Documentation

Everything you need to integrate and build with PartnerMesh. Get started in minutes.

Quick Start Guide

Get up and running with PartnerMesh in just a few simple steps

1
Create Account

Sign up for PartnerMesh and verify your email

2
Connect CRM

Integrate with Salesforce, HubSpot, or Pipedrive

3
Find Partners

Discover and connect with potential partners

4
Start Collaborating

Begin sharing insights and closing deals together

Documentation Categories

Explore our comprehensive guides and references

Getting Started
Everything you need to know to get up and running
  • Account Setup
  • CRM Integration
  • First Partner Connection
  • Understanding Matches
API Reference
Complete API documentation for developers
  • Authentication
  • Partner Endpoints
  • Webhook Events
  • Rate Limiting
Integrations
Connect PartnerMesh with your existing tools
  • Salesforce Setup
  • HubSpot Configuration
  • Pipedrive Integration
  • Custom Webhooks
Security & Privacy
Learn about our security practices and compliance
  • Data Encryption
  • Privacy Controls
  • GDPR Compliance
  • SOC 2 Certification
AI Engine

MeshMind AI Engine

Technical documentation for our proprietary partnership intelligence system

Model Architecture
Fine-tuned Mistral-7B for partnership intelligence

Technical Specifications

Base ModelMistral-7B-Instruct-v0.3
Fine-tuning MethodQLoRA (4-bit)
QuantizationGGUF Q4_K_M
RuntimeOllama (self-hosted)
Dataset Size500+ partnership scenarios
Avg Inference< 50ms

Score Mapping

0.0 - 2.0
None
2.1 - 4.0
Weak
4.1 - 6.5
Moderate
6.6 - 8.5
Strong
8.6 - 10.0
High
AI Agent System
Six specialized agents working in concert
Overlap Agent

Discovers hidden partner overlaps using multi-dimensional matching

Scoring Engine

Generates precise co-sell scores (0-10) with confidence calibration

Signal Detector

Monitors for churn risk, expansion opportunities, market timing

Outreach Agent

Auto-generates personalized partner outreach messages

Conflict Guard

Flags territory conflicts, competitive overlaps, compliance issues

Insight Engine

Strategic recommendations and partnership playbook generation

API Response Schema
Structured output from the scoring engine
{
  "overlap_score": 8.7,
  "score_label": "strong",
  "signals": [
    "shared_customers",
    "complementary_tech",
    "joint_opportunities"
  ],
  "co_sell_motion": "joint_solution_bundle",
  "conflict_flags": [],
  "model_version": "meshmind-v1.2.0",
  "confidence": 0.94,
  "timestamp": "2026-05-09T12:00:00Z"
}

Field Descriptions

overlap_scoreNumeric score 0.0-10.0
score_labelCategorical: none/weak/moderate/strong/high
signalsDetected partnership signals array
co_sell_motionRecommended partnership strategy
conflict_flagsArray of detected conflicts (empty if none)
Privacy & Security
Enterprise-grade data protection
Self-Hosted Deployment

MeshMind runs on your infrastructure via Ollama. No external API calls.

Opt-In Visibility

Partners only see overlaps after both parties explicitly confirm.

Differential Privacy

Individual records cannot be reverse-engineered from aggregate insights.

Compliance Ready

GDPR compliant. SOC 2 Type II and ISO 27001 in progress.

Data Flow

1
CRM Ingestion·Read-only OAuth access
2
Local Processing·Hashing + matching on your servers
3
Privacy Filter·Only metadata shared, never raw records
4
Partner Match·Both parties must confirm exchange

API Reference

RESTful API for seamless integration

Popular Endpoints
GET
/api/v1/partners
Retrieve all partners
POST
/api/v1/partners
Create a new partner connection
GET
/api/v1/matches
Get account matches
PUT
/api/v1/matches/{id}
Update match status

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