# Fulcrum MCP

> Fulcrum connects your AI agent directly to field data and inspection workflows. This MCP lets you programmatically discover form schemas, pull existing records, create new entries, or run complex SQL queries against massive datasets collected in the field.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** mobile-data-collection, field-inspection, no-code, form-automation, data-querying, survey-tools

## Description

Your AI client can now handle complicated fieldwork logistics without needing manual exports or dashboards. It reads the structure of your custom data forms and knows exactly what fields are available for inspection or inventory checks. Need to know if a form requires a photo or just text? Your agent finds that out instantly by listing the schemas.

When you need actual data, it pulls records directly from the field—not just showing you what was collected, but letting you build new entries right into the system. For deep analysis, your agent executes precise SQL queries against whatever dataset you're working with. All this capability is housed under one roof at Vinkius; you connect once and gain access to managing records, forms, users, and webhooks via natural conversation.

## Tools

### create_record
Creates a new data record in your system using predefined form fields.

### check_api_status
Verifies if the API connection is currently active and working.

### get_form_schema
Retrieves the structural definition (schema) of any specific data collection form.

### get_record_details
Fetches specific metadata and details about an existing record.

### list_data_forms
Lists every data collection app or form available in your account.

### list_organization_members
Provides a directory listing of all team members in your account.

### list_field_records
Retrieves lists of collected field data, with the ability to filter by a specific form ID.

### list_member_roles
Lists defined roles within the organization (like Owner, Manager, Standard).

### list_webhooks
Displays the configuration details for webhooks set up for data syncing.

### query_records_sql
Executes custom SQL queries against your field database to pull filtered results.

## Prompt Examples

**Prompt:** 
```
List all active forms/apps in my Fulcrum account.
```

**Response:** 
```
Retrieving forms... I found 4 active forms, including 'Site Inspection' (ID: form_123) and 'Asset Inventory' (ID: form_456).
```

**Prompt:** 
```
Run a SQL query to get the last 5 records from form 'form_123'.
```

**Response:** 
```
Executing query... I've retrieved the 5 most recent records from the 'Site Inspection' form. Would you like to see the specific data values for these entries?
```

**Prompt:** 
```
Show me the field schema for the 'Asset Inventory' form (ID: form_456).
```

**Response:** 
```
Fetching schema... The form contains 12 fields. Key fields include 'Asset Tag' (Type: Text, Required: Yes) and 'Condition' (Type: Choice).
```

## Capabilities

### Discover Form Structures
List all available data collection apps (forms) and retrieve detailed blueprints of their fields, including validation rules.

### Read Field Records
Retrieve specific records or query massive datasets using custom SQL commands to filter and pull exactly the information you need.

### Write New Data Entries
Create new records in your database programmatically, keeping field data current without manual form filling.

### Manage User Access
List team members and system roles to audit who has access to what parts of the platform.

### Audit System Connections
View all configured webhooks to verify that downstream systems are getting real-time data syncs.

## Use Cases

### Auditing Equipment Inventory
A field manager needs to know the condition and location of all assets marked 'Class C' last month. Instead of running a complex report, they prompt their agent: 'Show me records from Asset Inventory where Condition is C and Date > [date].' The MCP uses `query_records_sql` to pull the exact list.

### Onboarding New Users
A system admin needs a full picture of who works in which department. They prompt: 'List all managers and their roles.' The agent uses `list_organization_members` and `list_member_roles`, giving the administrator an immediate, structured list for onboarding.

### Catching Missing Forms
A new department starts collecting data but nobody knows which form to use. The agent runs 'List all active forms,' using `list_data_forms`, and immediately shows the full catalog of available applications for them to choose from.

### Fixing Broken Data Pipelines
The data sync between the field app and the central CRM seems broken. Instead of checking logs everywhere, the agent uses `list_webhooks` to review every configured webhook and verify its status immediately.

## Benefits

- Stop guessing what data is available. Use `list_data_forms` to instantly discover every form structure in your company without navigating through multiple menus.
- Never manually compile reports again. Run powerful SQL queries using `query_records_sql` and get filtered datasets immediately, letting your agent present the results.
- Keep data accurate by having the AI client directly execute `create_record`. This ensures new field inspections are logged instantly without human intervention.
- Manage who can access what by running `list_organization_members` and checking system roles via `list_member_roles`, giving you a clean audit of your workforce permissions.
- Streamline system maintenance. Check webhooks using `list_webhooks` to confirm that all downstream systems are receiving data updates in real time.

## How It Works

The bottom line is that you stop jumping between apps; you manage complex field operations entirely through conversation with your AI agent.

1. Subscribe to this MCP through the Vinkius Marketplace and enter your Fulcrum API Token.
2. Your AI agent uses natural language to request information, such as listing all forms or running an SQL query against field data.
3. The MCP executes the specific tool call, retrieves the structured data, and presents it directly back to your conversational interface.

## Frequently Asked Questions

**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.

**How do I use `list_organization_members` to check team members and their roles?**
It lists every user in your organization. You get a clear roster of all team members, which helps you verify who has access to the data. This is critical when onboarding new field workers or auditing permissions.

**If I need more context on collected data, what does `get_record_details` provide?**
It pulls all the metadata for a specific record. You don't just get the value; you see details like when it was created and which form generated it. This helps analysts understand the full history of any dataset.

**I need to know what data sources are available, so how do I use `list_data_forms`?**
This tool lists every active app or form you've built. It gives you a quick inventory of all potential data collection apps in your account. You can then select the specific forms you want to work with.

**How do I monitor real-time system health using `list_webhooks`?**
It shows you every configured webhook endpoint. If a downstream system isn't receiving data, checking this list confirms if the connection is even set up correctly. It’s your quick way to audit data flow.