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TylerIlunga

Procore MCP Server

Create A Budget View Snapshot.

create_a_budget_view_snapshot

Create a project budget view snapshot for project status or ad hoc reporting, preserving budget data with a new snapshot ID.

Instructions

Create a project-level snapshot for either project status or ad hoc type. This is rate limited to one request per hour for each project and budget view, regardless of snapshot type. Creates the budget view snapshot 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, budget_template_id, name. Procore API: Construction Financials > Budget. Endpoint: POST /rest/v1.0/budget_view_snapshots

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesJSON request body field — title of the budget view snapshot
status_idNoJSON request body field — the ID of a custom status. Only available when the Custom Statuses feature is enabled. When enabled, use this parameter instead of approval_status. The status_id must reference an available custom ...
project_idYesJSON request body field — the project identifier
descriptionNoJSON request body field — description of the budget snapshot
snapshot_typeNoJSON request body field — snapshot Type. Only available when Project Status Snapshots feature is enabled.
budget_view_idNoJSON request body field — the budget view identifier (replaces budget_template_id)
approval_statusNoJSON request body field — approval Status.
budget_template_idYesJSON request body field — the budget template identifier (deprecated, use budget_view_id instead)
financial_period_idNoJSON request body field — the ID of the Financial Period to associate with this snapshot. Only available when the Financial Periods feature is enabled.
date_range_for_actualsNoJSON request body field — filters actuals data to a specific date range when generating the snapshot. Provide exactly two dates in ISO 8601 format representing the start and end of the range.
only_actuals_with_datesNoJSON request body field — when true, only actuals records with a date within date_range_for_actuals are included. When false (default), actuals records with no date are also included alongside date-ranged results.
reassign_financial_periodNoJSON request body field — only applies when snapshot_type is project_status_snapshot and financial_period_id is provided. When true, if the requested financial_period_id is already assigned to another snapshot in the same p...
Behavior5/5

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

The description goes well beyond the sparse annotations by disclosing the non-idempotent behavior ('calling it again creates another record'), the rate limit (one per hour per project/budget view), and the HTTP error patterns (401/403/404). These details help an agent anticipate side effects and failures. No contradiction with annotations.

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 structured with the purpose upfront, followed by behavioral notes, error handling, required parameters, and API context. Each sentence contributes useful information, though the 'Required parameters' line is somewhat redundant with the schema's required array. Overall it remains focused and well-organized.

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

Completeness4/5

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

Given there is no output schema, the description appropriately mentions the return value (new id, HTTP 201) and error payloads. It also covers the rate limit and required parameters, providing enough context for an agent to invoke the tool. While it does not explain feature-gated parameters, those are documented in the schema.

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 covers all 12 parameters with descriptions (100% coverage), so the baseline is 3. The description lists the required parameters (project_id, budget_template_id, name) but adds no new semantic meaning beyond the schema. It does not elaborate on parameter relationships or selection guidance beyond what schema already states.

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 action ('Create a project-level snapshot') and the resource (budget view snapshot), and specifies the two snapshot types. This distinguishes it from listing/retrieval siblings like list_budget_view_snapshots, and from other create tools by naming the exact resource.

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

Usage Guidelines3/5

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

The description conveys the primary usage — creating a project-level snapshot — and notes the rate limit constraint. However, it does not explicitly compare with alternatives such as list_budget_view_snapshots or mention when not to use this tool, leaving usage guidance somewhat implied.

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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