{"info":{"_postman_id":"4da93d17-70ae-430c-8a21-042251fde61e","name":"Crossbeam MCP Server","description":"

Overview

Connect Crossbeam to your AI assistant and bring Ecosystem Intelligence into every workflow. The Crossbeam MCP Server lets supported AI clients securely access your partner and account data, surfacing overlaps, partner activity, and warm paths directly in chat. Use it to bring account overlaps, partner activity, and ecosystem context directly into AI workflows for prioritization, co-sell discovery, and account research.

The sections below walk you through how to connect, the concepts the server uses, the tools it exposes, the shape of its responses, recent changes, and where to get help.

\n","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"owner":"15347532","collectionId":"4da93d17-70ae-430c-8a21-042251fde61e","publishedId":"2sBXwqsrQ8","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"FF6C37"},"publishDate":"2026-06-16T19:05:55.000Z"},"item":[{"name":"Connect","item":[],"id":"38fe1087-70e4-6c80-4b35-fa73100d2f59","description":"

How to connect a client to the Crossbeam MCP server and authenticate.

Server URL

https://mcp.crossbeam.com/mcp

Most MCP clients prompt you to authenticate automatically during setup or first use. Crossbeam uses OAuth, so there are no API keys to manage.

Transport

The server uses MCP over Streamable HTTP transport. Any MCP client that supports HTTP transport can connect directly. Clients that only support STDIO can use the mcp-remote bridge described below.

Official integrations

Crossbeam ships as a recognized integration in the platforms below. These are the lowest-friction paths if you use any of them.

Claude

Add through the Claude.ai connector directory
\n
Or add as a custom Connector
\n

ChatGPT

Add through the ChatGPT app directory
\n
Or add as a custom app
\n

Glean

Add as a remote MCP server

Other MCP clients

Any MCP-capable client can connect to Crossbeam using the server URL. The generic flow is:

In your AI tool, find the option to add an MCP server or custom connector.
\n
Paste the server URL: https://mcp.crossbeam.com/mcp
\n
Complete authentication when prompted.
\n

Client-specific instructions for some common tools:

n8n - add as an MCP Client Tool node
\n
Microsoft Copilot - connect as a custom connector
\n
LibreChat - connect as a custom connector
\n

Agentic CLIs

Most agentic CLIs have a built-in mcp add command for registering an HTTP MCP server. Each CLI handles OAuth on first use the way it normally manages credentials.

Claude Code

claude mcp add crossbeam https://mcp.crossbeam.com/mcp --transport http\n\n

Codex

codex mcp add crossbeam --url https://mcp.crossbeam.com/mcp\n\n

Gemini CLI

gemini mcp add crossbeam https://mcp.crossbeam.com/mcp --transport http\n\n

STDIO clients

For clients that only support STDIO transport, use the mcp-remote npm bridge:

npx mcp-remote https://mcp.crossbeam.com/mcp\n\n

mcp-remote runs locally as a subprocess, handles the OAuth flow for you, and proxies MCP traffic to the remote server. The first run opens a browser window for you to sign in; later runs reuse the cached token.

This works with any client that lets you configure a STDIO command.

Authentication

The server uses OAuth 2.1 with Dynamic Client Registration. Supported clients run the flow for you, so there are no API keys to manage.

\n","_postman_id":"38fe1087-70e4-6c80-4b35-fa73100d2f59"},{"name":"Concepts","item":[],"id":"6c38dd7d-d5b7-d9ab-6f91-451c298208fb","description":"

A short glossary of the Crossbeam terms these tools assume.

Organization (org) - A company using Crossbeam; \"your org\" is you, and the records are your data.

Partner - Another organization you have connected with in Crossbeam and chosen to share data with.

Ecosystem - All of your partners taken together; \"ecosystem\" tools and lists span every partner at once.

Population - A named, filtered set of your records (for example Customers, Prospects, or Open Opportunities).

Segment - The standard category a population falls into: customers, prospects, open_opportunities, or other (custom populations).

Record - A single entry in your CRM or data source: an account (a company) or a contact or lead (a person).

Overlap - A company that both you and a partner have in your data; overlaps are the core of Crossbeam and the starting point for co-selling.

List - A set of overlap records you can browse and page through, drawn from the companies you and your partners have in common.

Overlap list - Overlaps scoped to one or more specific named partners.
Ecosystem list - Overlaps across all of your partners at once.

Partner Tag - A label you put on partners to group them (for example \"Strategic\"), usable as a filter in several tools.

Partner score - Crossbeam's overall rating of a partner's value to you, combining their impact and overlap coverage.

Ecosystem Intelligence (EI) - Crossbeam's signals about partner activity and relationships (recent wins, key contacts, account tenure) that rank partner and contact recommendations.

Signal - A notable bit of partner activity on one of your records, such as a partner opening or winning a deal. Recent signals are surfaced as ecosystem activity.

Greenfield win - A partner winning a deal at a company you do not have in your own CRM.

\n","_postman_id":"6c38dd7d-d5b7-d9ab-6f91-451c298208fb"},{"name":"Tools","item":[{"name":"find_overlap_partners","id":"8c8526f3-1f21-65b8-6dd9-3b6499a3924d","request":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlap_partners\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Account-level co-sell discovery: given one of your accounts, returns the partners who also have that company in their data, ranked by partner-level metrics (partner_score, deal_size_with_partner, potential_revenue). Prefer get_partner_context for comparing partners across your whole book rather than against a single account.

Example prompt

\n
\"What partners have Acme as a customer?\"
\n

Parameters

Account selector (provide at least one):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`account_name`	`string?`	Own account name, fuzzy matched. Use on first call.
`account_domain`	`string?`	Own account domain, fuzzy matched.
`account_id`	`string?`	Own CRM account ID. Retry value; skips matching.

Partner filter (optional; omit to include every overlapping partner):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_name`	`string?`	Partner name, fuzzy matched.
`partner_ids`	`UUID[]?`	Partner org UUIDs. Takes precedence over `partner_name`.

Tag filter (optional; narrows partners to those carrying the tag):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_tag_name`	`string?`	Tag name, fuzzy matched (e.g. `Strategic`, `Tier 1`).
`partner_tag_id`	`UUID?`	Tag UUID. Takes precedence over `partner_tag_name`.

Sort and pagination:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`sort_by`	`partner_score \| potential_revenue \| total_overlap_count \| deal_size_with_partner`?	Partner metric to sort by.
`sort_order`	`asc \| desc`?	Only used with `sort_by`.
`page`	`integer? = 1`
`limit`	`integer? = 10`	Partner rows per page, 1 to 100.

Notes

status: complete on success; otherwise the response is one of ClarificationRequired (the account or partner name was ambiguous) or InvalidInput (no account selector provided).

