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TylerIlunga

Procore MCP Server

Create Budget Modification

create_budget_modification

Creates a budget modification to transfer funds between budget line items when budget changes are not enabled in Procore.

Instructions

Creates a Budget Modification only if Budget Changes are not enabled. This endpoint will be deprecated at October 16th of 2023. For more information on the Budget Changes API, see our documentation on upgrading from the Budget Modifications API to the Budget Changes API. Use this to create a new Budget records in Procore. Creates a new Budget records and returns the created object on success (HTTP 201). Required parameters: project_id, to_budget_line_item_id, transfer_amount. Procore API: Construction Financials > Budget. Endpoint: POST /rest/v1.0/projects/{project_id}/budget_modifications

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
project_idYesURL path parameter — unique identifier for the project.
from_budget_line_item_idNoJSON request body field — iD of the Budget Line Item to transfer from. NOTE 1: required if 'Allow Budget Modifications Which Modify Grand Total' is not checked. NOTE 2: When updating if you want to remove the from_budget_li...
notesNoJSON request body field — notes on the purpose of the transfer
origin_dataNoJSON request body field — the Origin Data to associate with this Budget Modification
origin_idNoJSON request body field — the Origin ID to associate with this Budget Modification (must be unique within a company)
to_budget_line_item_idYesJSON request body field — iD of the Budget Line Item to transfer to. NOTE: You may not pass the same to_budget_line_item_id as from_budget_line_item_id.
transfer_amountYesJSON request body field — the transfer amount for this Budget operation
Behavior4/5

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

Annotations provide readOnlyHint: false, destructiveHint: false. The description adds the precondition (only if Budget Changes not enabled), deprecation date, and that it returns HTTP 201 with the created object. It also mentions the endpoint and API category, which is useful context beyond annotations.

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

Conciseness3/5

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

The description is a single paragraph with multiple sentences, but contains redundancy (e.g., 'Creates a Budget Modification...' and then 'Use this to create a new Budget records...' and again 'Creates a new Budget records...'). While each sentence adds some value, the repetition could be streamlined.

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?

Given 7 parameters and no output schema, the description explains the condition and deprecation but does not cover optional parameters, default values, error scenarios, or the response structure beyond 'returns the created object'. This leaves gaps for a creation tool.

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 coverage is 100%, so baseline is 3. The description lists the three required parameters (project_id, to_budget_line_item_id, transfer_amount) but adds no additional meaning beyond what the schema already provides. The schema descriptions are detailed, so the description does not enhance understanding.

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 creates a Budget Modification, with a specific condition (only if Budget Changes are not enabled) and deprecation notice, distinguishing it from the Budget Changes API. The verb 'creates' and resource are explicit, and the condition differentiates it from sibling tools.

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

Usage Guidelines5/5

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

The description explicitly states when to use (only if Budget Changes not enabled) and implicitly when not (use Budget Changes API instead). It provides a direct link to documentation for upgrading, offering clear guidance on alternatives.

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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