Crossbeam MCP

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'crossbeammcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Crossbeam MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'crossbeammcp_find_overlaps',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "crossbeammcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Crossbeam MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="crossbeammcp_find_overlaps",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Search crossbeam knowledge — Answer Crossbeam product questions and surface best practices from the Crossbeam knowledge base
• Get partner suggestions, partner context, list link — Surface potential new partners based on ecosystem fit, helping expand your partner network
• Recommendations find partner — Return ranked partner suggestions for an open opportunity, helping identify which partners can best assist with a deal
• Overlaps find — Pull a list of accounts you share with one or more partners
• Partners find overlap — Identify which partners have a given account in their data, revealing who can help with a specific company

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

crossbeammcp_find_overlap_partners#Identify which partners have a given account in their data, revealing who can help with a specific company.1 param▾

Identify which partners have a given account in their data, revealing who can help with a specific company.

NameTypeRequiredDescription

accountstringrequiredThe account to check for partner overlaps, specified as a company name, domain, or CRM record ID.

crossbeammcp_find_overlaps#Pull a list of accounts you share with one or more partners. Supports filtering by partner, population, segment, and partner score.5 params▾

Pull a list of accounts you share with one or more partners. Supports filtering by partner, population, segment, and partner score.

NameTypeRequiredDescription

limitnumberoptionalMaximum number of overlapping accounts to return.

min_partner_scorenumberoptionalMinimum partner score required for an overlap to be included.

partnersarrayoptionalPartner organization names to find shared accounts (overlaps) with. Omit to include all partners.

populationstringoptionalPopulation to filter overlaps by, such as customers, prospects, or open opportunities.

segmentstringoptionalSegment to filter overlaps by.

crossbeammcp_find_partner_recommendations#Return ranked partner suggestions for an open opportunity, helping identify which partners can best assist with a deal.3 params▾

Return ranked partner suggestions for an open opportunity, helping identify which partners can best assist with a deal.

NameTypeRequiredDescription

opportunitystringrequiredThe open opportunity to get partner recommendations for, specified as an opportunity name or CRM opportunity ID.

accountstringoptionalThe account associated with the opportunity, specified as a company name, domain, or CRM record ID.

limitnumberoptionalMaximum number of recommended partners to return.

crossbeammcp_get_account_context#Retrieve a unified view of an account, including details and owner information. Look up by domain, CRM record ID, or company name.1 param▾

Retrieve a unified view of an account, including details and owner information. Look up by domain, CRM record ID, or company name.

NameTypeRequiredDescription

accountstringrequiredThe account to look up, specified as a company name, domain, or CRM record ID.

crossbeammcp_get_ecosystem_activity#Surface recent partner activity across your ecosystem, such as new overlaps, updates, and engagement signals.3 params▾

Surface recent partner activity across your ecosystem, such as new overlaps, updates, and engagement signals.

NameTypeRequiredDescription

limitnumberoptionalMaximum number of activity items to return.

partnerstringoptionalLimit activity to a specific partner organization. Omit to include activity across all partners.

sincestringoptionalOnly include activity on or after this date (ISO 8601 format, e.g. 2026-01-01).

crossbeammcp_get_list_link#Generate a shareable Crossbeam list link from a plain-language description of the accounts or overlaps you want to share.1 param▾

Generate a shareable Crossbeam list link from a plain-language description of the accounts or overlaps you want to share.

NameTypeRequiredDescription

querystringrequiredPlain-language description of the list to generate, such as the accounts, partners, or overlaps to include.

crossbeammcp_get_partner_context#Provide an overview of a partner relationship, including scores and recent activity. Filter by partner name, tag, or region.3 params▾

Provide an overview of a partner relationship, including scores and recent activity. Filter by partner name, tag, or region.

NameTypeRequiredDescription

partnerstringoptionalThe partner organization name to retrieve context for.

regionstringoptionalFilter partners by region.

tagstringoptionalFilter partners by tag.

crossbeammcp_get_partner_suggestions#Surface potential new partners based on ecosystem fit, helping expand your partner network.1 param▾

Surface potential new partners based on ecosystem fit, helping expand your partner network.

NameTypeRequiredDescription

limitnumberoptionalMaximum number of suggested partners to return.

crossbeammcp_search_crossbeam_knowledge#Answer Crossbeam product questions and surface best practices from the Crossbeam knowledge base.1 param▾

Answer Crossbeam product questions and surface best practices from the Crossbeam knowledge base.

NameTypeRequiredDescription

querystringrequiredThe product question or topic to search the Crossbeam knowledge base for.