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"24de8b5d-0c60-c956-30b6-ba04626d7cf5","name":"Success","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlap_partners\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nAccount-level co-sell discovery: given one of your accounts, returns the partners who also have that company in their data, ranked by partner-level metrics (`partner_score`, `deal_size_with_partner`, `potential_revenue`). Prefer `get_partner_context` for comparing partners across your whole book rather than against a single account.\n\n**Example prompt**\n\n> \"What partners have Acme as a customer?\"\n\n**Parameters**\n\nAccount selector (provide at least one):\n\n| Name | Type | Description |\n|---|---|---|\n| `account_name` | `string?` | Own account name, fuzzy matched. Use on first call. |\n| `account_domain` | `string?` | Own account domain, fuzzy matched. |\n| `account_id` | `string?` | Own CRM account ID. Retry value; skips matching. |\n\nPartner filter (optional; omit to include every overlapping partner):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_name` | `string?` | Partner name, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_name`. |\n\nTag filter (optional; narrows partners to those carrying the tag):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_tag_name` | `string?` | Tag name, fuzzy matched (e.g. `Strategic`, `Tier 1`). |\n| `partner_tag_id` | `UUID?` | Tag UUID. Takes precedence over `partner_tag_name`. |\n\nSort and pagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `sort_by` | `partner_score \\| potential_revenue \\| total_overlap_count \\| deal_size_with_partner`? | Partner metric to sort by. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Partner rows per page, 1 to 100. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (the account or partner name was ambiguous) or [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (no account selector provided)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"complete\",\n \"data\": [\n {\n \"partner_id\": \"8c1f...e2\",\n \"name\": \"Globex\",\n \"domain\": \"globex.com\",\n \"is_offline_partner\": false,\n \"is_virtual_partner\": false,\n \"metrics\": { \"partner_score\": \"high\", \"open_deals_count\": 3, \"potential_revenue\": 120000 },\n \"partner_record\": {\n \"name\": \"Acme Corporation\",\n \"owner\": { \"name\": \"Sam Rivera\", \"email\": \"sam@globex.com\", \"phone\": null, \"title\": \"Partner AE\" },\n \"populations\": [ { \"id\": 88, \"name\": \"Customers\", \"segment\": \"customers\" } ]\n }\n }\n ],\n \"pagination\": { \"page\": 1, \"limit\": 10, \"has_more\": false, \"total_count\": 1 }\n}"},{"id":"8a997023-492c-8761-da7a-33a76d8f5762","name":"Ambiguous account name","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlap_partners\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nAccount-level co-sell discovery: given one of your accounts, returns the partners who also have that company in their data, ranked by partner-level metrics (`partner_score`, `deal_size_with_partner`, `potential_revenue`). Prefer `get_partner_context` for comparing partners across your whole book rather than against a single account.\n\n**Example prompt**\n\n> \"What partners have Acme as a customer?\"\n\n**Parameters**\n\nAccount selector (provide at least one):\n\n| Name | Type | Description |\n|---|---|---|\n| `account_name` | `string?` | Own account name, fuzzy matched. Use on first call. |\n| `account_domain` | `string?` | Own account domain, fuzzy matched. |\n| `account_id` | `string?` | Own CRM account ID. Retry value; skips matching. |\n\nPartner filter (optional; omit to include every overlapping partner):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_name` | `string?` | Partner name, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_name`. |\n\nTag filter (optional; narrows partners to those carrying the tag):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_tag_name` | `string?` | Tag name, fuzzy matched (e.g. `Strategic`, `Tier 1`). |\n| `partner_tag_id` | `UUID?` | Tag UUID. Takes precedence over `partner_tag_name`. |\n\nSort and pagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `sort_by` | `partner_score \\| potential_revenue \\| total_overlap_count \\| deal_size_with_partner`? | Partner metric to sort by. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Partner rows per page, 1 to 100. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (the account or partner name was ambiguous) or [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (no account selector provided)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"clarification_required\",\n \"fields\": [\n {\n \"field\": \"account_name\",\n \"query\": \"acm\",\n \"matches\": [\n { \"id\": \"0018000000abcDEF\", \"name\": \"Acme Corp\" },\n { \"id\": \"0018000000xyzGHI\", \"name\": \"Acmetech\" }\n ],\n \"is_no_match\": false\n }\n ]\n}"},{"id":"1ad867a2-abf7-94da-dce4-bba667309d37","name":"Missing selector","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlap_partners\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nAccount-level co-sell discovery: given one of your accounts, returns the partners who also have that company in their data, ranked by partner-level metrics (`partner_score`, `deal_size_with_partner`, `potential_revenue`). Prefer `get_partner_context` for comparing partners across your whole book rather than against a single account.\n\n**Example prompt**\n\n> \"What partners have Acme as a customer?\"\n\n**Parameters**\n\nAccount selector (provide at least one):\n\n| Name | Type | Description |\n|---|---|---|\n| `account_name` | `string?` | Own account name, fuzzy matched. Use on first call. |\n| `account_domain` | `string?` | Own account domain, fuzzy matched. |\n| `account_id` | `string?` | Own CRM account ID. Retry value; skips matching. |\n\nPartner filter (optional; omit to include every overlapping partner):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_name` | `string?` | Partner name, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_name`. |\n\nTag filter (optional; narrows partners to those carrying the tag):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_tag_name` | `string?` | Tag name, fuzzy matched (e.g. `Strategic`, `Tier 1`). |\n| `partner_tag_id` | `UUID?` | Tag UUID. Takes precedence over `partner_tag_name`. |\n\nSort and pagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `sort_by` | `partner_score \\| potential_revenue \\| total_overlap_count \\| deal_size_with_partner`? | Partner metric to sort by. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Partner rows per page, 1 to 100. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (the account or partner name was ambiguous) or [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (no account selector provided)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{ \"status\": \"invalid_input\", \"message\": \"Provide at least one of account_id, account_domain, or account_name.\" }"}],"_postman_id":"8c8526f3-1f21-65b8-6dd9-3b6499a3924d"},{"name":"find_overlaps","id":"244c02dc-be84-6b1d-445d-196bdeb4800b","request":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlaps\",\n \"arguments\": {\n \"partners\": [{ \"name\": \"Globex\" }],\n \"sort_by\": \"overlap_time\",\n \"sort_order\": \"desc\"\n }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Returns the overlap records between your data and one or more partners' data, as paginated rows. Supports an overlap list (scoped to named partners) or an ecosystem list (across all partners). Prefer find_overlap_partners when the answer is a list of partners rather than a list of accounts.

Example prompt

\n
\"List the accounts we share with Globex, newest overlaps first.\"
\n

Modes

Overlap list - pass an array of partner specs in partners to scope to specific named partners. Identify each by name (fuzzy) or id (UUID), and optionally narrow with per-partner segments or populations.
Ecosystem list - pass an EcosystemFilter object in partners, or omit partners entirely, to scan all partners. Narrow with segments, partner_scores, tag_name, or tag_id.

Parameters

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partners`	`PartnerSpec[] \| EcosystemFilter \| null`?	Array → overlap list; object or null → ecosystem list.
`our_segments`	`(customers \| open_opportunities \| prospects \| other)[]`?	Restrict to these own-data segments. Defaults to all four.
`our_populations`	`PopulationSpec[]`?	Filter to specific own populations. Use `name` on first call, `id` on retry. Useful for custom (`other`) populations.
`sort_by`	`record_name \| overlap_time \| partner_overlap_count`?	Unavailable on free tier.
`sort_order`	`asc \| desc`?	Only used with `sort_by`.
`page`	`integer? = 1`
`limit`	`integer? = 10`	Records per page, 1 to 100. Free-tier ecosystem lists are capped at 10.
`list_name`	`string?`	Name to embed in the response's `list_link` URL (rendered with a sparkle prefix in Crossbeam). Defaults to `Overlap List`.

Notes

status: complete on success; otherwise the response is one of ClarificationRequired (a partner, population, or tag name was ambiguous; one response can list every unresolved field), InvalidInput (invalid input combination), or RetryLater (overlap data still computing in the background; keep retrying until results or a failure).
cache_status: CACHED | PARTIALLY_CACHED | SKIPPED | CACHING_FAILED.

