• ACCESS
  • DATA
  • SECURITY
  • HUMAN

How to audit user permissions and forms with your AI

Connect Fulcrum to your AI client once. After that, your agent can pull member lists and inspect form structures to find security or data issues.

Ask AI about this page

Short answer

Can my AI audit my Fulcrum permissions and forms?

Yes. Your agent uses Fulcrum tools to pull member roles and inspect form schemas. You'll get a clear view of who has access to what and where your data structures are inconsistent.

Audit outcomes

Where your findings land.

The AI organizes its findings into these four categories.

ACCESS

Role verification

The AI compares current member roles against your requirements. You'll see exactly who holds specific permissions.

DATA

Schema consistency

Your agent checks form structures to ensure they match your required data types. This catches errors before they hit your database.

SECURITY

Permission gaps

The AI identifies users with excessive privileges or mismatched roles. You get a list of potential security risks to fix.

HUMAN

Manual review

The AI flags suspicious patterns or broken schemas. You decide which permission changes to actually push to the system.

The workflow

What your AI does when the request arrives.

The AI moves through your Fulcrum data to build a complete picture of your setup.

  1. Map the organization

    The agent pulls a full list of everyone currently in your Fulcrum account.

    list_organization_members

  2. Verify user roles

    It checks the specific permissions assigned to each person to find outliers.

    list_member_roles

  3. Inspect form structures

    The AI looks at the underlying schema of your forms to check for data integrity.

    get_form_schema

  4. Report discrepancies

    The agent compares the roles and schemas to find where access or data rules are broken.

    list_organization_memberslist_member_rolesget_form_schema

Try it

Copy these to start.

Paste these directly into your chat to begin the audit.

Starting points

These are just ways to kick things off. Swap out the specific names for your own organization or form IDs.

Fulcrum Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_gOyTmKlcWvhtHlbWEPdY3R7pDSbq4qXxNy9YixYd/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Fulcrum capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fulcrum-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_gOyTmKlcWvhtHlbWEPdY3R7pDSbq4qXxNy9YixYd/mcp"
    }
  }
}
Copy into chat04

  • List all members in my Fulcrum organization and tell me who has admin roles.

  • Check the schema for the 'Site Inspection' form and tell me if any fields are missing required types.

  • Compare the roles of all members in the 'Field Ops' group to ensure no one has unauthorized access.

  • Audit my organization members and flag anyone whose role doesn't match the standard user template.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Fulcrum once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Fulcrum to your AI

FAQ

How this task behaves

  • 01

    Can the AI change user permissions?

    No. The AI can only read and report on existing roles. You have to make any permission changes manually in Fulcrum.

  • 02

    Can the AI fix a broken form schema?

    No. The AI identifies where a schema is inconsistent, but it cannot modify the form structure itself.

  • 03

    Does the AI see all my data?

    The AI only sees the data it needs to answer your specific question, such as member lists or form definitions.

  • 04

    How does it know which roles are 'correct'?

    The AI doesn't know your internal policies. You have to tell it what the correct roles or schemas should look like during your chat.

  • 05

    Can I audit a single form without scanning the whole org?

    Yes. If you provide a specific form ID, the AI can use the schema tool to inspect just that one form.

  • More questions about Fulcrum? See everything the Fulcrum Connector can do

Connect Fulcrum to Claude, Cursor, ChatGPT & more