Connect AI agents to the Crossbeam MCP server

Vendor MCP

The Crossbeam MCP connector routes your AI agent's tool calls to Crossbeam's own MCP server through Scalekit. Each user signs in to Crossbeam once, and Scalekit stores and refreshes their tokens, so your agent never handles credentials. It comes with 9 tools.

Tools: 9
What they doRead · write · destructive: 9 · 0 · 09 read0 write0 destructive
Users sign in with: OAuth
OAuth app: Scalekit's or your own

Setup

Install the SDK
- Node.js
- Python
Terminal window
npm install @scalekit-sdk/node dotenv
Terminal window
pip install scalekit-sdk-python python-dotenv
Set your credentials
Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.
.env
```
SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
SCALEKIT_CLIENT_ID=<your-client-id>
SCALEKIT_CLIENT_SECRET=<your-client-secret>
```
Create the Crossbeam MCP connection
In AgentKit > Connections, create a Crossbeam MCP connection. The name you give it is the connection_name your code passes. See Configure connections.
Scalekit credentials are available for Crossbeam MCP server, so you don't need to register an OAuth app.

Authorize a user and make your first call

Node.js
Python

1
import { ScalekitClient } from '@scalekit-sdk/node'
2
import 'dotenv/config'
3
import { createInterface } from 'node:readline/promises'
4

5
const scalekit = new ScalekitClient(
6
  process.env.SCALEKIT_ENVIRONMENT_URL,
7
  process.env.SCALEKIT_CLIENT_ID,
8
  process.env.SCALEKIT_CLIENT_SECRET,
9
)
10
const actions = scalekit.actions
11

12
const connector = 'crossbeammcp'
13
const identifier = 'user_123'
14

15
// Generate an authorization link for the user
16
const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
17
console.log('Authorize Crossbeam MCP:', link)
18
const rl = createInterface({ input: process.stdin, output: process.stdout })
19
await rl.question('Press Enter after authorizing...')
20
rl.close()
21

22
// Make your first call
23
const result = await actions.executeTool({
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  connector,
25
  identifier,
26
  toolName: 'crossbeammcp_find_overlaps',
27
  toolInput: {},
28
})
29
console.log(result)

npx tsx quickstart.mts

1
import os
2
from scalekit import ScalekitClient
3
from dotenv import load_dotenv
4
load_dotenv()
5

6
scalekit_client = ScalekitClient(
7
    env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"),
8
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
9
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
10
)
11
actions = scalekit_client.actions
12

13
connection_name = "crossbeammcp"
14
identifier = "user_123"
15

16
# Generate an authorization link for the user
17
link_response = actions.get_authorization_link(
18
    connection_name=connection_name,
19
    identifier=identifier,
20
)
21
print("Authorize Crossbeam MCP:", link_response.link)
22
input("Press Enter after authorizing...")
23

24
# Make your first call
25
result = actions.execute_tool(
26
    tool_input={},
27
    tool_name="crossbeammcp_find_overlaps",
28
    connection_name=connection_name,
29
    identifier=identifier,
30
)
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print(result)

python quickstart.py

Each user signs in once. See Authorize a user for the full flow and statuses.

