Overview
The Crossbeam integration allows Alysio to securely connect with your Crossbeam organization to access ecosystem partnership data and account overlap insights. Once connected, Alysio can retrieve partners, populations, account and lead records, and overlap intelligence between your organization and your ecosystem partners. Users can query this information directly through Alysio using natural language, making it easier for revenue teams to identify co-selling opportunities, shared accounts, and partner collaboration insights. This integration enables organizations to combine ecosystem intelligence with CRM data, revenue signals, and operational workflows inside the Alysio platform. The Crossbeam integration uses OAuth 2.0 authentication and operates within the context of the connected Crossbeam organization.Supported Data and Capabilities
The Crossbeam integration provides access to several key ecosystem intelligence objects.Organization
Retrieve detailed information about the connected Crossbeam organization. The organization context is defined by the org_id associated with the integration connection.Partners
Retrieve a list of partner organizations connected within Crossbeam. Partner information can also be retrieved using partner IDs, allowing detailed partner-level analysis and filtering.Partner Populations
Retrieve populations shared by partner organizations. These populations represent partner data segments used when analyzing ecosystem overlap opportunities.Populations
Retrieve populations owned by your organization. These populations represent the internal segments used when comparing accounts or leads across partner ecosystems.Account and Lead Records
Search account or lead records stored within Crossbeam. Account searches may use parameters such as: TermRecord ID
Domain
Opportunity ID Lead searches may use: Term
Record ID
Email These searches enable teams to identify partner overlap opportunities tied to specific accounts or prospects.
Account and Lead Overlaps
Retrieve account or lead overlap data between your organization and ecosystem partners. Overlap queries may be filtered using parameters such as: Partner IDPartner population IDs
Population IDs Users can also retrieve counts of overlapping accounts between partners.
Authentication
The Crossbeam integration uses OAuth 2.0 authentication. Users authorize Alysio to access their Crossbeam organization through the Crossbeam OAuth authorization flow. Once authorized, Alysio receives an OAuth access token used to authenticate API requests. All requests are scoped to the organization associated with the connection using the org_id provided in the integration context.Credential Handling
OAuth tokens for Crossbeam are stored securely within the Alysio platform and automatically refreshed according to Crossbeam’s token policies. Each workspace maintains its own authentication credentials and organization context, ensuring that API requests remain isolated per organization. If the integration is disconnected or OAuth authorization expires, the user must reconnect the Crossbeam integration through the Alysio integrations settings.Required Permissions and Capabilities
The Crossbeam integration requires access to the following data domains.| Capability | Purpose |
|---|---|
| Organization | Retrieve organization information |
| Partners | Retrieve partner relationships |
| Partner populations | Retrieve partner population data |
| Populations | Retrieve organization population segments |
| Records | Search account and lead records |
| Overlaps | Retrieve account and lead overlap data |
MCP Tools
The Crossbeam MCP exposes several tools that allow Alysio to retrieve ecosystem intelligence through natural language queries.crossbeam_organization_info
Retrieves information about the connected Crossbeam organization. Example prompts Show Crossbeam organization infoWhat organization is connected to Crossbeam
crossbeam_get_partners_list
Returns a list of partners connected to the organization. Example prompts List our Crossbeam partnersShow partner organizations
crossbeam_get_partner_info
Returns detailed information about a specific partner using the partner ID. Example prompts Show partner detailsGet partner information for ID 123
crossbeam_get_partner_population_list
Lists all partner populations available within the organization. Example prompts List partner populationsShow populations shared by partners
crossbeam_get_population_list
Returns populations owned by the organization. Example prompts List our Crossbeam populationsShow internal populations
crossbeam_account_records_search
Search account records using filters such as term, record ID, domain, or opportunity ID. Example prompts Search accounts for AcmeFind account by domain example.com At least one of term, record_id, or domain must be provided.
crossbeam_leads_records_search
Search lead records using parameters such as term, record ID, or email. Example prompts Search leads for john@company.comFind lead by email
crossbeam_overlaps_accounts_list
List account overlaps between your organization and partner organizations. Example prompts List account overlaps with partner XShow account overlaps
crossbeam_overlaps_accounts_search
Search account overlaps using parameters such as term, domain, or record ID. Example prompts Account overlaps for AcmeOverlaps for domain example.com
crossbeam_overlaps_leads_list
List lead overlaps with partner organizations. Example prompts List lead overlapsShow overlapping leads
crossbeam_get_overlaps_accounts_count
Retrieve counts of account overlaps for a partner or partner population. Example prompts How many overlapping accounts do we share with this partnerShow overlap counts by partner population
App Behavior
Alysio retrieves Crossbeam data on demand when users query ecosystem intelligence insights. There is no background synchronization between platforms. Instead, API calls are executed in real time when users request data such as partners, populations, account records, or overlap insights. All requests include the organization context (org_id) associated with the connected Crossbeam organization.Example Workflow
User asks Which of our accounts overlap with partner X Alysio routes the request to the Crossbeam MCP. The MCP retrieves the partner ID using crossbeam_get_partners_list. The system queries account overlaps using crossbeam_overlaps_accounts_search. Crossbeam returns overlap records and counts. Alysio presents the overlap insights within the conversation interface.Troubleshooting
Crossbeam Not Connected
The integration has not been authorized. SolutionNavigate to Settings → Integrations and connect Crossbeam using OAuth.
Authentication Error
The OAuth token may be invalid or expired. SolutionReconnect Crossbeam through the integrations settings.
Missing Organization Context
The organization ID may not be present in the integration session. SolutionReconnect the integration to ensure the org_id is properly assigned.