# Fulcrum MCP for AI Agents AI Agent Connect > Fulcrum MCP connects your mobile data collection platform to your AI agent so you can manage field inspections and surveys through natural conversation. It lets you query field records, fetch form schemas, and manage your organization members without leaving your primary workspace. It turns your field data into a searchable, actionable database for your agent. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_gOyTmKlcWvhtHlbWEPdY3R7pDSbq4qXxNy9YixYd/ai-agent-connect - **Tags:** mobile-data-collection, field-inspection, no-code, form-automation, data-querying, survey-tools ## Description The Fulcrum MCP connects your mobile data collection platform to your AI agent so you can manage field inspections and surveys through natural conversation. Imagine you're a field operations manager who spends half the day digging through inspection reports or trying to figure out why a specific survey didn't sync. This Connector changes that by giving your AI agent a direct line into your Fulcrum environment. Instead of manually exporting CSVs or jumping between tabs to check record statuses, you can just ask your agent to find the latest site inspections or summarize the last ten survey entries. It handles the heavy lifting of fetching form schemas and pulling specific record details so you can focus on making decisions. Because Vinkius makes it easy to manage these connections, you can quickly switch between different data tasks. Whether you need to create a new record on the fly or audit who has access to your forms, this tool makes it happen through plain conversation. It's about making your field intelligence actually accessible in the moment you need it. If you're tired of the friction between your mobile data collection and your actual analysis, this is how you bridge that gap. You get a way to query massive datasets using SQL directly through your AI client, which means you stop being a data mover and start being a data user. It works for everything from inventory management to complex GIS surveys, putting your data where you actually work. ## Tools ### get_record_details Fetch specific metadata for a single record. Use this to see the underlying details of a specific inspection or survey entry. ### query_records_sql Run a SQL query against your Fulcrum data. This is the fastest way to filter and retrieve specific information from large datasets. ### create_record Add a new record to a form programmatically. Your agent can use this to submit new data without you having to open the app. ### check_api_status Check if your connection to the Fulcrum API is active. Use this to troubleshoot connection issues quickly. ### list_data_forms See a full list of all your active apps and forms. This lets your agent know which data collection tools are available to it. ### get_form_schema Pull the exact structure of a data collection form. This helps your agent understand which fields are required and what types of data they hold. ### list_organization_members Get a list of everyone in your organization. This is useful for auditing who has access to your field data. ### list_field_records Pull a list of records for a specific form ID. You can use this to browse through recent submissions from the field. ### list_member_roles See the different roles like Owner or Manager within your team. This helps you manage permissions across your workforce. ### list_webhooks View your current webhook configurations. Use this to check if your data is syncing correctly to other systems. ## Prompt Examples **Prompt:** ``` What's the status of our latest site inspections? ``` **Response:** ``` I've pulled the latest records for your site inspections. Here is the status of the most recent entries: | Site Name | Status | Date | | :--- | :--- | :--- | | North Warehouse | **Completed** | Oct 24 | | East Dock | **In Progress** | Oct 25 | | South Gate | **Pending** | Oct 26 | Would you like me to pull the specific notes for any of these? ``` **Prompt:** ``` Run a SQL query to get the last 5 records from the 'Asset Inventory' form. ``` **Response:** ``` Executing the SQL query on the 'Asset Inventory' form... I found the 5 most recent records: * **Asset ID: 9928** - Condition: Good (Oct 26) * **Asset ID: 9929** - Condition: Fair (Oct 26) * **Asset ID: 9930** - Condition: Good (Oct 25) * **Asset ID: 9931** - Condition: Poor (Oct 25) * **Asset ID: 9932** - Condition: Good (Oct 24) Let me know if you need more details on any specific asset. ``` **Prompt:** ``` Who are the managers in our organization? ``` **Response:** ``` Here are the current members with manager roles in your organization: * **Sarah Jenkins** (Region Manager) * **Mark Thompson** (Operations Manager) * **Elena