Crossbeam MCP server icon

Crossbeam

by Crossbeam

HIPAA CompliantSOC2 ReadyISO 27001 Ready
Productivity12 tools

Ask which partners share an account, who can make a warm introduction, what moved this week. 10 read-only tools, Supernode and Enterprise only.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Connect Crossbeam via MCP

https://mcp.crossbeam.com/

Works in any MCP-compatible client. In Agentman Studio it is one click — no config file to edit.

Use in Agentman

Connect Crossbeam once and your agents call these tools on their own — on a schedule, in a workflow, with nobody at the keyboard.

Open in Agentman Studio

Crossbeam Tools & Capabilities (12)

find_overlapping_accounts_and_leads
find_overlapping_partners
get_account_context
get_partner_context
get_ecosystem_activity
find_partner_recommendations
find_partner_shared_contacts
get_partner_suggestions
search_crossbeam_knowledge
get_overlap_list_link
get_ecosystem_list_link
get_deal_navigator_close_deals_link
find_new_accounts
get_partner_overlaps_shared_context

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Frequently asked questions

No. It sees only the overlap your partner chose to share with you, which is the same slice Crossbeam's web app shows. Crossbeam's privacy FAQ states that non-matching records stay private and that partners see only the specific fields you configured for records that match. The connector reads through your own seat, so it inherits those sharing settings rather than bypassing them.

Yes, when a partner has chosen to share contact fields. Crossbeam's tool reference publishes an example response carrying a contact name, job title and email address, plus role tags such as economic buyer. These are contacts at your own account that a partner shared from their CRM, and Crossbeam's help centre states the fields appear only when the partner is sharing them.

Supernode or Enterprise. Crossbeam's help centre publishes a plan table showing no access on Free and Connector plans, and access on Supernode and Enterprise. It is enabled by default for existing customers on those two plans. Crossbeam also warns that availability during Limited Availability does not guarantee inclusion in your plan at general launch.

No write tool is documented. Crossbeam's tool reference states every tool it exposes is read-only and operates within the scopes granted to the connected user. Anthropic's directory publishes no permissions label for this connector at all, so the read-only claim rests on Crossbeam's own documentation and the read-shaped tool names rather than on a directory label.

A name you passed matched more than one record. Crossbeam's tool reference documents a ClarificationRequired response that lists the candidate records instead of guessing between them. The fix is to call again using the exact ID from that list. Crossbeam states ID inputs always take precedence over name inputs and skip fuzzy matching entirely.

Yes. Crossbeam ships native connectors for Claude, ChatGPT and Glean, and documents setup for Gong Agent Studio, n8n, Microsoft Copilot and LibreChat. Any MCP-capable client can connect using the server URL. Crossbeam notes that ChatGPT app connections require a paid plan and are disabled by default in Enterprise and Education workspaces until an administrator enables them.

The directory snapshot is stale. Crossbeam's changelog records a release on 17 June 2026 that deprecated get_overlap_list_link and get_ecosystem_list_link in favour of find_overlaps. Anthropic's snapshot from 16 August 2026 still lists both. The server is OAuth-gated, so we could not read the live tool list to confirm which names it currently serves.

Sources

  • Crossbeam MCP Server help centre article — https://help.crossbeam.com/en/articles/12601327-crossbeam-mcp-server-limited-availability (fetched 2026-08-18; Anthropic's directory links the -beta slug, which 301s here) · retrieved 2026-08-18
  • Crossbeam MCP developer reference, tools, concepts and changelog — https://developers.mcp.crossbeam.com/ (fetched 2026-08-18) · retrieved 2026-08-18
  • Understanding Crossbeam AI and Data Use — https://help.crossbeam.com/en/articles/15297694-understanding-crossbeam-ai-and-data-use (fetched 2026-08-18) · retrieved 2026-08-18
  • Crossbeam Data Privacy FAQ — https://help.crossbeam.com/en/articles/13066154-data-privacy-faq (fetched 2026-08-18) · retrieved 2026-08-18
  • Understanding Sharing Settings for Partners — https://help.crossbeam.com/en/articles/4236660-understanding-sharing-settings-for-partners (fetched 2026-08-18) · retrieved 2026-08-18
  • Crossbeam AI Chat — https://help.crossbeam.com/en/articles/11731834-crossbeam-ai-chat (fetched 2026-08-18) · retrieved 2026-08-18
  • Crossbeam privacy policy — https://www.crossbeam.com/legal/crossbeam-privacy-policy (referenced 2026-08-18) · retrieved 2026-08-18
  • Crossbeam OAuth protected-resource metadata, RFC 9728, root form — https://mcp.crossbeam.com/.well-known/oauth-protected-resource (fetched 2026-08-18) · retrieved 2026-08-18
  • Crossbeam OAuth protected-resource metadata, RFC 9728, path-insert form — https://mcp.crossbeam.com/.well-known/oauth-protected-resource/mcp (fetched 2026-08-18) · retrieved 2026-08-18
  • Crossbeam OAuth authorization-server metadata, RFC 8414 — https://mcp.crossbeam.com/.well-known/oauth-authorization-server (fetched 2026-08-18) · retrieved 2026-08-18
  • Live unauthenticated probe returning HTTP 401 with a bearer challenge on both / and /mcp — 2026-08-18 · retrieved 2026-08-18
  • Anthropic connector directory — https://claude.ai/directory/42ce667a-962d-432c-b667-35f0266ac6b5 (snapshot 2026-08-16) · retrieved 2026-08-16

Server Info

Category
Productivity
Developer
Crossbeam
Tools
12
Domain
mcp.crossbeam.com

Using Claude Desktop or another MCP client? Setup docs — the connection URL above works anywhere.

Ready to connect Crossbeam?

Connect Crossbeam once and your agents call these tools on their own — on a schedule, in a workflow, with nobody at the keyboard.