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"477a16f3-2bc3-8b01-9fd9-cef02fa2855e","name":"Success","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlaps\",\n \"arguments\": {\n \"partners\": [{ \"name\": \"Globex\" }],\n \"sort_by\": \"overlap_time\",\n \"sort_order\": \"desc\"\n }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nReturns the overlap records between your data and one or more partners' data, as paginated rows. Supports an overlap list (scoped to named partners) or an ecosystem list (across all partners). Prefer `find_overlap_partners` when the answer is a list of partners rather than a list of accounts.\n\n**Example prompt**\n\n> \"List the accounts we share with Globex, newest overlaps first.\"\n\n**Modes**\n\n- **Overlap list** - pass an array of partner specs in `partners` to scope to specific named partners. Identify each by `name` (fuzzy) or `id` (UUID), and optionally narrow with per-partner `segments` or `populations`.\n- **Ecosystem list** - pass an `EcosystemFilter` object in `partners`, or omit `partners` entirely, to scan all partners. Narrow with `segments`, `partner_scores`, `tag_name`, or `tag_id`.\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `partners` | `PartnerSpec[] \\| EcosystemFilter \\| null`? | Array → overlap list; object or null → ecosystem list. |\n| `our_segments` | `(customers \\| open_opportunities \\| prospects \\| other)[]`? | Restrict to these own-data segments. Defaults to all four. |\n| `our_populations` | `PopulationSpec[]`? | Filter to specific own populations. Use `name` on first call, `id` on retry. Useful for custom (`other`) populations. |\n| `sort_by` | `record_name \\| overlap_time \\| partner_overlap_count`? | Unavailable on free tier. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Records per page, 1 to 100. Free-tier ecosystem lists are capped at 10. |\n| `list_name` | `string?` | Name to embed in the response's `list_link` URL (rendered with a sparkle prefix in Crossbeam). Defaults to `Overlap List`. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner, population, or tag name was ambiguous; one response can list every unresolved field), [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (invalid input combination), or [RetryLater](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (overlap data still computing in the background; keep retrying until results or a failure).\n- `cache_status`: `CACHED | PARTIALLY_CACHED | SKIPPED | CACHING_FAILED`."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"complete\",\n \"data\": [\n {\n \"record_name\": \"Acme Corp\",\n \"website\": \"acme.com\",\n \"overlap_time\": \"2026-05-02T14:11:00Z\",\n \"partner_segments\": [\"Customers\"],\n \"partner_names\": [\"Globex\"],\n \"partner_uuids\": [\"8c1f...e2\"]\n }\n ],\n \"pagination\": { \"limit\": 10, \"page\": 1, \"has_more\": false, \"total_count\": 1 },\n \"cache_status\": \"CACHED\"\n}"},{"id":"a8eb4a11-bbf3-6268-11ab-e8a9030b7522","name":"Ambiguous partner name","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlaps\",\n \"arguments\": {\n \"partners\": [{ \"name\": \"Globex\" }],\n \"sort_by\": \"overlap_time\",\n \"sort_order\": \"desc\"\n }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nReturns the overlap records between your data and one or more partners' data, as paginated rows. Supports an overlap list (scoped to named partners) or an ecosystem list (across all partners). Prefer `find_overlap_partners` when the answer is a list of partners rather than a list of accounts.\n\n**Example prompt**\n\n> \"List the accounts we share with Globex, newest overlaps first.\"\n\n**Modes**\n\n- **Overlap list** - pass an array of partner specs in `partners` to scope to specific named partners. Identify each by `name` (fuzzy) or `id` (UUID), and optionally narrow with per-partner `segments` or `populations`.\n- **Ecosystem list** - pass an `EcosystemFilter` object in `partners`, or omit `partners` entirely, to scan all partners. Narrow with `segments`, `partner_scores`, `tag_name`, or `tag_id`.\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `partners` | `PartnerSpec[] \\| EcosystemFilter \\| null`? | Array → overlap list; object or null → ecosystem list. |\n| `our_segments` | `(customers \\| open_opportunities \\| prospects \\| other)[]`? | Restrict to these own-data segments. Defaults to all four. |\n| `our_populations` | `PopulationSpec[]`? | Filter to specific own populations. Use `name` on first call, `id` on retry. Useful for custom (`other`) populations. |\n| `sort_by` | `record_name \\| overlap_time \\| partner_overlap_count`? | Unavailable on free tier. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Records per page, 1 to 100. Free-tier ecosystem lists are capped at 10. |\n| `list_name` | `string?` | Name to embed in the response's `list_link` URL (rendered with a sparkle prefix in Crossbeam). Defaults to `Overlap List`. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner, population, or tag name was ambiguous; one response can list every unresolved field), [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (invalid input combination), or [RetryLater](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (overlap data still computing in the background; keep retrying until results or a failure).\n- `cache_status`: `CACHED | PARTIALLY_CACHED | SKIPPED | CACHING_FAILED`."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"clarification_required\",\n \"fields\": [\n {\n \"field\": \"partner_name\",\n \"query\": \"glo\",\n \"matches\": [\n { \"id\": \"8c1f...e2\", \"name\": \"Globex\" },\n { \"id\": \"5a90...c7\", \"name\": \"Globotech\" }\n ],\n \"is_no_match\": false\n }\n ]\n}"},{"id":"c43a9459-882d-5f92-5cf6-d4497ffcb88e","name":"Invalid input combination","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlaps\",\n \"arguments\": {\n \"partners\": [{ \"name\": \"Globex\" }],\n \"sort_by\": \"overlap_time\",\n \"sort_order\": \"desc\"\n }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nReturns the overlap records between your data and one or more partners' data, as paginated rows. Supports an overlap list (scoped to named partners) or an ecosystem list (across all partners). Prefer `find_overlap_partners` when the answer is a list of partners rather than a list of accounts.\n\n**Example prompt**\n\n> \"List the accounts we share with Globex, newest overlaps first.\"\n\n**Modes**\n\n- **Overlap list** - pass an array of partner specs in `partners` to scope to specific named partners. Identify each by `name` (fuzzy) or `id` (UUID), and optionally narrow with per-partner `segments` or `populations`.\n- **Ecosystem list** - pass an `EcosystemFilter` object in `partners`, or omit `partners` entirely, to scan all partners. Narrow with `segments`, `partner_scores`, `tag_name`, or `tag_id`.\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `partners` | `PartnerSpec[] \\| EcosystemFilter \\| null`? | Array → overlap list; object or null → ecosystem list. |\n| `our_segments` | `(customers \\| open_opportunities \\| prospects \\| other)[]`? | Restrict to these own-data segments. Defaults to all four. |\n| `our_populations` | `PopulationSpec[]`? | Filter to specific own populations. Use `name` on first call, `id` on retry. Useful for custom (`other`) populations. |\n| `sort_by` | `record_name \\| overlap_time \\| partner_overlap_count`? | Unavailable on free tier. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Records per page, 1 to 100. Free-tier ecosystem lists are capped at 10. |\n| `list_name` | `string?` | Name to embed in the response's `list_link` URL (rendered with a sparkle prefix in Crossbeam). Defaults to `Overlap List`. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner, population, or tag name was ambiguous; one response can list every unresolved field), [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (invalid input combination), or [RetryLater](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (overlap data still computing in the background; keep retrying until results or a failure).\n- `cache_status`: `CACHED | PARTIALLY_CACHED | SKIPPED | CACHING_FAILED`."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{ \"status\": \"invalid_input\", \"message\": \"Cannot combine per-partner segments with an EcosystemFilter.\" }"},{"id":"cf16e37d-7cfa-b4ed-ef9b-afd1c96e423e","name":"Still computing","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_overlaps\",\n \"arguments\": {\n \"partners\": [{ \"name\": \"Globex\" }],\n \"sort_by\": \"overlap_time\",\n \"sort_order\": \"desc\"\n }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nReturns the overlap records between your data and one or more partners' data, as paginated rows. Supports an overlap list (scoped to named partners) or an ecosystem list (across all partners). Prefer `find_overlap_partners` when the answer is a list of partners rather than a list of accounts.\n\n**Example prompt**\n\n> \"List the accounts we share with Globex, newest overlaps first.\"\n\n**Modes**\n\n- **Overlap list** - pass an array of partner specs in `partners` to scope to specific named partners. Identify each by `name` (fuzzy) or `id` (UUID), and optionally narrow with per-partner `segments` or `populations`.\n- **Ecosystem list** - pass an `EcosystemFilter` object in `partners`, or omit `partners` entirely, to scan all partners. Narrow with `segments`, `partner_scores`, `tag_name`, or `tag_id`.\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `partners` | `PartnerSpec[] \\| EcosystemFilter \\| null`? | Array → overlap list; object or null → ecosystem list. |\n| `our_segments` | `(customers \\| open_opportunities \\| prospects \\| other)[]`? | Restrict to these own-data segments. Defaults to all four. |\n| `our_populations` | `PopulationSpec[]`? | Filter to specific own populations. Use `name` on first call, `id` on retry. Useful for custom (`other`) populations. |\n| `sort_by` | `record_name \\| overlap_time \\| partner_overlap_count`? | Unavailable on free tier. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Records per page, 1 to 100. Free-tier ecosystem lists are capped at 10. |\n| `list_name` | `string?` | Name to embed in the response's `list_link` URL (rendered with a sparkle prefix in Crossbeam). Defaults to `Overlap List`. |\n\n**Notes**\n\n- `status`: `complete` on success; otherwise the response is one of [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner, population, or tag name was ambiguous; one response can list every unresolved field), [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (invalid input combination), or [RetryLater](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (overlap data still computing in the background; keep retrying until results or a failure).\n- `cache_status`: `CACHED | PARTIALLY_CACHED | SKIPPED | CACHING_FAILED`."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{ \"status\": \"retry\", \"retry_after_seconds\": 5, \"reason\": \"Result not yet available\" }"}],"_postman_id":"244c02dc-be84-6b1d-445d-196bdeb4800b"},{"name":"find_partner_contacts","id":"86db7c00-0f0f-53fa-6a03-a43b7cc4f04f","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_partner_contacts\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Partner-shared contacts at one of your accounts, ranked by Ecosystem Intelligence (priority-role and key-contact signals, then data completeness). Useful for finding warm introductions through a partner. With no partner filter set, the same contact can appear once per partner that shared it.

