ecosystem-informed-account-brief

Ask your AI assistant to brief you on an account by name or domain. The skill resolves the account in Crossbeam, pulls overlapping partners and ecosystem activity signals via the Crossbeam MCP, and combines them with your configured sales intelligence sources into a structured brief.

Crossbeam MCP is always required and provides partner overlap and ecosystem activity. Optional account and sales intelligence sources can be listed in the skill's Configuration section; unlisted sources are never pulled, and a Crossbeam-only brief runs if nothing else is configured.

Yes, the brief runs on Crossbeam alone and reflects ecosystem intelligence only, noting which sources were not configured. Adding account or sales intelligence sources makes the ecosystem signals more actionable but is never required.

Yes, configure strategic partner tags such as Tier 1 or Co-Sell in the skill's Configuration section. The skill filters partner overlap by those tags, making one call per tag and unioning the results.

The skill intentionally withholds partner owner emails and phone numbers. It notes that contact details are available and recommends coordinating with your partnerships lead first, since they may already have an active relationship with that partner.

Avoid it for one-off lookups or time-windowed questions, where a direct query to the relevant source is faster. If you have a specific upcoming meeting with known attendees, use a meeting-prep skill instead.