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MCP Tools

The Fulcrum MCP server gives your AI assistant access to tools across these areas:

  • Jobs - Search, view details, check costs vs. estimates, surface at-risk jobs, change statuses, update priorities and due dates
  • Sales Orders - Search, view fulfillment progress and linked jobs, advance through workflow
  • Quotes - Browse, check margins, move through workflow
  • Purchase Orders - Search, view line items and receiving status, approve and advance
  • Invoices - Search, view line-item detail, pull AR aging summaries, update status
  • Customers - Look up details, order history, outstanding balances, AR aging, quality scores, activate or deactivate
  • Vendors - Search by name or status, view contacts and payment terms
  • Items & Inventory - Search parts and materials, check on-hand inventory, view purchase history
  • Work Orders - Browse, view operations, move through workflow
  • Equipment - View schedules, check backlogs, find eligible operations for underutilized machines
  • Quality (NCRs) - Search non-conformance reports, view impacts and disposition
  • Scheduling & Capacity - Check capacity utilization, identify bottlenecks, trigger scheduling runs
  • Dashboards - Schedule health, shipping and receiving volume, demand planning, shipped-not-invoiced gaps

The tool list is actively evolving. To see exactly what's available right now, ask your AI assistant:

"What Fulcrum tools do you have access to?"