Fullcast MCP tool reference

A complete reference of the tools available through the Fullcast MCP server, grouped by area, with what each tool does and whether it reads or writes data.

Before you begin

Set up the MCP connection to Fullcast, see Set up the model context protocol (MCP)).

Note
Which tools you can actually use depends on your role-based permissions in Fullcast — the MCP inherits your own access, it does not grant new access.

Context and discovery

Tools for orienting an AI client to your tenant and finding the right entities before acting on them.

Tool	Type	What it does
`get_tenant_context`	Read	Returns tenant identity, currency, fiscal periods, and current plan.
`list_plans`	Read	Lists the go-to-market plans (territory, team, product) in the tenant.
`list_metrics`	Read	Lists the metrics available for reporting.
`list_roles`	Read	Lists the roles, such as AE, Manager, etc., configured in the tenant.
`describe_entities`	Read	Returns field schemas for Fullcast entities.
`describe_entity_sources`	Read	Returns data provenance for a given entity — where its data comes from.
`describe_report_fields`	Read	Lists the dimensions and measures available for reporting.
`resolve_entity`	Read	Fast name-to-ID lookup for a record.
`deep_search`	Read	Live search across records for a broader or fuzzier match than `resolve_entity`.
`read_domain_doc`	Read	Retrieves deep domain knowledge on a topic, such as commissions, targets, or coverage.
`search_knowledge_base`	Read	Searches Fullcast support documentation and release notes.

Hierarchies and records

Tools for reading the three go-to-market trees and the records inside them.

Tool	Type	What it does
`get_territories`	Read	Returns the territory hierarchy.
`get_teams`	Read	Returns the team hierarchy.
`get_product_families`	Read	Returns the product hierarchy.
`list_accounts`	Read	Lists accounts, with filtering and joins.
`list_people`	Read	Lists people, with filtering and joins.
`list_products`	Read	Lists products, with filtering and joins.
`get_account_history`	Read	Returns the change history for an account.
`get_people_history`	Read	Returns the change history for a person.
`get_product_history`	Read	Returns the change history for a product.
`explain_placement`	Read	Explains why a record landed in its current territory, team, or product node.
`analyze_placement`	Read	Analyzes placement patterns across a set of records.

Coverage, targets, and reporting

Tools for reading role-based coverage, quotas, and running reports.

Tool	Type	What it does
`list_assignments`	Read	Lists role-based coverage assignments.
`list_targets`	Read	Lists quotas, including attainment and pacing.
`execute_metric`	Read	Runs a named metric.
`report`	Read	Runs an ad-hoc aggregation or detail report.
`analyze_coverage`	Read	Analyzes coverage gaps or overlaps.
`analyze_org_chart`	Read	Analyzes reporting structure and org hierarchy.
`analyze_account_family`	Read	Analyzes account family relationships.

Territory building and editing

Tools for creating and editing territories. All are write operations.

Tool	Type	What it does
`create_territory`	Write	Creates a territory.
`create_territories_by_field`	Write	Creates territories in bulk, split by a field value.
`create_territory_buckets`	Write	Creates territories using bucketed values.
`create_smart_territories`	Write	Creates SmartPlan balanced territories.
`edit_smart_territories`	Write	Edits an existing SmartPlan.
`rebalance_smart_territories`	Write	Rebalances a SmartPlan across territories.
`create_geo_territory`	Write	Creates a geographic territory.
`edit_geo_territory`	Write	Edits a geographic territory.
`create_map_smart_territories`	Write	Creates SmartPlan territories using map-based geographic boundaries.
`list_geo_levels`	Read	Lists available geographic levels (for example, zip, county, state).
`resolve_geo_area`	Read	Resolves a geographic area to Fullcast's internal representation.
`find_geo_territory_coverage`	Read	Finds which geographic territory covers a given area.
`describe_geo_territory`	Read	Returns details for a geographic territory.
`describe_territory`	Read	Returns details for a non-geographic territory.
`rename_territory`	Write	Renames a territory.
`delete_territory`	Write	Deletes a territory.
`create_team`	Write	Creates a team.
`delete_team`	Write	Deletes a team.
`create_product_group`	Write	Creates a product group (and team/product equivalents of the rename and delete tools above).

