---
title: "Fullcast MCP tool reference"
slug: "fullcast-mcp-tool-reference"
description: "Review the tools available through Fullcast MCP server. "
updated: 2026-07-10T19:26:18Z
published: 2026-07-10T19:26:18Z
canonical: "support.fullcast.com/fullcast-mcp-tool-reference"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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)](/v1/docs/set-up-the-model-context-protocol-mcp)).

> [!NOTE]
> Note
> 
> Which tools you can actually use depends on your [role-based permissions](/plan-and-pay/docs/viewing-and-managing-roles#add-information-and-configure-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. |

**Model context protocol:** An open standard, open-source framework introduced by Anthropic in 2024 to standardize the way artificial intelligence systems like large language models integrate and share data with external tools, systems, and data sources.

## Related

- [Set up the model context protocol (MCP)](/set-up-the-model-context-protocol-mcp.md)