138 lines
3.2 KiB
Markdown
138 lines
3.2 KiB
Markdown
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# Crossbeam
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Partner ecosystem platform (now part of Reveal) for sharing account data with partners to identify co-sell opportunities, overlapping customers, and partner-sourced pipeline.
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## Capabilities
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| Integration | Available | Notes |
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|-------------|-----------|-------|
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| API | ✓ | Partners, Populations, Overlaps, Reports, Threads |
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| MCP | ✓ | [Claude connector](https://claude.com/connectors/crossbeam) |
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| CLI | ✓ | [crossbeam.js](../clis/crossbeam.js) |
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| SDK | - | REST API only |
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## Authentication
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- **Type**: API Key
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- **Header**: `Authorization: Bearer {api_key}`
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- **Get key**: Settings > API at https://app.crossbeam.com
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## Common Agent Operations
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### List Partners
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```bash
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GET https://api.crossbeam.com/v1/partners
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Authorization: Bearer {api_key}
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```
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### Get Partner Details
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```bash
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GET https://api.crossbeam.com/v1/partners/{id}
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Authorization: Bearer {api_key}
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```
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### List Populations
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```bash
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GET https://api.crossbeam.com/v1/populations
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Authorization: Bearer {api_key}
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```
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### List Overlaps
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```bash
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GET https://api.crossbeam.com/v1/overlaps?partner_id={partner_id}&population_id={population_id}
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Authorization: Bearer {api_key}
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```
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### Get Overlap Details
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```bash
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GET https://api.crossbeam.com/v1/overlaps/{id}
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Authorization: Bearer {api_key}
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```
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### Search Accounts
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```bash
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GET https://api.crossbeam.com/v1/accounts/search?domain={domain}
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Authorization: Bearer {api_key}
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```
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### List Reports
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```bash
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GET https://api.crossbeam.com/v1/reports
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Authorization: Bearer {api_key}
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```
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### List Collaboration Threads
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```bash
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GET https://api.crossbeam.com/v1/threads
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Authorization: Bearer {api_key}
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```
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## Key Metrics
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### Partner Data
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- `id` - Partner ID
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- `name` - Partner company name
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- `status` - Partnership status (active, pending, etc.)
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- `created_at` - When the partnership was established
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- `populations_shared` - Number of shared populations
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### Population Data
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- `id` - Population ID
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- `name` - Population name (e.g., "Customers", "Open Opportunities")
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- `record_count` - Number of records in population
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- `partner_visibility` - What partners can see
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### Overlap Data
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- `id` - Overlap ID
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- `partner_id` - Partner involved
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- `population_id` - Population matched
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- `account_name` - Overlapping account name
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- `overlap_type` - Type of overlap (customer, prospect, etc.)
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- `match_confidence` - Match confidence score
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### Report Data
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- `id` - Report ID
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- `name` - Report name
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- `type` - Report type
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- `created_at` - Creation date
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- `results` - Report results data
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## Parameters
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### Overlaps List
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- `partner_id` - Filter by specific partner
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- `population_id` - Filter by specific population
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### Accounts Search
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- `domain` - Company domain to search for
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## When to Use
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- Identifying co-sell opportunities with channel partners
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- Finding overlapping customers and prospects across partner ecosystems
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- Building partner-sourced pipeline by matching accounts
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- Tracking partner influence on deals
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- Creating account mapping reports for partner meetings
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- Prioritizing which partners to engage based on overlap data
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## Rate Limits
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- Rate limits vary by plan
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- Standard: 100 requests/minute
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- Pagination supported on list endpoints
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## Relevant Skills
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- revops
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- sales-enablement
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- referral-program
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- competitor-alternatives
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