Getting Started
What you need
- A Fulcrum account with MCP enabled. Ask your Fulcrum contact to turn on the MCP feature flag if you don't have it yet.
- An MCP-compatible AI tool such as Claude, ChatGPT, Cursor, or Claude Code.
Connecting with OAuth (recommended)
OAuth lets you connect by signing in through your browser with no API keys to manage. This is the easiest way to get started and works with Claude Desktop, Claude.ai, ChatGPT, and Claude Code.
Your Fulcrum account needs the "Connect OAuth" permission (System > MCP > Connect OAuth). Administrators have this by default.
Claude Desktop / Claude.ai
- Go to Settings and add a new MCP server
- Enter your Fulcrum MCP URL:
https://YOUR-SITE.fulcrumpro.com/api/mcp - Your browser will open and ask you to authorize the connection to your Fulcrum site
- Approve it, and you're connected
ChatGPT
- Go to Settings → Connected Apps (or follow OpenAI's MCP setup instructions)
- Add a new MCP server with your Fulcrum URL:
https://YOUR-SITE.fulcrumpro.com/api/mcp - Authorize through your browser when prompted
Claude Code (CLI)
Run this in your terminal:
claude mcp add --transport http fulcrum https://YOUR-SITE.fulcrumpro.com/api/mcp
Then launch Claude Code and run the /mcp command to authenticate. Your browser will open and ask you to authorize the connection to your Fulcrum site.
Replace YOUR-SITE with your Fulcrum site name, which is the subdomain you use to log in. For example, if you log in at fab2.fulcrumpro.com, your URL is https://fab2.fulcrumpro.com/api/mcp.
Connecting with an API key
API keys are an alternative for tools that don't support OAuth, or if you prefer explicit key management. You'll need the "Create MCP API Key" permission.
Step 1: Generate your API key
- Click your name or avatar to open your User Profile
- Find the MCP API Keys section
- Generate a new key, set an expiry date (recommended), and copy the key
Do not share your API key with others. Each user should create their own. Your key carries your permissions, so sharing it gives someone else your level of access. Actions taken using your MCP key will be attributed to you in Fulcrum.
Admins with the "Edit System Data" permission can view and revoke any user's API key from System Data.
Step 2: Connect your tool
Cursor
Open Cursor Settings → MCP, click "Add new MCP server," and enter:
- Name: Fulcrum
- Type: HTTP
- URL:
https://YOUR-SITE.fulcrumpro.com/api/mcp - Headers:
Authorization: Bearer YOUR_API_KEY
Claude Code (CLI)
Run this in your terminal:
claude mcp add --transport http fulcrum https://YOUR-SITE.fulcrumpro.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"
Replace YOUR-SITE with your Fulcrum site name and YOUR_API_KEY with the key you generated.
Start asking questions
Type something like:
"How's the schedule looking?"
Your AI tool will ask for permission to use the Fulcrum tools the first time. Approve it, and you're off.