> ## Documentation Index > Fetch the complete documentation index at: https://docs.alysio.ai/llms.txt > Use this file to discover all available pages before exploring further. # Crossbeam > Connect Alysio to Crossbeam using OAuth 2.0 ## 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: Term\ Record 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 ID\ Partner 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 | These permissions allow Alysio to analyze ecosystem relationships and identify shared opportunities across partner networks. *** ## 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 info\ What organization is connected to Crossbeam *** ### crossbeam\_get\_partners\_list Returns a list of partners connected to the organization. Example prompts List our Crossbeam partners\ Show partner organizations *** ### crossbeam\_get\_partner\_info Returns detailed information about a specific partner using the partner ID. Example prompts Show partner details\ Get partner information for ID 123 *** ### crossbeam\_get\_partner\_population\_list Lists all partner populations available within the organization. Example prompts List partner populations\ Show populations shared by partners *** ### crossbeam\_get\_population\_list Returns populations owned by the organization. Example prompts List our Crossbeam populations\ Show 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 Acme\ Find 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.com](mailto:john@company.com)\ Find lead by email *** ### crossbeam\_overlaps\_accounts\_list List account overlaps between your organization and partner organizations. Example prompts List account overlaps with partner X\ Show account overlaps *** ### crossbeam\_overlaps\_accounts\_search Search account overlaps using parameters such as term, domain, or record ID. Example prompts Account overlaps for Acme\ Overlaps for domain example.com *** ### crossbeam\_overlaps\_leads\_list List lead overlaps with partner organizations. Example prompts List lead overlaps\ Show 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 partner\ Show 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. Solution\ Navigate to Settings → Integrations and connect Crossbeam using OAuth. *** ### Authentication Error The OAuth token may be invalid or expired. Solution\ Reconnect Crossbeam through the integrations settings. *** ### Missing Organization Context The organization ID may not be present in the integration session. Solution\ Reconnect the integration to ensure the org\_id is properly assigned. *** ### Search Requires Parameters Search tools require at least one search parameter. Account and overlap searches require: term, record\_id, or domain Lead searches require: term, record\_id, or email The term, domain, or email values must be at least three characters long. *** ## Support For assistance configuring or troubleshooting the Crossbeam integration, contact [support@alysio.ai](mailto:support@alysio.ai) Your Alysio onboarding or account team can also assist with integration setup and best practices.