Example prompt

\n
\"Who at Acme do our partners know?\"
\n

Parameters

Account selector (provide at least one):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`account_name`	`string?`	Own account name, fuzzy matched. Use on first call.
`account_domain`	`string?`	Own account domain, fuzzy matched.
`account_id`	`string?`	Own CRM account ID. Retry value; skips matching.

Partner filter (optional; omit to include contacts from all partners):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_name`	`string?`	Partner name, fuzzy matched.
`partner_id`	`UUID?`	Partner org UUID. Takes precedence over `partner_name`.

Pagination:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`limit`	`integer? = 10`	Maximum contacts to return, 1 to 50.

Notes

status: absent on success; on fallback, ClarificationRequired (the account or partner name was ambiguous) or InvalidInput (no account selector provided).

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"ef4eed42-1e97-ad9c-237d-d67aa5b9b902","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_partner_contacts\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nPartner-shared contacts at one of your accounts, ranked by Ecosystem Intelligence (priority-role and key-contact signals, then data completeness). Useful for finding warm introductions through a partner. With no partner filter set, the same contact can appear once per partner that shared it.\n\n**Example prompt**\n\n> \"Who at Acme do our partners know?\"\n\n**Parameters**\n\nAccount selector (provide at least one):\n\n| Name | Type | Description |\n|---|---|---|\n| `account_name` | `string?` | Own account name, fuzzy matched. Use on first call. |\n| `account_domain` | `string?` | Own account domain, fuzzy matched. |\n| `account_id` | `string?` | Own CRM account ID. Retry value; skips matching. |\n\nPartner filter (optional; omit to include contacts from all partners):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_name` | `string?` | Partner name, fuzzy matched. |\n| `partner_id` | `UUID?` | Partner org UUID. Takes precedence over `partner_name`. |\n\nPagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `limit` | `integer? = 10` | Maximum contacts to return, 1 to 50. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (the account or partner name was ambiguous) or [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (no account selector provided)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"partner_contact_name\": \"Jordan Pak\",\n \"partner_contact_title\": \"VP Engineering\",\n \"partner_contact_email\": \"jordan@acme.com\",\n \"partner_name\": \"Globex\",\n \"partner_id\": \"8c1f...e2\",\n \"in_own_crm\": false,\n \"insights\": [ { \"name\": \"economic_buyer\", \"type\": \"segment\" } ],\n \"partner_insights\": [ { \"name\": \"key_contact\", \"type\": \"segment\" } ]\n }\n ]\n}"},{"id":"15a56fb3-d0de-06be-4da6-f5c36732ee2a","name":"Ambiguous account name","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_partner_contacts\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nPartner-shared contacts at one of your accounts, ranked by Ecosystem Intelligence (priority-role and key-contact signals, then data completeness). Useful for finding warm introductions through a partner. With no partner filter set, the same contact can appear once per partner that shared it.\n\n**Example prompt**\n\n> \"Who at Acme do our partners know?\"\n\n**Parameters**\n\nAccount selector (provide at least one):\n\n| Name | Type | Description |\n|---|---|---|\n| `account_name` | `string?` | Own account name, fuzzy matched. Use on first call. |\n| `account_domain` | `string?` | Own account domain, fuzzy matched. |\n| `account_id` | `string?` | Own CRM account ID. Retry value; skips matching. |\n\nPartner filter (optional; omit to include contacts from all partners):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_name` | `string?` | Partner name, fuzzy matched. |\n| `partner_id` | `UUID?` | Partner org UUID. Takes precedence over `partner_name`. |\n\nPagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `limit` | `integer? = 10` | Maximum contacts to return, 1 to 50. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (the account or partner name was ambiguous) or [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (no account selector provided)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"clarification_required\",\n \"fields\": [\n {\n \"field\": \"account_name\",\n \"query\": \"acm\",\n \"matches\": [\n { \"id\": \"0018000000abcDEF\", \"name\": \"Acme Corp\" },\n { \"id\": \"0018000000xyzGHI\", \"name\": \"Acmetech\" }\n ],\n \"is_no_match\": false\n }\n ]\n}"},{"id":"0c06b9d4-2579-4aa0-b3aa-821c2bacba27","name":"Missing selector","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_partner_contacts\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nPartner-shared contacts at one of your accounts, ranked by Ecosystem Intelligence (priority-role and key-contact signals, then data completeness). Useful for finding warm introductions through a partner. With no partner filter set, the same contact can appear once per partner that shared it.\n\n**Example prompt**\n\n> \"Who at Acme do our partners know?\"\n\n**Parameters**\n\nAccount selector (provide at least one):\n\n| Name | Type | Description |\n|---|---|---|\n| `account_name` | `string?` | Own account name, fuzzy matched. Use on first call. |\n| `account_domain` | `string?` | Own account domain, fuzzy matched. |\n| `account_id` | `string?` | Own CRM account ID. Retry value; skips matching. |\n\nPartner filter (optional; omit to include contacts from all partners):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_name` | `string?` | Partner name, fuzzy matched. |\n| `partner_id` | `UUID?` | Partner org UUID. Takes precedence over `partner_name`. |\n\nPagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `limit` | `integer? = 10` | Maximum contacts to return, 1 to 50. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (the account or partner name was ambiguous) or [InvalidInput](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (no account selector provided)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{ \"status\": \"invalid_input\", \"message\": \"Provide at least one of account_id, account_domain, or account_name.\" }"}],"_postman_id":"86db7c00-0f0f-53fa-6a03-a43b7cc4f04f"},{"name":"find_partner_recommendations","id":"517f3ed6-2fad-c1c2-88cb-bcb16d3578a5","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_partner_recommendations\",\n \"arguments\": { \"deal_or_account_name\": \"Acme renewal\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

