hvac-marketing-skills/tools/integrations/crossbeam.md
Corey Haines 4ff486a702 feat: add 10 new CLI tools and integration guides from Claude connectors
New tools: Clay, Outreach, ZoomInfo, Close, Pendo, Similarweb,
Supermetrics, AirOps, Crossbeam, and Coupler.io. Each includes a
zero-dependency Node.js CLI and an integration guide.

Updates REGISTRY.md with new tool index entries, categories, and
MCP-enabled tools list.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 21:59:51 -08:00

137 lines
3.2 KiB
Markdown

# 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](https://claude.com/connectors/crossbeam) |
| CLI | ✓ | [crossbeam.js](../clis/crossbeam.js) |
| SDK | - | REST API only |
## Authentication
- **Type**: API Key
- **Header**: `Authorization: Bearer {api_key}`
- **Get key**: Settings > API at https://app.crossbeam.com
## Common Agent Operations
### List Partners
```bash
GET https://api.crossbeam.com/v1/partners
Authorization: Bearer {api_key}
```
### Get Partner Details
```bash
GET https://api.crossbeam.com/v1/partners/{id}
Authorization: Bearer {api_key}
```
### List Populations
```bash
GET https://api.crossbeam.com/v1/populations
Authorization: Bearer {api_key}
```
### List Overlaps
```bash
GET https://api.crossbeam.com/v1/overlaps?partner_id={partner_id}&population_id={population_id}
Authorization: Bearer {api_key}
```
### Get Overlap Details
```bash
GET https://api.crossbeam.com/v1/overlaps/{id}
Authorization: Bearer {api_key}
```
### Search Accounts
```bash
GET https://api.crossbeam.com/v1/accounts/search?domain={domain}
Authorization: Bearer {api_key}
```
### List Reports
```bash
GET https://api.crossbeam.com/v1/reports
Authorization: Bearer {api_key}
```
### List Collaboration Threads
```bash
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
- revops
- sales-enablement
- referral-program
- competitor-alternatives