ecosystem-informed-account-brief
Produce a structured account brief enriched with Crossbeam's ecosystem intelligence and signals — partner overlap, ecosystem relationships, and recent partner activity signals. Uses the sources the user has configured plus Crossbeam MCP and recent news. Use whenever someone asks to be "briefed on" an account, wants an "overview" or "context" on an account, or asks "what do we know about X". For one-off lookups or qualitative questions across communications, use a direct query to the relevant source instead.
Install
With your agent
Install OMGSkills skill "getcrossbeam/crossbeam-claude-skills:skills/ecosystem-informed-account-brief" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/getcrossbeam/crossbeam-claude-skills /tmp/crossbeam-claude-skills && ln -s /tmp/crossbeam-claude-skills/skills/ecosystem-informed-account-brief ~/.claude/skills/ecosystem-informed-account-briefFrom README
README — Ecosystem-Informed Account Brief Get a structured picture of any account — what's happening in your conversations, where your partners are moving on this account, and what to do next. What it does Combines your configured account and sales intelligence with Crossbeam's ecosystem intelligence and signals to produce a single structured brief. Crossbeam brings a layer no other source has — which partners overlap on this account, what population they're in, who owns the relationship on their side, and what's actually moving in your ecosystem around this account (deals opened, deals closed, greenfield signals). That context sits alongside everything else you know about the account so you can act on it. What you need Required Crossbeam connector — the ecosystem layer that makes this brief different from any single data source. Connect from the Claude connector directory or at crossbeam.com. Make sure you're authenticated to the right org before running.
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