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TylerIlunga

Procore MCP Server

Creates A New Stand-Alone Transfer.

creates_a_new_stand_alone_transfer

Create a stand-alone materials transfer by specifying line items with resource GUIDs and quantities. Optionally include locations and statuses, then get the new transfer ID.

Instructions

Creates a transfer document with the specified header information and line items. Line items must include a resource guid and quantity. Optional fields include from/to locations and from/to statuses. company_id and project_id default to the values set by procore_set_config when omitted. Creates the stand-alone transfer 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: company_id, project_id. Procore API (v2.0): Resource Management > Materials Management. Endpoint: POST /rest/v2.0/companies/{company_id}/projects/{project_id}/materials_mgmt/transfers

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoJSON request body field — the name for this Materials Management operation
typeNoJSON request body field — the type for this Materials Management operation
itemsNoJSON request body field — collection of items for the transfer.
notesNoJSON request body field — notes for the transfer.
company_idYesURL path parameter — the company identifier
project_idYesURL path parameter — the project identifier
propertiesNoJSON request body field — properties (key-value pairs) to be associated with the transfer.
Behavior5/5

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

The description goes beyond the annotations by detailing non-idempotency ('calling it again creates another record'), the HTTP 201 response with the new id, and common error payloads (401, 403, 404). It also discloses config defaulting behavior for company_id and project_id. This provides rich behavioral context that annotations alone do not fully convey.

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 longer than typical but every sentence adds value: purpose, item requirements, optional fields, config defaults, non-idempotency, error handling, required params, and API endpoint. It is front-loaded with the core action in the first sentence and structured logically, with no wasteful repetition.

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?

For a complex creation tool with no output schema, the description covers all essential context: inputs, line item constraints, optional fields, defaults, success response (HTTP 201 with new id), and failure modes with common status codes. It also provides the exact API endpoint and domain, making it sufficiently complete for agent invocation.

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 tool description adds meaningful semantics by specifying that line items 'must include a resource guid and quantity,' directly addressing the vague 'items' parameter in the schema. It also clarifies that company_id and project_id default from procore_set_config, which enhances parameter understanding beyond 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 clearly states the tool's action: 'Creates a transfer document with the specified header information and line items.' It specifies the resource (transfer document) and provides details about required line item contents, making the purpose unambiguous. The name and title include 'Stand-Alone Transfer,' distinguishing it from the sibling 'creates_a_new_inter_project_transfer' implicitly.

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

Usage Guidelines2/5

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

There is no explicit guidance on when to use this tool versus alternatives. While it says 'Required parameters: company_id, project_id' and mentions config defaults, it does not state when to choose this over the inter-project transfer tool or any other related transfer operation. The description implies usage from the action but lacks exclusions or explicit alternative references.

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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