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For revenue and partnership teams, Crossbeam is a partner ecosystem platform that securely compares customer lists across companies to surface shared and prospective accounts, with webhook signals and an MCP server letting agents query overlap data directly.

Presence & Market Position

26
SOV ScoreSOV Score — earned, engagement-weighted share of voice across Adam's curated panel of GTM voices, scored against the market. Earned only: a brand's own posts do not count. Not a quality rating, endorsement, or paid placement.

#65 of 141
Traditional SaaS Going Headless

▼ 34 60-day move

Measures earned, engagement-weighted share of voice across the GTM voices panel. Methodology →

Crossbeam is repositioning around data rather than software: the partner-overlap comparison that used to live inside a dashboard is becoming something an agent queries directly, with a spun-out technographic dataset and an MCP server sitting behind an access-control layer built with Okta. Conversation about the company runs through operator inventories of the GTM stack, where it appears as the standard partner-signal tool alongside CRM and enrichment platforms, and through analyst breakdowns of how partner-overlap data differs from other account signals. Practitioner coverage increasingly centers on AI-assisted account mapping, including a written case following a partner manager who used the company's MCP server with Claude to cut report time from a week to hours.

Related brands
Customers

Adobe, OpenAI, Anthropic, Cursor, Dell, ServiceNow, HubSpot, CrowdStrike, Stripe

Acquia ↗case study · vendor-provided
Lovable ↗case study · vendor-provided

Business Profile

Crossbeam launched in 2018 in Philadelphia as a way for two companies to compare customer lists securely and find overlap, without either side handing over its CRM. The company merged with rival Reveal in 2024, consolidating the account-mapping category around a single platform. It has since raised $116.9M in total disclosed funding and grown to roughly 125 employees, independent and still led by co-founder and CEO Bob Moore. Through 2026 the company extended the same overlap data into API and MCP access, and in September launched TraceData.ai, its own technographic dataset built MCP-native from the start.

Founded
2018
Employees
125
Funding
$116.9M
Status
Independent
Scale stage
Growth
Type
SaaS for GTM
GTM categories
Data & Intelligence
Key people
Co-Founder and CEO

Agent Readiness

68B
Agent ReadinessAgent Readiness — how easily an AI agent can build on this product: documented API, MCP server, CLI and SDK surfaces plus the depth of the docs behind them. Scored 0-100 and graded A-F.
APIMCPSDKCLI

Measures how easily your agents can build on it — API, MCP, CLI, SDK, docs depth. Methodology →

Crossbeam publishes a REST API and an MCP server for querying partner-overlap data directly, with the MCP server gated to access tiers rather than fully self-serve. The company recently adopted Okta's Cross App Access to handle authentication for agents connecting through Claude and ChatGPT, and spun out a technographic dataset built MCP-native from launch. It also joined Salesforce's AgentExchange as a launch partner in the AI Agents and Tools category.