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hvac-marketing-skills/tools/integrations/crossbeam.md
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feat: fork marketingskills → HVAC Marketing Skills for Compendium 
- Forked from coreyhaines31/marketingskills v1.1.0 (MIT license)
- Removed 4 SaaS-only skills (churn-prevention, paywall-upgrade-cro, onboarding-cro, signup-flow-cro)
- Reworked 2 skills (popup-cro → hvac-estimate-popups, revops → hvac-lead-ops)
- Adapted all 28 retained skills with HVAC industry context and Compendium integration
- Created 10 new HVAC-specific skills:
  - hvac-content-from-data (flagship DB integration)
  - hvac-seasonal-campaign (demand cycle marketing)
  - hvac-review-management (GBP review strategy)
  - hvac-video-repurpose (long-form → social)
  - hvac-technical-content (audience-calibrated writing)
  - hvac-brand-voice (trade authenticity guide)
  - hvac-contractor-website-audit (discovery & analysis)
  - hvac-contractor-website-package (marketing package assembly)
  - hvac-compliance-claims (EPA/rebate/safety claim checking)
  - hvac-content-qc (fact-check & citation gate)
- Renamed product-marketing-context → hvac-marketing-context (global)
- Created COMPENDIUM_INTEGRATION.md (shared integration contract)
- Added Compendium wrapper tools (search, scrape, classify)
- Added compendium capability tags to YAML frontmatter
- Updated README, AGENTS.md, CLAUDE.md, VERSIONS.md, marketplace.json
- All 38 skills pass validate-skills.sh
- Zero dangling references to removed/renamed skills

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 21:05:49 -03:00

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Crossbeam

Partner ecosystem platform (now part of Reveal) for sharing account data with partners to identify co-sell opportunities, overlapping customers, and partner-sourced pipeline.

Capabilities

Integration Available Notes
API ✓ Partners, Populations, Overlaps, Reports, Threads
MCP ✓ Claude connector
CLI ✓ crossbeam.js
SDK - REST API only

Authentication

Common Agent Operations

List Partners

GET https://api.crossbeam.com/v1/partners
Authorization: Bearer {api_key}

Get Partner Details

GET https://api.crossbeam.com/v1/partners/{id}
Authorization: Bearer {api_key}

List Populations

GET https://api.crossbeam.com/v1/populations
Authorization: Bearer {api_key}

List Overlaps

GET https://api.crossbeam.com/v1/overlaps?partner_id={partner_id}&population_id={population_id}
Authorization: Bearer {api_key}

Get Overlap Details

GET https://api.crossbeam.com/v1/overlaps/{id}
Authorization: Bearer {api_key}

Search Accounts

GET https://api.crossbeam.com/v1/accounts/search?domain={domain}
Authorization: Bearer {api_key}

List Reports

GET https://api.crossbeam.com/v1/reports
Authorization: Bearer {api_key}

List Collaboration Threads

GET https://api.crossbeam.com/v1/threads
Authorization: Bearer {api_key}

Key Metrics

Partner Data

  • id - Partner ID
  • name - Partner company name
  • status - Partnership status (active, pending, etc.)
  • created_at - When the partnership was established
  • populations_shared - Number of shared populations

Population Data

  • id - Population ID
  • name - Population name (e.g., "Customers", "Open Opportunities")
  • record_count - Number of records in population
  • partner_visibility - What partners can see

Overlap Data

  • id - Overlap ID
  • partner_id - Partner involved
  • population_id - Population matched
  • account_name - Overlapping account name
  • overlap_type - Type of overlap (customer, prospect, etc.)
  • match_confidence - Match confidence score

Report Data

  • id - Report ID
  • name - Report name
  • type - Report type
  • created_at - Creation date
  • results - Report results data

Parameters

Overlaps List

  • partner_id - Filter by specific partner
  • population_id - Filter by specific population

Accounts Search

  • domain - Company domain to search for

When to Use

  • Identifying co-sell opportunities with channel partners
  • Finding overlapping customers and prospects across partner ecosystems
  • Building partner-sourced pipeline by matching accounts
  • Tracking partner influence on deals
  • Creating account mapping reports for partner meetings
  • Prioritizing which partners to engage based on overlap data

Rate Limits

  • Rate limits vary by plan
  • Standard: 100 requests/minute
  • Pagination supported on list endpoints

Relevant Skills

  • hvac-lead-ops
  • sales-enablement
  • referral-program
  • competitor-alternatives