For an open opportunity or account, returns the partners recommended by Ecosystem Intelligence (the same ranking shown in Deal Navigator). Filters out non-recommended partners. If the search term matches multiple opportunities, all are returned for the caller to disambiguate. Prefer get_partner_context for partner questions not tied to a specific deal.

Example prompt

\n
\"Which partners should we engage on the Acme renewal?\"
\n

Parameters

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`deal_or_account_name`	`string`	Name of the deal or account to look up. Matched case-insensitively against both deal and account name.

Notes

EI signals: recent_wins (partner closed a deal with this account in the last 3 months), new_contacts (partner added contacts recently), long_term_relationship (partner has had this account as a customer for 2+ years), missing_contacts (partner has key contacts not in your CRM).
Opportunities with no recommended partners are still returned, with an empty partners list.

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"b5011a99-15cf-42ba-a2cc-ae821953bc4c","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"find_partner_recommendations\",\n \"arguments\": { \"deal_or_account_name\": \"Acme renewal\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nFor an open opportunity or account, returns the partners recommended by Ecosystem Intelligence (the same ranking shown in Deal Navigator). Filters out non-recommended partners. If the search term matches multiple opportunities, all are returned for the caller to disambiguate. Prefer `get_partner_context` for partner questions not tied to a specific deal.\n\n**Example prompt**\n\n> \"Which partners should we engage on the Acme renewal?\"\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `deal_or_account_name` | `string` | Name of the deal or account to look up. Matched case-insensitively against both deal and account name. |\n\n**Notes**\n\n- EI signals: `recent_wins` (partner closed a deal with this account in the last 3 months), `new_contacts` (partner added contacts recently), `long_term_relationship` (partner has had this account as a customer for 2+ years), `missing_contacts` (partner has key contacts not in your CRM).\n- Opportunities with no recommended partners are still returned, with an empty `partners` list."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"deal_id\": \"0068000000xyzABC\",\n \"deal_name\": \"Acme - Platform Renewal\",\n \"account_name\": \"Acme Corp\",\n \"partners\": [\n {\n \"partner_id\": \"8c1f...e2\",\n \"partner_name\": \"Globex\",\n \"ei_signals\": { \"recent_wins\": true, \"new_contacts\": false, \"long_term_relationship\": true, \"missing_contacts\": true }\n }\n ]\n }\n ]\n}"}],"_postman_id":"517f3ed6-2fad-c1c2-88cb-bcb16d3578a5"},{"name":"get_account_context","id":"55a698b1-a065-df56-d125-d79db24201a4","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_account_context\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Returns Crossbeam's mirror of your CRM account records (your org only, no partner data), looked up by record ID, domain, or fuzzy-matched name. Useful for confirming which account a name resolves to before calling an overlap tool, or for inspecting an account's populations and owner. At least one selector is required.

Example prompt

\n
\"What populations is our Acme account in, and who owns it?\"
\n

Parameters

Provide at least one selector:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`account_id`	`string?`	Search by the account's CRM record ID.
`account_domain`	`string?`	Search by the account's domain.
`account_name`	`string?`	Search term for finding accounts (fuzzy match).

Pagination:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`page`	`integer? = 1`
`limit`	`integer? = 10`	Records per page, 1 to 100.

","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"3e5408fe-e123-f6d5-392c-b4198ac7813d","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_account_context\",\n \"arguments\": { \"account_name\": \"Acme\" }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nReturns Crossbeam's mirror of your CRM account records (your org only, no partner data), looked up by record ID, domain, or fuzzy-matched name. Useful for confirming which account a name resolves to before calling an overlap tool, or for inspecting an account's populations and owner. At least one selector is required.\n\n**Example prompt**\n\n> \"What populations is our Acme account in, and who owns it?\"\n\n**Parameters**\n\nProvide at least one selector:\n\n| Name | Type | Description |\n|---|---|---|\n| `account_id` | `string?` | Search by the account's CRM record ID. |\n| `account_domain` | `string?` | Search by the account's domain. |\n| `account_name` | `string?` | Search term for finding accounts (fuzzy match). |\n\nPagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Records per page, 1 to 100. |"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"account_id\": \"0018000000abcDEF\",\n \"name\": \"Acme Corp\",\n \"website\": \"acme.com\",\n \"populations\": [\n { \"population_id\": 412, \"name\": \"Open Opportunities\", \"segment\": \"open_opportunities\" }\n ],\n \"owner\": { \"name\": \"Dana Lee\", \"email\": \"dana@yourco.com\", \"phone\": null, \"title\": \"AE\" }\n }\n ],\n \"pagination\": { \"page\": 1, \"limit\": 10, \"has_more\": false, \"total_count\": 1 }\n}"}],"_postman_id":"55a698b1-a065-df56-d125-d79db24201a4"},{"name":"get_deal_navigator_close_deals_link","id":"6388b6b4-b32d-1dc5-e30f-72d4038eec34","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_deal_navigator_close_deals_link\",\n \"arguments\": { \"opportunity_type\": [\"net-new\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Generates a shareable URL to the Deal Navigator close-deals view in Crossbeam, optionally filtered by partner tag, partner org, opportunity type, deal amount, and close date. Returns a link, not data; use find_partner_recommendations for the underlying partner rankings on a specific deal.

Example prompt

\n
\"Give me a link to my net-new deals closing this quarter.\"
\n

Parameters

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_tags`	`string[]?`	Filter by partner tags.
`partner_org_uuid`	`UUID[]?`	Filter by partner org UUIDs.
`opportunity_type`	`(net-new \| existing)[]?`	Filter by opportunity type.
`deal_amount`	`{min_value, max_value}?`	Deal amount range, in USD.
`close_date`	`{min_value, max_value}?`	Close date range.