Tools

Pass the exact name to execute_tool

Try in Playground Request a tool

crossbeammcp_find_overlap_partnersIdentify which partners have a given account in their data, revealing who can help with a specific company.Read-only
Find Overlap Partners
Identify which partners have a given account in their data, revealing who can help with a specific company.
Inputs
accountstringrequired
The account to check for partner overlaps, specified as a company name, domain, or CRM record ID.
crossbeammcp_find_overlapsPull a list of accounts you share with one or more partners.Read-only
Find Overlaps
Pull a list of accounts you share with one or more partners. Supports filtering by partner, population, segment, and partner score.
Inputs
limitnumber
Maximum number of overlapping accounts to return.default 10
min_partner_scorenumber
Minimum partner score required for an overlap to be included.
partnersarray
Partner organization names to find shared accounts (overlaps) with. Omit to include all partners.
populationstring
Population to filter overlaps by, such as customers, prospects, or open opportunities.
segmentstring
Segment to filter overlaps by.
crossbeammcp_find_partner_recommendationsReturn ranked partner suggestions for an open opportunity, helping identify which partners can best assist with a deal.Read-only
Find Partner Recommendations
Return ranked partner suggestions for an open opportunity, helping identify which partners can best assist with a deal.
Inputs
opportunitystringrequired
The open opportunity to get partner recommendations for, specified as an opportunity name or CRM opportunity ID.
accountstring
The account associated with the opportunity, specified as a company name, domain, or CRM record ID.
limitnumber
Maximum number of recommended partners to return.default 10
crossbeammcp_get_account_contextRetrieve a unified view of an account, including details and owner information.Read-only
Get Account Context
Retrieve a unified view of an account, including details and owner information. Look up by domain, CRM record ID, or company name.
Inputs
accountstringrequired
The account to look up, specified as a company name, domain, or CRM record ID.
crossbeammcp_get_ecosystem_activitySurface recent partner activity across your ecosystem, such as new overlaps, updates, and engagement signals.Read-only
Get Ecosystem Activity
Surface recent partner activity across your ecosystem, such as new overlaps, updates, and engagement signals.
Inputs
limitnumber
Maximum number of activity items to return.default 10
partnerstring
Limit activity to a specific partner organization. Omit to include activity across all partners.
sincestring
Only include activity on or after this date (ISO 8601 format, e.g. 2026-01-01).
crossbeammcp_get_list_linkGenerate a shareable Crossbeam list link from a plain-language description of the accounts or overlaps you want to share.Read-only
Get List Link
Generate a shareable Crossbeam list link from a plain-language description of the accounts or overlaps you want to share.
Inputs
querystringrequired
Plain-language description of the list to generate, such as the accounts, partners, or overlaps to include.
crossbeammcp_get_partner_contextProvide an overview of a partner relationship, including scores and recent activity.Read-only
Get Partner Context
Provide an overview of a partner relationship, including scores and recent activity. Filter by partner name, tag, or region.
Inputs
partnerstring
The partner organization name to retrieve context for.
regionstring
Filter partners by region.
tagstring
Filter partners by tag.
crossbeammcp_get_partner_suggestionsSurface potential new partners based on ecosystem fit, helping expand your partner network.Read-only
Get Partner Suggestions
Surface potential new partners based on ecosystem fit, helping expand your partner network.
Inputs
limitnumber
Maximum number of suggested partners to return.default 10
crossbeammcp_search_crossbeam_knowledgeAnswer Crossbeam product questions and surface best practices from the Crossbeam knowledge base.Read-only
Search Crossbeam Knowledge
Answer Crossbeam product questions and surface best practices from the Crossbeam knowledge base.
Inputs
querystringrequired
The product question or topic to search the Crossbeam knowledge base for.

Connect AI agents to the Crossbeam MCP server

Setup

Install the SDK

Set your credentials

Create the Crossbeam MCP connection

Authorize a user and make your first call

Tools

Call it

Returns

Find Overlap Partners

Inputs

Find Overlaps

Inputs

Find Partner Recommendations

Inputs

Get Account Context

Inputs

Get Ecosystem Activity

Inputs

Get List Link

Inputs

Get Partner Context

Inputs

Get Partner Suggestions

Inputs

Search Crossbeam Knowledge

Inputs

Setup

Install the SDK

Set your credentials

Create the Crossbeam MCP connection

Authorize a user and make your first call

Tools

Call it

Returns

Find Overlap Partners

Inputs

Find Overlaps

Inputs

Find Partner Recommendations

Inputs

Get Account Context

Inputs

Get Ecosystem Activity

Inputs

Get List Link

Inputs

Get Partner Context

Inputs

Get Partner Suggestions

Inputs

Search Crossbeam Knowledge

Inputs

Related: other CRM & Sales connectors