Files
marketingskills/tools/integrations/crossbeam.md
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Corey Haines 30f9b9a729 feat: v2.0 skill renames and CRO consolidation (#291)
* feat: v2.0 skill renames and CRO consolidation

BREAKING CHANGE: Users must reinstall skills after this update.

## Skill Renames (16)
- ab-test-setup → ab-testing
- analytics-tracking → analytics
- aso-audit → aso
- competitor-alternatives → competitors
- email-sequence → emails
- free-tool-strategy → free-tools
- launch-strategy → launch
- onboarding-cro → onboarding
- paywall-upgrade-cro → paywalls
- popup-cro → popups
- pricing-strategy → pricing
- product-marketing-context → product-marketing
- referral-program → referrals
- schema-markup → schema
- signup-flow-cro → signup
- social-content → social

## Consolidations (1)
- page-cro + form-cro → cro (form content in references/form.md)

## Why 2.0?
- Shorter, cleaner skill names
- Consistent naming (no -strategy, -setup, -cro suffixes)
- All cross-references updated across 100+ files

Total skills: 40

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* fix(v2.0): update evals for renamed skills, fix validate script, clear warnings

- Update 32 evals.json files to reference new skill names (page-cro → cro,
  product-marketing-context → product-marketing, etc.) — these were missed
  in the initial v2.0 rename pass since only SKILL.md and marketplace.json
  were updated.
- Fix validate-skills.sh: replace GNU-only `head -n -1` with portable awk
  so frontmatter extraction works on macOS.
- Move Copy Editing Checklist (56 lines) to references/checklist.md to
  bring copy-editing SKILL.md under the 500-line limit (508 → 457).
- Add "see X" pointers to marketing-psychology description for skill
  discovery (cro, pricing, copywriting).
- Update skill-request.yml issue template placeholder (page-cro → cro).

All 40 skills now pass validation with zero warnings.

* fix(v2.0): add evals for 8 missing skills, strip stale frontmatter from cro/form.md

Adds 48 new eval cases (6 per skill) for skills that previously had no evals:
aso, co-marketing, community-marketing, competitor-profiling, directory-submissions,
image, lead-magnets, video. All 40 skills now have eval coverage (251 total cases).

Strips leftover frontmatter from skills/cro/references/form.md — it was inherited
from the old form-cro SKILL.md before consolidation. Reference files don't need
frontmatter.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): rename paid-ads → ads

One more v2.0 simplification — drops the redundant 'paid-' qualifier. Updates
the skill directory, SKILL.md frontmatter, evals.json, README skill table, the
v2.0 rename table in VERSIONS.md (now 17 renames), and all cross-references in
related skills (ad-creative, aso, competitor-profiling, customer-research,
lead-magnets, marketing-ideas) plus the tools/integrations guides.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): bump SKILL.md frontmatter version to 2.0.0 for all 40 skills

VERSIONS.md was already updated to 2.0.0 but the metadata.version field inside
each SKILL.md was still on 1.x. That mismatch would have caused the update-check
flow to perpetually report 'update available' since it compares VERSIONS.md
against local SKILL.md metadata versions.

Caught by codex review (P1).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): add legacy product-marketing-context.md filename fallback

Before this fix, users upgrading from v1.x who had a `product-marketing-context.md`
file would lose automatic context loading — every skill only checked the new
`product-marketing.md` filename. Now all 40 skills also accept the legacy
filename (in either `.agents/` or `.claude/`), and the README migration command
covers both legacy and current filenames.

Caught by codex review (P1 + P2).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): re-sort README skills table alphabetically, fix ads box width

The skills table had a few entries out of alphabetical order from the renames
(co-marketing was after cold-email, ads was at the renamed position).
Re-sorted alphabetically per sync-skills.js. Also padded the 'ads' cell in the
ASCII flow diagram to keep the box width consistent.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): document folder cleanup on upgrade, stop sync-skills from re-adding skills array

README upgrade guide now includes:
- A clear cleanup step for stale v1.x skill folders (renamed + consolidated) so
  users don't end up with both old and new folders side-by-side after upgrading
- The full v1 to v2 rename map for reference
- Existing product-marketing-context.md migration steps (preserved)

sync-skills.js no longer (re-)introduces a `skills` array on marketplace.json --
Claude Code's plugin schema discovers skills via the `skills/` directory, and the
explicit array was failing validation. The script now refreshes the description
count and strips the stale array if present.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-05-13 22:05:15 -07:00

3.2 KiB

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
  • 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
  • referrals
  • competitors