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TylerIlunga

Procore MCP Server

Create A Line Item Group In The Proposal

create_a_line_item_group_in_the_proposal_project

Creates a new line item group in an estimating proposal for a Procore project. Organize cost items by specifying name, multiplier, notes, and pricing override.

Instructions

Create a line item group in the proposal. Use this to create a new Estimating records in Procore. Creates a new Estimating records and returns the created object on success (HTTP 201). Required parameters: proposal_id, company_id, project_id, name. Procore API (v2.0): Preconstruction > Estimating. Endpoint: POST /rest/v2.0/companies/{company_id}/projects/{project_id}/estimating/proposals/{proposal_id}/line_item_groups

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
proposal_idYesURL path parameter — unique identifier of the proposal
company_idYesURL path parameter — unique company identifier associated with the Procore User Account.
project_idYesURL path parameter — unique project identifier
multiplierNoJSON request body field — the multiplier for this Estimating operation
nameYesJSON request body field — the name for this Estimating operation
pricing_overrideNoJSON request body field — the pricing override for this Estimating operation
notesNoJSON request body field — the notes for this Estimating operation
Behavior3/5

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

Annotations already indicate the tool is not read-only, not destructive, not idempotent. The description adds that it 'returns the created object on success (HTTP 201)' but does not disclose additional behaviors like authorization needs, rate limits, or side effects beyond creation. This is adequate but adds limited value over 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 three sentences, front-loaded with purpose. It contains some redundancy (first two sentences are similar) and includes API endpoint details that may not be essential. Overall efficient, but slightly padded.

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

Completeness3/5

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

The tool has 7 parameters (4 required) and no output schema. The description covers purpose, required params, and return value, but omits details on optional parameters (multiplier, pricing_override, notes) and prerequisites (e.g., existing proposal). It lacks guidance on distinguishing from similar siblings, leaving some gaps for an agent.

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?

Schema description coverage is 100%, so baseline is 3. The description lists required parameters (proposal_id, company_id, project_id, name) but these are already in the schema. It does not add any additional meaning, constraints, or relationships beyond what the schema provides.

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 'Create a line item group in the proposal' and 'Creates a new Estimating records', specifying the action and resource. Among siblings like 'create_a_line_item_group_in_the_proposal_company' and 'create_an_estimate_line_item_in_the_proposal_project', it distinguishes by resource type and scope (project vs company).

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 says 'Use this to create a new Estimating records' but does not explicitly state when to use this tool versus alternatives (e.g., creating a line item or a group in the company context). It lists required parameters but provides no exclusion guidance or context for decision-making.

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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