Moves and rules

Tools for moving records between hierarchy nodes and re-running assignment rules. All are write operations.

Tool	Type	What it does
`move_account`	Write	Moves an account to a different territory, single record or bulk, propose or commit.
`move_person`	Write	Moves a person to a different team, single record or bulk, propose or commit.
`move_product`	Write	Moves a product to a different product group, single record or bulk, propose or commit.
`rerun_territories_rules`	Write	Re-runs territory assignment rules.
`rerun_team_rules`	Write	Re-runs team assignment rules.
`rerun_product_rules`	Write	Re-runs product assignment rules.
`name_accounts`	Write	Pins a named-account override.
`clear_named_accounts`	Write	Removes a named-account override.
`commit_changes`	Write	Applies staged edits.
`undo_changes`	Write	Discards staged edits.

People and assignment lifecycle

Tools for managing coverage assignments and role changes over a person's lifecycle. All are write operations.

Tool	Type	What it does
`create_assignment`	Write	Creates a coverage assignment.
`set_assignment_end_date`	Write	Sets an end date on an assignment.
`end_coverage`	Write	Ends coverage for an assignment.
`change_role`	Write	Changes a person's role.
`offboard_person`	Write	Offboards a person from the tenant.
`set_team_manager`	Write	Sets the manager for a team.
`add_target_relief`	Write	Adds quota relief to a target.
`create_role`	Write	Creates a role.
`update_role`	Write	Updates a role.
`retire_role`	Write	Retires a role.

Commissions and crediting

Tools for reading, explaining, and running commissions and crediting.

Tool	Type	What it does
`list_comp_plans`	Read	Lists compensation plans.
`list_crediting_rules`	Read	Lists crediting rules.
`list_crediting_transactions`	Read	Lists crediting transactions.
`list_credits`	Read	Lists credits.
`list_ledger_entries`	Read	Lists commissions ledger entries.
`list_commission_periods`	Read	Lists commission periods.
`get_commission_balance`	Read	Returns a commission balance.
`explain_commission`	Read	Explains how a commission amount was calculated.
`explain_transaction_commissions`	Read	Explains the commissions tied to a specific transaction.
`run_crediting_rule`	Write	Runs a crediting rule.
`run_comp_plan_period`	Write	Runs a compensation plan for a period.
`run_comp_plan_window`	Write	Runs a compensation plan for a custom window.
`commit_ledger_entries`	Write	Commits ledger entries.
`commit_ledger_window`	Write	Commits a window of ledger entries.
`lock_transactions`	Write	Locks transactions (and window variant).
`unlock_transactions`	Write	Unlocks transactions (and window variant).
`convert_currency`	Read	Converts an amount between currencies.

Documents

Tools for reading and sending documents for e-signature.

Tool	Type	What it does
`list_document_groups`	Read	Lists document groups.
`list_documents`	Read	Lists documents.
`list_document_recipients`	Read	Lists recipients for a document.
`list_document_approvers`	Read	Lists approvers for a document.
`send_document`	Write (confirm first)	Sends a document for signature.
`cancel_document`	Write (confirm first)	Cancels a document.

Operations and audit

Tools for audit history, job forensics, and platform health.

Tool	Type	What it does
`list_audit_entries`	Read	Lists audit log entries.
`explain_audit_entry`	Read	Explains a specific audit entry.
`explain_record_policies`	Read	Explains the policies applied to a record.
`list_policies`	Read	Lists policies configured in the tenant.
`list_jobs`	Read	Lists import and export jobs.
`get_job`	Read	Returns details for a job.
`read_job_output_file`	Read	Reads a job's output file.
`get_transaction_status`	Read	Checks the status of an asynchronous write.
`clear_transaction`	Write	Clears a stuck transaction.
`list_fullcast_status`	Read	Returns current platform status.
`get_fullcast_incident`	Read	Returns details on a platform incident.

Documentation Index