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TylerIlunga

Procore MCP Server

Create A Budget Lock

create_a_budget_lock

Create a budget lock for a Procore project to secure budget data. Provide project_id to generate a new lock record with a unique ID.

Instructions

Creates a new budget lock in the specified Procore project. project_id defaults to the value set by procore_set_config when omitted. Creates the budget lock 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. Procore API: Construction Financials > Budget. Endpoint: POST /rest/v1.0/projects/{project_id}/budget/lock

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
project_idYesURL path parameter — unique identifier for the project.
Behavior5/5

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

Discloses non-idempotency ('calling it again creates another record'), success status (HTTP 201 with new id), and common failure modes (401, 403, 404). This adds substantial behavioral context beyond the annotations.

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

Conciseness5/5

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

Four dense sentences, front-loaded with the core purpose. Each sentence adds distinct information: default behavior, response, error handling, and endpoint. No wasted words.

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?

With one parameter, no output schema, and annotations present, the description fully covers purpose, parameter default, response format, idempotency, common errors, and the exact endpoint. It gives an agent everything needed to invoke correctly.

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

Parameters4/5

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

Input schema already covers project_id (100% coverage), so baseline is 3. The description adds that project_id defaults to the value from procore_set_config when omitted, which is meaningful extra context beyond the schema.

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?

Description states 'Creates a new budget lock in the specified Procore project', clearly naming the action and resource. It distinguishes from sibling delete_budget_lock via complementary verb, and includes the exact API endpoint.

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?

Provides clear context by noting project_id defaults to the procore_set_config value and that project_id is required. However, it does not explicitly mention alternatives or when not to use this tool, falling short of the highest bar.

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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