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TylerIlunga

Procore MCP Server

Create Project Insurance

create_project_insurance

Creates a new insurance record for a Procore project. Requires project and vendor IDs; optional fields include policy number, dates, and status. Returns the created insurance with its new ID.

Instructions

Create a new Insurance associated with the specified Project. Pass the record's fields as top-level arguments — they are nested under "insurance" in the request payload for you. project_id defaults to the value set by procore_set_config when omitted. Creates the project insurance and returns it with its new id (HTTP 201); calling it again creates another record. 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: project_id, vendor_id. Procore API: Core > Directory. Endpoint: POST /rest/v1.0/projects/{project_id}/insurances

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoJSON request body field — provider name
limitNoJSON request body field — the limit for this Directory operation
notesNoJSON request body field — the notes for this Directory operation
exemptNoJSON request body field — exempt status
statusNoJSON request body field — the status for this Directory operation
origin_idNoJSON request body field — unique identifier of the origin
vendor_idYesJSON request body field — unique identifier of the vendor
project_idYesURL path parameter — unique identifier for the project.
origin_dataNoJSON request body field — the origin data for this Directory operation
info_receivedNoJSON request body field — information received (or not)
policy_numberNoJSON request body field — the policy number for this Directory operation
effective_dateNoJSON request body field — the effective date in YYYY-MM-DD format
insurance_setsNoJSON request body field — the insurance sets for this Directory operation
insurance_typeNoJSON request body field — the insurance type for this Directory operation
expiration_dateNoJSON request body field — the expiration date in YYYY-MM-DD format
division_templateNoJSON request body field — the division template for this Directory operation
additional_insuredNoJSON request body field — additional Individuals and/or Companies Insured
enable_expired_insurance_notificationsNoJSON request body field — enable/Disable expired insurance notifications
Behavior5/5

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

Annotations only convey readOnlyHint=false, idempotentHint=false, and destructiveHint=false. The description adds substantial behavioral context: returns HTTP 201 with a new id, repetition creates additional records (non-idempotency confirmation), and failure modes with specific status codes (401, 403, 404). It also clarifies the payload transformation and config-driven project_id default, going well beyond the annotations.

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?

Every sentence in the description earns its place: purpose, argument handling, parameter default, return behavior, non-idempotency, error conditions, required parameters, and API endpoint. No filler or redundancy; the structure flows logically from operation to invocation details to expectations.

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

Completeness5/5

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

Despite having 18 parameters and no output schema, the description is complete for a create operation. It covers purpose, request construction, response characteristics, failure modes, required fields, and the specific Procore API endpoint. The schema handles parameter details, so the description need not enumerate them. This is a well-rounded, actionable description.

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 has 100% coverage of 18 parameters and already documents each field. The description adds meaning by explaining that record fields must be passed as top-level arguments despite being nested under 'insurance' in the actual request payload—critical for correct invocation. It also clarifies that project_id can be omitted and defaults from procore_set_config, which is not apparent from the schema's required list.

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 begins with 'Create a new Insurance associated with the specified Project,' which is a specific verb+resource statement that clearly distinguishes this from sibling tools like update_project_insurance, list_project_insurances, and delete_project_insurance. It also clarifies non-idempotent behavior with 'calling it again creates another record,' reinforcing its unique create semantics.

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?

The description provides clear invocation context including top-level argument handling, the 'insurance' nesting behavior, project_id defaulting via procore_set_config, and required parameters. It does not explicitly contrast with alternatives (e.g., 'use update_project_insurance to modify'), but the create intent is unmistakable and the operational details are sufficient for correct use.

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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