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TylerIlunga

Procore MCP Server

Create Project Exchange Rates

create_project_exchange_rates

Add exchange rates to a Procore project's currency configuration, creating one or more currency pairs against the base currency. Requires multicurrency enabled on the project.

Instructions

Creates one or more exchange rates for the project. Requires the project to have multicurrency enabled, otherwise the API returns 400. Every rate is created against the supplied base_currency_iso_code, which must match the project's existing currency. When project rates are synced with company rates, the rate values are computed automatically and the API-supplied exchange_rate is ignored. company_id and project_id default to the values set by procore_set_config when omitted. Acts on the project exchange rate and returns Procore's response for the operation. 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: company_id, project_id, base_currency_iso_code, exchange_rates. Procore API: Construction Financials > Currency Configurations. Endpoint: POST /rest/v1.0/companies/{company_id}/projects/{project_id}/currency_configuration/exchange_rates

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idYesURL path parameter — integer ID of the Procore company that owns the project. Obtainable from GET /rest/v1.0/companies.
project_idYesURL path parameter — integer ID of the Procore project whose exchange rates are being queried or modified. Obtainable from GET /rest/v1.0/companies/{company_id}/projects.
exchange_ratesYesJSON request body field — array of new exchange rates to create. Each item must specify a unique `quote_currency_iso_code` (the currency pair must not already exist for this project).
base_currency_iso_codeYesJSON request body field — iSO 4217 three-letter code of the project base currency (e.g., 'USD'). Required. Every rate in the `exchange_rates` array will be created against this base. Must match the project's existing `curre...
Behavior4/5

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

Annotations already indicate a write operation (readOnlyHint false). The description adds valuable behavioral context: prerequisites (multicurrency, 400 error), sync behavior ignoring exchange_rate, defaults from procore_set_config, and typical error statuses (401/403/404). This goes well beyond the annotations without contradicting them.

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 somewhat long but every sentence provides operational detail: prerequisites, sync behavior, defaults, error handling, required parameters, and endpoint. It is front-loaded with the core purpose and avoids fluff, making it efficient for an agent despite its length.

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?

Despite no output schema, the description covers prerequisites, defaulting behavior, sync edge cases, error responses, and the exact endpoint. It does not describe the return payload in detail, but 'returns Procore's response' is adequate for a create operation. The tool is complex enough that this level of detail is near-sufficient.

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 description coverage is 100%, so the baseline is 3. The description adds extra meaning: exchange_rates items must have unique quote_currency_iso_code and currency pairs must not already exist, and base_currency_iso_code must match the project's existing currency. It also clarifies defaulting behavior for company_id/project_id, though this slightly conflicts with their required status in the schema.

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 opens with 'Creates one or more exchange rates for the project', using a specific verb and resource. It distinguishes from sibling tools by emphasizing 'project' exchange rates and including the project-level endpoint, clearly separating it from company-level or update/get operations.

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 provides clear context for when to use the tool (requires multicurrency enabled, base currency must match), but does not explicitly name alternatives or when not to use it. It implies creation versus update/get but does not state exclusions or reference sibling tools.

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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