---
title: "Fullcast MCP tool reference"
slug: "fullcast-mcp-tool-reference"
description: "Review the tools available through Fullcast MCP server. "
tags: ["MCP", "AI Agent", "Workflow Automation"]
status: "update"
updated: 2026-10-09T17:16:03Z
published: 2026-10-09T17:16:03Z
canonical: "support.fullcast.com/fullcast-mcp-tool-reference"
---

> ## 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. Your [MCP access level](/plan-and-pay/docs/mcp-access-levels) 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. |

**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)