","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"141fb243-ef8a-05be-8a01-0f1c9f4f64fe","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_deal_navigator_close_deals_link\",\n \"arguments\": { \"opportunity_type\": [\"net-new\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nGenerates a shareable URL to the Deal Navigator close-deals view in Crossbeam, optionally filtered by partner tag, partner org, opportunity type, deal amount, and close date. Returns a link, not data; use `find_partner_recommendations` for the underlying partner rankings on a specific deal.\n\n**Example prompt**\n\n> \"Give me a link to my net-new deals closing this quarter.\"\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_tags` | `string[]?` | Filter by partner tags. |\n| `partner_org_uuid` | `UUID[]?` | Filter by partner org UUIDs. |\n| `opportunity_type` | `(net-new \\| existing)[]?` | Filter by opportunity type. |\n| `deal_amount` | `{min_value, max_value}?` | Deal amount range, in USD. |\n| `close_date` | `{min_value, max_value}?` | Close date range. |"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"\"https://app.crossbeam.com/deal-navigator/close-deals?opportunity_type=net-new\""}],"_postman_id":"6388b6b4-b32d-1dc5-e30f-72d4038eec34"},{"name":"get_ecosystem_activity","id":"8be4ecfb-aad1-f83b-39be-42e22efb5f42","request":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_ecosystem_activity\",\n \"arguments\": { \"event_types\": [\"partner_deal_closed_won\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Recent partner activity on your accounts or leads, newest first. Covers partner deals opened, closed-won deals, and greenfield wins (a partner closed a deal on a company not in your CRM). Each event carries partner-CRM contact context when available.

Example prompt

\n
\"What have our partners closed on our accounts in the last week?\"
\n

Parameters

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`resource_type`	`accounts \| leads`?	Defaults to `accounts`.
`record_ids`	`string[]?`	Filter by CRM record IDs.
`event_types`	`(partner_deal_opened \| partner_deal_closed_won \| partner_greenfield_deal_closed_won)[]`?	Event types to include.
`page`	`integer? = 1`
`limit`	`integer? = 25`	Results per page, 1 to 1000.

Partner filter (optional):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_names`	`string[]?`	Partner names, fuzzy matched.
`partner_ids`	`UUID[]?`	Partner org UUIDs. Takes precedence over `partner_names`.

Notes

status: absent on success; on fallback, ClarificationRequired (a partner name resolved to zero or multiple matches).

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"f2caac1c-49c4-99bc-de0e-9df24703d797","name":"Success","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_ecosystem_activity\",\n \"arguments\": { \"event_types\": [\"partner_deal_closed_won\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nRecent partner activity on your accounts or leads, newest first. Covers partner deals opened, closed-won deals, and greenfield wins (a partner closed a deal on a company not in your CRM). Each event carries partner-CRM contact context when available.\n\n**Example prompt**\n\n> \"What have our partners closed on our accounts in the last week?\"\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `resource_type` | `accounts \\| leads`? | Defaults to `accounts`. |\n| `record_ids` | `string[]?` | Filter by CRM record IDs. |\n| `event_types` | `(partner_deal_opened \\| partner_deal_closed_won \\| partner_greenfield_deal_closed_won)[]`? | Event types to include. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 25` | Results per page, 1 to 1000. |\n\nPartner filter (optional):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_names` | `string[]?` | Partner names, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_names`. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner name resolved to zero or multiple matches)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"event_type\": \"partner_deal_closed_won\",\n \"triggered_at\": \"2026-06-05T09:30:00Z\",\n \"record_name\": \"Acme Corp\",\n \"record_type\": \"accounts\",\n \"partner_name\": \"Globex\",\n \"partner_data\": {\n \"deal\": { \"name\": \"Acme Expansion\", \"amount_in_usd\": 60000, \"is_won\": true, \"close_date\": \"2026-06-04\" }\n }\n }\n ],\n \"pagination\": { \"page\": 1, \"limit\": 25, \"has_more\": false }\n}"},{"id":"7a3d8514-a635-1289-6a94-3ec78641368d","name":"Ambiguous partner name","originalRequest":{"method":"POST","header":[{"value":"application/json","key":"Content-Type"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_ecosystem_activity\",\n \"arguments\": { \"event_types\": [\"partner_deal_closed_won\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nRecent partner activity on your accounts or leads, newest first. Covers partner deals opened, closed-won deals, and greenfield wins (a partner closed a deal on a company not in your CRM). Each event carries partner-CRM contact context when available.\n\n**Example prompt**\n\n> \"What have our partners closed on our accounts in the last week?\"\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `resource_type` | `accounts \\| leads`? | Defaults to `accounts`. |\n| `record_ids` | `string[]?` | Filter by CRM record IDs. |\n| `event_types` | `(partner_deal_opened \\| partner_deal_closed_won \\| partner_greenfield_deal_closed_won)[]`? | Event types to include. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 25` | Results per page, 1 to 1000. |\n\nPartner filter (optional):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_names` | `string[]?` | Partner names, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_names`. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner name resolved to zero or multiple matches)."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"clarification_required\",\n \"fields\": [\n {\n \"field\": \"partner_names\",\n \"query\": \"glo\",\n \"matches\": [\n { \"id\": \"8c1f...e2\", \"name\": \"Globex\" },\n { \"id\": \"5a90...c7\", \"name\": \"Globotech\" }\n ],\n \"is_no_match\": false\n }\n ]\n}"}],"_postman_id":"8be4ecfb-aad1-f83b-39be-42e22efb5f42"},{"name":"get_partner_context","id":"2f5e81d8-d554-74fa-41f0-3be1fe97254a","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_partner_context\",\n \"arguments\": { \"sort_by\": \"partner_score\", \"sort_order\": \"desc\", \"limit\": 5 }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Paginated overview of your partners with metrics, tags, and recency. The canonical source for partner-landscape queries that span multiple partners (top-N by score, tag filtering, side-by-side comparison). Prefer find_overlap_partners for partners that overlap on a specific account.

Example prompt

\n
\"Who are our top five partners by partner score?\"
\n

Parameters

Partner filter (optional):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_names`	`string[]?`	Partner names, fuzzy matched.
`partner_ids`	`UUID[]?`	Partner org UUIDs. Takes precedence over `partner_names`.

Tag filter (optional):

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`partner_tag_name`	`string?`	Tag name, fuzzy matched.
`partner_tag_id`	`UUID?`	Tag UUID. Takes precedence over `partner_tag_name`.

Sort and pagination:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`sort_by`	`partner_score \| potential_revenue \| open_deals_count \| attribution_amount`?	Metric to sort by.
`sort_order`	`asc \| desc`?	Only used with `sort_by`.
`page`	`integer? = 1`
`limit`	`integer? = 10`	Partners per page, 1 to 100.

Notes

status: absent on success; on fallback, ClarificationRequired (a partner or tag name resolved to zero or multiple matches).
last_sync and last_active: one of today, this_week, this_month, this_quarter, this_year, not_discoverable, or null.

