Crossbeam MCP

Live

OAUTH 2.1

PARTNER ECOSYSTEM

CRM & Sales

Crossbeam MCP gives agents authenticated access to your partner ecosystem: find account overlaps, surface ecosystem activity, and pull co-selling context under the rep's own credential.

  • Per-user credentials: each overlap query runs as the actual rep, so it respects their partner visibility.
  • Encrypted per-tenant vault: AES-256, resolved at request time, never in LLM context.
  • Scoped before every call: pre-call scope check, 90-day SIEM-exportable audit chain.
Crossbeam MCP
agent · Acme Q3
Run
Which of our partners also work with Globex, and who can intro us?
S
crossbeammcp_find_overlaps
88ms
Crossbeam agent
3 partners overlap on Globex. Partner Acme has an active opportunity there and a warm contact in RevOps.
Partners: 3 overlapping
crossbeammcp
3 partners
18:29
Message Claude...

Tools your sales agent reaches for in Crossbeam, scoped per user.

CALL ANY TOOL
Work your partner ecosystem end to end: find account overlaps, surface ecosystem activity, pull partner and account context, and search co-selling intelligence.
crossbeammcp_search_crossbeam_knowledge
Search crossbeam knowledge
Answer Crossbeam product questions and surface best practices from the Crossbeam knowledge base.
Parameters
Name
Type
Required
Description
query
string
Required
The product question or topic to search the Crossbeam knowledge base for.
crossbeammcp_get_list_link
Get list link
crossbeammcp_find_overlaps
Find overlaps
crossbeammcp_get_account_context
Get account context
crossbeammcp_find_overlap_partners
Find overlap partners
crossbeammcp_get_partner_context
Get partner context
crossbeammcp_find_partner_recommendations
Find partner recommendations
crossbeammcp_get_ecosystem_activity
Get ecosystem activity
crossbeammcp_get_partner_suggestions
Get partner suggestions
Build your Agent
Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.
Python · LlamaIndex
import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Crossbeam tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["crossbeammcp"], toolNames: [
    "crossbeammcp_search_crossbeam_knowledge",
    "crossbeammcp_get_list_link",
    "crossbeammcp_find_overlaps"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Which of our partners also work with Globex, and who can intro us?" }] });
import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["crossbeammcp"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Which of our partners also work with Globex, and who can intro us?" }],
  tools,
});

// Execute the tool call with the user's vaulted Crossbeam credential
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");
import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["crossbeammcp"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Which of our partners also work with Globex, and who can intro us?" }],
  tools,
});

// Tool call runs with the user's vaulted Crossbeam credential
await sk.tools.executeTool(msg.content, "user_123");
import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["crossbeammcp"] }, pageSize: 100,
});

const agent = new Agent({
  name: "crossbeam_agent",
  model: "gemini-2.5-pro",
  instruction: "Manage Crossbeam for the signed-in user.",
  tools,
});

await agent.run("Which of our partners also work with Globex, and who can intro us?");
Try these prompts
Copy any prompt into your agent. Each maps directly to a Crossbeam tool. Click to copy, paste into your agent, done.
Find overlaps
Copy the prompt
Copied
Which partners also work with Globex?
Copy the prompt
Copied
Where do we overlap with partner Acme?
Copy the prompt
Copied
Which target accounts have the most partner coverage?
Co-sell
Copy the prompt
Copied
Who at our partners can intro us to Globex?
Copy the prompt
Copied
Recommend partners for my open pipeline.
Copy the prompt
Copied
What ecosystem activity happened on Acme this week?
Account context
Copy the prompt
Copied
Give me the partner context on Globex.
Copy the prompt
Copied
Which partners flagged this account as a customer?
Copy the prompt
Copied
Search our ecosystem for fintech overlaps.
SEE HOW AUTH WORKS
Your users connect once. Their Crossbeam credentials stay vaulted, every call is scope-checked, and every action is logged.
1
Authorize
Your user connects
Crossbeam MCP
once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access
Who:
user ‘A’
when:
Once per user
access:
Limited to user
2
Store
Their
Crossbeam MCP
token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection
vault:
encrypted
scope:
per-user
tokens:
auto-refreshed
3
Resolve
When your agent calls a
Crossbeam MCP
tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs
speed:
~40ms
check:
before every call
seen by:
nobody
4
Audit
Every
Crossbeam MCP
tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it
history:
90 days
export:
SIEM-ready
logged:
every call
Test other agents
See the same per-user auth pattern across other crm & sales connectors.
People Ops and HR teams
New Hire Provisioning Agent
Open-source Python template. Creates or detects the hire in Deel, provisions their Workspace account, builds the Notion onboarding page, posts the welcome.
People Ops and HR teams
PTO & Leave Request Agent
Open-source Python template. Resolves the employee in Deel, validates against their real entitlement, submits the request for approval, blocks the calendar.
Engineering Teams
Incident Response Agent
Open-source Python template. Triggers the PagerDuty page, opens the Jira incident, notifies the on-call Slack channel, and drafts the Confluence postmortem.
GTM and RevOps Teams
Competitive intelligence briefing agent
Scans Gong calls for competitor mentions, matches each one to its Notion battlecard, and DMs every affected rep a single Slack digest per cycle. Every call runs as the PMM who owns the briefing, never a shared bot.
Test other agents
See the same per-user auth pattern across other crm & sales connectors.
GTM
CRM AI agent
Turn each Granola call transcript into a HubSpot record update, a drafted Gmail follow-up, and a Slack recap.
SALES
Deal intelligence agent
Score Gong call risk with an LLM, cross-reference the Attio record, and DM each owner their at-risk deals in Slack.
Why Scalekit
Secure your agent's access. Connectors ship in minutes
01.
Shared tokens leak partner data across reps
A shared Crossbeam token looks fine in a demo. In production it exposes every partner overlap to every rep's agent, including accounts they should not see. Scalekit resolves the credential of the actual user who triggered the agent, so Crossbeam's own visibility still applies.
// shared token
audit → bot_service_account

// scalekit
audit → user_abc ✓
02.
Authentication is not authorization
03.
Multi-tenancy is architectural
04.
Crossbeam today. Ten connectors tomorrow.
“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”
Venu Madhav Kattagoni
Head of Engineering / Von
FAQs
Frequently Asked Questions

Does the agent access Crossbeam as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.

Where is the Crossbeam OAuth token stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.

Can I limit what the agent is allowed to do in Crossbeam?
Yes. Pass a tool name filter to listScopedTools so the sales agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Crossbeam.

What happens when a user revokes Crossbeam access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Does the agent respect Crossbeam permissions?
Yes. Every call runs as the authorizing user. Native roles, sharing settings, and scope restrictions in Crossbeam apply to each request, and actions log to the audit chain.

Start in your coding agent
Up and running in one command
Install the Scalekit skill in your editor of choice. Connector, auth, tools, prompt, all wired up
Claude Code REPL
/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack
Cursor Code REPL
# ~/.cursor/mcp.json
{
""mcpServers"": {
""crossbeammcp"": {
""url"": ""https://mcp.scalekit.com/crossbeammcp"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}
Codex Code REPL
# ~/.codex/config.toml
[mcp_servers.crossbeammcp]
url = ""https://mcp.scalekit.com/crossbeammcp""
auth_env = ""SCALEKIT_TOKEN""
Copilot Code REPL
# .vscode/mcp.json
{
""servers"": {
""crossbeammcp"": {
""url"": ""https://mcp.scalekit.com/crossbeammcp"",
""type"": ""http""
}
}
}