Integration · Field service

Connect Claude & ChatGPT to Fulcrum

Ask your AI how many inspections were completed this week, who changed a record, or to make a PDF report in Fulcrum. It can read forms, records, photos, attachments, projects and members, run read-only SQL queries across your data, create and update records and projects, and see every saved version of a record.

Connect Fulcrum free

Free plan, no credit card. Takes about a minute.

Try asking

“How many records in the Hydrant Inspection form are complete?”
The AI runs a read-only SQL query against the form's table and returns the count.
“Show records updated in the last 7 days in the Main Street project.”
It lists records filtered by project and updated date, with status and location.
“Who changed this record, and when?”
It lists every saved version of the record, so you can see who changed what and when.

What your AI can do

Forms and records

List forms with their fields, find records by form, project, date or map area, and create, update or delete records.

SQL queries

Run read-only SQL against your data, where each form is a table, to count, filter and summarize records.

Photos, reports and projects

List photos and attachments, generate PDF reports from templates, and list or create projects.

“Make a PDF report of this record with our standard template.”
It finds the form's report templates and generates a PDF report for the record.
“Set this record's status to complete.”
It updates the record with the new status and leaves the other values as they are.
“Which photos were taken for this record?”
It lists the record's photos with their metadata, including location and size.

22 tools for Fulcrum

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_projectChanges dataCreate a project with a `name` and optional description.
create_recordChanges dataCreate a record in a form: `record` needs `form_id` and can include `form_values` (keyed by field key), status, latitude/longitude, project and assignee.
create_reportChanges dataGenerate a PDF report for one record: `report` needs `record_id` and optionally a `template_id`.
delete_recordMoves moneyPermanently delete a record. Pass the record ID in `project_id`. This cannot be undone.
get_choice_listGet one choice list with all its choices. Pass the choice list ID in `project_id`.
get_formGet one form, including its fields when `schema` is true. Pass the form ID in `project_id`.
get_photoGet one photo's metadata (location, size, record). Pass the photo ID in `project_id`.
get_projectGet one project by `project_id`.
get_recordGet one record with all its field values, location and status. Pass the record ID in `project_id`.
list_attachmentsList file attachments, filtered by `form_id` or `record_id`.
list_choice_listsList choice lists (reusable pick lists used by form fields).
list_classification_setsList classification sets (hierarchical pick lists used by form fields).
list_formsList the organization's forms (apps), optionally filtered by `status`. Use it to find a form ID before working with records.
list_membershipsList organization members, optionally filtered by `form_id` or `project_id`, with their roles.
list_photosList photos, filtered by `form_id` or `record_id`, with their metadata and IDs.
list_projectsList projects with their IDs and names. Paginated.
list_record_historyList every saved version of a record by `record_id`, to see who changed what and when.
list_recordsList records, filtered by `form_id`, `project_id`, created or updated date ranges, or a map `bounding_box`. Paginated.
list_report_templatesList PDF report templates, optionally filtered by `form_id`.
list_usersList the users you have access to.
run_queryRun a read-only SQL query `q` against your Fulcrum data (each form is a table), e.g. SELECT * FROM "My Form" WHERE _status = 'complete'. Returns rows as JSON.
update_recordVisible to othersUpdate a record: pass the record ID in `project_id` and the changed `form_values`, status, location or assignee in `record`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Fulcrum from the app list.
2
Paste your key
Paste your Fulcrum API address and an API token. Create the API token for your organisation in Fulcrum's settings. Pick the address for your data region: https://api.fulcrumapp.com/api (US), https://api.fulcrumapp-eu.com/api (EU), https://api.fulcrumapp-ca.com/api (Canada) or https://api.fulcrumapp-au.com/api (Australia).
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Fulcrum?

The AI can read forms, records, record history, photos, attachments, projects, choice lists, classification sets, report templates, members and users, and run read-only SQL queries. It can create and update records, create projects, generate PDF reports and delete records.

Does the AI see my Fulcrum credentials?

No. Your Fulcrum API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only with lists and SQL queries. Updating a record changes field data, and deleting a record is permanent, so those can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Fulcrum account.

Do I need the Fulcrum Developer Pack?

PipMCP uses Fulcrum's API, which is part of Fulcrum's Developer Pack. The Developer Pack is an add-on that is included on some Fulcrum plans. Check with Fulcrum whether your plan includes it before you create the API token.