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TylerIlunga

Procore MCP Server

Create Company Action Plan Templates

create_company_action_plan_templates

Create a company Action Plan template in Procore. Provide company ID, title, and plan type ID to receive the created template.

Instructions

Create Company Action Plan Templates. Use this to create a new Action Plans in Procore. Creates a new Action Plans and returns the created object on success (HTTP 201). Required parameters: company_id, title, plan_type_id. Procore API (v1.1): Project Management > Action Plans. Endpoint: POST /rest/v1.1/companies/{company_id}/action_plans/plan_templates

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idYesURL path parameter — unique identifier for the company.
titleYesJSON request body field — the title for this Action Plans operation
descriptionNoJSON request body field — the description for this Action Plans operation
privateNoJSON request body field — privacy flag of the Company Action Plan Template
plan_type_idYesJSON request body field — iD of an Action Plan Type
Behavior3/5

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

Annotations already indicate readOnlyHint=false and destructiveHint=false. The description adds that it returns HTTP 201 and the created object, but does not disclose other behavioral traits like permissions needed or side effects. Adequate but not rich.

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?

The description is concise (four sentences) and front-loaded with purpose. Every sentence adds value: purpose, usage, return info, required params, API details. No wasted words.

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 the tool's complexity (5 parameters, no output schema), the description covers core purpose, required parameters, and API endpoint. It does not elaborate on optional parameters, but schema covers them. No output schema exists, but it notes the return value. Fairly complete.

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 the schema already describes all parameters. The description only lists required parameters, adding no new meaning beyond the schema. Baseline 3 is appropriate.

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 verb 'create' and the resource 'Company Action Plan Templates'. It distinguishes from sibling tools by specifying it creates the template itself, not related items or assignees. Provides specific endpoint and return value.

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 Action Plans in Procore', which implies usage context, but does not offer explicit guidance on when to use this tool versus alternatives like creating template items or assignees. No exclusions or when-not-to-use advice is provided.

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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