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. Your MCP access level can limit this further.

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.
`switch_plan`	Read	Sets which go-to-market plan the rest of the conversation uses. Changes no data.

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.
`list_placement_history`	Read	Shows where accounts, people, or products sat over time or on a given date.

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.
`analyze_capacity`	Read	Reports headcount, ramping reps, hiring, attrition, and overloaded people across the org.
`analyze_targets`	Read	Flags who is behind on targets, unowned quota, and target value held by placeholders.
`list_unassigned_geo_areas`	Read	Finds geographic areas not covered by any territory in a map.

Territory building and editing

Tools for creating and editing territories, teams, and product groups. Most 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.
`add_geo_territory`	Write	Creates a geographic territory from named map areas under an existing map.
`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).
`add_geo_areas`	Write	Adds map areas to a geographic territory while keeping the areas it already covers.
`create_geo_hierarchy`	Write	Turns a territory into a map-based hierarchy, built manually, from a template, or balanced automatically.
`create_geo_territories_from_template`	Write	Creates a set of geographic territories from a saved map template.
`create_product_group_buckets`	Write	Creates several product groups, each defined by a named product condition.
`create_product_groups_by_field`	Write	Creates one product group for each distinct value of a product field.
`create_team_buckets`	Write	Creates several teams, each defined by a named condition on people.
`create_teams_by_field`	Write	Creates one team for each distinct value of a people field, such as region.
`delete_product_group`	Write	Deletes a product group, or only its child groups.
`edit_territory_buckets`	Write	Renames, reorders, adds, or changes rules for buckets in an existing territory set.
`find_geo_areas_near`	Read	Finds geographic areas, such as postal codes, within a set distance of a point.
`list_geo_templates`	Read	Lists saved map templates for building geographic territories.
`move_geo_area`	Write	Moves map areas from one geographic territory to a neighboring one.
`remove_geo_areas`	Write	Removes map areas from a geographic territory's coverage.

Targets

Tools for creating, distributing, and maintaining targets (quota).

Tool	Type	What it does
`create_target`	Write	Creates a new target (quota) on a territory, team, or product group.
`delete_target`	Write	Deletes a target along with every distributed and person target beneath it.
`delete_target_relief`	Write	Removes a quota relief, restoring the target's original amount.
`distribute_target`	Write	Pushes a top-down target's value down to the targets beneath it.
`import_person_targets`	Write	Imports quotas for individual people in bulk.
`import_targets`	Write	Creates or overwrites targets on territories, teams, or product groups in bulk.
`list_target_owners`	Read	Shows who owns each target and whether through a role, title, or directly.
`list_target_relief`	Read	Lists the quota reductions applied to a target, such as for leave or ramp.
`mass_update_targets`	Write	Sets a new value across many existing targets at once.
`preview_target_distribution`	Read	Previews how a target would be split across the levels beneath it.
`recalculate_target`	Write	Recalculates a target's planned values from current data.
`rollup_target`	Write	Rolls child target values up into a bottom-up parent target.
`update_target`	Write	Edits a target's name, value, owning roles, title split, or actuals metric.
`update_target_relief`	Write	Corrects an existing quota relief's monthly amounts or notes.

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.
`import_moves`	Write	Moves many accounts, people, or products to new locations from a list.
`set_territory_precedence`	Write	Shows or reorders which sibling territory's rule wins when a record matches several.

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.

Titles

Tools for managing your title catalog and each person's title history. Changes to titles require administrator access.

Tool	Type	What it does
`add_plan_titles`	Write	Adds existing titles from the company catalog to a plan.
`create_title`	Write	Creates a new title in your company's title catalog.
`delete_title_entry`	Write	Deletes a mistaken current or upcoming entry from a person's title history.
`end_title`	Write	Ends a person's current title on a given last day.
`import_titles`	Write	Assigns, changes, or ends titles for many people at once from a list.
`list_title_history`	Read	Shows the titles a person has held and when.
`list_titles`	Read	Lists the titles on a plan and the role each belongs to.
`remove_plan_title`	Write	Removes a title from a plan while keeping it in the company catalog.
`retire_title`	Write	Retires a title from all plans while keeping its history.
`set_title_ramp_profile`	Write	Sets or clears the default ramp profile a title uses on a plan.
`set_title_role`	Write	Groups a title under a role on a plan.
`start_title`	Write	Starts a person in a new title from a start date and closes their previous title.
`unretire_title`	Write	Reactivates a retired title so it can be added back to plans.
`update_title`	Write	Renames a title or changes its description everywhere it appears.
`update_title_entry`	Write	Corrects the title, dates, or ramp profile on a person's title history entry.

