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TylerIlunga

Procore MCP Server

Add A New Markup

add_a_new_markup

Add a new markup to a contract or potential change order in Procore. Requires admin permissions and returns the new markup with its ID.

Instructions

Add a new Markup to the holder. This endpoint supports the Contract and Potential Change Order tools. Access requires the user to have admin permissions for the relevant tool. Markups associated with contracts can be updated at any time. Markups on potential change orders can only be updated when the SOV (Schedule of Values) lines are in an editable state. Pass the record's fields as top-level arguments — they are nested under "markup" in the request payload for you. Creates the markup and returns it with its new id (HTTP 201); calling it again creates another record. Failures come back as an error payload carrying the HTTP status — commonly 401 when the token has expired, 403 without tool permission, and 404 when an id does not resolve. Required parameters: project_id, holder_type, holder_id, markup_set, name, percentage. Procore API: Construction Financials > Contracts. Endpoint: POST /rest/v1.0/financials/markups

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesJSON request body field — name of the markup.
compoundNoJSON request body field — details of the compound calculations for the markup.
positionNoJSON request body field — position of the markup in the markup set of the holder. The default is the next available position, starting at 1.
holder_idYesQuery string parameter — iD of the Markup's Holder
markup_setYesJSON request body field — set of the markup. - **Horizontal markup:** Calculates the markup amount on an individual line item. - **Vertical markup:** Calculates the markup amount as a subtotal on all line items on a change ...
percentageYesJSON request body field — percentage value of the markup. The default precision is 50.
project_idYesQuery string parameter — iD of the Markup's Project
holder_typeYesQuery string parameter — type of the Markup's Holder
wbs_code_idNoJSON request body field — iD of the Wbs Code the Markup percentage will be applied to on a project's budget. Default is ID of the `None` Wbs Code.
tax_code_idsNoJSON request body field — list of unique identifiers for tax codes associated with the markup. Applicable only when advanced calculations are enabled.
applies_to_allNoJSON request body field — indicates if the markup applies to all change management items within the holder.
markup_conditionsNoJSON request body field — conditions that determine how the markup will be applied to change management items within the holder.
prime_line_item_idNoJSON request body field — unique identifier for the Prime Contract Line Item associated with the markup. This ensures synchronization between the estimated value (without vertical markup) and the revenue value (with verti...
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description goes beyond annotations by disclosing admin permission requirements, explaining that the tool nests fields under 'markup' in the payload, detailing non-idempotent creation behavior with HTTP 201, and listing common error codes (401, 403, 404). These are valuable behavioral traits not fully captured by the annotations alone.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is comprehensive but somewhat lengthy. It is front-loaded with purpose and each sentence contributes useful information, though the sentence about update constraints for markups is slightly tangential for a creation tool. Overall, it is well-structured and not excessively verbose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the lack of an output schema, the description adequately covers return behavior (returns new id with HTTP 201) and error handling. It also includes required parameters, authorization context, and the Procore API reference. With the schema handling parameter details, the description is complete for agent invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema already provides comprehensive descriptions for all 13 parameters (100% coverage). The description adds only a general note about passing fields as top-level arguments and lists the required parameters, which duplicates schema information. No additional per-parameter meaning is provided.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose with a specific verb ('Add') and resource ('new Markup to the holder'). It distinguishes from sibling markup tools by explaining it creates a new markup, while siblings handle retrieving, modifying, or deleting markups.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides clear context for when to use the tool (Contract and Potential Change Order tools) and implies non-idempotency by noting that calling it again creates another record. It does not explicitly name alternatives like 'use modify_an_existing_markup for updates,' but the distinction is implicit and easy to infer from the tool name.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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