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TylerIlunga

Procore MCP Server

Create A Project Checklist Template From A Company Checklist Template

create_a_project_checklist_template_from_a_company_checklist

Create a project checklist template from a company template, with automatic syncing of sections and items for consistent inspections.

Instructions

Creates a Project Checklist Template from a Company Checklist Template. Sections and Items on the Company Template are copied to the Project Template and changes to these company level records, including the template itself, are synced down to the project level. You may not create more than 1 project template per company template. Use this to create a new Inspections in Procore. Creates a new Inspections and returns the created object on success (HTTP 201). Required parameters: project_id, source_template_id. Procore API: Project Management > Inspections. Endpoint: POST /rest/v1.0/projects/{project_id}/checklist/list_templates/create_from_company_template

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
project_idYesURL path parameter — unique identifier for the project.
source_template_idYesJSON request body field — the ID of the Checklist Template from the Company to add to the Project
Behavior3/5

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

Annotations are minimal, so description carries the burden. It explains copying, syncing, and the HTTP 201 response. However, it contains a confusing reference to 'creates a new Inspections' (likely a typo) which could mislead an agent about the tool's actual purpose. This reduces transparency.

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 moderately concise, with each sentence adding relevant information: purpose, behavior, constraint, usage hint, required parameters, and API details. It is front-loaded with the core action. A bit wordy but not wasteful.

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?

For a creation tool without an output schema, the description covers the key aspects: what it creates, how it behaves (syncing), constraints, return value, and API details. It does not explain error conditions but is sufficient for an AI agent to understand the tool's purpose and usage.

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?

Schema coverage is 100%, but the description adds value by specifying that project_id is a URL path parameter and source_template_id is a request body field. It also mentions the POST endpoint, providing context beyond the schema descriptions.

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 it creates a Project Checklist Template from a Company Checklist Template, details copying of sections/items and syncing behavior, and includes the constraint of at most 1 project template per company template. This effectively distinguishes it from sibling tools like create_project_checklist_template.

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?

Explicitly states 'Use this to create a new Inspections in Procore' and notes the constraint. While it doesn't explicitly list alternatives or when not to use, the context of creating from a company template implies the alternative is the direct creation tool. Clear enough for adequate guidance.

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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