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"52cd7394-a5f2-2020-6f5f-0133dd79a289","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_partner_context\",\n \"arguments\": { \"sort_by\": \"partner_score\", \"sort_order\": \"desc\", \"limit\": 5 }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nPaginated overview of your partners with metrics, tags, and recency. The canonical source for partner-landscape queries that span multiple partners (top-N by score, tag filtering, side-by-side comparison). Prefer `find_overlap_partners` for partners that overlap on a specific account.\n\n**Example prompt**\n\n> \"Who are our top five partners by partner score?\"\n\n**Parameters**\n\nPartner filter (optional):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_names` | `string[]?` | Partner names, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_names`. |\n\nTag filter (optional):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_tag_name` | `string?` | Tag name, fuzzy matched. |\n| `partner_tag_id` | `UUID?` | Tag UUID. Takes precedence over `partner_tag_name`. |\n\nSort and pagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `sort_by` | `partner_score \\| potential_revenue \\| open_deals_count \\| attribution_amount`? | Metric to sort by. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Partners per page, 1 to 100. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner or tag name resolved to zero or multiple matches).\n- `last_sync` and `last_active`: one of `today`, `this_week`, `this_month`, `this_quarter`, `this_year`, `not_discoverable`, or null."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"partner_id\": \"8c1f...e2\",\n \"name\": \"Globex\",\n \"domain\": \"globex.com\",\n \"partnership_created_at\": \"2025-01-14T00:00:00Z\",\n \"partner_tags\": [ { \"id\": \"t1\", \"name\": \"Strategic\" } ],\n \"is_offline_partner\": false,\n \"last_active\": \"this_week\",\n \"metrics\": { \"partner_score\": \"high\", \"total_overlap_count\": 240, \"open_deals_count\": 12, \"potential_revenue\": 480000 }\n }\n ],\n \"pagination\": { \"page\": 1, \"limit\": 10, \"total_count\": 1, \"has_more\": false }\n}"},{"id":"cc0c2bc9-d24b-897d-e3f8-c16c9c7d75ba","name":"Ambiguous partner name","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_partner_context\",\n \"arguments\": { \"sort_by\": \"partner_score\", \"sort_order\": \"desc\", \"limit\": 5 }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nPaginated overview of your partners with metrics, tags, and recency. The canonical source for partner-landscape queries that span multiple partners (top-N by score, tag filtering, side-by-side comparison). Prefer `find_overlap_partners` for partners that overlap on a specific account.\n\n**Example prompt**\n\n> \"Who are our top five partners by partner score?\"\n\n**Parameters**\n\nPartner filter (optional):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_names` | `string[]?` | Partner names, fuzzy matched. |\n| `partner_ids` | `UUID[]?` | Partner org UUIDs. Takes precedence over `partner_names`. |\n\nTag filter (optional):\n\n| Name | Type | Description |\n|---|---|---|\n| `partner_tag_name` | `string?` | Tag name, fuzzy matched. |\n| `partner_tag_id` | `UUID?` | Tag UUID. Takes precedence over `partner_tag_name`. |\n\nSort and pagination:\n\n| Name | Type | Description |\n|---|---|---|\n| `sort_by` | `partner_score \\| potential_revenue \\| open_deals_count \\| attribution_amount`? | Metric to sort by. |\n| `sort_order` | `asc \\| desc`? | Only used with `sort_by`. |\n| `page` | `integer? = 1` | |\n| `limit` | `integer? = 10` | Partners per page, 1 to 100. |\n\n**Notes**\n\n- `status`: absent on success; on fallback, [ClarificationRequired](#ac057ed3-5acc-42c6-81af-cfd463b9f701) (a partner or tag name resolved to zero or multiple matches).\n- `last_sync` and `last_active`: one of `today`, `this_week`, `this_month`, `this_quarter`, `this_year`, `not_discoverable`, or null."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"status\": \"clarification_required\",\n \"fields\": [\n {\n \"field\": \"partner_names\",\n \"query\": \"glo\",\n \"matches\": [\n { \"id\": \"8c1f...e2\", \"name\": \"Globex\" },\n { \"id\": \"5a90...c7\", \"name\": \"Globotech\" }\n ],\n \"is_no_match\": false\n }\n ]\n}"}],"_postman_id":"2f5e81d8-d554-74fa-41f0-3be1fe97254a"},{"name":"get_partner_suggestions","id":"04b6bd65-6312-963c-8457-94b17d7cba3f","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_partner_suggestions\",\n \"arguments\": {}\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Suggested new partner companies (drawn from Partnerbase) that you are not yet partnered with on Crossbeam, each with an invite-flow URL. Prefer get_partner_context for existing partners.

Example prompt

\n
\"Suggest some new partners we should reach out to.\"
\n

Parameters

None.

\n","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"7e99cce2-dd92-1e7f-9773-55a58fd2dfa9","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"get_partner_suggestions\",\n \"arguments\": {}\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nSuggested new partner companies (drawn from Partnerbase) that you are not yet partnered with on Crossbeam, each with an invite-flow URL. Prefer `get_partner_context` for existing partners.\n\n**Example prompt**\n\n> \"Suggest some new partners we should reach out to.\"\n\n**Parameters**\n\nNone."},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n { \"name\": \"Initech\", \"domain\": \"initech.com\", \"invite_url\": \"https://app.crossbeam.com/invite?domain=initech.com\" }\n ]\n}"}],"_postman_id":"04b6bd65-6312-963c-8457-94b17d7cba3f"},{"name":"search_crossbeam_knowledge","id":"24fb6073-978b-575e-e547-73869bf35edd","request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"search_crossbeam_knowledge\",\n \"arguments\": { \"query\": \"how do populations work\", \"sources\": [\"help_center\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"

When to use

Searches Crossbeam's shared educational content (help center, blog, ELG book) and returns ranked excerpts. Read-only on static content; never surfaces customer-specific data. Use sources to scope the search to a specific corpus.

Example prompt

\n
\"How do populations work in Crossbeam?\"
\n

Parameters

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Type	Description
`query`	`string`	The search query.
`sources`	`(help_center \| blog_site \| elg_book)[]`?	Corpora to search. Omit or pass empty to search all three.

","urlObject":{"host":["https://mcp.crossbeam.com/mcp"],"query":[],"variable":[]}},"response":[{"id":"623df9d7-4791-4e04-90d1-94f99d2b4363","name":"Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jsonrpc\": \"2.0\",\n \"id\": 1,\n \"method\": \"tools/call\",\n \"params\": {\n \"name\": \"search_crossbeam_knowledge\",\n \"arguments\": { \"query\": \"how do populations work\", \"sources\": [\"help_center\"] }\n }\n}","options":{"raw":{"language":"json"}}},"url":"https://mcp.crossbeam.com/mcp","description":"**When to use**\n\nSearches Crossbeam's shared educational content (help center, blog, ELG book) and returns ranked excerpts. Read-only on static content; never surfaces customer-specific data. Use `sources` to scope the search to a specific corpus.\n\n**Example prompt**\n\n> \"How do populations work in Crossbeam?\"\n\n**Parameters**\n\n| Name | Type | Description |\n|---|---|---|\n| `query` | `string` | The search query. |\n| `sources` | `(help_center \\| blog_site \\| elg_book)[]`? | Corpora to search. Omit or pass empty to search all three. |"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"source\": \"help_center\",\n \"title\": \"Creating a population\",\n \"reference_url\": \"https://help.crossbeam.com/...\",\n \"content\": \"Populations let you group records...\",\n \"similarity_score\": 0.82\n }\n ],\n \"summary\": \"Top similarity-ranked matches across help center, blog, and ELG book.\"\n}"}],"_postman_id":"24fb6073-978b-575e-e547-73869bf35edd"}],"id":"6e42fd12-eb75-461b-861c-b809655210bf","description":"

The Crossbeam MCP server exposes the tools below. Each one is read-only and operates within the scopes granted to the connected user. Each tool is its own request with example responses for the shapes it can return.

How to read this section

When to use is the human context the JSON schema cannot carry: what the tool returns, when to reach for it, and when to prefer an adjacent one.
Example prompt is a sample end-user message an MCP client would route to this tool.
Parameters lists each input by name, type, and a one-line description.
Returns is shown as example responses on each request (the success shape plus any shared shapes the tool can return).