Rodriguez** (Site Manager) * **David Chen** (Safety Manager) I can also list the standard roles if you need to see the full permission structure. ``` ## Capabilities ### Browse all available forms See a full list of your active data collection apps and forms in one view. ### Pull detailed field schemas Get the exact structure of your forms to understand required fields and data types. ### List all field records for a specific form Retrieve a list of all submissions for a specific form ID to check recent activity. ### Run SQL queries on large datasets Execute complex SQL queries to filter and find specific information in massive datasets. ### Create new records via natural language Have your agent submit new data to a form directly from your conversation. ### Manage organization members and roles List your team members and their specific roles to audit permissions and access. ### Monitor webhook configurations Check your webhook settings to ensure data is syncing correctly to your other systems. ## Use Cases ### Checking Site Inspection Status A manager needs to see if the 'Site Inspection' form was completed for 50 different locations today. The agent uses list_field_records to pull the status. ### Aggregating Survey Results An analyst wants to find all records where the 'Condition' field was marked as 'Critical' using a SQL query via query_records_sql. ### Auditing User Permissions An admin needs to verify that only 'Managers' have the ability to delete records in the 'Asset Inventory' form using list_member_roles. ### Remote Data Entry A field lead wants to create a new inventory record for a piece of equipment without logging into the mobile app, using create_record. ## Benefits - Run SQL queries on large datasets using query_records_sql to get specific answers in seconds. - Pull detailed form structures with get_form_schema so your agent understands your specific data requirements. - Create new records with create_record to automate data entry from your AI client. - Manage your entire team and see who has access using list_organization_members and list_member_roles. - Monitor your data sync health by checking webhook configurations with list_webhooks. - Quickly browse recent field submissions using list_field_records to stay on top of your operations. ## How It Works The bottom line is you get a direct line to your field data without the manual export headache. 1. Subscribe to this Connector on the Vinkius Marketplace. 2. Enter your Fulcrum API Token into the configuration settings. 3. Ask your agent to query records, list forms, or manage your team members. ## Frequently Asked Questions **How does the Fulcrum MCP help with field inspections?** It gives your AI agent a direct connection to your inspection data. You can ask it to summarize recent results, check the status of specific sites, or pull record details without leaving your workspace. **Can I use the Fulcrum MCP to run SQL queries on my surveys?** Yes. You can use natural language to run SQL queries against your survey datasets. This allows you to filter and retrieve specific information from large amounts of data instantly. **Does the Fulcrum MCP support creating new records?** Yes, it does. Your AI agent can create new records for your forms directly through your conversation, which helps you submit data without opening the mobile app. **Can I manage my team's permissions using the Fulcrum MCP?** Yes. You can use the Connector to list your organization members and their specific roles, making it easy to audit who has access to your field data. **Is the Fulcrum MCP good for large datasets?** It's specifically designed for that. By using SQL queries, the Connector can efficiently navigate and retrieve information from massive datasets that would be difficult to manage manually. **How do I connect my Fulcrum account to the Connector?** You just need to subscribe to the Connector on Vinkius and enter your Fulcrum API Token. Once connected, your AI client can start interacting with your data immediately. **How do I get an API Token for Fulcrum?** Log in to your Fulcrum web app, click the Settings (gear icon), select 'API', and you can generate a new API Token. **Can I run SQL queries on my field data?** Yes! Use the 'query_records_sql' tool. Provide a standard SQL statement (e.g., SELECT * FROM "form_id") to instantly retrieve filtered datasets. **Is it possible to see the schema of a form?** Absolutely. The 'get_form_schema' tool retrieves the complete JSON definition of a form, including all its field keys, data types, and validation rules. **Can I programmatically create a new record?** Yes, you can use the 'create_record' tool. You will need the Form ID, latitude, longitude, and a JSON payload containing the specific form values.