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.
`analyze_comp_plan`	Read	Analyzes a compensation plan's design, payout curve, cost, and attainment history.
`analyze_pay_mix`	Read	Compares base versus variable pay and realized variable pay by role and country.
`bulk_update_transaction_payees`	Write	Adds, removes, excludes, or adjusts payees across many crediting transactions at once.
`create_comp_plan`	Write	Creates a comp plan with components, tiers, and payout rates.
`create_crediting_rule`	Write	Creates a crediting rule that defines which deals earn credit and who receives it.
`create_draw_plan`	Write	Creates a draw plan for advances, guaranteed minimums, or draw recovery.
`create_ledger_adjustment`	Write	Adds a manual commission entry, such as a bonus, clawback, draw, or adjustment.
`create_transaction_adjustment`	Write	Creates an adjusted copy of a crediting transaction with corrected values or payees.
`delete_commission_period`	Write	Deletes an unlocked commission period from a comp plan.
`delete_crediting_rule`	Write	Permanently deletes a crediting rule that no comp plan uses.
`delete_currency_rate`	Write	Deletes an exchange rate from the currency rate table.
`delete_ledger_adjustment`	Write	Deletes a pending manual commission entry that has not been committed.
`delete_transaction_adjustment`	Write	Permanently deletes an adjusted crediting transaction and its payee splits.
`describe_comp_plan_options`	Read	Shows every option available when building or editing a comp plan.
`describe_crediting_rule_options`	Read	Shows every option available when building or editing a crediting rule.
`generate_commission_periods`	Write	Sets up a comp plan's commission periods at a chosen cadence across a fiscal year.
`get_comp_plan`	Read	Returns the full definition of a comp plan, including its components and formulas.
`get_crediting_rule`	Read	Returns the full definition of a crediting rule, including its splits and eligibility.
`get_payee_target_details`	Read	Shows which targets a payee's credit counts toward under a crediting rule.
`import_commission_adjustments`	Write	Imports commission adjustments in bulk and updates the affected rep balances.
`list_currency_rates`	Read	Lists your exchange rates to the corporate currency over time.
`list_payee_balances`	Read	Shows reps' closing commission balances period by period.
`lock_commission_period`	Write	Locks a commission period so its transactions can no longer be edited.
`lock_transactions_window`	Write	Locks all crediting transactions with effective dates in a date range.
`set_comp_plan_status`	Write	Activates, deactivates, archives, or unarchives a comp plan or draw plan.
`set_crediting_rule_status`	Write	Activates, deactivates, archives, or unarchives a crediting rule.
`set_currency_rate`	Write	Creates or updates an exchange rate to the corporate currency for a date range.
`set_transaction_exclusions`	Write	Excludes transactions from credit and commission calculations, or includes them again.
`switch_ledger`	Read	Sets which commission ledger the rest of the conversation uses. Changes no data.
`unlock_commission_period`	Write	Unlocks a commission period so its transactions can be edited and recalculated.
`unlock_transactions_window`	Write	Unlocks every crediting transaction dated within a date range.
`update_commission_period`	Write	Renames a commission period or changes its dates.
`update_comp_plan`	Write	Edits a comp plan's details or its payout components.
`update_crediting_rule`	Write	Edits a crediting rule's eligibility, credit splits, targets, or calculated fields.
`update_draw_plan`	Write	Edits a draw plan's settings or its advance, guarantee, and recovery components.
`update_ledger_adjustment`	Write	Edits the amount, date, or currency of a pending commission ledger entry.
`update_ledger_entry_fields`	Write	Updates custom column values on pending commission ledger entries.
`update_transaction_adjustment`	Write	Edits an adjusted crediting transaction's fields and payee splits.
`update_transaction_payees`	Write	Adds, removes, excludes, or changes the payees credited on crediting transactions.

Policies and routing

Tools for setting up and reviewing policies, such as routing, holdouts, embargoes, service levels, and account families.

Tool	Type	What it does
`analyze_round_robin`	Read	Explains who is in a routing rotation and predicts who gets the next record.
`analyze_routing_windows`	Read	Shows when routing queues are open across the week and where coverage gaps exist.
`create_policy__account_family`	Write	Creates a policy that builds and maintains account parent-child hierarchies automatically.
`create_policy__embargo`	Write	Creates a policy that screens records against government trade-sanctions lists.
`create_policy__holdout`	Write	Creates a policy that lets departing reps keep qualifying open deals for a set period.
`create_policy__industry_taxonomy`	Write	Creates a policy that stamps your industry hierarchy onto accounts or leads. Requires the Industry Taxonomy setting.
`create_policy__routing`	Write	Creates a routing queue that assigns owners to leads, accounts, contacts, cases, or opportunities.
`create_policy__service_level`	Write	Creates a service-level policy that times responses and flags records that take too long.
`describe_policy__options`	Read	Lists every configurable option for setting up a given policy type.
`get_policy__configuration`	Read	Returns a policy's live configuration.
`list_policy__types`	Read	Lists the policy types available to your tenant.
`set_policy__status`	Write	Turns a policy on or off.
`update_policy__routing`	Write	Edits a routing queue's participants, schedule, matching, and fallback settings.

Revenue Intelligence

Tools for AI deal and pipeline analysis. Available when Revenue Intelligence is connected to your tenant.

Tool	Type	What it does
`ri_analyze_deals`	Read	Summarizes AI deal health, risk, and forecast across a territory or team.
`ri_get_deal_review`	Read	Returns the AI deal review for a deal, covering risks, stakeholders, momentum, and forecast.
`ri_get_pipeline`	Read	Shows open pipeline by combining CRM opportunities with AI deal intelligence.
`ri_get_pipeline_review`	Read	Returns a saved pipeline review with predicted revenue, flagged deals, and coaching themes.
`ri_list_action_items`	Read	Lists open to-dos on a rep's deals, most overdue first.
`ri_list_deals`	Read	Lists AI-analyzed deals by owner, stage, or account, with their forecasts.

Documents

Tools for reading and sending documents for e-signature. Available when Documents is enabled for your tenant.

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.

Lookup tables

Tools for reading and maintaining custom lookup tables, such as rate, tier, and mapping tables.

Tool	Type	What it does
`delete_lookup_rows`	Write	Deletes selected rows from a custom lookup table.
`get_lookup_table`	Read	Returns a custom lookup table's columns and rows.
`list_lookup_tables`	Read	Lists the custom tables used for rates, tiers, and mappings.
`upsert_lookup_rows`	Write	Adds new rows or updates existing rows in a custom lookup table.

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.
`describe_event_type`	Read	Explains what an audit event means and how to investigate it.
`list_event_types`	Read	Lists the types of events the audit log can record.
`refresh_cache`	Write	Refreshes cached data so the latest changes show up immediately.