Conventions

Names and IDs. Many tools accept either a human-friendly name (such as partner_name or account_name) or an exact ID (partner_ids, account_id). Names are matched fuzzily. When a name matches more than one record, the tool does not guess: it returns a ClarificationRequired response listing the candidates so the right one can be confirmed and the call retried with its ID. ID inputs always take precedence over name inputs and skip matching.

Pagination. Paginated tools accept page and limit and return a pagination block with has_more and, where available, total_count, so you can tell whether more results remain.

Shared response patterns. In place of their usual payload, some tools can return one of a few common shapes: ClarificationRequired (a name was ambiguous), InvalidInput (a required selector was missing), or RetryLater (results are still being computed).

Index

find_overlap_partners - partners overlapping on one specific account.
find_overlaps - overlap records across one or more partners.
find_partner_contacts - partner-shared contacts at one of your accounts.
find_partner_recommendations - partners recommended by Ecosystem Intelligence for a deal or account.
get_account_context - look up your own accounts and their populations.
get_deal_navigator_close_deals_link - shareable link to a filtered Deal Navigator close-deals view.
get_ecosystem_activity - recent partner activity on your accounts or leads.
get_partner_context - paginated overview of your partners with metrics, tags, and recency.
get_partner_suggestions - suggested new partners with invite links.
search_crossbeam_knowledge - ranked excerpts from Crossbeam's docs, blog, and ELG book.

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Some tools return one of these shared shapes in place of their normal payload. The tool pages reference these by name rather than repeating them inline. Identify which shape you received by its status field: clarification_required, invalid_input, or retry.

ClarificationRequired

Returned when a name input matches zero or several records, so the tool cannot safely pick one. fields lists each ambiguous input with its candidates; resolve by calling again with the matching ID.

{\n  \"status\": \"clarification_required\",\n  \"fields\": [\n    {\n      \"field\": \"partner_name\",\n      \"query\": \"glo\",\n      \"matches\": [\n        { \"id\": \"8c1f...e2\", \"name\": \"Globex\" },\n        { \"id\": \"5a90...c7\", \"name\": \"Globotech\" }\n      ],\n      \"is_no_match\": false\n    }\n  ]\n}\n

InvalidInput

Returned when a call is missing a required selector, for example no account ID, domain, or name.

{ \"status\": \"invalid_input\", \"message\": \"Provide at least one of account_id, account_domain, or account_name.\" }\n

RetryLater

Returned when results are still being computed in the background. Retry after retry_after_seconds.

{ \"status\": \"retry\", \"retry_after_seconds\": 5, \"reason\": \"Result not yet available\" }\n

\n","_postman_id":"ac057ed3-5acc-42c6-81af-cfd463b9f701"},{"name":"Changelog","item":[],"id":"edb7630c-165b-411d-97d5-e87d7e2e77b6","description":"

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Releases of the Crossbeam MCP server, newest first. We track tools added, deprecated, removed, and distribution-channel listings.
\n

2026-06-17

Highlights

This release strengthens the existing toolset and ships four new capabilities: pull Crossbeam lists into AI workflows, surface partner-shared contacts with roles (decision makers, economic buyers, etc.), get ranked partner recommendations using Deal Navigator's signals, and signals on Greenfield accounts. We also redesigned the existing tools around common use cases to minimize agent round trips, so a question like \"Who can help on this deal?\" resolves in a single tool call instead of three.

Tools

Added

find_partner_contacts - Look up people at a partner organization who can help with intros, deals, or warm paths. Returns contacts ranked by relevance to your account or opportunity.
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find_partner_recommendations - For an open opportunity or account, return ranked partner suggestions from Ecosystem Intelligence (the same ranking surfaced in Deal Navigator).
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find_overlap_partners - For a given account, find which of your partners also have that company in their data. Surfaces co-sell opportunities at the account level.
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find_overlaps - Retrieve the overlapping accounts between your data and one or more partners, as rows you can page through. Supports an overlap list (scoped to named partners) or an ecosystem list (across all of your partners).
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get_account_context - Get a unified view of one of your accounts, including the partners who also have it as a record and any relevant ecosystem signals.
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get_partner_context - Paginated overview of your partners with metrics, tags, and recency. Filter by partner name(s), ids, or tag; sort by partner-level metrics for prioritization.
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get_ecosystem_activity - Surface recent activity and signals across your ecosystem (deals, accounts, contacts). Replaces the narrower record-level get_record_signals lookup.
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search_crossbeam_knowledge - Search Crossbeam's public docs, blog, and ELG book in one call. Returns ranked excerpts from shared educational content; does not surface customer-specific data.
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Deprecated

find_partners (use get_partner_context)
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get_account_overlap_info (use find_overlap_partners)
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get_own_account_info (use get_account_context)
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get_opportunity_partner_recommendations (use find_partner_recommendations)
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get_record_signals (use get_ecosystem_activity)
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get_overlap_list_link (use find_overlaps)
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get_ecosystem_list_link (use find_overlaps)
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search_help_center, search_blog_site, search_elg_book (collapsed into search_crossbeam_knowledge)
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get_partner_leaderboard
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get_own_populations
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get_partner_populations
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get_partner_tags
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2025-11-25

Tools

Added

get_record_signals - Retrieve recent ecosystem signals tied to a specific record (account or lead): recent activity, partner overlaps, and engagement context.

2025-07-29

Tools

Added

Initial release. Tools available at first publication:

find_partners - Retrieve all of your organization's Crossbeam partners. Supports filtering by partner tag and sorting by performance metrics for prioritization.
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get_partner_tags - List all the partner tags defined for your organization. Use alongside find_partners to filter partners by tag.
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get_partner_suggestions - Suggest potential new partners based on Partnerbase data, helping identify new partnership opportunities.
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get_partner_leaderboard - Performance metrics for each partner on recently closed deals: engagement, coverage, attribution, and overall impact rating. Pairs with find_partners for partner prioritization.
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get_own_populations - List all populations defined for your organization (Customers, Prospects, Open Opportunities, etc.). Populations categorize accounts or leads from your CRM and other data sources.
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get_partner_populations - List the populations a partner has shared with your organization, so you can see which segments of their data are available for overlap analysis.
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get_account_overlap_info - For a specific account in your CRM, find which partners also have that company in their data, including the partner record details they have shared.
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get_own_account_info - Look up one of your CRM accounts by record ID, domain, or fuzzy-matched name. Useful as a first step before calling overlap or context tools.
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get_overlap_list_link - Generate a shareable URL for a Crossbeam list scoped to a single partner and a chosen set of populations.
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get_ecosystem_list_link - Generate a shareable URL for an ecosystem list spanning multiple partners, optionally filtered by partner tag.
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get_deal_navigator_close_deals_link - Generate a link to a Deal Navigator view filtered by partner, opportunity type, deal amount, and close date.
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search_help_center - Search Crossbeam's product documentation and how-to articles.
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search_blog_site - Search Crossbeam's marketing site and ELG Insider for case studies, blog posts, and customer stories.
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search_elg_book - Search the ELG (Ecosystem-Led Growth) book for foundational insights on the partner-led go-to-market motion.
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\n","_postman_id":"edb7630c-165b-411d-97d5-e87d7e2e77b6"},{"name":"Support","item":[],"id":"08598f8e-936b-4c7a-12bf-aba4285ab9a2","description":"

For help, contact support@crossbeam.com.

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