Crossbeam agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Crossbeam work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Crossbeam

Connect Crossbeam once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Crossbeam skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only14 Crossbeam tools

Use Crossbeam with AI

Ground rules for querying Crossbeam partner data with an AI assistant: confirm scope, pick the right tool, keep results small, and rely on read-only access. It never changes Crossbeam or your CRM.

Use it when

You want to ask your partner ecosystem questions in plain language
You are not sure which Crossbeam tool answers your question
You hit a permission or credit limit and need to know what to do

Tools it uses

find_overlapping_partners
get_partner_context
find_overlapping_accounts_and_leads
get_account_context
find_partner_shared_contacts
find_partner_recommendations
get_partner_suggestions
get_ecosystem_activity
find_new_accounts
get_partner_overlaps_shared_context
search_crossbeam_knowledge
get_overlap_list_link
get_ecosystem_list_link
get_deal_navigator_close_deals_link

Example

Which accounts do Acme and our other partners both work this quarter? Keep it to the top ten.

Scope: all partners, accounts shared this quarter, top 10 by partner score. Of 84 shared accounts, 10 are shown. Acme shares 6 of them, and 4 are also shared with a second partner. The list is read-only; nothing has been sent or changed.

Use in RevampKeyRead the full skill →

Read-only7 Crossbeam tools

Prepare a partner introduction brief for a deal with AI

Builds a call or introduction brief for one account from Crossbeam, showing which partners already work it, who they are willing to share as contacts, and what has changed recently. It asks before switching accounts or sending anything.

Use it when

Before a call, you want to know which partner can introduce you to the account
A deal is stalled and you want to see if a partner is already engaged there
You need the right contact to ask a partner for, not a guessed name

Tools it uses

get_account_context
find_overlapping_partners
get_ecosystem_activity
find_partner_shared_contacts
get_partner_suggestions
get_partner_overlaps_shared_context
find_partner_recommendations

Example

Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?

Northwind Logistics is in the pipeline of two partners. Brightpath Analytics is the stronger route: they overlap on your open $180k deal and logged activity two weeks ago. Brightpath has shared a VP of Operations contact. Your CRM has no record of a second partner, so the brief flags that as unknown.

Use in RevampKeyRead the full skill →

Read-only5 Crossbeam tools

Rank your partner-overlap accounts with AI

Turns the accounts your partners also work into a ranked list of targets, weighing partner activity and open deals. It works read-only and asks before changing anything.

Use it when

You want to know which shared accounts to focus on this week
You are planning territory and need a warm-target list from ecosystem data
You want to see where partner overlaps sit on live opportunities

Tools it uses

find_overlapping_accounts_and_leads
get_ecosystem_activity
get_account_context
get_partner_context
get_partner_suggestions

Example

Which of my open opportunities have an active partner working the same account? Rank the warmest targets for this week.

Across your top partners, 38 accounts overlap with an open opportunity. I ranked the 12 with recent partner activity first. Acme Corp leads: an open deal, two partners active in the last week, and a named owner. Northwind has three partners on record but no activity in 90 days, so it sits lower for now.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Crossbeam, updates them for you and removes them when you disconnect.

Download RevampKey

How Crossbeam skills work

Connect Crossbeam
The Crossbeam MCP server gives the agent its tools.
Ask in plain words
“Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Crossbeam skills

In RevampKey the skills install themselves when you connect Crossbeam. In other tools each skill is one folder with a SKILL.md file, and you also need the Crossbeam MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Crossbeam. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?”
Download RevampKeyConnect Crossbeam · 1 click
Get RevampKey to connect Crossbeam
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Crossbeam is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials deal-partner-introduction-prep partner-overlap-account-prioritisation; do curl -fsSL --create-dirs -o .claude/skills/crossbeam-$s/SKILL.md https://revampkey.com/marketplace/crossbeam/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Crossbeam MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials deal-partner-introduction-prep partner-overlap-account-prioritisation; do
  curl -fsSL --create-dirs -o .claude/skills/crossbeam-$s/SKILL.md https://revampkey.com/marketplace/crossbeam/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?”

Into the shared .agents/skills folder

Connect the Crossbeam MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials deal-partner-introduction-prep partner-overlap-account-prioritisation; do
  curl -fsSL --create-dirs -o .agents/skills/crossbeam-$s/SKILL.md https://revampkey.com/marketplace/crossbeam/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?”

Into the shared .agents/skills folder

Connect the Crossbeam MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials deal-partner-introduction-prep partner-overlap-account-prioritisation; do
  curl -fsSL --create-dirs -o .agents/skills/crossbeam-$s/SKILL.md https://revampkey.com/marketplace/crossbeam/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?”

Into the shared .agents/skills folder

Connect the Crossbeam MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials deal-partner-introduction-prep partner-overlap-account-prioritisation; do
  curl -fsSL --create-dirs -o .agents/skills/crossbeam-$s/SKILL.md https://revampkey.com/marketplace/crossbeam/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for tomorrow's call with Northwind Logistics. Which partners already work them, and who could introduce me?”

RevampKey or copy the files?

In RevampKey

One click when you connect Crossbeam
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Crossbeam MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Crossbeam skills FAQ

What is a Crossbeam agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Crossbeam skill describes one job, which Crossbeam tools to use in which order, what to check first and when to stop and ask you.

Do the Crossbeam skills change anything on their own?

3 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Crossbeam.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Crossbeam; elsewhere you copy the folders into your project or skills directory.

Do I need the Crossbeam MCP server too?

Yes. The skills tell the agent how to do the work; the Crossbeam MCP server gives it the tools to do it. The Crossbeam MCP setup guide covers every client.

Crossbeam MCP server setup · This page as Markdown

Put Crossbeam’s best workflows in your agent

Download RevampKey, connect Crossbeam and ask your first question in about a minute.

Download RevampKey Connect Crossbeam · 1 click

All 3 Crossbeam skills

Use Crossbeam with AI

Use it when

Tools it uses

Prepare a partner introduction brief for a deal with AI

Use it when

Tools it uses

Rank your partner-overlap accounts with AI

Use it when

Tools it uses

Get all 3 without copying a file

How Crossbeam skills work

How to install Crossbeam skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Crossbeam skills FAQ

Put Crossbeam’s best workflows in your agent

Skills for related tools