request and how much data work (compute) is involved.

How do I know how many credits I might use?

Usage estimates depend on how your team works. A good way to estimate: think in terms of patterns of work, then scale by your team.

Estimating MCP usage

A person doing mostly lookups, like account checks before calls or ad-hoc overlap checks, uses around 200 credits a month. This is likely your individual sales reps.

Someone working in daily workflows, like partner recommendations, ecosystem reports, light scheduled workflows, uses around 600 credits a month. This is likely your partnership managers.

An always-on agentic workflow, like scheduled scans, enrichment, or batch jobs uses around 1,000 credits a month. This is likely coming from your RevOps team.

Multiply by your mix of users, and you've got a working estimate.

Estimating Automations usage

Summary alert Automations use 1 credit each time they send an alert, which only happens when there are new results. Automations check for new results hourly, so each one can use up to 24 credits a day. To estimate usage, think about how often each of your Automations is likely to find new results.

Add your MCP estimate across your team to your Automations estimate for a complete working estimate. Credits pool across your whole account, so light users, power users, and Automations all draw from one shared balance. If you’d like to dig into your mix or use case, reach out to your Account Manager or our support team (support@crossbeam.com).

How do I track my usage?

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.

Will I receive notifications when I’m approaching my credit limit?

Yes! We have a variety of ways Admins will be notified when approaching credit limits:

Via email:

Customers will receive email notifications at 75%, 90%, and 100% of available credit usage.

In-app:

Customers will also see a notification banner within their Crossbeam instance to indicate when you’re approaching credit limits.