Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Build, save, and run Reporting (Beta) reports and metrics from your AI client through the Fullcast MCP (Model Context Protocol). What you save from your AI client shows up in the app, and what you save in the app shows up in your AI client.
The MCP acts as you. Your AI client sees only the data your hierarchy access allows, and it can't do anything your Fullcast permissions don't allow.
Before you begin
Your AI client must be connected to the Fullcast MCP. Refer to Set up the model context protocol (MCP).
Reporting (Beta) must be turned on for your tenant. Without it, saved reports, dashboards, sharing, and metric authoring aren't available through the MCP. Refer to Get started with Reporting (Beta).
What happens to what you build
You ask your AI client for | What you get | Where it lives |
|---|---|---|
A report, such as "show me open pipeline by stage" | An answer in the chat | Only in the chat, until you ask to save it |
To save that report | A saved report and a link to open it in the app | Reports (BETA), in the folder you name, or Unfiled |
A metric (administrators only) | A saved metric, live for everyone at once | The Metrics group in the report builder, and Settings > Metrics |
It works the other way too. Reports you save in the app show up when you ask your AI client to list or run your saved reports.
What you can do from your AI client
Run one-off reports with measures, groupings, filters, related data, calculated fields, and a time period.
Save reports, and rename, move, copy, or delete saved reports.
Run a saved report as it was saved, for a different part of the hierarchy or a different time period.
Build and run dashboards, create folders, and share reports, dashboards, and folders.
List and run metrics.
Create, edit, and delete Reporting (Beta) metrics, if you're an administrator. Classic metrics are read-only through the MCP.
Read a classic report and rebuild it in Reporting (Beta).
An answer in the chat shows up to 1,000 rows.
Who can do what
Your data: results follow your hierarchy access, so two people who ask the same question can get different numbers.
Saving reports: available from the Standard writes MCP access level, if your Fullcast role can save reports.
Metrics: creating, editing, and deleting metrics are admin tools. Anyone can still run existing metrics.
For what each access level includes, refer to MCP access levels.
Note
A metric is live for everyone as soon as it's saved. Ask your AI client to show you the definition before it saves a metric, and check the metric in Settings > Metrics afterward. Refer to Create and validate a metric in Reporting (Beta).
Example prompts
Replace the words in brackets with yours.
"Show me open pipeline by stage for [plan name]."
"Save that as a report called [report name] in the [folder name] folder, and give me the link."
"List the Reporting (Beta) reports I can see and when each one last ran."
"Run the [metric name] metric at the top of my territory hierarchy."
For more prompts, refer to Fullcast MCP prompt library.